Yugal Joshi

Questioner
DISC Type : c

Partner at Everest Group

Gurgaon, Haryana, India

Overview

Yugal Joshi is a Partner at Everest Group, where he is a leading expert on technology services transformation, AI, and cloud strategy. He provides insights on IT services, application management, and market trends. He holds an MBA from the Indian Institute of Management Ahmedabad and a B. E. from Delhi College of Engineering.

He is a prolific author and commentator on the technology industry, with his analysis frequently featured in major business and tech publications.

Personality Overview

Cautious & Analytical

Systematic

Value Seeker

It is quite likely of them to ask for pricing or other concessions.  They prefer to fully evaluate every situation. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Agentic AI
He recently shared detailed takeaways from an IBM event, focusing on the business impact of Agentic AI rather than just its enterprise functions.
AI Services Transformation
Writes frequently about the internal changes tech service providers must undergo to leverage AI and the challenges they face in the public market.
Future of IT Infrastructure
Revisits his previous analysis on "invisible" infrastructure, now contextualized by the rapid acceleration of AI and its impact on enterprise needs.

Media Appearances

Yugal has no verified media appearances

Work History

8-2021
Partner at Everest Group
1-2018 - 7-2021
Vice President at Everest Group
1-2013 - 12-2017
Practice Director at Everest Group
5-2008 - 12-2009
Research Lead at Dawnay Day AV India Advisors
12-2003 - 6-2006
Software Quality Engineer at Adobe Systems

Education

2006 - 2008
MBA/PGDM from Indian Institute of Management Ahmedabad
1997 - 2001
B.E from Delhi College of Engineering

More Information

Social Presence :

Prographics :

Exp : 18 Location : Gurgaon, Haryana, India Job Level : N/A Designation : Partner at Everest Group
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Insights For Selling To Yugal

During A Call Or A Meeting

DO's

  • Emphasise more on facts and measurable benefits
  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Back up any claims with data and numbers

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Avoid rushing them, be polite and patient
  • Don’t depend too much on anecdotal evidence, it reduces their confidence

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Yugal is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Yugal

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Yugal move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Yugal take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Yugal

Personality Compatibility


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