Next-Generation AI for Marketing, Sales & Partner Ecosystem

Venue: The Club at Ruby Hills
Date: Friday, January 24th, 2025 | Time: 8:30 am – 1:00 pm

Registration Closed

Speakers

— First Panel —

The Future of Marketing, Sales, & Partner Ecosystem: Education, Research, and Investments

Explore how academia, venture capital, and digital transformation are shaping the future of marketing, sales, and partnership ecosystems

Speaker
Current Bio
Expertise Relevant to the Panel

Next-Generation AI Speaker: Jamie Payton

Jamie Payton

Dean, Ying Wu College of Computing, New Jersey Institute of Technology (NJIT).

Dr. Jamie Payton drives NJIT’s computing programs as Dean, advocating for inclusive and accessible tech education. Her work emphasizes diversity in STEM and fosters research that addresses critical issues in computing.

Dr. Payton focuses on bridging academic research with real-world applications, driving innovation in technologies through educational programs.

Next-Generation AI Speaker:  Raj Sabhlok

Raj Sabhlok

Operating Partner, Bessemer Venture Partners.

Raj, former CEO of Pipedrive and President of Zoho Corp, brings deep expertise in scaling tech companies. At Bessemer, he advises portfolio companies on growth and product strategy, shaping transformative business models.

Raj’s venture capital expertise in scaling marketing and sales technologies makes him a key voice on the intersection of partnerships, funding, and innovation.

Next-Generation AI Speaker:  Ed Wozencroft

Ed Wozencroft

Vice President for Digital Strategy & CIO, New Jersey Institute of Technology (NJIT).

Ed leads digital strategy and transformation at NJIT, implementing innovative IT solutions to support NJIT’s academic mission, enhancing learning experiences and positioning New Jersey Institute of Technology as a digital education leader.

Ed’s leadership in digital transformation aligns academia with the future needs of the marketing, sales, and partnership ecosystems, preparing organizations for AI-driven innovation.

Registration Closed Apply to Speak


— Second Panel —

Navigating Today’s AI Revolution: Real-World Impacts and the 12-18 Month Horizon

Examine the current state of AI adoption in marketing, sales, and partnerships, and explore actionable insights for the next 12-18 months

Speaker
Current Bio
Expertise Relevant to the Panel

Next-Generation AI Speaker:  Mahesh Ram

Mahesh Ram

Head of AI, Zoom.

Mahesh Ram is a recognized leader in enterprise AI, currently driving innovation as the Head of AI at Zoom. Previously, as the founding CEO of Solvvy (acquired by Zoom), he spearheaded breakthroughs in AI, machine learning, and natural language processing to transform customer experiences. At Zoom, Mahesh leads efforts to integrate AI-driven solutions that optimize productivity, enhance communication, and redefine how enterprises collaborate in the modern workplace.

Mahesh brings expertise in implementing AI solutions that are already transforming enterprise collaboration, providing practical insights into what’s feasible now and what’s emerging in the next 12-18 months.

eleanor thompson

Eleanor Thompson

Founder, Branchworks.

Eleanor is a partnerships expert and business psychologist, passionate about helping SaaS startups and scale-ups design impactful, revenue-generating partner ecosystems. As Founder & CEO of Branchworks, she blends deep industry expertise with a hands-on approach to building scalable partner programs, enablement strategies, and co-selling frameworks.

Eleanor brings a unique perspective at the intersection of psychology and partnerships, focusing on how AI can enhance partner relationships and collaborative sales strategies, delivering measurable, scalable results with a human-centered impact.

Pat Dutta

Pat Dutta

Global GTM Lead, Salesforce 360, Brillio.

Pat heads the go-to-market strategy for Brillio’s Salesforce 360 practice, leveraging his experience from Salesforce, Cognizant, and IBM to integrate digital solutions that drive growth and optimize business functions.

Pat focuses on how AI is reshaping business transformation across functions, offering a grounded perspective on measurable outcomes and realistic timelines for adoption within enterprises.

Next-Generation AI Speaker: Heather Margolis

Heather K. Margolis

Founder & CEO, Channel Maven.

Heather is a respected channel marketing leader who helps businesses build effective partner ecosystems. As founder of Channel Maven, she advises companies on channel strategy and drives diversity initiatives within the tech sector.

Heather provides insights into the rapid evolution of partner ecosystems and how organizations can practically leverage AI for co-selling, enablement, and partner growth today and over the near-term horizon

Event Attendees : Bay Area, Mid-Market & Enterprise Senior Leadership Team Members
Hosted & Moderated By : Sugata Sanyal, Founder & CEO, ZINFI Technologies, Inc.

Agenda & Topics

— Agenda —

Time
Description

8:30 am – 9:30 am

Breakfast & Registrations.

9:30 am – 10:30 am

1st Panel: AI Investment Trends for the Next 3-5 Years.

10:30 am – 11:00 am

Coffee & Networking Break.

11:00 am – 12:00 pm

2nd Panel: AI’s Role in the Customer Lifecycle & Sales Models.

12:00 pm – 1:00 pm

Lunch & Wrap Up


— 1st Panel Topic Details: —

AI Investment Trends for the Next 3-5 Years

AI is evolving rapidly, and enterprises, governments, and investors are making significant bets on its future. This panel will explore where AI investments are heading over the next 3-5 years, focusing on research, education, funding, and commercialization. Experts will discuss key trends shaping AI adoption across industries, highlighting opportunities and challenges. The discussion will provide a forward-looking perspective on AI’s role in job creation, economic growth, and national competitiveness.

Key Discussion Topics:

  • Breakthrough AI Research Areas – The most promising innovations shaping the industry.
  • AI in Education & Workforce Development – Preparing professionals for an AI-driven world.
  • The Role of Public-Private Partnerships – How governments and enterprises collaborate.
  • Ethics & Governance in AI Investments – Balancing innovation with responsibility.
  • AI’s Impact on Different Industries – Identifying areas of major disruption.
  • VC & Private Equity in AI – Investment patterns, trends, and market priorities.
  • AI for National Competitiveness – The global race for AI leadership and policy implications.
  • Commercialization of AI Research – Turning academic breakthroughs into real-world applications.
  • AI & Job Creation vs. Automation – How AI is reshaping employment opportunities.
  • The AI Landscape in 2028 – Predicting what the world will look like in the next 3-5 years.

AI is no longer a futuristic concept—it’s transforming industries today. Understanding investment trends will help organizations, policymakers, and professionals navigate the changing landscape. This discussion will offer valuable insights into AI’s role in shaping the global economy and workforce. By anticipating key developments, businesses and investors can position themselves for success in the AI-driven future.


— 2nd Panel Topic Details: —

AI’s Role in the Customer Lifecycle & Sales Models

AI is redefining the way businesses engage with customers, from initial contact to long-term loyalty. This panel will explore how AI enhances every stage of the customer lifecycle, improving lead generation, onboarding, retention, and advocacy. Experts will also discuss the impact of AI on direct and partner-led sales models, highlighting where companies see the most success. The conversation will cover real-world applications, challenges, and future trends in AI-powered customer management.

Key Discussion Topics:

  • AI in Lead Generation & Qualification – Enhancing suspect-to-prospect conversion.
  • Personalization at Scale – Optimizing engagement and outreach through AI.
  • Sales Acceleration with AI – Predictive insights, forecasting, and guided selling.
  • AI-Powered Onboarding – Automating and streamlining new customer experiences.
  • Customer Success & Retention – Predicting renewals and reducing churn.
  • AI-Driven Advocacy & Loyalty – Identifying and activating customer advocates.
  • Differences in Direct vs. Indirect Sales Motions – How AI impacts both models.
  • AI in Partner Enablement & Co-Selling – Enhancing collaboration and GTM strategies.
  • Challenges & Barriers to AI Adoption – Understanding obstacles to enterprise AI deployment.
  • Future Trends & Next Steps – The evolving role of AI in customer lifecycle management.

As AI continues to advance, businesses must leverage it to enhance customer engagement and sales strategies. This discussion will provide actionable insights into how AI can drive better customer experiences and long-term growth. Understanding the differences between direct and partner-led sales models will help companies optimize their approach. By addressing challenges and anticipating future trends, organizations can stay ahead in the AI-driven business landscape.

Why Attend

Gain actionable insights into leveraging AI to enhance efficiency, foster innovation, and maintain a competitive edge. Engage with industry experts and like-minded peers in a collaborative, inspiring environment tailored to empower growth across functional areas.

Seats are limited—don’t miss your chance to redefine your business with AI.

Connect. Discover. Build.

We’re excited to invite you to an exclusive in-person C-level networking and learning event.

“Next-Generation AI for Marketing, Sales & Partner Ecosystem”.

This is a unique opportunity to dive into the transformative impact of AI across key functions driving your organization’s success. The event will focus on the following areas:

  • Partner Ecosystem Leaders

    • Uncover strategies for scaling partner recruitment, enablement, and co-selling through AI-powered workflows.
    • Gain insights into how AI transforms hybrid partner ecosystems, fosters collaboration, and drives mutual growth.
    • Hear from experts on building partner networks that align with the evolving needs of the AI era.
  • Marketing & Sales

    • Discover AI strategies to drive personalized marketing campaigns and maximize ROI.
    • Understand how predictive analytics can revolutionize your sales pipeline, helping you close deals faster.
    • Gain actionable insights into aligning marketing and sales functions for seamless, AI-powered collaboration.
  • Customer Success

    • Explore how AI enhances customer support with innovative ticketing, churn prediction, and proactive retention strategies.
    • Learn about AI-driven tools to scale customer success initiatives, ensuring higher satisfaction and renewals.
    • Connect with leaders who are leveraging AI to create unparalleled customer experiences.
  • Products & Engineering

    • Learn how AI reshapes product innovation and enables engineering teams to deliver scalable, efficient solutions.
    • Explore real-world applications of AI in streamlining workflows, automating processes, and enhancing product lifecycles.
    • Connect with leaders integrating AI to unlock operational excellence and drive cutting-edge advancements.

Who’s Attending

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Past Attendees

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