Getting to Know DocLink – Caleb Castellaw

As part of our Getting to Know DocLink Blog series, we decided to highlight our amazing Sales Director Caleb Castellaw! Based out of our Laguna Hills office, Caleb is focused on assisting customers in navigating support issues, training, and adding more DocLink capabilities.

What did you do before landing at DocLink by Beyond Limits?

Before landing at the company, I was finishing up my degree in Visual Arts Media at the University of California, San Diego. Go Tritons! I was also working in partner sales as a Strategic Alliance intern for a tax compliance software and automated solutions company. It was at this internship that I was first introduced to the world of accounting software.

How did you find out about DocLink by Beyond Limits?

I started as a Business Development Representative and found this opportunity through an online job board. The job listing included ERP, partner sales, and software as a service, and I figured it was right up my alley with the experience I had gained at my internship.

What made you want to go into sales?

I feel that my natural gift is dealing with people. I enjoy helping customers navigate a complex set of steps that accompany software sales. For instance, there’s requirements gathering, such as making sure the solution is within their budget and, in case it is not, providing the return on investment in value that the solution will provide so that they can create a budget for it. I then show them the solution and explain the implementation period. It gets complex, so I like to break it down, simplify the process, and guide them through it. So, in a nutshell, what I enjoy about software sales is simplifying the process for customers.

What attracted you to DocLink by Beyond Limits?

What initially attracted me was my experience with the ERP space. I also had experience working with Sage and Microsoft partners and customers, so the company felt like a perfect fit. What continues to attract me is the culture and environment – it’s like nothing I have ever experienced. On top of that, my manager, Kevin Dudevoir, is an excellent leader!

What do you like most about your career?

I enjoy the fact that I joined the company as a Business Development Rep, then moved up to become a Customer Account Manager, and now to being a Sales Director – getting to experience every position within the sales organization have given me an excellent perspective on our Doclink customers. Best of all, in all of these roles I’ve gotten the opportunity to deal with all of our different departments – from development and support to marketing and business development – and it’s so great to work and collaborate with everyone on the DocLink team!

What are your responsibilities at DocLink by Beyond Limits?

I work closely with potential clients in the Northeast and Mid-Atlantic regions to fully understand their needs and offer solutions to meet their specific business requirements. I also collaborate with internal teams to ensure that the implementation is seamless.

What do you like best about the company?

Definitely, it’s the culture. Also, ideas for process improvement are always welcomed, regardless of your seniority in the company. When I started as a Business Development Representative four years ago, I was the most junior employee in the company, and I brought many ideas to the table that are fully implemented today. We welcome all ideas to help us become more efficient and improve our processes, which I really like about our team!

What’s the most interesting customer interaction you’ve had so far?

We had a customer whose upper management was looking to change many of their systems, and one of the systems they were looking to remove was DocLink. In response, multiple AP clerks threatened to quit if the company moved to a different solution because DocLink had improved their lives at work. They disagreed completely with their upper management, which really speaks to our product’s value.

What do you like to do outside of work?

I enjoy spending time with my wife, Bree, and dog, Kona. Typically, we like to be outdoors, such as at the beach, in a mountain environment, or off-roading in our overlanding vehicle.

Tell us more about your side business. How did you start making custom surfboards?

When I was 18 years old, I worked at a surfboard manufacturing company. I mainly worked inside their warehouse and delivered surfboards to different surf shops throughout California. At age 21, I bought my first kit and made my first surfboard from start to finish, from making the foam and fiber glassing to sanding it smooth, and I have been making them ever since! I now have a workshop where I make one to two custom orders per month and have a lot of fun making them.

If you could live anywhere else, where would it be?

Bali, Indonesia, because they have great waves, and the culture is very diverse and international.

What 3 words or phrases would you use to describe yourself?

1. Curious
2. Warm
3. Tenacious  

What is your favorite food to eat?

I like all food. I do not discriminate! I am a big fan of food, but If I had to choose, I would say any food that is extremely spicy.

What’s the top 3 most used apps on your phone?

1. Outlook
2. News
3. Surfline

What’s the last show you binge-watched?

Stranger Things! It’s such a good show!