Podcasts about sales cloud

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Best podcasts about sales cloud

Latest podcast episodes about sales cloud

Salesforce Commerce Cloud Innovations
110: Interface Applies B2C Strategy to Its B2B Business, Featuring James Pope, Global Head of Digital Marketing and Analytics

Salesforce Commerce Cloud Innovations

Play Episode Listen Later May 28, 2025 43:01


Discover the journey of Interface as they revolutionize the home furnishings industry by integrating AI and data-driven strategies. In this episode, James Pope, global head of digital marketing and analytics at Interface, shares how the company leverages Salesforce products like MuleSoft, Marketing Cloud, and Sales Cloud to both B2C and B2B customer experiences.  Learn the pivotal role of data governance and AI in their strategic initiatives, and how Interface's approach to blending traditional and digital methods boosts commercial productivity while fostering trust and compliance with global data privacy standards. Join us to explore the future of home furnishings in the digital age. Show Highlights: Interface's innovative use of the B2C brand, Flor, to optimize B2B operations and enhance customer experiences Integration of Salesforce products for seamless, personalized customer journeys in B2B and B2C contexts Emphasis on data governance, AI integration, and global data privacy compliance as critical components of Interface's strategy Use of Salesforce Commerce Cloud as a central hub for dynamic order management and AI-driven recommendations The role of AI agents in improving customer service and commercial productivity at Interface Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review,” then a quick line with your favorite part of the episode. It only takes a second, and it helps spread the word about the podcast. Supporting Resources: James Pope on LinkedIn: https://www.linkedin.com/in/jamespope/  Interface: https://www.interface.com/US/en-US.html  Learn more about Agentforce for Commerce: https://www.salesforce.com/commerce/ai/  Join the Commerce Cloud Community: https://sforce.co/commerce-crew Attend Connections 2025: https://www.salesforce.com/connections/ *** Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com. Let them know I sent you.

Content Disrupted: Bold Takes on Brand Marketing
The Innovator's Playbook: Amber Armstrong on Driving Content Marketing Excellence at Salesforce

Content Disrupted: Bold Takes on Brand Marketing

Play Episode Listen Later Jan 9, 2025 46:34


What does it take to shape marketing for a tech giant like Salesforce? Amber Armstrong, CMO of Salesforce's Sales Cloud division, shares insights into the company's unique culture of speed and innovation. Learn how her team is driving sales and educating customers on the brand's recent Agentforce technology, while building dynamic content and community platforms like the award-winning Salesblazer program. You'll get inspired by Amber's approach to empowering her team, educating the market, partnering with sales, and measuring success in new territory.

CPQ Podcast
Interview with Manika Goyal, CEO & Founder of Intellicloud Solutions

CPQ Podcast

Play Episode Listen Later Dec 8, 2024 30:01


This week on the CPQ Podcast, we ditch the script and dive deep with industry veteran Manika Goyal, Founder of Intellicloud Solutions. With 20 years of experience conquering the telco landscape, Manika isn't afraid to shake things up.  Discover why she ditched the traditional SI model and built an AI-powered product configurator specifically for the telecom industry. Get ready to hear about: The spark that ignited Intellicloud's creation (hint: it involves frustration with the status quo!) The biggest challenges and triumphs of building a product-led services company The power of AI in product configuration and how it's transforming the telco industry Intellicloud's secret sauce: their cloud-agnostic product catalog and seamless 3rd party integrations The current state of the CPQ economy and what it means for your business And much more! Manika is a force to be reckoned with, and this episode is packed with insights for anyone looking to push boundaries and leverage cutting-edge technology in the CPQ space. Ready to learn from a true innovator? Tune in! Website: https://intellicloud-solutions.com email: sales@intellicloud-solutions.com  LinkedIn: https://www.linkedin.com/in/manika-goyal-4a3386b/  Check online for events that were mentioned in this CPQ Podcast episode 

The ERP Advisor
The ERP Minute Episode 152 - August 20th, 2024

The ERP Advisor

Play Episode Listen Later Aug 21, 2024 4:10 Transcription Available


Planful announced record-breaking new bookings for the first half of the year 2024. Clayton, Dubilier, & Rice and CVC today announced that funds managed by CVC have agreed to acquire a significant ownership position in Epicor. Sage announced new enhancements and updates for Sage Intacct customers globally, to streamline financial operations and enhance security. Certinia accounted its Summer 2024 Release, introducing enhanced features to help customers achieve enterprise-level scalability, drive new efficiencies across their professional services and customer success organizations, and unlock tangible benefits with AI. Oracle introduced new user experience enhancements to Oracle Fusion Cloud Supply Chain & Manufacturing (SCM). Salesforce launched Pulse for Salesforce, a purpose-built edition of Tableau Pulse that brings out-of-the-box metrics and AI-powered insights directly into the flow of work in Salesforce CRM, starting with Sales Cloud.Connect with us!https://www.erpadvisorsgroup.com866-499-8550LinkedIn:https://www.linkedin.com/company/erp-advisors-groupTwitter:https://twitter.com/erpadvisorsgrpFacebook:https://www.facebook.com/erpadvisorsInstagram:https://www.instagram.com/erpadvisorsgroupPinterest:https://www.pinterest.com/erpadvisorsgroupMedium:https://medium.com/@erpadvisorsgroup

Talent Hub Talk
A spotlight on Sales Cloud success: Kerry Townsend's journey from Mechanical Engineer to Salesforce expert and author of the Sales Cloud Implementation Handbook

Talent Hub Talk

Play Episode Listen Later Jul 30, 2024 60:25


In today's episode, we're joined by Kerry Townsend. Kerry is a Salesforce MVP Hall of Famer, organiser of several Salesforce User Groups and community events, and now published author, having released the Salesforce Sales Cloud Implementation Handbook. In the episode, we explore Kerry's background, where the idea for the book came from, and then delve into some of the key messages from the book as well as top tips for Sales Cloud implementation success. Make sure you're following her on LinkedIn here: https://www.linkedin.com/in/kerrytownsend1/ You can purchase Salesforce Sales Cloud – An Implementation Handbook: A practical guide from design to deployment for driving success in sales, here: https://www.packtpub.com/en-gb/product/salesforce-sales-cloud-an-implementation-handbook-9781804619643?type=print You can find more content from us at Talent Hub, here: LinkedIn@ https://www.linkedin.com/company/talent-hub-global/ YouTube@ https://www.youtube.com/@talenthub1140 Facebook@ https://www.facebook.com/TalentHubGlobal/ Instagram @ https://www.instagram.com/talenthubglobal/ Twitter X @ https://twitter.com/TalentHubGlobal We hope you enjoy the episode!

Tech Disruptors
Salesforce Sales Cloud Exec on Empowering Customers With Data, AI

Tech Disruptors

Play Episode Listen Later Jul 10, 2024 45:33


“On average, a salesperson spends 30-45 minutes after a sales call on processing the sales call,” says Ketan Karkhanis, Salesforce's executive vice president and general manager of Sales Cloud. In this installment of Tech Disruptors, Karkhanis sits down with Anurag Rana, Bloomberg Intelligence senior technology analyst, to examine the problem of time-consuming and unproductive tasks faced by salespeople, and how Salesforce and its AI solutions can help address this challenge. Additionally, the two discuss the trend of software consolidation, customer evolution on the Salesforce platform and the power of its developer ecosystem.

Corporate Escapees
546 - When to Hire Your First Salesperson with Rory Galvin

Corporate Escapees

Play Episode Listen Later Jul 1, 2024 32:13


Why you should listenLearn when and how to hire your first salesperson to scale your tech consulting business.Discover strategies for building a high-quality, effective team.Gain insights into maintaining a strong company culture and leveraging your network for growth.You've grown your tech consulting business and are juggling too many responsibilities, one of which is sales. In this episode, I talk to Rory Galvin, founder and CEO of Navirum, about the crucial decision of when to hire your first salesperson and how to build a high-performing team. Rory shares his journey from the corporate world to founding Navirum, his insights on scaling through quality hires, and the importance of cultivating a strong company culture. Tune in to learn from Rory's extensive experience and practical advice.About Rory GalvinRory is the founder and CEO of Navirum, a high-growth Salesforce consulting company serving Clients across the globe. Before setting up the business, Rory spent over five years in the financial services division of Salesforce, helping a broad range of traditional banks, insurance companies, and new innovative fintech companies to reach their business goals using Salesforce. Before joining Salesforce, Rory spent over 7 years working in consulting for Accenture and as an analyst with the investment bank Merrill Lynch. Rory holds a B.A. in ICT (Computer Science) and an MBA from Trinity College Dublin. Rory is a certified Salesforce Administrator, Sales Cloud, Service Cloud Consultant, and Salesforce Trailhead Ranger.Resources and LinksNavirum.comRory's LinkedIn profileIndeedJoin the Salesforce Partner ProgramSalesforce Financial Services CloudPrevious episode: 545 - Using AI to Improve Sales Call RapportCheck out more episodes of The Paul Higgins ShowPaul Higgins Mentoring YouTube channelTech Consultant's RoadmapJoin our newsletterJoin the Tech CollectiveSuggested resourcesFind out more about Paul and how he can help you

Salesforce Commerce Cloud Innovations
066: How Rochester Electronics Transformed Their Business With B2B, OMS, & CRM with Linda Monroe and Tracey Corbitt

Salesforce Commerce Cloud Innovations

Play Episode Listen Later Jun 5, 2024 25:15


In this episode, we dive into the remarkable story of Rochester Electronics, whose leaders, Tracey Corbitt and Linda Monroe, transformed the company into a vital supplier of semiconductors for medical devices during the global pandemic. Through a digital transformation powered by Sales Cloud and MuleSoft integrations, the company not only streamlined real-time inventory management during a semiconductor shortage but also enhanced the customer experience through self-service options.  We also explore Rochester's strategic shift from dealing exclusively in obsolete parts to including active products, a move that bolstered its resilience against supply chain disruptions. Additionally, we discuss the integration of AI and automation, which has revolutionized customer service and hints at the vast potential of AI in both professional and personal contexts. Show Highlights: Digital transformation with Sales Cloud enhancing customer engagement and service. Managing real-time inventory and overcoming semiconductor shortages with Salesforce and MuleSoft. Transitioning from obsolete parts to active products to diversify and stabilize customer supply. Downsizing the customer service team through AI and automation, reallocating staff to more strategic roles. Upcoming integration of Salesforce marketing technologies for better customer insights and engagement. Potential future applications of AI in various business processes like RMA and guided selling. Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Supporting Resources: Join the Commerce Cloud Community: http://sforce.co/commercecrew *** Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com. Let them know I sent you.  

Futurum Tech Podcast
Enterprising Insights, Episode 26 - Epicor Insights and Salesforce Connections

Futurum Tech Podcast

Play Episode Listen Later May 30, 2024 31:32


In this episode of Enterprising Insights, host Keith Kirkpatrick discusses two conferences he attended during the week, Epicor Insights and Salesforce Connections. Kirkpatrick talks about the key news from each event, new product announcements, and provides his take on each event. He then closes out the show with the Rant or Rave segment, focusing on a particular galling CX experience that saw a failure with applications, training, and the ability to show empathy.  

Irish Tech News Audio Articles
Salesforce announces general availability for conversational AI assistant, Einstein Co-Pilot & new Zero Copy Partner Network

Irish Tech News Audio Articles

Play Episode Listen Later Apr 26, 2024 7:36


Salesforce has announced the general Availability of Einstein Copilot - the conversational AI assistant for CRM - along with new capabilities designed to enhance seller productivity and scale adoption of generative AI. Introducing new sales actions For 25 years, Salesforce has been helping sales teams find, win, and keep customers across every facet of the sales cycle - from prospecting and activity tracking, to forecasting and revenue operations - all of which can be tailored to your business through customisable metadata. Salesforce is using this wealth of experience to collapse the most common and valuable seller processes into conversational AI interactions grounded on your business-specific data and metadata and delivered at scale through new analytics and testing tools. A key component of this metadata, and unique to Einstein Copilot, are Copilot Actions - pre- programmed capabilities that enable Einstein Copilot to not only answer questions using your business data, but also string together workflows to get things done on behalf of your users. Today, Salesforce is increasing their library of actions with new capabilities where sellers can benefit from conversational AI directly in Sales Cloud. Instead of navigating to a bespoke AI tool disconnected from their CRM, reps can simply open up Einstein Copilot and ask for a personalised close plan, insights on why an opportunity may not close in the month, or to check if pricing was discussed on a recent call - which means more time focused on the customer, and less sifting through data and screens. And because Einstein Copilot includes a reasoning engine that can interpret user requests and dynamically automate tasks from a library of actions, every new action expands the breadth of use cases it can support - and it does so without the need to train or fine-tune a large language model (LLM). Dive deeper into what's new Einstein Copilot now includes new sales actions for boosting seller productivity across an array of cross- functional use cases: Close Plans: To accelerate time to close, sales reps and managers can have Einstein Copilot create a grounded, personalised close plan for an opportunity - with step-by-step tactics based on historical opportunity and account data as well as recommended dates of action. Forecast Guidance: Sales managers can understand and de-risk forecasts through Einstein Copilot, asking questions such as "What deals are at risk?" and getting a summarised list of deals that could explain why a rep might not hit their quota, as well as top reasons for why those deals were chosen, such as their close date or lack of recent activities. Call Explorer: Using retrieval augmented generation (RAG), which enables companies to use their structured and unstructured proprietary data to make AI more trusted and relevant, sales reps can query prior call transcripts captured in Einstein Conversation Insights, asking questions such as "What was the customer sentiment on this call?" and getting a semantically relevant answer scoped just to that call to avoid hallucinations. Follow-Up Emails: To facilitate deal progression, reps can have Einstein Copilot craft customised follow-up emails, based on prior calls - helping move deals along. Einstein Copilot in Sales Cloud Everywhere: Take Einstein Copilot everywhere you work. Research prospects, get up-to-speed on deals, and draft outreach from any webpage with Sales Cloud Everywhere. In addition to these new capabilities for sellers, Einstein Copilot is introducing platform enhancements that make every conversational AI experience better: Copilot Analytics: Admins can visualise usage of Einstein Copilot through a pre-configured analytics dashboard, enabling them to understand and accelerate Einstein Copilot adoption by dissecting key metrics such as actions used, average interactions per user, and success rates to help businesses drive and measure ROI from AI. Recommended Actions: Teams are now empowered to quickly c...

The Salesforce Admins Podcast
Replay: Sales Cloud Core with Ketan Karkhanis

The Salesforce Admins Podcast

Play Episode Listen Later Feb 29, 2024 22:24


Today on the Salesforce Admins Podcast, we talk to Ketan Karkhanis, EVP and GM of Sales Cloud at Salesforce. Join us for a replay of this episode about all of the new Sales Cloud features that have gone live recently and how you can use them to transform your organization. You should subscribe for the […] The post Replay: Sales Cloud Core with Ketan Karkhanis appeared first on Salesforce Admins.

Insights for IT Negotiations
Salesforce Q4 FY24 Earnings: Pay Attention to Einstein Copilot and Data Cloud

Insights for IT Negotiations

Play Episode Listen Later Feb 28, 2024 12:00


Salesforce's FY24 total revenue came in at $34.9B, representing an 11% growth year-over-year. However, this did come in much lower than the 18% growth posted in FY23. Salesforce's FY25 guidance also represents a continued decline in growth, as the midpoint of Salesforce's forecasted revenue would represent roughly 8.6% growth. It is clear from the earnings call that Salesforce, and the Salesforce account executives, will be focused on getting customers to adopt both Data Cloud and the newly released Einstein Copilot. Salesforce will be pushing Einstein Copilot either as an add-on to the current Sales Cloud and/or Service Cloud subscriptions or an upgrade to the most robust and expensive “Einstein 1” edition (formerly “Unlimited Plus”). An “Einstein 1” adoption or upgrade also inevitably comes with Data Cloud adoption. In this podcast, Salesforce Practice Leader, Adam Mansfield, discusses what Salesforce's earnings mean for customers and what customers should expect from Salesforce as they push through their upcoming negotiations, whether in term or at renewal. In addition, Adam provides his perspective on how best to prepare for Salesforce's aggressive push to upsell and cross sell their current customers. Host: Adam Mansfield: https://bit.ly/3rPGp8r SalesForce Commercial Advisory Services: https://bit.ly/2V78ADX

Podcasts de Jesus Hoyos
El nuevo producto de Salesforce: Marketing Cloud Growth Edition

Podcasts de Jesus Hoyos

Play Episode Listen Later Feb 26, 2024 52:21


Jesus Hoyos, juntos a colegas en Solvis Consulting, Raul Cuevas, Adriana Olarte, Luz Dary Ferreira e Israel Regalado, nos dan sus observaciones del nuevo producto de Salesforce - Marketing Cloud Growth Edition. Hablamos sobre: 1. ¿Si este es el futuro de Salesforce, tener todo en su plataforma core? 2. ¿El Marketing Cloud Growth Edition remplazara en el futuro a Marketing Cloud Account Engagement o Marketing Cloud Engagement? 3. Las bondades del Marketing Cloud Growth Edition 4. La confusión de tener 3 productos de Marketing - ¿Cual es cuál? #podcastdecrm #capsulasdecustomerengagement #solvis La Evolución del Ecosistema de Salesforce: https://www.youtube.com/watch?v=6PVfoPnnSUc&t Marketing Automation vs Customer Journeys: https://www.youtube.com/watch?v=uWOjcFPATWM&list=PLMRlvxkpMiwF3UFaWeY3a6HK4UJjjK8hG Playlist: https://www.youtube.com/playlist?list=PLMRlvxkpMiwF3UFaWeY3a6HK4UJjjK8hG Integrando Marketing Automation y CRM https://www.youtube.com/live/sD8cxeEcFgA?si=c-BlJoiuQ2T6vPms El uso de soluciones de Landing Pages] https://www.youtube.com/live/hPZ8SHDij-w?si=STCQC5g01aH6ula8 Marketing Cloud de Salesforce, conectando multiples CDPs https://youtu.be/aiDCqlMd6nM?si=ji8b5kB2Q7HWg-UR Adquisición de Clientes usando Pardot, Sales Cloud y Marketing Cloud https://www.youtube.com/live/KzhIzho__Mw?si=VZjR6exYSlO5t_71 Podcast de CRM: https://podcast.cx2advisory.com/

Podcasts de Jesus Hoyos
La Evolución Del Ecosistema De Salesforce

Podcasts de Jesus Hoyos

Play Episode Listen Later Feb 19, 2024 50:19


La Evolución del Ecosistema de Salesforce: Pardot (Marketing Cloud Account Engagement), Sales Cloud, Marketing Cloud, y Social Studio Hablamos de las diferentes nubes integradas, eCommerce, el Data Cloud, y la evolución a soluciones verticales de Salesforce para el manejo de clientes (B2B) y/o consumidores (B2C) Podcast de Jesus Hoyos: Este video de #capsulasdecustomerengagement ahora lo tendremos en el canal YouTube de Solvis y en todos los medios de podcast de Jesus Hoyos. Podcast: https://podcast.cx2advisory.com/ Playlist en YouTube: https://www.youtube.com/playlist?list=PLMRlvxkpMiwF3UFaWeY3a6HK4UJjjK8hG Adquisición de Clientes usando Pardot, Sales Cloud y Marketing Cloud (Video) https://www.youtube.com/live/KzhIzho__Mw?si=jRQbI170rSNU1L-f Ecosistema de Salesforce para Customer Engagement (Publicación) https://www.solvisconsulting.es/ecosistema-salesforce-para-customer-engagement #salesforce #marketingcloud #marketingautomation #b2b #b2c #cdp #datacloud #ai #industrias

Building a Coaching Culture
#92: Building a Connected Culture in a Hybrid World | with Doug Camplejohn

Building a Coaching Culture

Play Episode Listen Later Dec 5, 2023 39:18


Doug Camplejohn is CEO and Founder at Airspeed. He previously worked at Salesforce as an EVP and GM of Sales Cloud. Doug Camplejohn attended Carnegie Mellon University. J.R. and Lucas chat with Doug Camplejohn and Doug shares how his experience at Salesforce during the early days of the pandemic inspired him to start Airspeed to address the lack of human connection many were feeling while working remotely.Key topics covered include: Keys to building trust and psychological safety within high performance team cultures Allowing employees to bring their whole selves to work and feel seen Using AI to analyze employee data and provide managers recommendations on improving culture The importance of cultivating human connections, curiosity and fun alongside driving strong business results Tune in to hear Doug's insights on strengthening culture and connectivity in the hybrid work landscape!************* LINKS & RESOURCES ************Building a Coaching Culture is presented by Two Roads LeadershipProduced, edited, and published by Make More MediaFor full show notes and more info head to: https://buildingacoachingculturepodcast.com/episode/92

The Salesforce Admins Podcast
Sales Cloud Core with Ketan Karkhanis

The Salesforce Admins Podcast

Play Episode Listen Later Oct 12, 2023 22:50


Today on the Salesforce Admins Podcast, we talk to Ketan Karkhanis, EVP and GM of Sales Cloud at Salesforce. Join us as we chat about all of the new Sales Cloud features that have gone live recently and how you can use them to transform your organization. You should subscribe for the full episode, but […] The post Sales Cloud Core with Ketan Karkhanis appeared first on Salesforce Admins.

The Engineering Leadership Podcast
Navigating conflict in large-scale orgs w/ competing priorities w/ Ritu Bhargava #147

The Engineering Leadership Podcast

Play Episode Listen Later Sep 19, 2023 38:17


In this episode, Ritu Bhargava, Chief Product Officer, CX/CRM @ SAP, joins us to discuss collaboration, relationship building, and navigating conflicts in large-scale organizations with competing priorities. We cover Ritu's philosophy regarding building bridges between people, how to gain buy-in toward your priorities, unlocking support from fellow exec leaders, and how to address conflicts & competing interests across a massive org. Ritu also shares her strategies for minimizing ego & generating curiosity as an eng leader, her most valuable prioritization tool & how it works for SAP, and identifying / managing conflicts before they become an issue.ABOUT RITU BHARGAVARitu Bhargava (@ritubhargava) is the Chief Product Officer of SAP Customer Experience (CX). In her role, she heads product, engineering, user experience, strategy, and operations for the entire CX portfolio and recently has been appointed to the Qualtrics Board of Directors.Before joining SAP at the end of 2021, Ritu held various technology leadership positions and most recently came from Salesforce as the Senior Vice President of Engineering for Sales Cloud, Salesforce's flagship product suite. Having started her career as an SAP developer, Ritu went on to work at Oracle for ten years and was responsible for financial applications in various roles. With extensive experience in enterprise applications and the CX space, Ritu brings a strong market focus, both from a business and engineering perspective. Ritu holds a bachelor's degree in Economics and Psychology from Lady Shri Ram College, Delhi University, and an M.B.A. in Finance and IT from the University of Lincolnshire, U.K. She recently joined the Qualtrics Board of Directors and co-chairs the West Coast Advisory Board for Asian University for Women. AUW is a Bangladesh-based nonprofit dedicated to women's education and leadership development. She also enjoys supporting cricketing initiatives in America, having played on the U.S.A. Women's Cricket team."If we were to rely purely on just having to re-org for every business requirement that we need to deliver to or a customer need that we need to execute to, we would endlessly be re-orging and it's just not possible, which means that we have to and we must operate in matrix words, which also then further means that we have to be okay with working with each other in a way that is not just, 'Hey, if I don't report to you or you're not on my team is only when I will make you successful.'- Ritu Bhargava   Check out Jellyfish's Scenario Planner to help you accelerate your development!With Jellyfish's Scenario Planner, you can analyze tradeoffs, and optimize resources - to ensure your highest priority initiatives meet your delivery goals and deadlines!To learn more about how Scenario Planner can help you better accelerate, predict & plan your software delivery

All TWiT.tv Shows (MP3)
This Week in Enterprise Tech 559: Salesforcing AI

All TWiT.tv Shows (MP3)

Play Episode Listen Later Sep 2, 2023 64:00


UK's Online Safety Bill compromises end-to-end encryption and could result in systemic security risks Cybercriminal gangs are trafficing cybercrime workers Pros and Cons of JAVA programing AirBnb accounts hacked using stealers malware and stolen cookies Should Big Tech firms help pay for broadband contruction? Ketan Karkhanis, executive vice president and general manager of Sales Cloud at Salesforce talks about trust and challenges with AI, and how generative AI will change sales. Hosts: Louis Maresca, Brian Chee, and Curtis Franklin Guest: Ketan Karkhanis Download or subscribe to this show at https://twit.tv/shows/this-week-in-enterprise-tech. Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Sponsors: bitwarden.com/twit lookout.com

This Week in Enterprise Tech (Video HD)
TWiET 559: Salesforcing AI - ISPs want Big Tech to fund broadband construction, AI for CRM with Salesforce

This Week in Enterprise Tech (Video HD)

Play Episode Listen Later Sep 2, 2023 64:00


UK's Online Safety Bill compromises end-to-end encryption and could result in systemic security risks Cybercriminal gangs are trafficing cybercrime workers Pros and Cons of JAVA programing AirBnb accounts hacked using stealers malware and stolen cookies Should Big Tech firms help pay for broadband contruction? Ketan Karkhanis, executive vice president and general manager of Sales Cloud at Salesforce talks about trust and challenges with AI, and how generative AI will change sales. Hosts: Louis Maresca, Brian Chee, and Curtis Franklin Guest: Ketan Karkhanis Download or subscribe to this show at https://twit.tv/shows/this-week-in-enterprise-tech. Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Sponsors: bitwarden.com/twit lookout.com

This Week in Enterprise Tech (MP3)
TWiET 559: Salesforcing AI - ISPs want Big Tech to fund broadband construction, AI for CRM with Salesforce

This Week in Enterprise Tech (MP3)

Play Episode Listen Later Sep 2, 2023 64:00


UK's Online Safety Bill compromises end-to-end encryption and could result in systemic security risks Cybercriminal gangs are trafficing cybercrime workers Pros and Cons of JAVA programing AirBnb accounts hacked using stealers malware and stolen cookies Should Big Tech firms help pay for broadband contruction? Ketan Karkhanis, executive vice president and general manager of Sales Cloud at Salesforce talks about trust and challenges with AI, and how generative AI will change sales. Hosts: Louis Maresca, Brian Chee, and Curtis Franklin Guest: Ketan Karkhanis Download or subscribe to this show at https://twit.tv/shows/this-week-in-enterprise-tech. Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Sponsors: bitwarden.com/twit lookout.com

All TWiT.tv Shows (Video LO)
This Week in Enterprise Tech 559: Salesforcing AI

All TWiT.tv Shows (Video LO)

Play Episode Listen Later Sep 2, 2023 64:00


UK's Online Safety Bill compromises end-to-end encryption and could result in systemic security risks Cybercriminal gangs are trafficing cybercrime workers Pros and Cons of JAVA programing AirBnb accounts hacked using stealers malware and stolen cookies Should Big Tech firms help pay for broadband contruction? Ketan Karkhanis, executive vice president and general manager of Sales Cloud at Salesforce talks about trust and challenges with AI, and how generative AI will change sales. Hosts: Louis Maresca, Brian Chee, and Curtis Franklin Guest: Ketan Karkhanis Download or subscribe to this show at https://twit.tv/shows/this-week-in-enterprise-tech. Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Sponsors: bitwarden.com/twit lookout.com

Management Blueprint
168: Adopt a Culture Operating System with Doug Camplejohn

Management Blueprint

Play Episode Listen Later Aug 28, 2023 24:25


https://youtu.be/BfOVAhXaOYk Doug Camplejohn is the Founder and CEO of Airspeed, a suite of Slack apps that help employees feel more connected and appreciated. We discuss how leaders can be more deliberate about building their culture, ways to build relationships among employees in remote settings, and how AI and automation can help facilitate and improve six key points of culture in a business. --- Adopt a Culture Operating System with Doug Camplejohn Our guest is Doug Camplejohn, the founder and CEO of AirSpeed, a suite of Slack apps that help employees feel more connected and appreciated. Doug, welcome to the show. Thanks for having me, Steve. Well, I'm excited to have you because you have a really interesting combination of backgrounds, big tech, and then from big tech going to startup and actually serial big tech to startup, which is not that common. So how do you evolve being a top executives of Apple, LinkedIn, and Salesforce to finding your own startup? Yeah, I started my career at Apple, came out of Carnegie Mellon University and worked on a little project called QuickTime there for a few years. And then for a number of years, I was in startups, had joined startups and kind of seen firsthand how it's done and also how it's not done. And then decided to do my own. My first was a company called Fliptop that was a music locker before iPods and before iTunes, and that got acquired by Bertelsmann. Then I went on to start a security company, MI5 Networks, named after the British secret agent, secret service that I got acquired by Symantec. And then the last company was a company called Fliptop, and that was doing machine learning for sales and marketing and that was acquired by LinkedIn. So I was at LinkedIn running the sales navigator team for about four years, and then got acquired, then got recruited over to Salesforce to be the general manager of Sales Cloud. And I started in February of 2020. So you know how this goes. Six weeks later, the world looks like this. And on the one hand, I loved it. I never want to go back to an office five days a week ever again. But I miss people. And we did all the same things that everybody else did. We did Zoom happy hours and lots of fun Slack channels and more all hands meetings and communication. And it was in the middle of that I realized, wow, there's really no central place for all this information is being kept. There's no operating system to culture system record. And that's how Airspeed was born. Okay, so I'm going to ask you about Airspeed because I'm really curious about this concept of the culture operating system, so to say. But before we go there, I want to just ask you about, so you had this company flipped up, and then you sold it to LinkedIn, and then you became, you ran the Sales Navigator. What formerly was your business, LinkedOut, or that's a different? No, so Sales Navigator, at the time I joined LinkedIn, LinkedIn makes its money in multiple ways. So obviously advertising is a big piece of it, but recruiting up until recently, I think was the biggest, may still be the biggest division, multi-billion dollar part of LinkedIn's revenue, selling a version of LinkedIn called LinkedIn Recruiter. So Sales Navigator was a version of LinkedIn for salespeople to help them find leads and find accounts to go after. And the acquisition of Fliptop was helping them do integration with CRMs like Salesforce and syncing those systems in a better way. So we took it from when I was there, it was about $250 million division. It's now over a billion dollar business for LinkedIn. So it was a big growth curve over those four years. Yeah. No, sales navigators definitely. Sometimes I can't even make the difference. What's the difference between sales navigator and LinkedIn? They look the same thing and with an interface. And LinkedIn used to include some of the same functionalities that now sales navigator includes. So it's just confusing, but that's cool. So with the pandemic,

The SalesStar Podcast
Episode 179: The Impact of AI in Sales and Marketing with Ketan Karkhanis, EVP & GM, Sales Cloud, Salesforce

The SalesStar Podcast

Play Episode Listen Later Aug 17, 2023 16:37


Ketan Karkhanis, EVP & GM, Sales Cloud, Salesforce spoke about the increasing use and impact of AI in sales and marketing while taking us through Salesforce's latest product innovations; Key topics covered: How Salesforce's latest Sales GPT and Service GPT enables sales and marketing efforts The growing use of AI in sales and marketing areas today How can B2B teams use AI to drive success

Screaming in the Cloud
The World of Salesforce Cloud Development with Evelyn Grizzle

Screaming in the Cloud

Play Episode Listen Later Jul 27, 2023 31:41


Evelyn Grizzle, Senior Salesforce Developer, joins Corey on Screaming in the Cloud to discuss the often-misunderstood and always exciting world of Salesforce development. Evelyn explains why Salesforce Development is still seen as separate from traditional cloud development, and describes the work of breaking down barriers and silos between Salesforce developers and engineering departments. Corey and Evelyn discuss how a non-traditional background can benefit people who want to break into tech careers, and Evelyn reveals the best parts of joining the Salesforce community. About EvelynEvelyn is a Salesforce Certified Developer and Application Architect and 2023 Salesforce MVP Nominee. They enjoy full stack Salesforce development, most recently having built a series of Lightning Web Components that utilize a REST callout to a governmental database to verify the licensure status of a cannabis dispensary. An aspiring Certified Technical Architect candidate, Evelyn prides themself on deploying secure and scalable architecture. With over ten years of customer service experience prior to becoming a Salesforce Developer, Evelyn is adept at communicating with both technical and non-technical internal and external stakeholders. When they are not writing code, Evelyn enjoys coaching for RADWomenCode, mentoring through the Trailblazer Mentorship Program, and rollerskating.Links Referenced: Another Salesforce Blog: https://anothersalesforceblog.com RAD Women Code: https://radwomen.org/ Personal Website: https://evelyn.fyi LinkedIn: https://www.linkedin.com/in/evelyngrizzle/ TranscriptAnnouncer: Hello, and welcome to Screaming in the Cloud with your host, Chief Cloud Economist at The Duckbill Group, Corey Quinn. This weekly show features conversations with people doing interesting work in the world of cloud, thoughtful commentary on the state of the technical world, and ridiculous titles for which Corey refuses to apologize. This is Screaming in the Cloud.Corey: Welcome to Screaming in the Cloud. I'm Corey Quinn, and this is Screaming in the Cloud. But what do we mean by cloud? Well, people have the snarky answer of, it's always someone else's computer. I tend to view it through a lens of being someone else's call center, which is neither here nor there.But it all seems to come back to Infrastructure as a Service, which is maddeningly incomplete. Today, we're going in a slightly different direction in the world of cloud. My guest today is Evelyn Grizzle, who, among many other things, is also the author of anothersalesforceblog.com. I want to be clear, that is not me being dismissive. That is the actual name of the blog. Evelyn, thank you for joining me.Evelyn: Hi, Corey. Thank you for having me.Corey: So, I want to talk a little bit about one of the great unacknowledged secrets of the industry, which is that every company out there, sooner or later, uses Salesforce. They talk about their cloud infrastructure, but Salesforce is nowhere to be seen in it. But, for God's sake, at The Duckbill Group, we are a Salesforce customer. Everyone uses Salesforce. How do you think that wound up not being included in the narrative of cloud in quite the same way as AWS or, heaven forbid, Azure?Evelyn: So, Salesforce is kind of at the proverbial kid's table in terms of the cloud infrastructure at most companies. And this is relatively because the end-users are, you know, sales reps. We've got people in call centers who are working on Salesforce, taking in information, taking in leads, opportunities, creating accounts for folks. And it's kind of seen as a lesser service because the primary users of Salesforce are not necessarily the techiest people on the planet. So, I am really passionate about, like, making sure that end-users are respected.Salesforce actually just added a new certification, the Sales Representative Certification that you can get. That kind of gives you insight to what it's like to use Salesforce as an end-user. And given that Salesforce is for sales, a lot of times Salesforce is kind of grouped under the Financial Services portion of a company as opposed to, like, engineering. So again, kind of at the proverbial kid's table; we're over in finance, and the engineering team who's working on the website, they have their engineering stuff.And a lot of people don't really know what Salesforce is. So, to give a rundown, basically, Salesforce development is, I lovingly referred to it as bastard Java full-stack development. Apex, the proprietary language, is based in Java, so you have your server-side Java interface with the Salesforce relational database. There's the Salesforce Object Query Language and Salesforce Object Search Language that you can use to interact with the database. And then you build out front-end components using HTML and JavaScript, which a lot of people don't know.So, it's not only an issue of the end-users are call center reps, their analysts, they're working on stuff that isn't necessarily considered techie, but there's also kind of an institutional breakdown of, like, what is Salesforce? This person is just dragging and dropping when that isn't true. It's actually, you know, we're writing code, we're doing stuff, we're basically writing full-stack Java. So, I like to call that out.Corey: I mean, your undergraduate degree is in network engineering, let's be very clear. This is—I'm not speaking to you as someone who's non-technical trying to justify what they do as being technical. You have come from a very deep place that no one would argue is, “Well, that's not real computering.” Oh, I assure you, networking is very much real computering, and so is Salesforce. I have zero patience for this gatekeeping nonsense we see in so many areas of tech, but I found this out firsthand when we started trying to get set up with Salesforce here. It took wailing and gnashing of teeth and contractor upon contractor. Some agencies did not do super well, some people had to come in and rescue the project. And now it mostly—I think—works.Evelyn: Yeah, and that's what we go for. And actually, so my degree is in network engineering, but an interesting story about me. I actually went to school for chemical engineering. I hated it. It was the worst. And I dropped out of school did, like, data analytics for a while. Worked my way up as a call center rep at a telephone company and made a play into database administration. And because I was working at the phone company, my degree is in network engineering because I was like, “I want to work at the phone company forever.” Of course that did not pan out. I got a job doing Salesforce development and really enjoy it. There's always something to learn. I taught myself Salesforce while I was working at IBM, and with the Blue Wolf department that… they're a big Salesforce consulting shop at IBM, and through their guidance and tutelage, I guess, I did a lot of training and worked up on Salesforce. And it's been a lot of fun.Corey: I do feel that I need to raise my hand here and say that I am in the group you described earlier of not really understanding what Salesforce is. My first real exposure to Salesforce in anything approaching a modern era was when I was at a small consulting company that has since been bought by IBM, which rather than opine on that, what I found interesting was the Salesforce use case where we wound up using that internally to track where all the consultants were deployed, how they wound up doing on their most recent refresher skills assessment, et cetera, so that when we had something strange, like a customer coming in with, “I need someone who knows the AS/400 really well,” we could query that database internally and say, “Ah. We happen to have someone coming off of a project who does in fact, know how that system works. Let's throw them into the mix.” And that was incredibly powerful, but I never thought of it as being a problem that a tool that was aimed primarily at sales would be effective at solving. I was very clearly wrong.Evelyn: Yeah. So, the thing about Salesforce is there's a bunch of different clouds that you can access. So there's, like, Health Cloud, Service Cloud, Sales Cloud is the most common, you know, Salesforce, Sales Cloud, obviously. But Service Cloud is going to be a service-based Salesforce organization that allows you to track folks, your HR components, you're going to track your people. There's also Field Service Lightning.And an interesting use case I had for Field Service Lightning, which is a application that's built on top of Salesforce that allows field technicians to access Salesforce, one of the coolest projects I've built in my career so far is, the use case is, there's an HVAC company that wants to be able to charge customers when they go out into the field. And they want to have their technician pull out an iPad, swipe the credit card, and it charges the customer for however much duct tape they used, however much piping, whatever, duct work they do. Like I said, I'm a software engineer, I'm not a HVAC person, but—Corey: It's the AWS building equivalent for HVAC, as best I can tell. It's like all right, “By the metric foot-pound—” “Isn't that a torque measurement?” “Not anymore.” Yeah, that's how we're going to bill you for time and materials. It'll be great.Evelyn: Exactly. So, this project I built out, it connects with Square, which is awesome. And Field Service Lightning allows this technician to see where they're supposed to go on the map, it pulls up all the information, a trigger in Salesforce, an automation, pulls all the information into Field Service Lightning, and then you run the card, it webhooks into Square, you send the information back. And it was a really fun project to work on. So, that was actually a use case I had not thought of for Salesforce is, you know, being able to do something like this in the field and making a technician's job that much easier.Corey: That's really when I started to feel, as this Salesforce deployment we were doing here started rolling out, it wasn't just—my opinion on it was like, “Wait, isn't this basically just that Excel sheet somewhere that we can have?” And it starts off that way, sure, but then you have people—for example, we've made extensive use of aspects of this over on the media side of our business, where we have different people that we've reached out to who then matriculate on to other companies and become sponsors in that side of the world. And how do we track this? How do we wind up figuring out what's currently in flight that doesn't live in someone's head, or God forbid, email inbox? How do we start reasoning about these things in a more holistic way?We went in a slightly different direction before rolling it out to handle all of the production pieces and the various things we have in flight, but I could have easily seen a path whereas we instead went down that rabbit hole and used it as more or less the ERP, for lack of a better term, for running a services business.Evelyn: Yeah. And that is one thing you can use Salesforce as an ERP. FinancialForce, now Certinia, exists, so it is possible to use Salesforce as an ERP, but there's so much more to it than that. And Salesforce, at its heart, is a relational database with a fancy user interface. And when I say, “I'm a Salesforce developer,” they're like, “Oh, you work at Salesforce?” And I'm like, “No, not quite. I customize Salesforce for companies that purchase Salesforce as a Salesforce customer.”And the extensibility of the platform is really awesome. And you know, speaking of the external clients that want to use Salesforce, there's, like, Community Cloud where you can come in and have guest users. You can have your—if you are, say at a phone company, you can have a troubleshooting help center. You can have chatbots in Salesforce. I have a lot of friends who are working on AI chatbots with the Einstein AI within Salesforce, which is actually really cool. So, there is a lot of functionality that is extensible within Salesforce beyond just a basic Excel spreadsheet. And it's a lot of fun.Corey: If I pull up your website, anothersalesforceblog.com, one of the first things that you mentioned on the About the Author page just below the fold, is that you are an eight-time Salesforce Certified Developer and application architect. Like, wow, “Eight different certifications? What is this, AWS, on some level?”I think that there's not a broad level of awareness in the ecosystem, just how vast the Salesforce-specific ecosystem really is. It seems like there's an entire, I want to reprise the term that someone—I can't recall who—used to describe Dark Matter developers, the people that you don't generally see in most of the common developer watering holes like Stack Overflow, or historically shitposting on Twitter, but they're out there. They rock in, they do their jobs. Why is it that we don't see more Salesforce representation in, I guess, the usual tech watering holes?Evelyn: So, we do have a Stack Overflow, a Stack Exchange as well. They are separate entities that are within the greater Stack websites. And I assure you, there's lots of Salesforce shitposting on Twitter. I used to be very good at it, but no longer on Twitter due to personal reasons. We'll leave it at that.But yeah, Dreamforce is like a massive conference that happens in San Francisco every year. We are gearing up for that right now. And there's not a lot of visibility into Salesforce outside of that it feels like. It's kind of an insulated community. And that goes back to the Salesforce being at the kids' table in the engineering departments.And one of the things that I've been working on in my current role is really breaking down the barriers and the silos between the engineering department who's working on JavaScript, they're working on Node, they're working on HTML, they're, you know, building websites with React or whatever, and I'm coming in and saying, like, hey, we do the same thing. I can build a Heroku app in React, if I want to, I can do PHP, I can do this. And that's one of the cool things about Salesforce is some days I get to write in, like, five or six different languages if I want to. So, that is something that, there's not a lot of understanding. Because again, relational database with a fancy user interface.To the outside, it may seem like we're dragging and dropping stuff. Which yes, there is some stuff. I love Flows, which are… they're drag-and-drop automations that you can do within Salesforce that are actually really powerful. In the most recent update, you can actually do an HTTP call-out in a Flow, which is something that's, like, unheard of for a Salesforce admin with no coding background can come in, they can call an Apex class, they can do an HTTP call-out to an external resource and say, like, “Hey, I want to grab this information, pull it back into Salesforce, and get running off the ground with, like, zero development resources, if there are none available.”Corey: I want to call out just for people who think this is more niche than it really is. I live in San Francisco. And I remember back in pre-Covid times, back when Dreamforce was in town. I started seeing a bunch of, you know, nerdy-looking people with badges. Oh, it's a tech conference, what conference is it? It's something called Dreamforce for Salesforce.Oh, is that like the sad small equivalent of re:Invent in Las Vegas? And it's no, no, it's actually about three times the size. 170,000 people descend on San Francisco to attend this conference. It is massive. And it was a real eye-opener for me just to understand that. I mean, I have a background in sales before I got into tech and I did not realize that this entire ecosystem existed. It really does feel like it is more or less invisible and made me wonder what the hell else I'm missing, as I am too myopically focused on one particular giant cloud company to the point where it has now become a major facet of my personality.Evelyn: And that's the thing is there's all kinds of community events as well. So, I'm actually speaking at Forcelandia which, it's a Salesforce developer-focused event that is in Portland—Forcelandia, obviously—and I'm going to be speaking on a project that I built for my current company that is, like, REST APIs, we've got some encryption, we've got a front-end widget that you drop into a Salesforce object. Which, a Salesforce object is a table within the relational database, and being able to use polymorphic object relationships within Salesforce and really extending the functionality of Salesforce. So, if you're in Portland, I will be at Forcelandia on July 13th and I'm really excited about it.But it's this really cool ecosystem that, you know, there's events all over the world, every month, happening. And we've got Mile High Dreamin' coming up in August, which I'll be at as well, speaking there on how to break into the ecosystem from a non-tech role, which will be exciting. But yeah, it's a really vibrant community like, and it's a really close-knit community as well. Everyone is so super helpful. If I have a question on Stack Exchange, or, you know, back in my Twittering days, if I'd have something on Twitter, I could just post out and blast out, and the whole Salesforce community would come in with answers, which is awesome. I feel like the Stack Exchange is not the friendliest place on the planet, so to be able to have people who, like, I recognize that username and this person is going to come and help me out. And that's really cool. I like that about the Salesforce community.Corey: Yeah, a ding for a second on the whole Stack Exchange thing. That the Stack Overflow survey was fascinating, and last year, they showed that 92% of their respondents were male. So, this year, they fixed that problem and did not ask the question. So, I just refer to it nowadays as Stack Broverflow because that's exactly how it seems.Evelyn: [laugh].Corey: And that is a giant problem. I just didn't want that to pass uncommented-on in public. Thank you for giving me the opportunity to basically—Evelyn: Fair enough.Corey: —mouth off about that crappy misbehavior.Evelyn: Oh, yeah. No. And that's one of the things that I really like about the Salesforce community is there's actually, like, a huge movement towards gender equity and parity. So, one of the organizations that I'm involved with is RAD Women Code, which is a nonprofit that Angela Mahoney and a couple of other women started that it seeks to upskill women and other marginalized genders from Salesforce admins, which are your declarative users within Salesforce that set up the security settings, they set up the database relationships, they make metadata changes within Salesforce, and take that relational database knowledge and then upskill them into Salesforce developers.And right now, there is a two-part course that you can sign up for. If you have I believe it's a year or two of Salesforce admin experience and you are a woman or other marginalized gender, you can sign up and take part one, which is a very intro to computer programming, you go over the basics of object-oriented programming, a little bit of Java, a little bit of SOQL, which is the Salesforce Object Query Language. And then you build projects, which is really awesome, which is, like, the most effective way to learn is actually building stuff. And then the second part of the course is, like, a more advanced, like, let's get into our bash classes, which is like an automation that you can run every night. Let's do advanced object-oriented programming topics like abstraction and polymorphism. And being able to teach that is really fun.We're also planning on adding a third course, which is going to be the front-end development in Salesforce, which is your HTML, your JavaScript. Salesforce uses vanilla JavaScript, which I love, personally. I know I'm alone in that. I know that's the big meme on Facebook in the programming groups is ‘JavaScript bad,' but I have fun with it. There's a lot you can do with just native JavaScript in Salesforce. Like, you can grab the geolocation of a device and print it onto a Salesforce object record using just vanilla JavaScript. And it's been really helpful. I've done that a few times on various projects.But yeah, we're planning on adding a third course. We are currently getting ready to launch the pilot program on that for RAD Women Code. So, if you are listening to this, and you are a Salesforce admin who is a marginalized gender, definitely hit me up on LinkedIn and I will send you some information because it's a really good program and I love being able to help out with it.Corey: We'll definitely include links to that in the [show notes 00:18:59]. I mean, this does tie into the next question I have, which is, how do you go about giving a cohesive talk or even talking at all about Salesforce, given the tremendous variety in terms of technical skills people bring to bear with it, the backgrounds that they have going into it? It feels, on some level, like, it's only a half-step removed from, “So, you're into computers? Here's a conference for that.” Which I understand, let's be clear here, that I am speaking from the position of the AWS ecosystem, which is throwing stones in a very fragile glass house.Evelyn: Yeah, so again, I said this already. When I say I'm a Salesforce developer, people say, “Oh, you work at Salesforce. That is so cool.” And I have to say, “No, no. No working at Salesforce. I work on Salesforce in the proprietary system.” But there's always stuff to be learned. There's obviously, like, two releases a year where they send updates to the Salesforce software that companies are running on and working on computers is kind of how I sum it up, but yeah, I don't know [laugh].Corey: No, I think that's a fair place to come at from. It's, I think that we all have a bit of a bias in that we tend to assume that other people, in the absence of data to the contrary, have similar backgrounds and experiences to our own. And that means in many cases, we paper over things that are not necessarily true. We find ourselves biasing for people whose paths resemble our own, which is not inherently a bad thing until it becomes exclusionary. But it does tend to occlude the fact that there are many paths to this broader industry.Evelyn: Yeah. So, there is a term in the Salesforce ecosystem, we like to call people accidental admins, where they learn Salesforce on a job and like it so much that they become a Salesforce admin. And a lot of times these folks will then become developers and then architects, even, which is kind of how I got into it as well. I started at a phone company as a Salesforce end-user, worked my way up as a database admin, database coordinator doing e911 databases, and then transitioned into software engineering from there. So, there's a lot of folks who find themselves within the Salesforce ecosystem, and yeah, there are people with, like, bonafide top-ten computer science school degrees, and you know, we've got a fair bit of that, but one thing that I really like about the Salesforce ecosystem is because everyone's so friendly and helpful and because there's so many resources to upskill folks, it's really easy to get involved in the ecosystem.Like Trailhead, the training platform for Salesforce is entirely free. You can sign up for an account, you can learn anything on Salesforce from end-user stuff to Salesforce architecture and anything in between. So, that's how most people study for their certifications. And I love Trailhead. It's a very fun little modules.It gamifies learning and you get little, I call them Girl Scout badges because they resemble, you know, you have your Girl Scout vest and your Girl Scout sash, and you get the little badges. So, when you complete a project, you get a badge—or if you work on a big project, a super badge—that you can then put on your resume and say, “Hey, I built this 12-hour project in Salesforce Trailhead.” And some of them are required for certifications. So, you can say, “I did this. I got this certification, and I can actually showcase my skills and what I've been working on.”So, it really makes a good entrance to the ecosystem. Because there's a lot of people who want to break into tech that don't necessarily have that background that are able to do so and really, really shine. And I tell people, like, let's see, it's 2023. Eight years ago, I was a barista. I was doing undergraduate research and working in a coffee shop. And that's really helped me in my career.And a lot of people don't think about this, but the soft skills that you learn in, like, a food service job or a retail job are really helpful for communicating with those internal and external stakeholders, technical and non-technical stakeholders. And if you've ever been yelled at by a Karen on a Sunday morning, in a university town on graduation weekend, you can handle any project manager. So, that's one thing that, like, because there's so many resources in the ecosystem, there's so many people with so many varied backgrounds in the ecosystem, it's a really welcoming place. And there's not, like… I don't know, there's not a lot of, like, degree shaming or school shaming or background shaming that I feel happens in some other tech spaces. You know, I see your face you're making there. I know you know what I'm talking about. But—[laugh].Corey: I have an eighth-grade education on paper. My 20s were very interesting. Now, it's a fun story, but it was very tricky to get past a lot of that bias early on in my career. You're not wrong.Evelyn: Absolutely. And like I said, eight years ago, I was a barista. I went to school for chemical engineering. I have an engineering background, I have most of a chemical engineering degree. I just hated it so much.But getting into Salesforce honestly changed my life because I worked my way up from a call center as an end-user on Salesforce. Being able to say I have worked as a consultant. I have worked as a staff software engineer, I have worked at an ISV partner, which if you don't know what that is, Salesforce has an app store, kind of like the Google Play Store or the Apple App Store, but purely apps on Salesforce, and it's called the Salesforce App Exchange. So, if you have Salesforce, you can extend your functionality by adding an app from the App Exchange to if you want to use Salesforce as an ERP, for example, you can add the Certinia app from the App Exchange. And I've worked on AppExchange apps before, and now I'm like, making a big kid salary and, like, it's really, really kind of cool because ten years ago, I didn't think my life was going to be like this, and I owe it to—I'm going to give my old boss Scott Bell a shout out on this because he hired me, and I'm happy about it, so thank you, Scott for taking a chance and letting me learn Salesforce. Because now I'm on Screaming in the Cloud, which is really cool, so—talking about Salesforce, which is dorky, but it's really fun.Corey: If it works, what's wrong with it?Evelyn: Exactly.Corey: There's a lot to be said for helping people find a path forward. One of the things that I've always been taken aback by has been just how much small gestures can mean to people. I mean, I've had people thanked me for things I've done for them in their career that I don't even remember because it was, “You introduced me to someone once,” or, “You sat down with me at a conference and talked for 20 minutes about something that then changed the course of my career.” And honestly, I feel like a jerk when I don't remember some of these things, but it's a yeah, you asked me my opinion, I'm thrilled to give it to you, but the choices beyond that are yours. It still sticks out, though, that the things I do can have that level of impact for people.Evelyn: Yeah, absolutely. And that's one of the things about the Salesforce community is there are so many opportunities to make those potentially life-changing moments for people. You can give back by being a Trailblazer Mentor, you can sign up for Trailblazer Mentorship from any level of your career, from being a basic fresh, green admin to signing up for architecture lessons. And the highest level of certification in Salesforce is the Certified Technical Architect. There's, like, 300 of them in the world and there are nonprofits that are entirely dedicated to helping marginalized genders and women and black and indigenous people of color to make these milestones and go for the Certified Technical Architect certification.And there's lots of opportunities to give back and create those moments for people. And I spoke at Forcelandia last year, and one of the things that I did—it was the Women in Tech breakfast, and we went over my LinkedIn—which is apparently very good, so if you don't know what to do on LinkedIn, you can look at mine, it's fine—we went through LinkedIn and your search engine optimization in LinkedIn and how you can do this, and you know, how to get recruiters to look at your LinkedIn profile. And I went through my salary history of, like, this is how much I was making ten years ago, this is how much I'm making now, and this is how much I made at every job on the way. And we went through and did that. And I had, like, ten women come up to me afterwards and say, “I have never heard someone say outright their salary numbers before. And I don't know what to ask for when I'm in negotiations.”Corey: It's such a massive imbalance because all the companies know what other people are making because they get a holistic view. They know what they're paying across the board. I think a lot of the pay transparency movement has been phenomenal. I've been in situations before myself, where my boss walks up to me out of nowhere, and gives me a unsolicited $10,000 raise. It's, “Wow, thanks.” Followed immediately by, “Wait a minute.”Evelyn: Mm-hm.Corey: People generally don't do that out of the goodness of their hearts. How underpaid, am I? And every time it was, yeah, here's the $10,000 raise so you don't go get 30 somewhere else.Evelyn: Yeah. And that's one of the things that, like, going into job negotiations, women and people of marginalized genders will apply for jobs that they're a hundred percent qualified for, which means that they're not growing in their positions. So, if you're not kind of reaching when you're applying for positions, you're not going to get the salary you need, you're not going to get that career growth you need, whereas, not to play this card, but like, white men will go in and be, like, “I've got 60% of the qualifications. I'm going to ask for this much money.” And then they get it.And it's like, why don't I do that? It's, you know, societal whatever is pressuring me not to. And being able to talk transparently about that stuff is, like, so important. And these women just, like, went into salary negotiations a couple weeks later, and I had one of them message me and say, like, “Yeah, I asked for the number you said at this conference and I got it.” And I was like, “Yes! congratulations.” Because that is life-changing, especially, like, because so many of us come from non-technical backgrounds in Salesforce, you don't know how much money you can make in tech until you get it, and it's absolutely life-changing.Corey: Yeah, it's wild to me, but that's the way it works. I really want to thank you for taking the time to speak with me. If people want to learn more, where's the best place for them to find you?Evelyn: So, I am reachable at anothersalesforceblog.com, and evelyn.fyi, E-V-E-L-Y-N dot F-Y-I, which actually just links back to another Salesforce blog, which is fine. But I'm really [laugh] reachable on LinkedIn and really active there, so if you need any Salesforce mentorship, I do that. And I love doing it because so many people have helped me in my career that it's really, like, anything I can do to give back. And that's really kind of the attitude of the Salesforce ecosystem, so definitely feel free to reach out.Corey: And we will, of course, put links to that in the [show notes 00:30:27]. Thank you so much for taking the time to, I guess, explain how an entire swath of the ecosystem views the world.Evelyn: Yeah, absolutely. Thank you for having me, Corey.Corey: Evelyn Grizzle, Senior Salesforce Developer. I'm Cloud Economist Corey Quinn, and this is Screaming in the Cloud. If you've enjoyed this podcast, please leave a five-star review on your podcast platform of choice, whereas if you've hated this podcast, please leave a five-star review on your podcast platform of choice along with an angry, insulting comment that I will one day aggregate somewhere, undoubtedly within Salesforce.Corey: If your AWS bill keeps rising and your blood pressure is doing the same, then you need The Duckbill Group. We help companies fix their AWS bill by making it smaller and less horrifying. The Duckbill Group works for you, not AWS. We tailor recommendations to your business and we get to the point. Visit duckbillgroup.com to get started.

Insights for IT Negotiations
Tips for Salesforce Customers Ahead of Announced Price Increases

Insights for IT Negotiations

Play Episode Listen Later Jul 11, 2023 6:24


Salesforce announced that they will be increasing list prices by an average of 9% across Sales Cloud, Service Cloud, Marketing Cloud, Industries and Tableau products. Salesforce's last list price increase was over seven years ago, so it was only a matter of time. As further justification for the price increases, Salesforce also cited the fact that they have delivered 22 new releases, thousands of new features, including recent generative AI innovations, over the last seven years. In this podcast, our Salesforce Practice Leader, Adam Mansfield, shares insights into the specific price increases and the products these increases will affect. He also shares his thoughts on what this means for Salesforce customers, including what customers should do to get ahead of their challenging renewal negotiations with Salesforce. Host: Adam Mansfield: https://bit.ly/3rPGp8r SalesForce Commercial Advisory Services: https://bit.ly/2V78ADX

Morgans AM
Wednesday, 12 July 2023: US equity markets logged back-to-back session gains following a late rally

Morgans AM

Play Episode Listen Later Jul 11, 2023 6:04


US equity markets logged back-to-back session gains following a late rally ahead of key inflation figures tonight AEST - Dow rallied +317-points or +0.93%, marking its biggest daily percentage gain since 15 June. Salesforce.com Inc logged its biggest one day advance in four months (up +3.93%) after the client relationship software management group announced it was raising prices for some of its products, the first increase in seven years. The San Francisco-based company said that it would raise list prices in August by an average of 9% across its suite of products, which include Sales Cloud and Tableau. Boeing Co gained +2.55% after the commercial aerospace giant delivered more jets (136 commercial airliners, including 60 jets in June) than expected in the second quarter. The broader S&P500 gained +0.67%, with Energy (up +2.20%) leading all eleven primary sectors higher. The Nasdaq rose +0.55%.

Morgans Financial Limited
Morgans AM: Wednesday, 12 July 2023

Morgans Financial Limited

Play Episode Listen Later Jul 11, 2023 6:03


US equity markets logged back-to-back session gains following a late rally ahead of key inflation figures tonight AEST - Dow rallied +317-points or +0.93%, marking its biggest daily percentage gain since 15 June. Salesforce.com Inc logged its biggest one day advance in four months (up +3.93%) after the client relationship software management group announced it was raising prices for some of its products, the first increase in seven years. The San Francisco-based company said that it would raise list prices in August by an average of 9% across its suite of products, which include Sales Cloud and Tableau. Boeing Co gained +2.55% after the commercial aerospace giant delivered more jets (136 commercial airliners, including 60 jets in June) than expected in the second quarter. The broader S&P500 gained +0.67%, with Energy (up +2.20%) leading all eleven primary sectors higher. The Nasdaq rose +0.55%.

Crónicas de Salesforce con Sara Hernandez #ENESPAÑOL
EP#54 SALES CLOUD - ¿Cómo aprovecharlo?

Crónicas de Salesforce con Sara Hernandez #ENESPAÑOL

Play Episode Listen Later Jun 22, 2023 45:46


✨ Nuevo episodio en Crónicas de Salesforce con Sara HernándezTenemos dos grandes invitados Joselin Jimenez, que nos acompaña desde Barcelona - España, pero él es originaria de Valencia Venezuela, y actualmente desempeña el rol de Senior Salesforce Consultant - Team Lead Además nos acompaña Joaquin Rico desde Barcelona - España y actualmente desempeña el rol de Salesforce Consultant En este episodio estaremos conversando sobre Sales Cloud, pero más allá de qué, es conocer cómo podemos aprovecharlo, cuáles son los features que no pueden faltar, experiencias de implementación y mucho más. Podrás encontrarnos en Spotify, Apple Podcast y Google Podcast✨¡Nuestro principal objetivo es impulsar el contenido en español!

Ethical & Sustainable Investing News to Profit By!
Podcast: Best ESG Funds and Stocks

Ethical & Sustainable Investing News to Profit By!

Play Episode Listen Later Apr 7, 2023 21:43


This podcast includes these articles: “The Best ESG Funds Of 2023,” by Barbara Friedberg; “5 Best ESG Stocks to Consider in April 2023,” by Benzinga; “Climate Change Stocks - How Investors Can Profit From The Green Revolution,” by Q.ai; and “Five Top Graphite Stocks to Own with the EV Boom,” by Baystreet Staff. And more. Transcript & Links, Episode 103, April 7, 2023 Hello, Ron Robins here. Welcome to podcast episode 103 and published on April 7, 2023, titled “Best ESG Funds and Stocks.” It's presented by Investing for the Soul. Investingforthesoul.com is your site for vital global ethical and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript, and links to content – including stock symbols and bonus material – on this episode's podcast page located at investingforthesoul.com/podcasts. Now if any terms are unfamiliar to you, simply Google them. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, nor do I receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal to you any personal investments I have in the investments mentioned herein. Additionally, quotes about individual companies are brief so that I can get as many companies covered as possible in the time allowed. Please go to this podcast's webpage for links to the actual articles for more company and stock information. Also, some companies might be covered more than once and there are also 2 article links below that time didn't allow me to review them here. ------------------------------------------------------------- 1) Best ESG Funds and Stocks It's been a while since I led off talking about ESG funds. So let's amend that now with this article titled The Best ESG Funds Of 2023. It's by Barbara Friedberg and found on forbes.com. Here are some of what Ms. Friedberg says about her picks. “Forbes Advisor has selected what we believe to be the best ESG funds available in the market today… We began our hunt by paring Morningstar's master list to 140 funds by excluding options that required minimum initial investments of more than $5,000. Also, we eliminated funds that did not lend themselves to the creation of a well-diversified mix of stock and fixed income investments… We then screened out any funds with an annual expense ratio that was above 0.60%. For diversity, we selected passively managed as well as actively managed portfolios. To meet the requirements of a very broad audience, so we deliberately excluded narrowly focused sector funds, geographically specialized funds and age group-specific target date funds. These screens left us with 18 choices. The final list of the eight best ESG funds includes broadly diversified choices that are suitable for the widest possible group of investors. We included short and core fixed-income funds along with U.S. and international ESG equity funds. You might create an entire ESG portfolio from funds on the list or add a few to an existing investment portfolio.” Vanguard ESG U.S. Stock ETF (ESGV) Pimco Enhanced Short Maturity Active ESG ETF (EMNT) Nuveen ESG Dividend ETF (NUDV) iShares MSCI Global Sustainable Developmental Goals ETF (SDG) Fidelity U.S. Sustainability Index Fund (FITLX) Fidelity International Sustainability Index Fund (FNIDX) Calvert US Mid Cap Core Responsible Index Fund (CMJAX) BlackRock Sustainable Advantage CoreAlpha Bond Fund (BIAAX)” End quotes. ------------------------------------------------------------- 2) Best ESG Funds and Stocks Now, from the best ESG funds to the best ESG stocks with this article titled 5 Best ESG Stocks to Consider in April 2023. It's by Benzinga and found on benzinga.com. Here are their recommendations with some quotes on each one. “1. Microsoft (NASDAQ:MSFT) The company is organized into three segments, including productivity and business processes (which includes Microsoft Office, Skype, SharePoint and Office 365) (and) cloud infrastructure and platform-as-a-service offering. The last segment is personal computing including Xbox, Bing search, display advertising, laptops and desktops.  2. NVIDIA (NASDAQ:NVDA) The firms' chips are used in a variety of end markets such as high-end PCs for gaming, data centers, and automotive infotainment systems.  More recently, the firm has diversified its focus from traditional PC to more complex sectors such as artificial intelligence and autonomous driving. These sectors increasingly leverage high-performance capabilities in graphics processing units.  3. Salesforce (NYSE:CRM) Salesforce.com provides enterprise cloud computing solutions, including Sales Cloud, the company's main customer relationship management software-as-a-service product.  Salesforce.com also offers Service Cloud for customer support (and) Marketing Cloud for digital marketing campaigns and Commerce Cloud as an e-commerce engine. Its Salesforce Platform allows enterprises to build applications, and other solutions, such as data integration. 4. Accenture (NYSE:ACN) Accenture is a leading global IT services firm that provides consulting, strategy, and technology and operational services. These services are the anchor of successful enterprises and cover digital transformation, procurement services and software system integration.  The company provides its IT offerings to a number of sectors ranging from communications, media and technology as well as financial services, healthcare and consumer products. 5. Best Buy Co (NYSE:BBY) Best Buy is the largest pure-play consumer electronics retailer in the U.S., with over $47 billion in 2020 sales alone. This was driven by its 10% share of the aggregate market and nearly 40% share of offline sales, according to Benzinga, CTA industry and Euromonitor data. The bulk of the firm's sales are driven by mobile phones, computers, tablets, computers and appliances, which represent its three largest categories.  Accelerated by the COVID-19 pandemic, the U.S. e-commerce channel has roughly doubled from pre-pandemic levels, with management estimating that it will represent a mid-30% proportion of sales moving forward.” End quotes. ------------------------------------------------------------- 3) Best ESG Funds and Stocks And now to a listener's favorite sector with this title Climate Change Stocks - How Investors Can Profit From The Green Revolution. By Q.ai on forbes.com. Here are their stock picks and some of their comments on each one. “Here are some examples of some of the most popular investments in this space… Stocks 1. Tesla (TSLA) While electric vehicles are much more widespread now, much of that is thanks to the efforts of Elon Musk and Tesla, who popularized it from quirk to the mainstream. Tesla stock isn't for the faint hearted, with the eccentric billionaire CEO causing wild swings in the price with crazy tweets and ideas. Nevertheless, so far it's been a great long term bet for many investors as the stock is up over 850% over the past five years. 2. First Solar (FSLR) Based out of Arizona, First Solar is one of the largest manufacturers of solar panels. Their panels are used in solar farms whose sole purpose is to generate electricity for the grid, but solar tech is also used in a wide range of other applications too… First Solar's stock price is up almost 200% over the past five years. 3. Enphase Energy (ENPH) Where First Solar helps create renewable energy and Tesla uses it, Enphase Energy acts as the middleman. They create battery systems and electric vehicle charging stations, that allows this to be used functionally in our day to day lives. While Enphase charging stations are attached to the electricity grid, which isn't solely powered by renewable energy, it's a vital piece in the chain to make electric vehicles more usable. Enphase Energy stock is up a whopping 4,220% over the last five years. 4. Vestas Wind Systems (VWS.CO) Even before electricity was invented, humans harnessed wind to power our ships and windmills to run agricultural machinery. Wind farms from Vesta Wind Systems are a lot more complex these days, but the basic concept remains the same. It's another winner from a financial point of view, with Vestas stock up 115% over the past five years. If you're looking for a broader level of diversification and want to invest in clean energy via ETFs, there are some great options for investors. Some examples include: 1. First Trust NASDAQ® Clean Edge® Green Energy Index Fund (QCLN) This fund aims to broadly mimic the NASDAQ Clean Edge Green Energy Index… by investing in green energy companies. Some of the largest holdings in the fund include companies like ON Semiconductor, Tesla, First Solar, SolarEdge, Albermarle, Rivian and Plug Power. 2. iShares Global Clean Energy UCITS ETF (IQQH.DE) This ETF has a similar objective, but instead aims to benchmark against the S&P Global Clean Energy Index. Some of the major holdings in the fund include Vestas Wind Systems, First Solar, Plug Power and Consolidated Edison.” End quotes. ------------------------------------------------------------- 4) Best ESG Funds and Stocks Continuing in a related field to energy is this article titled Top of Form Five Top Graphite Stocks to Own with the EV Boom. It's on baystreet.ca and by Baystreet Staff. Here is some of what is in the article. Quote. “With the electric vehicle market accelerating, investors may want to pay close attention to the graphite market,' Andrew Miller, chief operating officer at Benchmark Mineral Intelligence, (is) quoted by InvestingNews.com (as saying). ‘We're now projecting that by the end of next year, batteries will be the number one leading market for graphite.'… In addition, to meet rising demand, Benchmark Mineral Intelligence estimates that up to 150 new operations across natural and synthetic graphite are needed by 2035. That's creating big opportunity for natural graphite companies… (and) beneficial for (some) vehicle stocks. 1. Infinity Stone Ventures Corp. (CSE: GEMS) (OTC: GEMSF) Announced the formation of a new wholly-owned subsidiary, AirCarbon Technology Corp., to develop the Rockstone Graphite Project. The Company has also entered into a partnership with R&D Innovation Inc. to use their patent-pending and proprietary air classification separation technology to process samples from the Rockstone Graphite Project. The Air Classification System eliminates the need for flotation, chemicals and drying in the graphite milling process and greatly reduces the capital costs for a traditional graphite mill. It has also been designed to eliminate the need for tailing ponds and greatly lessen the need for significant infrastructure at a mine site… ‘We firmly believe that graphite is being overlooked in the market, considering its critical position in the battery metal supply chain… said Zayn Kalyan, CEO and Director of Infinity Stone. 2. Volkswagen (VWAGY) Just announced that it is stepping up its activities in North America in a bid to take a strong position in this important growth market for battery electric vehicles. The Group and its battery company PowerCo have selected St. Thomas in Ontario, Canada, to establish Volkswagen's first overseas gigafactory for cell manufacturing, which will produce sustainable unified cells, start of production is planned for 2027… 3. Graphite One Inc. (GPHOF) Is planning a complete domestic U.S. supply chain for advanced graphite materials, is pleased to announce drill results from its 2022 Field Program at its Graphite Creek Property (in Alaska) … Graphite Creek is living up to its designation by the US Geological Survey as the largest and highest grade graphite resource in the United States. 4. NextSource Materials Inc. (NEXT.TO) (Has) announced that construction of the processing plant and mining camp for the Company's Molo Graphite Mine in Madagascar is now complete, and that the entire mining fleet is at site. President and CEO, Craig Scherba, commented: ‘We are now entering the final stages of development of Phase 1 and are fast approaching first production.' 5. Tesla (TSLA) In the fourth quarter, it produced over 439,000 vehicles and delivered over 405,000 vehicles. In 2022, vehicle deliveries grew 40% YoY to 1.31 million while production grew 47% YoY to 1.37 million. The company also continued to transition towards a more even regional mix of vehicle builds which again led to a further increase in cars in transit at the end of the quarter.” End quotes. It seems a little strange having Tesla here but I guess Tesla must have some relationship with its battery production. ------------------------------------------------------------- Now one Other Honorable Mention 1. Title: Texas Instruments a Top Socially Responsible Dividend Stock With 2.8% Yield (TXN) on nasdaq.com. By BNK Invest. One article from Outside the US 1. UK Title: Top 10 ethical financial advisers in 2023 on good-with-money.com. By Lori Campbell. ------------------------------------------------------------- Ending Comment Well, these are my top news stories with their stock and fund tips -- for this podcast titled: “Best ESG Funds and Stocks.” Now, please be sure to click the like and subscribe buttons on Apple Podcasts, Google Podcasts, or wherever you download or listen to this podcast. That helps bring these podcasts to others like you. And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these terribly troubled times! Contact me if you have any questions. Thank you for listening. Talk to you next on April 21st. Bye for now. © 2023 Ron Robins, Investing for the Soul

The Small Business Edge Podcast with Brian Moran
What Your Business Needs to Know About Generative AI Today

The Small Business Edge Podcast with Brian Moran

Play Episode Listen Later Mar 8, 2023 34:04


In This Episode – In this month's segment on “Big Business Advice for Small Business Owners,” I spoke with Ketan Karkhanis, EVP and GM of Sales Cloud at Salesforce. We had an excellent discussion on Generative AI and how it will expedite automation in small businesses, especially in the areas of sales and customer service.

Salesforce Developer Podcast
164: Apex Hours with Amit Chaudhary

Salesforce Developer Podcast

Play Episode Listen Later Feb 20, 2023 25:28


Amit Chaudhary is a principal technical architect at InfoServices. In 2016, Amit had just moved to the United States and was working from home, so he created a group for developers to connect to make friends in his new city. This grew into a program and community that he now calls Apex Hours.  In this episode, we discuss Apex Hours and how it has become a community-driven program. Salesforce experts create content every week for other developers to learn from. They believe that everyone has something to learn from each other and are growing in their technical skills together. Listen in to learn more from Amit on Apex Hours and how they are impacting the developer community. Show Highlights: What Amit does as the principal Salesforce architect. How Apex Hours organically came into existence. What led Amit to provide Sales Cloud-focused material through Apex Hours. Amit's tips for people who are interviewing in the Salesforce ecosystem. What the Salesforce inspector Chrome extension is. What exciting content and events are upcoming from Apex Hours. Links: Twitter account: twitter.com/amit_sfdc Linkedin account: linkedin.com/in/amitchaudhary21/ Apex Hours website: apexhours.com/  

Sales vs. Marketing
Jager McConnell - CEO of Crunchbase | Innovation and Adaptability at Crunchbase

Sales vs. Marketing

Play Episode Listen Later Jan 7, 2023 67:19


➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory   ➡️ About The Guest⁣ Jager McConnell is the CEO of Crunchbase, a leading platform for discovering and connecting with the companies, people, and resources driving innovation. He has a proven track record of building and scaling high-growth technology businesses, with over 20 years of experience in the tech industry. Jager McConnell is the CEO of Crunchbase, the leading platform used by millions of entrepreneurs and investors looking to discover innovative companies and the people behind them. Jager joined Crunchbase after it spun out from AOL, a move that was announced at TechCrunch Disrupt in 2015. Prior to joining Crunchbase, Jager spent 11 years at Salesforce in various roles across sales, marketing, and product development. In his last role at Salesforce, Jager was VP of Product in the Sales Cloud, where he oversaw the core salesforce automation product line. Under Jager's leadership, Crunchbase has continued to grow and expand, with a strong focus on data quality and customer success. He is dedicated to helping startups and enterprises alike discover the most innovative and promising businesses and technologies in the market. ➡️ Show Links https://twitter.com/jagermcconnell/  https://www.linkedin.com/in/jager/  https://www.crunchbase.com/       ➡️ Podcast Sponsors HUBSPOT - http://hubspot.sjv.io/successstorypod/   ➡️ Talking Points⁣ 00:00 - Intro 01:32 - Jager McConnell's origin story 03:10 - Creativity's role in Jager's career 04:01 - Some startups Jager was involved in 07:01 - The reality of working in a startup 08:34 - Where did Jager have the biggest growth in his life? 11:34 - What is Jager doing at Crunchbase now? 16:55 - Building up the business model for Crunchbase 19:35 - Getting your first hundred customers 21:26 - Was the data at Crunchbase valuable enough for people to pay for at the beginning? 29:00 - Becoming the platform everyone wants to be represented on 35:13 - Keeping your data protected 38:24 - Choosing a business model around partnerships 41:22 - How to choose what to focus on next? 44:15 - Building a feedback loop 47:01 - Not believing in growth at all costs and building Crunchbase with that mindset? 50:40 - How does Jager McConnell manage investor expectations? 51:32 - Using your platform for good 57:31 - Where does Jager want to see Crunchbase in the future? 59:54 - Can a company that is a front-end system have no data in the back-end system? 1:01:24 - Jager's advice for success Learn more about your ad choices. Visit podcastchoices.com/adchoices

Podcasts de Jesus Hoyos
Adquisición De Clientes Usando Pardot, Sales Cloud Y Marketing Cloud

Podcasts de Jesus Hoyos

Play Episode Listen Later Jul 18, 2022 27:02


Adquisición de Clientes usando Pardot, Sales Cloud y Marketing Cloud #capsulasedecustomerengagement #solvis #podcastdecrm #cx2advisory #pardot #salescoud #marketingcloud

La Estrategia del Día
Cumbre del G-7, un ETF anti-bitcoin y qué amenaza las vacaciones en Europa

La Estrategia del Día

Play Episode Listen Later Jun 27, 2022 7:36


Hay una nueva sanción a Rusia, competidores de Tesla suman fuerza, los inversionistas tienen más opciones y hay caos en los aeropuertos. Todo sobre el ETF anti bitcoin Contenido Patrocinado | Este episodio es traído para ti por Salesforce. Vive la Omniexperiencia en https://www.salesforce.com/mx/omniexperiencia/ Incrementa hasta un 30% tu conversión de leads utilizando nuestras herramientas: Sales Cloud, Marketing Cloud y Service Cloud.

La Estrategia del Día
Fin de semana extremo para las criptomonedas, ¿ahora qué?

La Estrategia del Día

Play Episode Listen Later Jun 20, 2022 8:37


Hablamos del sube y baja agresivo de BTC, Héctor Grisi se va a España, cuántas empresas siguen operando en Rusia y qué esperar de las startups en 18 meses. Contenido Patrocinado | Este episodio es traído para ti por Salesforce. Vive la Omniexperiencia en https://www.salesforce.com/mx/omniexperiencia/ Incrementa hasta un 30% la satisfacción de tus clientes utilizando nuestras herramientas: Sales Cloud, Marketing Cloud y Service Cloud.

La Estrategia del Día
Aeroméxico, Tesla, el desplome de Revlon y Merqueo cierra en México

La Estrategia del Día

Play Episode Listen Later Jun 13, 2022 7:29


Un desliste más en la Bolsa Mexicana, el split accionario, el panorama complejo de la empresa de cosméticos y por qué cerraría la startup colombiana. Contenido Patrocinado | Este episodio es traído para ti por Salesforce. Vive la Omniexperiencia en https://www.salesforce.com/mx/omniexperiencia/ Optimiza tus estrategias de ventas haciéndolas más eficientes de manera virtual utilizando nuestras herramientas: Sales Cloud, Marketing Cloud y Service Cloud.

La Estrategia del Día
Un huracán económico y la inflación impacta a la Premier League

La Estrategia del Día

Play Episode Listen Later Jun 6, 2022 7:57


También hablamos de los mineros de Bitcoin, Mercedes-Benz y cómo el alza de precios llega a la liga de fútbol en Reino Unido. Mira los precios de los boletos. Contenido Patrocinado | Este episodio es traído para ti por Salesforce. Vive la Omniexperiencia en https://www.salesforce.com/mx/omniexperiencia/ Disminuye hasta un 25% tus costos de servicio utilizando nuestras herramientas: Sales Cloud, Marketing Cloud y Service Cloud.

La Estrategia del Día
Pemex y la refinación, el ‘súper peso' y Kim Kardashian

La Estrategia del Día

Play Episode Listen Later May 30, 2022 7:54


Hablamos del aumento en la meta de AMLO, pero también las pérdidas. El peso mexicano está siendo inmune a la volatilidad y la estrella de realitys tiene un nuevo trabajo. Mira más sobre el desempeño de la moneda mexicana Este episodio es traído para ti por Salesforce. Vive la Omniexperiencia en https://www.salesforce.com/mx/omniexperiencia/ Observa el comportamiento de tus clientes en tiempo real: búsquedas, intereses y permanencia dentro de tus plataformas utilizando nuestras herramientas: Sales Cloud, Marketing Cloud y Service Cloud.

La Estrategia del Día
Jonathan Heath: el dilema de los 75 puntos en Banxico y las leyes cripto

La Estrategia del Día

Play Episode Listen Later May 23, 2022 15:28


El subgobernador de Banco de México profundiza con Bloomberg Línea sobre las próximas reuniones y su postura sobre las criptomonedas en el país. Este episodio es traído para ti por Salesforce. Vive la Omniexperiencia en https://www.salesforce.com/mx/omniexperiencia/ Incrementa hasta un 28% la productividad de tu equipo de ventas utilizando nuestras herramientas: Sales Cloud, Marketing Cloud y Service Cloud.

La Estrategia del Día
Elon Musk, Jeff Bezos, unicornios en Wall Street y Sony batalla con el PS5

La Estrategia del Día

Play Episode Listen Later May 16, 2022 8:02


La pausa a la compra de Twitter, la discusión con Joe Biden, el desplome de las acciones y la batalla por fabricar más consolas. Este episodio es traído para ti por Salesforce. Vive la Omniexperiencia en https://www.salesforce.com/mx/omniexperiencia/ Incrementa hasta un 30% la satisfacción de tus clientes y obtén una visión 360º de ellos utilizando nuestras herramientas: Sales Cloud, Marketing Cloud y Service Cloud.

La Estrategia del Día
La gira de AMLO, Bill Gates y clases de TikTok

La Estrategia del Día

Play Episode Listen Later May 9, 2022 8:37


Las actividades del presidente en Centroamérica, la nueva preocupación del cofundador de Microsoft y la inteligente movida de una universidad. Lee más. Este episodio es traído para ti por Salesforce. Vive la Omniexperiencia en https://www.salesforce.com/mx/omniexperiencia/ Genera mayores ingresos desde cualquier lugar, optimiza procesos y haz más eficientes tus costos, tiempos y productividad con nuestras herramientas: Sales Cloud, Marketing Cloud y Service Cloud.

La Estrategia del Día
Chedraui, Coca-Cola Femsa y Alsea: qué dicen del plan anti-inflación de AMLO

La Estrategia del Día

Play Episode Listen Later May 2, 2022 7:29


Los directivos de las empresas más importantes del país comienzan a hablar. Opiniones, advertencias y también adelantan sus propios planes. Más sobre Alsea y la inflación Este episodio es traído para usted por Salesforce. Viva la Omniexperiencia en https://www.salesforce.com/mx/omniexperiencia/ Obtenga una visión 360º de sus clientes, conózcalos mejor, y consiga mejores resultados en sus estrategias de ventas implementando nuestras soluciones: Sales Cloud, Marketing Cloud y Service Cloud.

La Estrategia del Día
Golpe inflacionario en gasolinas, pan, aguacate, jitomate y hasta papel de baño

La Estrategia del Día

Play Episode Listen Later Apr 25, 2022 6:58


Un repaso a la respuesta del Gobierno y las empresas ante la subida de precios y la lucha por retrasar el impacto a tu bolsillo. Estas son las 50 Mujeres de Impacto en Latinoamérica 2022 Este episodio es traído para usted por Salesforce. Lo invitamos a que viva la Omniexperiencia en https://www.salesforce.com/mx/omniexperiencia/ Optimice sus procesos de venta y haga más eficiente sus costos, tiempos y productividad implementando nuestras soluciones: Sales Cloud, Marketing Cloud y Service Cloud.

Podcasts de Jesus Hoyos
Integrando Marketing Automation y CRM

Podcasts de Jesus Hoyos

Play Episode Listen Later Mar 14, 2022 21:14


Integrando Marketing Automation y CRM #capsulasdecustomerengagement #podcastdecrm #solvis #cx2advisory Hoy existen varias opciones para integrar Marketing Automation con el CRM, sea HubSpot con Sales Cloud o Microsoft, o Marketo con SugarCRM o con Salesforce. Estas opciones son conectores nativos, Zapier, API, y/o herramientas de integración. En este podcast, Armando Jacobo, Consultor de Solvis nos cuenta sobre la alternativa de usar herramientas como Tibco Cloud Integration. #Tibco #HubSpot #Marketo #Pardot #SugarCRM #Salesforce #SalesCloud

Podcasts de Jesus Hoyos
El Rol Del Administrador De Sales Cloud Y Las Consideraciones Cuando Es Parte De Un Ecosistema

Podcasts de Jesus Hoyos

Play Episode Listen Later Mar 7, 2022 19:56


El Rol Del Administrador De Sales Cloud Y Las Consideraciones Cuando Es Parte De Un Ecosistema #capsulasdecustomerengagement #podcastdecrm #solvis #salesforce #salesforeadmin Meliza Barroso, Consultora de Solvis Consulting, nos comenta que el rol del administrador de Sales Cloud lo define el proyecto, más aún cuando estar implementando o manejando diferentes nubes de Salesforce. Igualmente, hablamos de la necesidad de estar aprendiendo cada día más y más de todo lo de Salesforce y del ciclo de vida de los datos en todo el ecosistema de Salesforce (Pardot, Commerce, Marketing Cloud, Experience Cloud, Sales Cloud, Service Cloud, etc).

Limitless BI
s3e16 Analytics, Machine Learning and Data Visualization with Santi Becerra

Limitless BI

Play Episode Listen Later Feb 25, 2022 33:43


Episode SummaryWelcome to Limitless B.I., a show that interviews real world, innovative business leaders who strive to see beyond the data to produce tangible results in their organizations using business intelligence. Today Santi Becerra, Senior Director of Augments Analytics at Tableau, joins the show to explore Artificial Intelligence, Machine Learning, and Analytics. Santi speaks to the evolution of data visualization, explains its importance in the B.I. industry, and speculates on its future. Santi provides some insights into the work he and his team have done at Tableau and shares an interesting belief he has about the future of business intelligence.Key Takeaways01:01 – Santi Becerra joins the show to talk about the work he's doing with Analytics, Artificial Intelligence (A.I.), and Machine Learning (M.L.)09:38 – Searching for a breakthrough solution11:23 – Santi breaks down Analytics and speaks to the role that machines will play in the future of Analytics18:00 – Data visualization23:36 – An interesting trend in gaming25:01 – Santi shares an interesting belief about the future of Business IntelligenceTweetable Quotes“I think across the board augmented analytics, the part of the portfolios that encompasses this, have not hit a home run yet. But I don't think it's because users aren't ready to receive relevant, automated, timely insights in an automatic fashion. I just think we have more to go.” (05:08) (Santi)“We need to start providing more domain specific insights.” (10:49) (Santi)“One of the things I'm excited about with Tableau is that being a part of Salesforce, now we're linked to a company that has specific solutions, right? Like the Marketing Cloud, the Sales Cloud and so there's data repositories in there that already have, to some degree, a fixed schema and, to some degree, are already domain specific. Maybe it's why all the independent analytics vendors have gotten bought by these companies because I think now it's a really big advantage. Now we can tap into those schemas and, presumably, the teams that are managing that could enrich those schemas.” (15:16) (Santi)“It's being able to take this information that people really need and rather than having to look for it, just inject it into their workflows and everyday lives so that they can't help but be more efficient in what they do.” (29:25) (Donald)Resources MentionedLimitless BI Website – https://limitlessbi.com/Donald's LinkedIn – https://www.linkedin.com/in/donaldmaccormick/?originalSubdomain=ukSanti's LinkedIn – https://www.linkedin.com/in/santibecerra/Squirrel365 Website – https://squirrel365.io/

Your Daily Data Dump from Chartmetric
A Fireside Chat With Chartmetric Founder Sung Cho

Your Daily Data Dump from Chartmetric

Play Episode Listen Later Jan 4, 2022 77:06


Before starting Chartmetric, Sung worked on Sales Cloud as the Principal Product Manager at Oracle Corporation. Prior to that, he was the first employee/engineer at the publicly-traded gaming company Gamevil (which has a Market Cap of $400MM), where he initiated mobile game development and eventually positioned the company as a leading mobile game developer. Sung graduated with a bachelor's degree of electrical engineering and computer science from Seoul National University, and an MBA from UCLA Anderson School of Management.He enjoys posting ideas on his blog (http://sungmooncho.com), which has attracted more than 5 million views and is considered as one of the leading tech blogs in Korea. Sung has invested in 10 startups in New York, Silicon Valley, and Seoul (http://angel.co/sung-cho).If you want more free insights, follow our podcast, our blog, and our socials.If you're an artist with a free Chartmetric account, sign up for the artist plan, made exclusively for you, here.If you're new to Chartmetric, follow the URL above after creating a free account here. 

Insights for IT Negotiations
Salesforce FY22 Q3 Earnings: Strong Growth, Raised Guidance and a Big Announcement

Insights for IT Negotiations

Play Episode Listen Later Dec 2, 2021 9:50


Salesforce reported FY22 Q3 earnings this week and, once again, Salesforce posted a strong revenue growth of 27% while also raising full year guidance. Additionally, Salesforce now has two (2) business units or “clouds,” that being Service Cloud and Sales Cloud, that have an annual run rate of $6B. It was also announced that Bret Taylor will work with Marc Benioff as the co-CEO of Salesforce. Salesforce Practice Leader, Adam Mansfield, discusses where Salesforce will focus and what tactics they will deploy to reach their FY22 revenue target of $26.4B, as well as their FY23 revenue target of $31B. He also shares his thoughts on Bret Taylor's promotion to the co-CEO role and what it could mean for Salesforce customers moving forward. Host: Adam Mansfield: https://bit.ly/3rPGp8r Microsoft Commercial Advisory Services: https://bit.ly/2V78ADX

SALESCAST
NEWS SEMANAL #078

SALESCAST

Play Episode Listen Later Nov 7, 2021 7:19


Quer ficar atualizado sobre as últimas notícias e novidades do Ecossistema Salesforce? Não perca esta oportunidade e assista o programa de news da primeira semana de Outubro/2021. _ Gostou do conteúdo? Se inscreva, curta e compartilhe nossas redes sociais para não perder todas as novidades! https://campsite.bio/canalsalesforcebrasil _ ⚡ Oferecimento: Innolevels www.innolevels.com.br Flosum www.flosum.com _

The Orbit Shift Podcast
S02E39: Sara Varni, CMO of Twilio on the four horsemen that drive startup growth

The Orbit Shift Podcast

Play Episode Listen Later Sep 28, 2021 32:47


Sara Varni has spent more than a decade scaling marketing organizations for various enterprise SaaS companies. Currently, as the chief marketing officer of cloud communications platform Twilio, she looks after all of marketing including growth, brand, and product marketing, public relations, developer relations, and events. In this episode of The Orbit Shift Podcast, she talks to us about the four horsemen of a marketing org - Inbound, outbound, sales reps, and partner organizations and how companies can leverage these pillars for hypergrowth. She also talks about building marketing channels and how to budget for them, how to get field marketing right, and how to create compelling customer stories. Get $10,000 free credits to use Freshworks products (including the brand new Freshworks CRM packed with AI-based lead scoring, phone, email, and activity capture) by joining the Freshworks for Startups program. Click here to check eligibility.About the GuestSara Varni is a creative marketing leader with a track record for driving awareness and demand for enterprise software products. She is currently the CMO of Twilio, an American cloud communications platform. Before Twilio, she spent a decade at Salesforce in various marketing roles, including SVP of marketing for Sales Cloud.Sign up for regular updates from The Orbit Shift Podcast.The Orbit Shift Podcast is powered by Freshworks Inc, a global SaaS company headquartered in San Mateo, California. If you enjoyed listening to this podcast, consider giving us a five-star rating on Apple Podcasts. Host and Producer - Jayadevan PKAssistant Producer - Shashwath JAudio Engineer - Rajesh Subramanian  

The SaaS News Roundup
Typed, Mirakl, Cloudsmith, DeepFactor and Blackbird.AI raises funds | Fivetran acquires HVR | Salesforce has announced new Slack features | Salesforce has declared a significant victory in the fight against global climate change | project44 acquires Conv

The SaaS News Roundup

Play Episode Listen Later Sep 22, 2021 3:10


Data integration software Fivetran acquires data replication technology HVR. Customers of Fivetran now have access to a broader set of high-performance data replication solutions, including HVR's change data capture connectors. Fivetran also raised a funding round of $565M.Business Canvas, the company document management SaaS behind Typed, has announced a $2.5M seed round led by Mirae Asset Venture Investment. The seed funding will be used to speed up product development and the global open beta launch of its AI-powered document management platform.Salesforce has announced new Slack features just a few months after announcing integrations with Sales Cloud, Service Cloud, Marketing Cloud, and Tableau. According to the company, the features are intended to “build a digital HQ” at enterprises that are embracing hybrid work.Salesforce has declared a significant victory in the fight against global climate change. Utilizing 100 percent renewable energy and purchasing carbon offsets has effectively achieved Net Zero energy usage across its value chain.project44 acquires customer experience provider Convey for $255M to become a definitive global leader in modern digital supply chain technology. It said that the new AI capabilities from Convey would improve collaboration, bolster workflow automation and defend against business disruption with end-to-end visibility and predictive order intelligence.Mirakl raised $555M in Series E funding from Silver Lake to accelerate the growth of leading enterprises and online marketplaces. The company said it targets hiring 350 engineers, growing its team to 500 by 2023, expanding its geographic reach, with a dual focus on growing its Paris and Boston headquarters.Package management SaaS provider Cloudsmith raised $15M in Series A from Tiger Global and others to grow its team, deliver on its product roadmap and continue expanding into international markets.DeepFactor raises $15M in Series A from Insight partners and others to continue developing its AppSec observability platform, automatically observing billions of live telemetry events to detach anomalies without making code changes.Blackbird.AI, an AI-powered platform that combats disinformation, raised $10 million in a Series A funding round led by Dorilton Ventures to support hiring, scale-up engineering and sales teams.

Ad Victoriam Salesforce Simplified
Top 6 Salesforce Winter '22 Release Highlights

Ad Victoriam Salesforce Simplified

Play Episode Listen Later Sep 15, 2021 13:51


On this “Salesforce Simplified” episode, we speak with AdVic CPQ Practice Lead Aaron Chamblee about some of his favorite new features in the Salesforce Winter ‘22 Release across Sales Cloud, Reporting, Experience Cloud, Field Service, and Service Cloud.  Links: Salesforce Winter '22 Release Notes: https://sforce.co/3jPHlXK. Top 6 Salesforce Winter '22 Release Highlights - AdVic Blog: https://bit.ly/3tjbfXI.

The SaaS News Roundup
Revenue Grid, Code Climate,Trengo, CoachHub, Vic.ai raise funds | Salesforce announced three Sales Cloud innovations | AxiomSL and Calypso Technology have formed a new company that will operate under the new name Adenza |Drift has formed a strategic partn

The SaaS News Roundup

Play Episode Listen Later Sep 2, 2021 3:05


Revenue Grid, an AI-based Guided Selling platform for sales teams, raised $20 million in a Series A funding round led by W3 Capital to transform the B2B sales process through AI-based revenue insights and its Guided Selling strategies.Code Climate raised $50M in a Series C funding round led by PSG to further its vision of helping engineers align initiatives with data-driven insights, drive continuous improvement and help advance its product vision, and extend its sales reach and customer success.Salesforce announced three Sales Cloud innovations weeks after its new slack integration announcement. They aim to empower sales teams to accelerate their growth through AI-powered insights, integrated sales enablement and subscription-based self-service that helps customers.Two companies, AxiomSL, a data management platform, and Calypso Technology, integrated trading, risk, and processing platform that merged in July this year, have formed a new company that will operate under the new name Adenza.Drift, a revenue acceleration platform, has formed a strategic partnership with Vista Equity Partners. Drift will benefit from Vista's industry experience, best practices, and large ecosystem as its portfolio business. Drift becomes a unicorn with Vista's growth investment.Trengo, an omnichannel communications platform, has announced that it has raised $36 million in a Series A funding round co-led by Insight Partners and Peak Capital. CoachHub, a digital coaching platform, has raised $80M in a Series B2 round, bringing its Series B fundraising total to $110M. CoachHub connects people with over 2,500 qualified business and well-being coaches in 70 countries across six continents using artificial intelligence.ICONIQ Growth has invested $50M in Vic.ai, an artificial intelligence platform for accounting firms and corporate finance departments. Vic.ai will use the new capital to grow its enterprise offering and provide further AI capabilities to customers in the US and Europe.Contentsquare announced the acquisition of Hotjar to help businesses of all sizes to build better digital experiences. The companies would operate independently for some time, with Hotjar learning from Contentsquare's technology and resources and Contentsquare benefiting from Hotjar's reach and product-led approach.

#askSalesfive
#askSalesfive – Subscription Modelle, G-Suite Integration, ROI & mehr

#askSalesfive

Play Episode Listen Later Aug 12, 2021 14:02


4 Fragen von euch – 4 Antworten von unserer Expertin. Welche Möglichkeiten habe ich als B2B Unternehmen mit einem Subscription Model in der Sales Cloud? Wie kann ich den ROI für mein Salesforce Projekt messen? Wie erreiche ich es, dass meine Mitarbeiter die Systemänderung gut finden werden? Wie funktioniert die Integration mit G-Suite?

#askSalesfive
#askSalesfive – E-Mail-Studio, Mailkampagnen, Service Cloud-Lizenz & mehr

#askSalesfive

Play Episode Listen Later Jun 11, 2021 13:15


5 Fragen von euch – 5 Antworten von unserem Experten. Brauche ich Pardot um Mailkampagnen zu starten? Wie können Vertrieb und Marketing zusammenarbeiten, um Leads zu generieren? Was ist der Unterschied zwischen der Service Cloud-Lizenz und dem Standard-Service in der Sales Cloud; Was sind die Einschränkungen von beiden, wenn es überhaupt welche gibt? Wie kann man den Zustand der Pipeline in Salesforce mit Echtzeitdaten messen? Wozu dient das E-Mail-Studio in Salesforce?

Ad Victoriam Salesforce Simplified
Salesforce Summer '21 Release Highlights

Ad Victoriam Salesforce Simplified

Play Episode Listen Later May 26, 2021 11:07


AdVic CPQ Practice Lead Aaron Chamblee talks about some of his favorite new features in the Salesforce Summer ‘21 Release, focusing on Sales Cloud, Service Cloud, Field Service, and more. Salesforce’s Complete Summer ’21 Release Notes: https://sforce.co/3r2dEUp Previous Salesforce Release Podcasts from AdVic: Spring ’21 Release: https://bit.ly/3ccFtFj Winter ’21 Release: https://bit.ly/3fGa4Lu

Crónicas de Salesforce con Sara Hernandez #ENESPAÑOL

Tenemos un nuevo episodio de Crónicas de Salesforce con Sara Hernández y tenemos como invitada especial a Bárbara García, actualmente trabaja como Cloud Lead en S4g, nos acompaña desde España pero es nativa de Venezuela y en este episodio estaremos hablando sobre Sales Cloud!!!¡Nuestro principal objetivo es impulsar material en español!

Podcasts de Jesus Hoyos
Edición Podcast - Café Con Jesús Hoyos - Uso De Formas Para Expandir La Experiencia Del Cliente

Podcasts de Jesus Hoyos

Play Episode Listen Later May 16, 2021 53:19


Edición Podcast - Café Con Jesús Hoyos - Uso De Formas Para Expandir La Experiencia Del Cliente Tomando Café con Jesús Hoyos - Uso de Formas para expandir la experiencia del cliente #tomandocafeconjesushoyos #cx2advisory #formassembly 10 am EST - 29 de abril de 2021 Invitado: Rory Mahony EMEA & LATAM Partner Account Manager, FormAssembly FormAssembly ofrece una plataforma de construcción de formas que se integra a Salesforce y otras aplicaciones. FormAssembly es un "form builder" que ayuda expandir la experiencia del cliente integrando con Pardot, Sales Cloud, Service Cloud y Marketing Cloud. Te pueden apoya desde crear aplicaciones para programas académicos en universidades hasta captura de datos para temas de Covid, entre muchos casos de usos. Con Rory justamente vamos a hablar de esto y de las bondades de FormAssembly. #salesforce #FacebookLive #LinkedInLive #YouTubeLive #livestream #cx #formbuilder

SALESCAST
SALESCAST NEWS #050

SALESCAST

Play Episode Listen Later Apr 30, 2021 14:13


Quer ficar atualizado sobre as últimas notícias e novidades do Ecossistema Salesforce? Não perca esta oportunidade e assista o programa de news da quinta semana de Abril/2021. #salesforce #salescast #news Assista no Canal Salesforce Brasil: https://youtu.be/xfsaaxz8ThI Ouça no SalesCast Podcast: Gostou do conteúdo? Se inscreva, curta e compartilhe nossas redes sociais para não perder todas as novidades! Canal Salesforce Brasil: https://campsite.bio/canalsalesforcebrasil SalesCast Podcast: https://campsite.bio/salescast ⚡ Oferecimento: Innolevels http://www.innolevels.com.br/ _ EN: Want to stay up to date on the latest news and updates from the Salesforce Ecosystem? Don't miss this opportunity and watch the news program for the 5th week of April/2021. Ps.: Please, turn on the automatic subtitles and translation provided by YouTube! _ Quick links falados na News: Matéria - Salesforce AI no Tableau se torna uma ciência dos negócios: https://www.leiriaeconomica.com/salesforce-ai-no-tableau-se-torna-uma-ciencia-dos-negocios/ Wiki - Convenção de Nomes de Flows: https://wiki.sfxd.org/books/best-practices/page/flow-naming-conventions Matéria - Salesforce atualiza Sales Cloud mirando vendas digitais baseadas em dados: https://computerworld-com-br.cdn.ampproject.org/c/s/computerworld.com.br/plataformas/salesforce-atualiza-sales-cloud-mirando-vendas-digitais-baseadas-em-dados/amp/ Entrevista - Amanda Spadim Arquiteta Salesforce: https://www.instagram.com/tv/CMdUDpaHHxT/?utm_source=ig_web_copy_link AppExchange - Recursos para parceiros: https://partners.salesforce.com/s/education/general/Solution_Architect_Program#z Ferramenta - Conversão de Id Salesforce 15 para 18 dígitos: https://partners.salesforce.com/s/education/general/Solution_Architect_Program#z --- Send in a voice message: https://anchor.fm/podcastsalescast/message

SALESCAST
Hacks para certificação Sales Cloud.

SALESCAST

Play Episode Listen Later Mar 22, 2021 84:16


Chegou a hora de batermos um papo sobre uma das certificações mais importantes para consultores Salesforce: a prova de Sales Cloud. O Leandro Alexandrino que é Analista de Negócios na Deloitte compartilha quais foram os desafios, assim como maiores dificuldades enfrentadas nesse exame de certificação, assim como exemplos para te guiar nos estudos! Acompanhe até o fim! #salesforce #salescloud #certification Assista no Canal Salesforce Brasil: http://bit.ly/hacksalescloud Ouça no SalesCast Podcast: Gostou do conteúdo? Se inscreva, curta e compartilhe nossas redes sociais para não perder todas as novidades! Canal Salesforce Brasil: https://campsite.bio/canalsalesforcebrasil SalesCast Podcast: https://campsite.bio/salescast ⚡ Oferecimento: Innolevels http://www.innolevels.com.br/ _

Insights for IT Negotiations
Salesforce’s Q3 FY21 Earnings – Revenue Growth and Raised Guidance

Insights for IT Negotiations

Play Episode Listen Later Dec 2, 2020 11:31


Salesforce had another strong quarter even during a pandemic, posting 20% revenue growth while even raising full year guidance.  Salesforce posted impressive revenue growth across all its clouds (Sales Cloud, Service Cloud, Platform & Other as well as Marketing and Commerce Cloud).  Salesforce’s ability to raise full year revenue guidance is directly attributable to a strong pipeline that CRO, Gavin Patterson, mentioned is tied to the increased level of access they have with decision makers.  In this podcast, Salesforce Practice Leader, Adam Mansfield, discusses what enterprises should expect from Salesforce moving forward as they look to meet and exceed raised full year revenue guidance and achieve their objective of becoming a $25B company next year. He also shares how enterprises can take advantage of key insights from the earnings call in their upcoming negotiations and renewals.  Salesforce also officially announced they are acquiring Slack for roughly $28B. Adam will be providing insights on what this means in an additional podcast.

SALESCAST
Conhecendo Sales Cloud.

SALESCAST

Play Episode Listen Later Nov 9, 2020 89:56


Em um bate papo incrível, o Filipe Araújo que é Consultor Sênior na Deloitte traz uma visão geral excelente sobre a nuvem de vendas que é ponto de entrada para muitos profissionais. Engaje-se nesse bate papo e conheça mais sobre Sales Cloud. #salesforce #salescloud #entrevista Ouça no SalesCast Podcast: Gostou do conteúdo? Se inscreva, curta e compartilhe nossas redes sociais para não perder todas as novidades! Canal Salesforce Brasil: https://campsite.bio/canalsalesforcebrasil SalesCast Podcast: https://campsite.bio/salescast ⚡ Oferecimento: Innolevels http://www.innolevels.com.br/ _

WizardCast
True to the Confetti with Aria Niazi and Scott Allan WizardCast 113

WizardCast

Play Episode Listen Later Sep 14, 2020 60:27


Send Us Your Feedback & Suggestions! Voicemail: 608.492.0321 (Note please tell us in your message if you do NOT want your voicemail to be included in the podcast). Email: wizardcast@thewizardnews.com Website: https://thewizardnews.com/wizardcast_home/contact-us-wizardcast True to the core (TTTC) sessions are now virtual and Monthly via Trailhead Live! Scott Allan, Senior Manager Product Strategy of Customer & Market Insights at Salesforce, joins us to talk about why this is a big deal and how you can participate. Plus, we have Sales Cloud Product Manager Aria Niazi who shares what TTTC impacts him and why Opportunity Product Lookups are no longer coming out in Winter 21. Aria is also the PM responsible for confetti. Show Overview 0:00 Getting to the core of things 1:32 Introduction 2:32 Super Batman 2:50 True to the Core sessions & Sales Cloud with Scott Allan, Senior Manager Product Strategy of Customer & Market Insights & Aria Niazi, Director of Product Management Sales Cloud 8:38 How to participate in True to the Core Sessions 11:45 A Product Manager's perspective of True to the Core 13:50 Lookups to Opportunity Products delayed - WHY Aria WHY! 27:38 Confetti... WHY 41:29 Idea Prioritization September 14 - September 28 43:19 Why did some ideas get worked on even if they didn't win prioritization? 46:30 Why are we doing mix-cloud prioritization lists? 57:53 Outro 1:00:20 Post Outro Links in This Show Idea: Audio responses for True to the core on Trailhead Live! Opportunity Product Lookup Idea & PM Response Trailhead Live True to the Core live - Platform True to the Core on Trailhead Community Introduction Salesforce Celebration by Aria Niazi Prioritize Ideas for future development! Trailhead Basics What's on the other side of the Earth   FEEDBACK You can ask your questions, make comments, bad jokes, and your requests! Contact Us via Website https://thewizardnews.com/wizardcast_home/contact-us-wizardcast Leave a Voicemail 608.492.0321 (Note please tell us in your message if you do NOT want your voicemail to be included in the podcast). Email wizardcast@thewizardnews.com HELP US SPREAD THE WORD! We'd love it if you could please share #WizardCast with your twitter followers. Click here to post a tweet! Amazon Alexa Skill - REVIEW US ON APPLE PODCASTS!Review Us Support the show! WizardCast Merchandise Store Shop On Amazon Libsyn podcast hosting:  Get a free month with promo code: podmagic Other Ways To Support Participate In The Show! Share an IdeaExchange idea for our Ideas Highlight episodes! http://bit.ly/ideahighlight Ways to subscribe to The WizardCast Click to Subscribe via iTunes/Apple Podcasts Click to Subscribe via Google Podcast App Click to Subscribe via Stitcher Subscribe via RSS music & sound effects https://freesound.org/Audio and Music provided by: Cherry (Instrumental Version) (Josh Woodward) / CC BY 4.0 Sounds from: http://www.freesfx.co.uk episode!

Insights for IT Negotiations
Salesforce Q2 FY21 Earnings – Beat Expectations and Raised Guidance

Insights for IT Negotiations

Play Episode Listen Later Aug 26, 2020 12:03


Salesforce had another strong quarter, surpassing $5B in quarterly revenue for the first time. Salesforce posted impressive revenue growth across all of its clouds (Sales Cloud, Service Cloud, Platform & Other as well as Marketing and Commerce Cloud). It capitalized on retailers’ increased need to rely on online sales channels during the pandemic, resulting in Commerce Cloud revenue growing 89% in the quarter. Salesforce also raised full year revenue guidance indicating a stronger-than-expected pipeline and confidence to increase customer spend profiles. In this podcast, Salesforce Practice Leader, Adam Mansfield, discusses what enterprises should expect from Salesforce moving forward as they look to meet and exceed raised full year revenue guidance. He also shares how enterprises can take advantage of key insights from the earnings call in their upcoming negotiations and renewals.

Steve reads his Blog
CRM is not just about Sales

Steve reads his Blog

Play Episode Listen Later Jul 7, 2020 9:58


"We're not looking for a Sales solution", said the person on the other end of the phone call. I have heard this many times. While those of us in the Power Platform arena know that Sales is only one of the business problems we can solve with the tools today, many still think "Sales" when they hear Dynamics 365. Once more from the top I have previously explained some of the evolution of what was formerly known as CRM, at least as it relates to Microsoft's offerings.... but I will try once more in super-layman's terms. Up until just a few years ago, Microsoft had a product known as Dynamics CRM. It was a Sales focused solution, primarily aimed at Salesforce.com as the market leading competitor. Originally only available as an on-premise product, meaning it was installed somewhere on machines you owned or controlled, it became available as a SaaS offering in 2011. As a SaaS offering, this meant that it was now running from machines that Microsoft owned and operated, and the application was made available for you to use via a web browser. Not dissimilar to how you use LinkedIn, Facebook or even Salesforce. This is essentially what Cloud means. The Salesforce Clouds Salesforce, which also started as a Sales focused Application, although cloud from the very beginning, started to see opportunities in adjacent markets quite a while ago. They created some new "Clouds", there came the "Sales Cloud", "Service Cloud", "Marketing Cloud" and more recently, the "Commerce Cloud". Clearly redefining what CRM, and Salesforce was, to encompass a much broader spectrum of business solutions. Microsoft followed suit. Clouds vs Apps Where Salesforce created distinct "Clouds" for their expansion, Microsoft created distinct "Apps". The difference in approaches is not easy to grasp, but fortunately, it is not important to grasp either. Looking at it from the Microsoft side, their Dynamics application had spread out some to include some post-sale capabilities, primarily around servicing activities. While Dynamics was always highly customizable, it was delivered with a very specific kind of business model in mind. First, it was assumed that you sell things, directly to customers, and most likely those customers were businesses (B2B). It was also assumed that you had some sort of incoming Leads from somewhere, and that your sales process began there. It was assumed that your made contact with these "Leads" to determine their interest, and if interested, you would convert them into "Opportunities, together with an Account and Contact record. While at the Opportunity stage, it was assumed that you would create "Quotes", and in order to create Quotes, it was assumed that you needed a Product Catalog. Once a Quote was accepted, it was assumed that you would create an "Order" and close the Opportunity as "Won". Once the Order was fulfilled, it was assumed that you would want to create an Invoice to get paid. Now that the "thing" has been sold, it was assumed that you would want to offer some kind of post-sale support with Case Management, and of course you would want SLA management for your support staff. Microsoft made a lot of assumptions about how a business would work in their Dynamics CRM offering. In my 20 years in CRM, I never met one that fit. Bending and Molding I am not sure if it was there from day one, or if it came along later, but the XrM capabilities are what made Microsoft's Dynamics CRM a viable product. Dynamics' XrM capabilities were similar to Salesforce's Force.com capabilities. Basically they both gave the ability to customize the offerings... significantly This was a good thing because neither of their offerings fit any customer. The general public was seeing basically Sales solutions offered by Microsoft, oblivious to the fact that they could be completely customized into something totally unrelated to sales. It was even tougher for Salesforce to shake the "Sales" only stigma, since it was baked into their name. You would have thought that Microsoft could have taken advantage of this opportunity, but until recently, the product was lead by a bunch of idiots, who were so focused on catching up with Salesforce, they missed the clear opportunity to just pass them. Back to customizability: over the years, customization became a very big business. Working with skilled Partners, customers were taking the products offered by Microsoft and turning them into completely different things, like Member Management solutions for Associations, or Grant Management solutions for Non-Profits, or Franchise Management solutions, etc, The list is endless of what has been done to "CRM" with the XrM customization capabilities. Breaking shit apart Several years ago, Microsoft embarked on a journey to separate their Dynamics capabilities, first from each other, and then from their underlying platform. It's a long story, that is still ongoing, and I have written about it several times in the past, so I will cut to the chase here. Dynamics CRM is no more, instead we have several Apps that carry the Dynamics brand. Dynamics 365 for Sales, Dynamics 365 for Service, Dynamics 365 for Marketing, etc. Sounds eerily similar to Salesforce's clouds. In the same time frame of releasing these finished applications, Microsoft also made the underlying platform that they are all built on, available as a separate product. Again, Salesforce was there first, with a "platform only" offering quite a while ago. More on that shortly, but Microsoft also kept building on their apps, adding intelligence and a whole slew of capabilities. Sadly, the original  "assumptions" that Microsoft made about how businesses operate, still dominate their offerings, but luckily XrM is still available to make them actually fit. Power Platform Microsoft's "Platform-only" offering is called the Power Platform. Think of it as a smorgasbord of ingredients, but there is no finished stew. If you want a finished stew, then you could look at Microsoft's "finished" apps. But in my experience, all of those required significant tweaks to the ingredients to get right for anybody. "Tweak" is probably not the right word... decapitation is probably closer. This is not a knock on Microsoft's first-party apps at all. As aspirational showcases of modern technology, they are pretty awesome. But most customers I run into have neither the time, patience, budget or need for much of that "aspiration". This customer needs to go straight to the Power Platform. In most of the cases I can recall, we spent more time modifying the first-party apps to fit customers needs, than if we had just started from scratch. So, in almost every case, that is what we are doing today. Long Live the Platform Microsoft's Business Applications Group is on the odd position today of potentially eating it's own head. When you hear them discuss the Power Platform, it is with great zeal that they talk about its capabilities to solve "small" problems. There is clearly a concern about cannibalization of their first-party apps coming from the platform, either by customers or ISVs. While they continue to position Power Platform as a solution to small problems, the only reason it could not solve the biggest problems that exist today, would be artificial limitations that Microsoft may place on it, to protect their first-party apps. As we continue to solve bigger customer challenges with the platform approach, I sense a tightening coming from Microsoft. Is Dynamics 365 Dead? My co-host on our weekly live show, and good friend, fellow MVP Mark Smith, once publicly proclaimed "Dynamics 365 is Dead". This sent shockwaves through the community at the time, (Somehow I even got blamed for it), but he was only voicing what a lot of us were thinking, the day Microsoft made the decision to open the platform. So is Dynamics 365 Dead? That's a good question... I know for myself, a customer has to have a pretty specific need, that is only met by one of Microsoft's pre-made apps, before I would suggest even looking at them. However, Microsoft continues to invest heavily into capabilities and marketing of their apps. I am sure it would be quite a financial blow to Microsoft's Business Applications Group if everybody dropped their pricey apps, and built their own on the inexpensive platform. But I, for one, am mostly suggesting they at least explore just that. Interestingly, I seem to recall Microsoft telling their partners a few years ago, that moving to the cloud was going to hurt partners a bit financially in the short term, but it was the future.

Customer Support & Success
Sales Cloud or Service Cloud — A Salesforce Product Analysis

Customer Support & Success

Play Episode Listen Later Apr 9, 2020


If you somehow found yourself in a situation where you can’t decide which of the two Salesforce products are for you, namely, Sales Cloud and Service Cloud, then lucky you as we took the time and analyzed each system thoroughly so that you can have a clear opinion of which one is the right tool ... The post Sales Cloud or Service Cloud — A Salesforce Product Analysis appeared first on Help Desk Migration Service.

SALESCAST
Como Maximizar o uso do objeto oportunidades

SALESCAST

Play Episode Listen Later Jan 6, 2020 7:38


Neste episódio Leonardo Barbosa explica como utilizar o objeto oportunidades da forma mais eficaz na sua nuvem Sales Cloud. --- Send in a voice message: https://anchor.fm/podcastsalescast/message

Pardot Life Hacks
Kool-Aid Chat with Salesforce | The Marketing Admin Journey | Featuring Marc Baizman - Pardot Life Hacks - #11

Pardot Life Hacks

Play Episode Listen Later Oct 22, 2019 66:42


Salesforce Admins are now finding themselves working with Pardot, now that the two are married. To get the perspective of Salesforce objects, product trends, and product releases for all of our Pardot marketers and to give the background for how all of this works with Pardot, Jennifer Lynn Schneider brings in a veteran Salesforce admin.A Salesforce.com MVP Alumni, a host of the Salesforce Admin Podcast #AwesomeAdmin, and the Senior Admin Evangelist at Salesforce, Marc Baizman, gives his take on the Salesforce Admin outside looking into Pardot, upcoming product updates, and his advice for those attending Dreamforce. If you are an #accidentaladmin or #accidentalmarketer, this one is for you. TakeawaysA lead is the first contact point with your organization. They come from in-person events, or you get their business card, but the point is that they are new to you. It’s the start of a relationship that you may or may not convert to dating.An account is a company your organization has a business relationship with. They could be a customer or a potential customer.New admins tend to want to over customize. However, they need to ask themselves, what fields are actually being used? What is the business process? What is the point of taking the time to customize a field that your team does not use?Establish a qualification process with your team of when to create an opportunity. What information does the sales team member need to have, to take that step?Define within your organization what you care about as it pertains to understanding what activities lead up to the outcome of a deal. You should not have to log every single call, but when certain results happen from particular calls, perhaps you are logging those.You HAVE to be using opportunity contact roles to get attribution for the marketing campaigns that contributed to that opportunity. Without that, you cannot see what marketing activities the people on that opportunity engaged with.Jennifer’s top advice for Salesforce admins that now find themselves working with Pardot: Many of the new features, like Engagement History need to be provisioned in Production. These changes are simply aggregating data, like custom report types and new components being added to page layouts.  Pardot marketers will need access to Salesforce, especially with lightning. The marketing team needs the CRM or Sales Cloud user permission set licenses.For new Salesforce admins coming into Pardot, start by owning the sync error queue.Pardot Engagement Studio allows you to segment and nurture leads that are not hot and ready.Marc’s Trailblazer Community top tips: Find your local trailblazer community group, they meet offline. Find a Salesforce Saturday group near you. They could help you study for things like certification.Marc’s advice for Dreamforce:Wear comfortable shoes, not a heavy backpack.Do not over schedule yourself, prioritize your time.Talk to other humans, you never know who you are going to meet. Put good conversation before running off to your next session, finish the conversation.Do not do work meetings the week of Dreamforce. If you try to multitask, you will do neither Dreamforce nor work well. It costs a lot of money to be there, so make the most of it and be present.Take care of yourself. Hydrate, eat, and bring medicine because we do not want you to get the Dream Flu #PardotLifeHacksPut your Business Analyst hat on. - It’s now more important than ever to ask questions. You all share data now and you may be the only bridge between marketing and sales processes. Best practice is to realize that nothing lives in Pardot alone. - We only want to collect useful information. What is your sales team using? How can you enrich the leads in the database by collecting relevant data to fill in the fields. Make sure that all your marketing users have the marketing user checkbox true on their user record inside of Salesforce.A prospect can be a Salesforce lead or contact, Pardot does not differentiate. Your prospect list could be leads or contacts.The act of assigning your prospect is the trigger that creates a net new lead inside of Salesforce.  Links to Find Marc BaizmanLinkedIn: https://www.linkedin.com/in/mbaizman/Twitter: https://twitter.com/mbaizmanSalesforce Admins Podcast #AwesomeAdmin: https://admin.salesforce.com/salesforce-admin-podcastSalesforce Admins Podcast episode Salesforce for Good: Billy Daly hosted by Marc Baizman: https://admin.salesforce.com/blog/2019/salesforce-for-good-billy-dalySalesforce Admin: https://admin.salesforce.com/  Trailblazer Community and Trailhead Links:Find your local community group! www.trailblazercommunitygroups.comTie Accounts to Campaigns - Trailblazer Community post about this: https://success.salesforce.com/0D53A00004aXkQtTop  5 Trailhead Modules for adminsPardot Lightning App Basics: https://trailhead.salesforce.com/en/content/learn/modules/pardot-basics-lightningPardot Salesforce Integration for Lightning App: https://trailhead.salesforce.com/content/learn/modules/pardot-salesforce-integration-for-lightning-appPardot Process Automation for Pardot Lightning App: https://trailhead.salesforce.com/content/learn/modules/pardot-process-automation-lightningSummer '19 Release Highlights: https://trailhead.salesforce.com/content/learn/modules/summer-19-release-highlightsWinter '20 Release Highlights: https://trailhead.salesforce.com/content/learn/modules/winter-20-release-highlightsPardot | Engage | B2B Marketing Analytics Mix  by Jennifer Lynn Schneider - Everything Pardot -Soup to Nuts: https://trailhead.salesforce.com/users/00550000007njXQAAY/trailmixes/pardot-engage-b-2-b-marketing-analytics-mixGet Obsessed: The Salesforce Side of Pardot Functionality  by Jennifer Lynn Schneider - To fully make the connection between SFDC and Pardot, get obsessed with these objects, campaigns, opportunities, reports and dashboards! https://trailhead.salesforce.com/users/00550000007njXQAAY/trailmixes/get-obsessed-the-salesforce-side-of-marketing-automation-pardotGive Sales some Love too.. by Jennifer Lynn Schneider - In all of this don't forget your sales team! https://trailhead.salesforce.com/users/00550000007njXQAAY/trailmixes/give-sales-some-love-tooAll things Pardot | Support | Training & Certification: https://www.pardot.com/successCRM skills for Pardot Users by Ann Beattie - For Pardot Admins working in Pardot Lightning. Take a dive into Salesforce CRM Lightning & enhance your Pardot and Salesforce experience. https://trailhead.salesforce.com/users/abeattie/trailmixes/crm-skills-for-pardot-users  #Social#pardotlifehackers#TrailblazerTalk#accidentalmarketer#accidentaladmin

Podcasts de Jesus Hoyos
Episodio 45: Consideraciones para integrar Salesforce en la Adquisición de Clientes

Podcasts de Jesus Hoyos

Play Episode Listen Later Oct 12, 2019 17:38


Episodio 45: Consideraciones importantes para la adquisición de clientes integrando a Pardot, Social Studio, Service Cloud, Sales Cloud y Marketing Cloud Blog post con los detalles de estas consideraciones están en este enlace: https://www.solvisconsulting.com/solvis-blog/14-consideraciones-para-integrar-social-studio-pardot-sales-cloud-y-marketing-cloud Podcasts de #CRM con @jesushoyos SoundCloud: bit.ly/2LbVEXj Spotify: spoti.fi/2ULXVbm iTunes: apple.co/2GUZgJa www.jesushoyos.com

Pardot Life Hacks
Kool-Aid Chat with Salesforce l Campaign Obsessed l featuring Lauren Daas- Pardot Life Hacks - #07

Pardot Life Hacks

Play Episode Listen Later Sep 24, 2019 41:21


Do you love the campaign object in Salesforce or is it just another object that you do not see the value in? Whether you cannot get enough of campaigns or just want to know more about their place in Sales Cloud and how they fit connected campaigns, check out this episode!Featuring a new guest, a writer for the Pardot Blog, a 7X Salesforce Certified user, and Success Specialist at Salesforce, Lauren Daas, beams about what the campaign object can do as she and Jennifer unleash its power! Have you been dying to give your reports that extra edge? You don’t want to miss this! TakeawaysUsing an event is a great way to get started with using the campaign object for connected campaigns because you can start with the different stages of the event and this keeps you from creating too many campaigns. An example of too many, is one for each email sent.Campaign statuses don’t need to be engagement history metrics such as clicked or form submissions, you will get all of that data through the engagement history. Statuses can be used in terms of the campaign process. For a webinar, a status could be registered, then attended,and then lastly, watched the recording.Engagement History is the first feature that allows Pardot engagement metrics to live inside of Salesforce as a part of connected campaigns. When assets are created in Pardot and tied to a connected campaign, they will show up in Salesforce and then you can build a campaign influence report type.Remember to filter by opportunity stage when creating a report. This allows the user to pinpoint what is happening during different stages of the sales cycle and then sales and marketing can team up during the stages where prospective customers are being stagnant.Contact roles give you the attribution to see what campaigns and opportunity that individual was a part of.Advice from Lauren on connected campaigns:Put in the work before connected campaigns are enabledPrepare with engagement history in mind and think about the reports you want to createRestructure your campaign hierarchyIn the trailblazer community, don’t be afraid to tag someone with your question. If all your resources have been exhausted and you know someone in the community that is knowledgeable on that particular topic, tag them to start the conversation.Find a user group and join it to get more involved in the trailblazer community. There are user groups everywhere and sometimes it is nice to chat with others that speak the same language you do. #PardotLifeHacksUtilize your parent child campaign hierarchy in reporting. - When building a report, the user can then create a campaign filter as the name of the parent campaign and then all the data from the child campaigns will display on the dashboard.Use a start date on your campaigns. - This allows the user to create a global filter by start date, so then campaign data can be seen by quarter, or by a desired customized date range.If your org has the edition above Professional - You have the ability to make contact roles mandatory. Talk to your Salesforce Admin to see what is possible. Useful LinksLauren LinkedIn: https://www.linkedin.com/in/laurendaas/Lauren Twitter: https://twitter.com/laurendaasPardot Blog Articles: https://www.pardot.com/author/lauren-daas/How to Report on Marketing Activities with Engagement History by Lauren Daas: https://www.pardot.com/blog/how-to-report-on-marketing-activities-with-engagement-history/Be a Pardot Hero! Tips & Tricks to Master ROI Reporting: https://pardot.hubs.vidyard.com/watch/kjuHmEAyhnZh68GzLvXEyRTrailblazer Community: https://trailblazercommunitygroups.com/ #Social#pardotlifehackers#TrailblazerTalk

The Official SaaStr Podcast: SaaS | Founders | Investors
SaaStr 243: Twilio CMO Sara Varni on The 1 Question That Must Be Top Of Mind For All Marketers, The Truth About Enablement and How It Can Be Used Effectively & The Marketing Playbook, When To Use It vs Throw It Out Of The Window

The Official SaaStr Podcast: SaaS | Founders | Investors

Play Episode Listen Later Jun 17, 2019 26:42


Sara Varni is the CMO @ Twilio, the company building the future of communications allowing you to engage customers like never before on voice, SMS, WhatsApp or Video. Prior to their IPO in 2016, Twilio had raised over $250m in VC funding from some of the best in venture including USV, Bessemer, Salesforce and Techstars just to name a few. As for Sara, prior to Twilio she spent 10 years with Salesforce in numerous roles including SVP of Marketing for Salesforce’s Sales Cloud and CMO @ Desk.com, among other roles. If that wasn’t enough, Sara is also an advisor @ Anthos Capital. In Today’s Episode We Discuss: How did Sara made her way into the world of SaaS and came to be one of the industry’s leading CMOs with Twilio today? What were Sara’s biggest takeaways from her 10 years at Salesforce seeing the incredible hyper-growth first hand? What does Sara mean when she says, “you have to have a creative plan to get your message to market”? Does Sara really believe that there is a playbook when it comes to marketing? How does Sara determine when to throw the playbook out of the window? What resounding question do you always have to ask yourself when thinking messaging? Messaging is very dependent on the customer being targeted, how does the messaging need to be different when targeting SMB vs enterprise? How does the creative plan to get the message to the target customer change dependent on SMB vs enterprise? Where does Sara see most people go wrong here?    Why does Sara so strongly believe in the power of customer stories? What makes the very best customer stories? What would Sara’s advice be to someone who is wanting to start creating them? Where does Sara see so many people go wrong? What are Sara’s tips for creating this alignment between the marketing team that make the stories and the sales team that sell them? Where are there often points of tension? What does the very commonly used term, “enablement”, really mean to Sara? Does it mean you can hire lower quality candidates and upgrade them? How does Sara distinguish between a stretch VP and a stretch too far? What questions does Sara find most revealing in the interview process?   60 Second SaaStr: What does Sara know now that she wishes she had known at the beginning? Who is crushing it in the world of SaaS marketing today? What is the most common reason for the breakdown of an efficient funnel? Read the full transcript on our blog. If you would like to find out more about the show and the guests presented, you can follow us on Twitter here: Jason Lemkin Harry Stebbings SaaStr Sara Varni

Mission Daily
Business Judo with Adam Blitzer

Mission Daily

Play Episode Listen Later Jun 7, 2019 61:23


How do you take an $8 website domain and bookstrap it into a multi-million dollar business? For Adam Blitzer, Co-Founder of Pardot, all it took was determination, grit and a long-term vision. Using that vision, Adam and his co-founders managed to turn Pardot into a force to be reckoned with in the B2B Marketing space. Eventually, their success garnered the attention of Salesforce, who acquired Pardot in 2013. In this episode, Adam (who now serves as the Executive Vice President and General Manager of Salesforce’s Sales Cloud) shares what he’s learned along his journey; including how to use your opponent’s strength against them and how to capitalize on asymmetric forces in business. Mission Daily and all of our podcasts are created with love by our team at Mission.org We own and operate a network of podcasts, and brand story studio designed to accelerate learning. Our clients include companies like Salesforce, Twilio, and Katerra who work with us because we produce results. To learn more and get our case studies, check out Mission.org/Studios. If you’re tired of media and news that promotes fear, uncertainty, and doubt and want an antidote, you’ll want to subscribe to our daily newsletter at Mission.org. When you do, you’ll receive a mission-driven newsletter every morning that will help you start your day off right!

Insights for IT Negotiations
Dreamforce Product Keynotes - Customer Success Platform Runs Throughout

Insights for IT Negotiations

Play Episode Listen Later Sep 26, 2018 1:21


It is very clear that, after attending the various product keynotes (Sales Cloud, Service Cloud, Commerce Cloud, Marketing Cloud, Einstein Analytics..etc), Salesforce is going to be aggressively pushing the Customer Success Platform (Customer 360) and all the products it includes into as many customers’ ecosystems as they can and as quickly as they can.

Insights for IT Negotiations
Salesforce Q2 FY19 Earnings – Key Takeaways

Insights for IT Negotiations

Play Episode Listen Later Aug 30, 2018 8:56


Wall Street expectations were surpassed, significant revenue growth across all of Salesforce’s clouds (i.e. Sales Cloud, Service Cloud, Salesforce Platform & Other, and Marketing Cloud & Commerce Cloud) was achieved and FY19 guidance was raised. Based on the extent of coverage during the earnings call and what we are already seeing in the market, MuleSoft is going to be heavily pushed into meeting agendas with current Salesforce customers with the goal of getting customers to adopt MuleSoft as part of the overarching “Land and Expand” sales strategy that is already proving to be succesful.

CloudFocus Weekly
#261 - HEDA Our Warning - 04/19/2017

CloudFocus Weekly

Play Episode Listen Later Apr 22, 2017 40:46


More Lightning ideas, using cases in Sales Cloud, a look at HEDA and Hulu's new streaming service. 

Case Closed Podcast
002 - History of the Service Cloud, Features, and Use Cases

Case Closed Podcast

Play Episode Listen Later Dec 30, 2015 52:50


Episode 002 gets at the history of the Service Cloud. It’s not been around as long as Salesforce has as a company, but it’s not that much younger than the Sales Cloud. It’s seen many evolutions over time though; in name, features, and possibilities. Cheryl and Jeff explore the Service Cloud’s history and what makes it amazing today.   Topics and Links Announcing “Customer Support Management” in March, 2001 - https://web.archive.org/web/20010331045305/http://www.salesforce.com/us/login.jsp Introducing “Supportforce” in January 2005 - https://web.archive.org/web/20050105004624/http://www.salesforce.com/products/whatsnew_winter05/index.jsp Introducing “Salesforce Service & Support 2.0” in December 2005 - https://web.archive.org/web/20051218125731/http://www.salesforce.com/products/customer-service.jsp Service Cloud licenses vs using Sales Cloud licenses Features of the Service Cloud licenses Customer 270º vs 360º Console features and experimenting Setting up a developer org - https://developer.salesforce.com/signup?d=70130000000td6N #showmeyourconsole on Pinterest Component Exchange on AppExchange - https://appexchange.salesforce.com/components Knowledge Business Cases for Service Cloud RemedyForce from BMC - http://www.bmc.com/it-solutions/remedyforce.html Inside Sales use cases for Service Cloud  On Target - http://www.perfectpipeline.com/ Internal company use cases for Service Cloud Great customer service experiences Zabars - http://www.zabars.com/home Workato - https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B5iW1EAJ   Jeff Grosse and Cheryl Feldman The Case Closed Podcast Follow Jeff @CRMFYI Follow Cheryl @CherFeldman Like us on Facebook https://www.facebook.com/caseclosedpodcast/   Subscribe to Podcast in iTunes

The Sales Podcast
Ethan Beute Rehumanize Dehumanized Populations

The Sales Podcast

Play Episode Listen Later Jan 1, 1970 36:37


Get all of the episodes and notes here ( https://www.thesaleswhisperer.com/blog/topic/the-sales-podcast ). Join The Five ( https://info.thesaleswhisperer.com/thefive ) to make every sale. * Video helps you be you more often * You're a relationship builder * Put your face out there * Founded in 2006. Came to market in 2011. Bootstrapped. * 50,000 customers today * Wrote the first and only book on video email marketing * Do more with less * Improve deliverability * Gmail, LinkedIn, mobile, Salesforce, some versions of Outlook * Two co-founders are sales and marketing guys * They sold billboards for Lamar in Colorado and he wanted to create more personal and human and validating messages > > People feel like they know me before they meet me because of video." * Sales Cloud and Service Cloud * Google Chrome extension * Record and send in one pass * 1-to-1 video is the most intimate and effective way to connect * Video is richer communication * Become more satisfied with your work * We fear rejection so we are hesitant to bring on new technology and be judged and thrown out of the tribe * But put yourself out there in an honest, effective way * We're all hyper-connected but feel less-connected emotionally * Cleaned, polished, professional * 3-second animated preview * Smart-streaming * 2-week trial, no credit card required * Extensive training and live support * Just jump * Simple, unscripted, just hit send, don't re-record * Start by sending to friends, family, great customers * Do what doesn't scale * Real estate niche Get all of the show notes for every episode of The Sales Podcast ( https://www.thesaleswhisperer.com/podcasts/ ) with Wes Schaeffer, The Sales Whisperer® ( https://www.thesaleswhisperer.com/ ). Use these resources to grow your sales: * Sell More This Month ( https://www.thesaleswhisperer.com/30-day-sales-growth ) * Hire Better Salespeople ( https://talentgenius.simplybook.me/v2/ ) * Hire The Best Keynote Speaker ( https://www.wesschaeffer.com/ ) * Find Your Best CRM ( https://info.thesaleswhisperer.com/best-crm-quiz ) * Join the Free Facebook Group ( https://www.facebook.com/groups/theimplementors/ ) Check out early episodes of The Sales Podcast: * Episodes 1 to 10 ( https://www.thesaleswhisperer.com/blog/sales-podcast-episodes-one-to-ten ). * Episodes 11 to 20 ( https://www.thesaleswhisperer.com/blog/the-sales-podcast-episodes-11-20 ). * Episodes 21 to 30 ( https://www.thesaleswhisperer.com/blog/sales-podcast-episodes-21-30 ). * Episodes 31 to 40 ( https://www.thesaleswhisperer.com/blog/sales-podcast-episodes-31-40 ). * Episodes 41 to 50 ( https://www.thesaleswhisperer.com/blog/sales-podcast-episodes-41-50 ). Support this podcast at — https://redcircle.com/the-sales-podcast/exclusive-content Advertising Inquiries: https://redcircle.com/brands Privacy & Opt-Out: https://redcircle.com/privacy