Podcasts about service cloud

#159 - Replay // People & Culture bei der Haspa: Out Of The Box - Worte allein inspirieren nicht - Erlebtes bleibt hängenDiese Folge ist von 2023 aber dennoch aktuell, denn es geht es um nicht weniger als Kulturentwicklung und Mitarbeiterattraktivität - oder wie die HASPA, also die Hamburger Sparkasse es nennt: People & Culture. Wir sind vor einiger Zeit bei LinkedIn über eine Initiative der Haspa gestoßen, die sich Out-of-the-Box nennt, es geht dabei um eine Art Experiment, dass als Ziel hat ein WIR-Gefühl unter Mitarbeiter:innen zu schaffen. Was genau dahinter steckt, wie die HASPA das ganze Thema People and Culture angeht und wie der Blick in die Zukunft ist - genau darum geht es in dieser Folge. Mit dabei sind Stefan Sagau und Karolin Walter, beide sind Change und Transformationsmanager bei der HASPA. __________ Weiterführende Infos zu "Out-of-the-Box" gibt es hier: Homepage – hier kann man sich u.a. das Recap-Video zu Haspa "Out-of-the-box" anschauen: https://transformation-haspa.de/event Artikel von Dr. Olaf Oesterhelweg, mit einer Mini-Anleitung: https://www.linkedin.com/feed/update/urn:li:activity:7075371328861548544?updateEntityUrn=urn%3Ali%3Afs_feedUpdate%3A%28V2%2Curn%3Ali%3Aactivity%3A7075371328861548544%29 __________ Fragen, Anregungen und Feedback sehr gerne an mail@plaudertaschen-podcast.de Euer Plaudertaschen-Team __________ Dieser Podcast wird präsentiert von: => S Broker AG & Co. KG - Innovative und bedarfsorientierte Lösungen „as a Service“ für das Wertpapiergeschäft der Sparkassen. => GuideCom AG - Unsere Heimat ist die Sparkassen-Finanzgruppe, denn seit mehr als 20 Jahren dürfen wir nahezu alle Sparkassen und Verbundpartner als Digitalisierungsexperte begleiten. Mit der GuideCom Sales & Service Cloud bieten wir den Finanzinstituten eine integrierte, datengetriebene Plattform für den Firmenkundenvertrieb. Durch einen starken Fokus auf Kundenzentrierung, Kollaboration und Automatisierung ist sie die Grundlage für eine zukunftsorientierte, erfolgreiche Zusammenarbeit. => Sparkassen Consulting GmbH - Wir. Beraten. Sparkassen. Folge direkt herunterladen

In dieser Folge wird's datengetrieben – aber ganz praxisnah! Wir sprechen mit Simon Pace, Head of Business Growth bei GuideCom, über die Frage: Wie können Sparkassen Daten und KI im Vertrieb wirklich wirksam nutzen? Themen dieser Folge: Was hinter dem Titel „Von Datenchaos zu Deal-Power“ steckt Wie man im Datenmeer echte Erkenntnisse filtert Konkrete Praxisbeispiele aus Sparkassen-Projekten Warum „AI-driven Sales“ und der Mensch keine Gegensätze sind Was Sparkassen brauchen, damit KI im Alltag ankommt Die wichtigsten KI-Anwendungsfälle der nahen Zukunft Tipps, wie Vertriebsteams morgen KI-Mehrwert schaffen Ein Muss für alle, die den Vertrieb in Sparkassen smarter, schneller und datenbasierter machen wollen. Viel Spaß beim Hören! Fragen, Anregungen und Feedback sehr gerne an mail@plaudertaschen-podcast.de Euer Plaudertaschen-Team Dieser Podcast wird präsentiert von: => S Broker AG & Co. KG - Innovative und bedarfsorientierte Lösungen „as a Service“ für das Wertpapiergeschäft der Sparkassen. => GuideCom AG - Unsere Heimat ist die Sparkassen-Finanzgruppe, denn seit mehr als 20 Jahren dürfen wir nahezu alle Sparkassen und Verbundpartner als Digitalisierungsexperte begleiten. Mit der GuideCom Sales & Service Cloud bieten wir den Finanzinstituten eine integrierte, datengetriebene Plattform für den Firmenkundenvertrieb. Durch einen starken Fokus auf Kundenzentrierung, Kollaboration und Automatisierung ist sie die Grundlage für eine zukunftsorientierte, erfolgreiche Zusammenarbeit. => Sparkassen Consulting GmbH - Wir. Beraten. Sparkassen. Folge direkt herunterladen

In dieser Folge sprechen wir mit Ulrich Voigt und Alexander Odendahl von der Sparkasse KölnBonn über ein Thema, das strategisch kaum relevanter sein könnte: Künstliche Intelligenz im Banking. Uli Vogt ist Vorstandsvorsitzender der Sparkasse KölnBonn und einer der Treiber für Zukunftsthemen innerhalb der Sparkassen-Finanzgruppe. Alexander Odendahl verantwortet als Product Owner den Bereich generative KI und bringt langjährige Erfahrung aus Data Analytics und digitaler Innovation mit. Gemeinsam geben sie einen offenen Einblick: Wie erste Prototypen zu konkreten Projekten wurden Warum KI nur dann funktioniert, wenn auch Veränderung mitgedacht wird Wieso sie sich für einen kollaborativen KI-Ansatz entschieden haben Und welche Rolle der „Führerschein für KI“ im Unternehmen spielt Wir sprechen über reale Use Cases – von smarter Dokumentenerkennung über Mehrsprachigkeit bis hin zur Einbindung in bestehende Prozesse. Außerdem geht's um Zusammenarbeit mit der FI, Austausch mit Hochschulen und warum der Mensch trotz KI weiter im Zentrum bleibt. Zum Abschluss teilen die beiden, was sie persönlich an KI fasziniert – und warum bei ihnen Leuchti und Doki nicht im Kindergarten, sondern in der IT arbeiten. Viel Spaß beim Hören! Viel Spaß beim Hören! Fragen, Anregungen und Feedback sehr gerne an mail@plaudertaschen-podcast.de Euer Plaudertaschen-Team Dieser Podcast wird präsentiert von: => S Broker AG & Co. KG - Innovative und bedarfsorientierte Lösungen „as a Service“ für das Wertpapiergeschäft der Sparkassen. => GuideCom AG - Unsere Heimat ist die Sparkassen-Finanzgruppe, denn seit mehr als 20 Jahren dürfen wir nahezu alle Sparkassen und Verbundpartner als Digitalisierungsexperte begleiten. Mit der GuideCom Sales & Service Cloud bieten wir den Finanzinstituten eine integrierte, datengetriebene Plattform für den Firmenkundenvertrieb. Durch einen starken Fokus auf Kundenzentrierung, Kollaboration und Automatisierung ist sie die Grundlage für eine zukunftsorientierte, erfolgreiche Zusammenarbeit. => Sparkassen Consulting GmbH - Wir. Beraten. Sparkassen. Folge direkt herunterladen

In dieser Folge sprechen wir mit Caspar Schlenk, Journalist, Szenekenner und langjähriger Begleiter der Fintech-Welt. Caspar war viele Jahre das Gesicht von Finance Forward und ist seit Anfang des Jahres beim Manager Magazin. Wir sprechen über seinen Wechsel, das neue Setup bei Finance Forward und wie die Konferenz im Rahmen der OMR 2025 weitergeführt wird. Caspar gibt Einblicke in die aktuelle Fintech-Szene, verrät, welche Themen er spannend findet – und was aus seinen Prognosen vom letzten Jahr geworden ist. Wir gehen auch auf aktuelle Themen der Szene ein: Es geht um Solaris, um neue Player wie Xaver oder Integral. Außerdem werfen wir einen Blick auf die Finance Forward Area bei der OMR, die Guided Tours mit Max Linden und Florian Adomeit – und verraten, was man tun muss, um bei einer exklusiven Tour für Plaudertaschen-Hörer:innen dabei zu sein. Caspar zum vierten Mal bei uns – mit gewohnt scharfem Blick auf die Szene. Viel Spaß beim Hören! Fragen, Anregungen und Feedback sehr gerne an mail@plaudertaschen-podcast.de Euer Plaudertaschen-Team Dieser Podcast wird präsentiert von: => S Broker AG & Co. KG - Innovative und bedarfsorientierte Lösungen „as a Service“ für das Wertpapiergeschäft der Sparkassen. => GuideCom AG - Unsere Heimat ist die Sparkassen-Finanzgruppe, denn seit mehr als 20 Jahren dürfen wir nahezu alle Sparkassen und Verbundpartner als Digitalisierungsexperte begleiten. Mit der GuideCom Sales & Service Cloud bieten wir den Finanzinstituten eine integrierte, datengetriebene Plattform für den Firmenkundenvertrieb. Durch einen starken Fokus auf Kundenzentrierung, Kollaboration und Automatisierung ist sie die Grundlage für eine zukunftsorientierte, erfolgreiche Zusammenarbeit. => Sparkassen Consulting GmbH - Wir. Beraten. Sparkassen. Folge direkt herunterladen

In dieser Folge sprechen wir mit Jürgen Weimann über echten Wandel in der Sparkassenwelt – jenseits von Sneakers und Hoodies. Prof. Dr. Jürgen Weimann begleitet Sparkassen seit vielen Jahren auf dem Weg durch tiefgreifende Veränderungsprozesse. Als Autor, Hochschulprofessor und Host des Podcasts "Everyone Counts" ist er nah dran an den Themen, die Sparkassen heute bewegen – kulturell, strukturell und strategisch. Er teilt mit uns seine wichtigsten Erkenntnisse aus über 25 Jahren Beratungsarbeit, darunter: Warum echter Wandel immer bei den Vorständen beginnt Welche Rolle Führungskultur und Partizipation spielen Weshalb Kontrolle loslassen oft der schwerste Schritt ist Und wieso Buzzwords wie „Kundenzentrierung“ oder „New Work“ oft nur schöne Worte bleiben Außerdem gibt's spannende Einblicke hinter die Kulissen seines Buchprojekts „NewBanking“, das aus seinem Podcast entstanden ist. Viel Spaß beim Hören! Fragen, Anregungen und Feedback sehr gerne an mail@plaudertaschen-podcast.de Euer Plaudertaschen-Team Dieser Podcast wird präsentiert von: => S Broker AG & Co. KG - Innovative und bedarfsorientierte Lösungen „as a Service“ für das Wertpapiergeschäft der Sparkassen. => GuideCom AG - Unsere Heimat ist die Sparkassen-Finanzgruppe, denn seit mehr als 20 Jahren dürfen wir nahezu alle Sparkassen und Verbundpartner als Digitalisierungsexperte begleiten. Mit der GuideCom Sales & Service Cloud bieten wir den Finanzinstituten eine integrierte, datengetriebene Plattform für den Firmenkundenvertrieb. Durch einen starken Fokus auf Kundenzentrierung, Kollaboration und Automatisierung ist sie die Grundlage für eine zukunftsorientierte, erfolgreiche Zusammenarbeit. => Sparkassen Consulting GmbH - Wir. Beraten. Sparkassen. Folge direkt herunterladen

Finanzbildung für die Gen Z – Wie erreichen wir junge Menschen wirklich? In dieser Folge dreht sich alles um ein Thema, das damals wie heute hochaktuell ist: Finanzbildung für junge Menschen. Robin und Patrick sprechen mit Benjamin Schliebener, bekannt als Investieren mit Ben, über die Herausforderungen und Chancen, die Gen Z für Banken, Bildung und Beratung mitbringt. Ben erklärt, warum TikTok, kurze Videos und Storytelling heute wichtiger sind als klassische Schulbücher – und wie man mit der richtigen Ansprache junge Menschen wirklich erreicht. Die Folge stammt aus dem Jahr 2022 – und weil das Thema aktueller denn je ist, holen wir sie für Euch nochmal zurück ans Licht. Eine kleine Zeitreise mit spannenden Impulsen, die aktueller kaum sein könnten. Viel Spaß beim Hören! Fragen, Anregungen und Feedback sehr gerne an mail@plaudertaschen-podcast.de Euer Plaudertaschen-Team Dieser Podcast wird präsentiert von: => S Broker AG & Co. KG - Innovative und bedarfsorientierte Lösungen „as a Service“ für das Wertpapiergeschäft der Sparkassen. => GuideCom AG - Unsere Heimat ist die Sparkassen-Finanzgruppe, denn seit mehr als 20 Jahren dürfen wir nahezu alle Sparkassen und Verbundpartner als Digitalisierungsexperte begleiten. Mit der GuideCom Sales & Service Cloud bieten wir den Finanzinstituten eine integrierte, datengetriebene Plattform für den Firmenkundenvertrieb. Durch einen starken Fokus auf Kundenzentrierung, Kollaboration und Automatisierung ist sie die Grundlage für eine zukunftsorientierte, erfolgreiche Zusammenarbeit. => Sparkassen Consulting GmbH - Wir. Beraten. Sparkassen. Folge direkt herunterladen

In dieser Folge haben wir Artur Derr zu Gast, Geschäftsführer der #dieMEHRakademie GmbH, eine 100% Tochter der Volksbank Lahr. Artur war maßgeblich beim Aufbau des Jugenmarktkonzepts BlackVRst beteiligt und erreicht unter dem TikTok-Channel finanzen.einfach.verstehen mit Finanzbildungs-Content über 150.000 Follower. Wir sprechen über Finanzielle Bildung, die Rolle von Social Media und warum LinkedIn ein relevanter Kanal für Regionalbanken ist. Viel Spaß beim Hören! Fragen, Anregungen und Feedback sehr gerne an mail@plaudertaschen-podcast.de Euer Plaudertaschen-Team Dieser Podcast wird präsentiert von: => S Broker AG & Co. KG - Innovative und bedarfsorientierte Lösungen „as a Service“ für das Wertpapiergeschäft der Sparkassen. => Sparkassen Consulting GmbH - Wir. Beraten. Sparkassen. => GuideCom AG - Unsere Heimat ist die Sparkassen-Finanzgruppe, denn seit mehr als 20 Jahren dürfen wir nahezu alle Sparkassen und Verbundpartner als Digitalisierungsexperte begleiten. Mit der GuideCom Sales & Service Cloud bieten wir den Finanzinstituten eine integrierte, datengetriebene Plattform für den Firmenkundenvertrieb. Durch einen starken Fokus auf Kundenzentrierung, Kollaboration und Automatisierung ist sie die Grundlage für eine zukunftsorientierte, erfolgreiche Zusammenarbeit. Folge direkt herunterladen

www.iotusecase.com#IOT-PLATTFORM #ERSATZTEILE #LOGISTIKIn dieser Folge sprechen wir mit Nabil Souita, International Product Manager IoT und Digitalisierung bei Novoferm, und Alexander Niemann, CEO von Smartsquare, über smarte Servicelösungen für Industrietore. Novoferm ist ein führender Anbieter von Tür- und Torlösungen, während Smartsquare auf Softwarelösungen mit IoT-Anbindung spezialisiert ist. Gemeinsam zeigen sie, wie Predictive Maintenance und eine digitale Service-Cloud Unternehmen dabei helfen, Ausfallzeiten zu minimieren, den Service zu optimieren und die Effizienz von Toranlagen zu steigern. Am Beispiel ihrer Zusammenarbeit wird deutlich, wie smarte Datennutzung dabei hilft, Wartung gezielter zu planen, Ersatzteile schneller zu beschaffen und die Anlagenverfügbarkeit nachhaltig zu verbessern. Folge 158 auf einen Blick (und Klick):(09:39) Herausforderungen, Potenziale und Status quo – So sieht der Use Case in der Praxis aus[20:27] Lösungen, Angebote und Services – Ein Blick auf die eingesetzten TechnologienZusammenfassung der PodcastfolgeSmartsquare und Novoferm zeigen, wie IoT-Technologie den Service für Industrietore revolutioniert. Mit einer smarten Service-Cloud und Predictive Maintenance-Lösungen helfen sie Unternehmen, Ausfallzeiten zu minimieren, Wartungseinsätze effizienter zu planen und die Verfügbarkeit von Anlagen zu erhöhen. Live-Daten & effizientere Wartung Durch die NovoServiceHub-Plattform werden die Tore in Echtzeit überwacht. Ein Bluetooth-Mesh-Netzwerk überträgt die Daten direkt in die Cloud, sodass Fehler frühzeitig erkannt und gezielte Wartungsmaßnahmen eingeleitet werden können. Die NovoAssist-App unterstützt Techniker dabei, direkt vor Ort die richtigen Ersatzteile zu identifizieren und Serviceeinsätze optimal vorzubereiten. Mehrwert für Betreiber: – Kürzere Stillstandszeiten durch frühzeitige Fehlererkennung – Effizientere Serviceeinsätze durch gezielte Planung – Schnellere Ersatzteilbeschaffung dank digitaler Ersatzteillisten Predictive Maintenance & Datenintegration Die Lösung ermöglicht es, Betriebsdaten wie Zyklen, Fehlercodes oder Stromverbrauch zentral zu erfassen und zu analysieren. So lassen sich Ausfälle vorhersagen, Ersatzteile rechtzeitig bereitstellen und die Effizienz der Anlagen nachhaltig steigern. Die Kombination aus Smartsquare's Service-Cloud und Novoferm's intelligenter Steuerung schafft eine zukunftssichere Lösung für smarte, effiziente Wartungsprozesse – mit direktem Mehrwert für Betreiber weltweit.-----Relevante Folgenlinks:Madeleine (https://www.linkedin.com/in/madeleine-mickeleit/)Alexander (https://www.linkedin.com/in/niemann-smartsquare/)Nabil (https://www.linkedin.com/in/nabil-souita-801369131/)Smartsquare (https://www.smartsquare.de/referenz-projekte/#service-cloud-fuer-novoferm)NovoAssist App Store (https://apps.apple.com/de/app/novoassist/id6479743558NovoAssist Google Play (https://play.google.com/store/apps/details?id=de.novoferm.novoassist&hl=en&pli=1)Jetzt IoT Use Case auf LinkedIn folgen

In dieser Folge plaudert Patrick mit Sabine Krusch, der Gründerin und Geschäftsführerin des Instituts für Geldkultur, über die Bedeutung von Finanzbildung und den praktischen Umgang mit Geld. Sabine erklärt, wie das Institut junge Erwachsene in Workshops schult und ihnen hilft, ihre persönliche Einstellung zu Geld zu reflektieren und finanzielle Kompetenz aufzubauen. Besonders spannend ist ihr Ansatz, der Neurowissenschaften und Verhaltensökonomie einbezieht, um nachhaltige finanzielle Entscheidungen zu fördern. Zudem gibt sie einen Ausblick auf zukünftige Projekte für Privatpersonen und die Weiterentwicklung ihrer Bildungsangebote. Viel Spaß beim Hören! Fragen, Anregungen und Feedback sehr gerne an mail@plaudertaschen-podcast.de Euer Plaudertaschen-Team Dieser Podcast wird präsentiert von: => S Broker AG & Co. KG - Innovative und bedarfsorientierte Lösungen „as a Service“ für das Wertpapiergeschäft der Sparkassen. => Sparkassen Consulting GmbH - Wir. Beraten. Sparkassen. => GuideCom AG - Unsere Heimat ist die Sparkassen-Finanzgruppe, denn seit mehr als 20 Jahren dürfen wir nahezu alle Sparkassen und Verbundpartner als Digitalisierungsexperte begleiten. Mit der GuideCom Sales & Service Cloud bieten wir den Finanzinstituten eine integrierte, datengetriebene Plattform für den Firmenkundenvertrieb. Durch einen starken Fokus auf Kundenzentrierung, Kollaboration und Automatisierung ist sie die Grundlage für eine zukunftsorientierte, erfolgreiche Zusammenarbeit. Folge direkt herunterladen

In der heutigen Folge feiern wir einen kleinen Geburtstag - nicht unseren sondern den 5. Geburtstag des Newsroom der S-Communication und des Deutschen Sparkassen- und Giroverbands Unsere beiden Gäste sind: Silke Lehm, Co-Leiterin Newsroom der Sparkassen-Finanzgruppe bei DSGV - Deutscher Sparkassen- und Giroverband Arne Münster, Mitglied der Geschäftsleitung S-Com & Co-Leiter Newsroom der Sparkassen-Finanzgruppe. Viel Spaß beim Hören! Fragen, Anregungen und Feedback sehr gerne an mail@plaudertaschen-podcast.de Euer Plaudertaschen-Team Dieser Podcast wird präsentiert von: => GuideCom AG - Unsere Heimat ist die Sparkassen-Finanzgruppe, denn seit mehr als 20 Jahren dürfen wir nahezu alle Sparkassen und Verbundpartner als Digitalisierungsexperte begleiten. Mit der GuideCom Sales & Service Cloud bieten wir den Finanzinstituten eine integrierte, datengetriebene Plattform für den Firmenkundenvertrieb. Durch einen starken Fokus auf Kundenzentrierung, Kollaboration und Automatisierung ist sie die Grundlage für eine zukunftsorientierte, erfolgreiche Zusammenarbeit. => S Broker AG & Co. KG - Innovative und bedarfsorientierte Lösungen „as a Service“ für das Wertpapiergeschäft der Sparkassen. => Sparkassen Consulting GmbH - Wir. Beraten. Sparkassen. Folge direkt herunterladen

Heute geht es um ein Thema, das im Grunde genommen so oder so ähnlich auch auf eine unserer zwei Brokerage-Konferenzen gepasst hätte. Es handelt sich nämlich um eine Anlageklasse, die seit Jahren bei Anlegerinnen und Anlegern immer mehr an Relevanz gewinnt. Gerade junge Menschen haben diese einfache Anlagelösung für sich entdeckt. Doch die Vielzahl der Produkte nimmt permanent zu. Die Konsequenz: Die Komplexität steigt. Die Deka möchte dem mit einem exklusiven und überschaubaren Sortiment entgegenwirken, während die Sparkassen ihren Kundinnen und Kunden Beratung vor Ort anbieten. Eine gute Kombination, damit Anlegerinnen und Anleger von Anfang an im Dschungel der Geldanlageinstrumente auf dem richtigen Pfad bleiben. Ganz wichtig: Wir reden heute nicht über konkrete ETFs, wir machen keine Anlageberatung und geben keine Empfehlungen. Ihr entscheidet selbst, was Ihr tut – und das ist auch gut so. Es soll vielmehr darum gehen, wie die Deka als Fondsmanagerin und Anbieterin vieler aktiver Fonds den Markttrend mitgeht und mit DekaETFs ein entsprechendes Angebot aufsetzt. Was ist die Strategie dahinter? Wie passt das Ganze in die gesamte Produktpalette? Schließen sich ETFs und aktiv gemanagte Fonds aus? Genau darum geht es heute – und zwar mit unseren beiden Gästen: Denis Friess, Direktor Institutionelles Fondsmanagement bei der DekaBank Katrin Ries, Produktmanagerin der DekaETFs bei der DekaBank. Viel Spaß beim Hören! Fragen, Anregungen und Feedback sehr gerne an mail@plaudertaschen-podcast.de Euer Plaudertaschen-Team Dieser Podcast wird präsentiert von: => GuideCom AG - Unsere Heimat ist die Sparkassen-Finanzgruppe, denn seit mehr als 20 Jahren dürfen wir nahezu alle Sparkassen und Verbundpartner als Digitalisierungsexperte begleiten. Mit der GuideCom Sales & Service Cloud bieten wir den Finanzinstituten eine integrierte, datengetriebene Plattform für den Firmenkundenvertrieb. Durch einen starken Fokus auf Kundenzentrierung, Kollaboration und Automatisierung ist sie die Grundlage für eine zukunftsorientierte, erfolgreiche Zusammenarbeit. => S Broker AG & Co. KG - Innovative und bedarfsorientierte Lösungen „as a Service“ für das Wertpapiergeschäft der Sparkassen. => Sparkassen Consulting GmbH - Wir. Beraten. Sparkassen. Folge direkt herunterladen

In der heutigen Folge plaudern wir über Embedded Finance und wie APIs das Finanzökosystem neu definieren können. Speziell sprechen wir über die Gründung des API-Programms der Deutschen Bank. Neben der Entwicklung und Einführung konkreter Embedded-Finance-Produkte, sorgte das API-Programm auch für Veränderung im Herzen des Unternehmens. „Zum ersten Mal in der Geschichte der Bank wurde die IT weniger als interner Dienstleister betrachtet, sondern als Motor eines neuen Geschäftsmodells.“ Zu Gast haben wir den Gründer des API Programms, Joris Hensen. Freut Euch auf Diskussionen rund um: Wie ist es dem API-Team gelungen, traditionelle Strukturen aufzubrechen und Neues zu schaffen? Welche Schritte waren notwendig, um eine solche Transformation innerhalb der Bank zu erreichen? Welche Rolle spielen Partnerschaften mit FinTechs für den Erfolg der dbAPI? FIDA: Was müssen wir für Weichen stellen? In wie weit werden datenbasierte Geschäftsmodelle die Herangehensweise verändern, Produkte zu entwickeln? Welche Veränderungen wirken auf regionale Banken ein? Viel Spaß beim Hören! Fragen, Anregungen und Feedback sehr gerne an mail@plaudertaschen-podcast.de Euer Plaudertaschen-Team Dieser Podcast wird präsentiert von: => GuideCom AG - Unsere Heimat ist die Sparkassen-Finanzgruppe, denn seit mehr als 20 Jahren dürfen wir nahezu alle Sparkassen und Verbundpartner als Digitalisierungsexperte begleiten. Mit der GuideCom Sales & Service Cloud bieten wir den Finanzinstituten eine integrierte, datengetriebene Plattform für den Firmenkundenvertrieb. Durch einen starken Fokus auf Kundenzentrierung, Kollaboration und Automatisierung ist sie die Grundlage für eine zukunftsorientierte, erfolgreiche Zusammenarbeit. => S Broker AG & Co. KG - Innovative und bedarfsorientierte Lösungen „as a Service“ für das Wertpapiergeschäft der Sparkassen. => Sparkassen Consulting GmbH - Wir. Beraten. Sparkassen. Folge direkt herunterladen

In dieser Folge haben wir nicht nur zwei Gäste dabei, sondern auch einen Co-Gast-Gastgeber, nämlich Julian Prüfer. Julian war auch schon mal bei uns im Podcast, nämlich in seiner Rolle als Business Developer bei der Wallis. Seit kurzem ist er Podcast-Host des Podcasts "3x3=10", in dem sich alles um OpenBanking, OpenFinance und Co. dreht. Zu Gast haben wir Silke Finken, Professorin für Innovationsmanagement an der ISM international School of Management (ISM), und Nicola Breyer, ehem. CEO von Qwist und verantwortlich für Strategische Partnerschaften. Es geht um FIDA - was ist das eigentlich - welche Chancen bieten sich jetzt für Finanzdienstleister. Viel Spaß beim Hören! Fragen, Anregungen und Feedback sehr gerne an mail@plaudertaschen-podcast.de Euer Plaudertaschen-Team Dieser Podcast wird präsentiert von: => S Broker AG & Co. KG - Innovative und bedarfsorientierte Lösungen „as a Service“ für das Wertpapiergeschäft der Sparkassen. => Sparkassen Consulting GmbH - Wir. Beraten. Sparkassen. => GuideCom AG - Unsere Heimat ist die Sparkassen-Finanzgruppe, denn seit mehr als 20 Jahren dürfen wir nahezu alle Sparkassen und Verbundpartner als Digitalisierungsexperte begleiten. Mit der GuideCom Sales & Service Cloud bieten wir den Finanzinstituten eine integrierte, datengetriebene Plattform für den Firmenkundenvertrieb. Durch einen starken Fokus auf Kundenzentrierung, Kollaboration und Automatisierung ist sie die Grundlage für eine zukunftsorientierte, erfolgreiche Zusammenarbeit. Folge direkt herunterladen

In der heutigen Folge plaudern wir über Bitcoin Adoption in Banken. Aktuell tut sich sehr viel am Markt und das merkt Wyden als Anbieter eines Banken-Handelssystem sehr deutlich. Hier nur einige Fragen, über die wir im Gespräch diskutiert haben: Wo sind die Unterschiede zwischen dem deutschen und schweizer Bankenmarkt? Was sind die Treiber der institutionellen Krypto-Adaption? Was braucht es, damit eine Bank Bitcoin „anfasst“? Und sind Banken eigentlich an einem Angebot interessiert - was haben diese davon? Welche Technik / Infrastruktur braucht es, um Kund:innen den Handel und die Verwahrung von Crypto Assets zu ermöglichen? Kann man den Durchmarsch von Blockchain & Digital Assets eigentlich noch stoppen? Zu Gast haben wir den CEO und Gründer von Wyden, Andy Flury. Andy ist Serienunternehmer, Softwareentwicklungsexperte und ehemaliger Pilot der Schweizer Luftwaffe. Viel Spaß beim Hören! Fragen, Anregungen und Feedback sehr gerne an mail@plaudertaschen-podcast.de Euer Plaudertaschen-Team Dieser Podcast wird präsentiert von: => S Broker AG & Co. KG - Innovative und bedarfsorientierte Lösungen „as a Service“ für das Wertpapiergeschäft der Sparkassen. => Sparkassen Consulting GmbH - Wir. Beraten. Sparkassen. => GuideCom AG - Unsere Heimat ist die Sparkassen-Finanzgruppe, denn seit mehr als 20 Jahren dürfen wir nahezu alle Sparkassen und Verbundpartner als Digitalisierungsexperte begleiten. Mit der GuideCom Sales & Service Cloud bieten wir den Finanzinstituten eine integrierte, datengetriebene Plattform für den Firmenkundenvertrieb. Durch einen starken Fokus auf Kundenzentrierung, Kollaboration und Automatisierung ist sie die Grundlage für eine zukunftsorientierte, erfolgreiche Zusammenarbeit. Folge direkt herunterladen

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In der heutigen Folge plaudern wir über Erblotse - ein Unternehmen, dass beim Erben und Vererben unterstützt. Wie genau das funktioniert und wie das Zusammenspiel mit Banken funktioniert - das hört ihr in der heutigen Folge. Zu Gast haben wir Birte Gall, Gründerin und Geschäftsführerin von Erblotse. An folgenden Fragestellungen kommen wir im Talk u. a. vorbei: Wie läuft ein Erbprozess aktuell ab? Über welches Volumen sprechen wir in Deutschland (Anzahl Todesfälle, Anzahl Erben, Vererbte Vermögen)? Welchen digitalen Tools gibt es für die Nutzenden? Viel Spaß beim Hören! Fragen, Anregungen und Feedback sehr gerne an mail@plaudertaschen-podcast.de Euer Plaudertaschen-Team Dieser Podcast wird präsentiert von: => S Broker AG & Co. KG - Innovative und bedarfsorientierte Lösungen „as a Service“ für das Wertpapiergeschäft der Sparkassen. => Sparkassen Consulting GmbH - Wir. Beraten. Sparkassen. => GuideCom AG - Unsere Heimat ist die Sparkassen-Finanzgruppe, denn seit mehr als 20 Jahren dürfen wir nahezu alle Sparkassen und Verbundpartner als Digitalisierungsexperte begleiten. Mit der GuideCom Sales & Service Cloud bieten wir den Finanzinstituten eine integrierte, datengetriebene Plattform für den Firmenkundenvertrieb. Durch einen starken Fokus auf Kundenzentrierung, Kollaboration und Automatisierung ist sie die Grundlage für eine zukunftsorientierte, erfolgreiche Zusammenarbeit. Folge direkt herunterladen

#141 - Ein Gespräch mit Karolin Schriever über KI und finanzielle BildungIn dieser Folge begrüßen wir einen ganz besonderen Gast: Karolin Schriever, geschäftsführendes Vorstandsmitglied des Deutschen Sparkassen- und Giroverbands (DSGV). Es geht um Künstliche Intelligenz, finanzielle Bildung, Frauen in Führungsrollen, die nachhaltige Transformation im Bankensektor und natürlich die Rolle der Sparkassen in diesen Feldern. Karolin Schriever hat eine beeindruckende Karriere hinter sich, die sie von einer Ausbildung zur Bankkauffrau bei der Sparkasse Werl bis hin zur Spitze des DSGV geführt hat. Heute spricht sie mit uns über ihre Rolle beim DSGV, ihre Verantwortung für das Dezernat Wirtschaft, Politik und Banksteuerung sowie über die Herausforderungen und Chancen für Frauen in Führungspositionen in der Finanzbranche. Außerdem werfen wir einen Blick auf die Rolle der Sparkassen in der finanziellen Bildung der Bevölkerung und diskutieren, wie die Branche mehr Frauen in Führungspositionen fördern kann. Zum Abschluss erwartet euch unser beliebtes Format “10 Fragen, 10 Antworten”. Reinhören lohnt sich! Viel Spaß beim Hören! Fragen, Anregungen und Feedback sehr gerne an mail@plaudertaschen-podcast.de Euer Plaudertaschen-Team Dieser Podcast wird präsentiert von: => GuideCom AG - Unsere Heimat ist die Sparkassen-Finanzgruppe, denn seit mehr als 20 Jahren dürfen wir nahezu alle Sparkassen und Verbundpartner als Digitalisierungsexperte begleiten. Mit der GuideCom Sales & Service Cloud bieten wir den Finanzinstituten eine integrierte, datengetriebene Plattform für den Firmenkundenvertrieb. Durch einen starken Fokus auf Kundenzentrierung, Kollaboration und Automatisierung ist sie die Grundlage für eine zukunftsorientierte, erfolgreiche Zusammenarbeit. => S Broker AG & Co. KG - Innovative und bedarfsorientierte Lösungen „as a Service“ für das Wertpapiergeschäft der Sparkassen. => Sparkassen Consulting GmbH - Wir. Beraten. Sparkassen. Folge direkt herunterladen

In der heutigen Folge hört Ihr Dr. Annegret Saxe, Maire Junge und Patrick direkt live aus Münster von der Bühne der "zeb.uni". Unseren ersten Kooperations-Podcast mit "zeb Sound of Finance" möchten wir Euch natürlich nicht vorenthalten. Die zeb.uni ist eine große Weiterbildungsveranstaltung intern für zeb Mitarbeitende. Auf der Innovation-Stage durften Anne (Vorständin der Sparkasse Münsterland Ost), Maire (zeb) und ich über ein Thema unserer Wahl diskutieren. Wir haben uns für Diversität entschieden. Ein Thema, welches viel Sprengstoff in Diskussionen bietet, man oft nicht weiß ob man die richtigen Worte wählt und viele eher vorsichtig, als kontrovers diskutieren - quasi: Triggergefahr. Gerade deswegen haben wir für unsere Diskussion vier provokante Thesen aufgestellt, die wir in unserer Folge bestätigen oder eben widerlegen werden: #1: Diversität erhöht die Komplexität und mindert die Effizienz. #2: Diversität (über)fordert Führungskräfte. #3: Positive Diskriminierung ist auch Diskriminierung. #4: Diversität gefährdet die Unternehmenskultur. Freut Euch auf eine etwas andere Folge! Viel Spaß beim Hören! Fragen, Anregungen und Feedback sehr gerne an mail@plaudertaschen-podcast.de Euer Plaudertaschen-Team Dieser Podcast wird präsentiert von: => S Broker AG & Co. KG - Innovative und bedarfsorientierte Lösungen „as a Service“ für das Wertpapiergeschäft der Sparkassen. => Sparkassen Consulting GmbH - Wir. Beraten. Sparkassen. => GuideCom AG - Unsere Heimat ist die Sparkassen-Finanzgruppe, denn seit mehr als 20 Jahren dürfen wir nahezu alle Sparkassen und Verbundpartner als Digitalisierungsexperte begleiten. Mit der GuideCom Sales & Service Cloud bieten wir den Finanzinstituten eine integrierte, datengetriebene Plattform für den Firmenkundenvertrieb. Durch einen starken Fokus auf Kundenzentrierung, Kollaboration und Automatisierung ist sie die Grundlage für eine zukunftsorientierte, erfolgreiche Zusammenarbeit. Folge direkt herunterladen

In der heutigen Folge plaudern wir mit Revolut. Revolut setzt in Deutschland derzeit alle Hebel auf Wachstum. Allein im Jahr 2024 werden die Ausgaben für Marketing und Vertrieb hierzulande um 80 Prozent gegenüber dem Vorjahr steigen. Es besteht der Wunsch, das Produkt so stark zu lokalisieren, dass immer mehr deutsche Kundinnen und Kunden Revolut als Hauptkonto in Betracht ziehen. Zu Gast haben wir Wiktor Stopa, Head of Growth Westeuropa - er verantwortet alle Aspekte der Geschäftsentwicklung in den größten europäischen Märkten, darunter Frankreich und die DACH-Region. Im Fokus der Folge steht ein Blick hinter die Kulissen von Revolut. Wie arbeitet die Digitalbank, was steht im Mittelpunkt der Entwicklungen und warum ist eine deutsche IBAN für die Kund:innen so viel mehr als nur zwei Buchstaben? Freut Euch auf einen lockeren Talk zwischen Wiktor und Patrick. Viel Spaß beim Hören! Fragen, Anregungen und Feedback sehr gerne an mail@plaudertaschen-podcast.de Euer Plaudertaschen-Team Dieser Podcast wird präsentiert von: => S Broker AG & Co. KG - Innovative und bedarfsorientierte Lösungen „as a Service“ für das Wertpapiergeschäft der Sparkassen. => Sparkassen Consulting GmbH - Wir. Beraten. Sparkassen. => GuideCom AG - Unsere Heimat ist die Sparkassen-Finanzgruppe, denn seit mehr als 20 Jahren dürfen wir nahezu alle Sparkassen und Verbundpartner als Digitalisierungsexperte begleiten. Mit der GuideCom Sales & Service Cloud bieten wir den Finanzinstituten eine integrierte, datengetriebene Plattform für den Firmenkundenvertrieb. Durch einen starken Fokus auf Kundenzentrierung, Kollaboration und Automatisierung ist sie die Grundlage für eine zukunftsorientierte, erfolgreiche Zusammenarbeit. Folge direkt herunterladen

Unlock the secrets to building a successful boutique consulting firm as Drew Benson and Jimmy Glynn from Flock Consulting join us on the Salesforce Career Show! Discover how Flock's unique company culture not only attracts top talent but also fosters an environment where employees feel like they're working with friends. From their early days meeting at Dreamforce to becoming a trusted name in Experience and Service Cloud solutions, Drew and Jimmy share invaluable insights about leadership, employee engagement, and maintaining a healthy work-life balance.Prepare for a packed schedule at upcoming conferences like Dreamin' in Color and Dreamforce with our exclusive tips on timely abstract submissions and exciting road trip plans. We'll also address the frustrations of dealing with uncooperative clients during the hiring process and explore the qualities that make for ideal new hires at boutique firms. Vanessa Grant gives us a glimpse into her recent adventures with the admin Trailblazer community in London, reflecting her deep involvement in the Salesforce ecosystem.Dive into the entrepreneurial journey of starting a Salesforce partner company from scratch as Drew Benson recounts his experience of launching Flock Consulting in 2015. Learn about the importance of regular communication, effective onboarding processes, fostering a supportive work environment, and working on oneself. Plus, discover how balancing employee utilization with ongoing training and certifications can lead to satisfied employees and better client relationships. Don't miss our light-hearted moments, including a special nod to Jimmy's impressive mustache, and our chat with the author of "Destination Employer.

Dave Kellogg is a former CEO and CMO with operational experience across companies from $0 to $1B+. He served as GM/SVP of Service Cloud for Salesforce, CEO of MarkLogic, and SVP of Marketing at SAP / Business Objects. Today, he is principal at Dave Kellogg Consulting, EIR at Balderton Capital, and author of the popular SaaS blog Kellblog (www.kellblog.com). He has also served as an independent director across 10 startup boards and has a unique perspective on what top-performing SaaS companies do and what role the CMO should play.We talk about:- Being a great partner to sales and why it is marketing's job to make sales easier- Mastering the art of becoming the dispassionate analyst, presenting the facts- Being a partner to the CEO- Dave's thoughts on the importance of benchmarks, his POV on category creation, lead gen vs. demand gen, ChatGPT, and more.Timestamps(00:00) - Introduction (06:09) - Dave Kellogg's Journey (11:09) - Insights on Blogging and Career (16:09) - What Makes a Great CMO (21:09) - Aligning Sales and Marketing (28:48) - Leveraging Data and Market Research (33:48) - The Role of Brand and Category Creation (38:48) - The Future of AI in Marketing (43:48) - Understanding SaaS Metrics (48:48) - Closing Remarks Send guest pitches and ideas to hi@exitfive.comJoin the Exit Five Newsletter here: https://www.exitfive.com/newsletterCheck out the Exit Five job board: https://jobs.exitfive.com/Become an Exit Five member: https://community.exitfive.com/checkout/exit-five-membership***Today's episode is brought to you by PharosIQ. In 2024, you face tougher pipeline challenges than ever: reduced budgets, tighter resources, and fewer active buyers. Yet your growth goals remain unchanged.  PharosIQ leverages down-funnel intent signals along with targeted demand solutions to help you build your pipeline efficiently. They help B2B marketing leaders reach their ideal buyers and generate leads that actually convert for businesses of all sizes.  Generating leads is easy; generating leads that convert is what separates PharosIQ from the competition. Check them out at PharosIQ.com/exitfive; book a meeting with their team …PLUS, their team is giving away memberships to Exit Five so go check out their website that's P-H-A-R-O-S-I-Q dot com slash exitfive one word right now. ***Thanks to my friends at hatch.fm for producing this episode and handling all of the Exit Five podcast production.They give you unlimited podcast editing and strategy for your B2B podcast.Get unlimited podcast editing and on-demand strategy for one low monthly cost. Just upload your episode, and they take care of the rest.Visit hatch.fm to learn more

On this episode of "In the Booth" from Enterprise Connect 2024, The Futurum Group's Craig Durr talks with Ryan Nichols, Chief Product Officer for Service Cloud at Salesforce, and Randy Hand, Head of Solution Architecture at AWS, about the transformative role of AI in customer service and the strategic partnership between Salesforce and AWS that enhances contact center solutions. Their discussion covers: The impact of Generative AI on customer service strategies and its potential to revolutionize contact center efficiency and customer satisfaction. The collaboration between Salesforce and AWS, highlighting how their integrated solutions leverage AI and cloud technologies to innovate contact center operations. Salesforce's Service Cloud Voice and how it utilizes AI and CRM data to provide a unified and personalized customer service experience across various channels. Future innovations from Salesforce in the contact center space, focusing on AI and data-driven solutions to enhance customer interactions and operational effectiveness.  

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

Salesforce has announced that Aer Lingus, the Irish flag carrier, is using Service Cloud and Marketing Cloud to transform its customer experiences. Why it's important: 96% of customers say excellent customer service builds trust, according to Salesforce research. With Salesforce, Aer Lingus will digitally transform to deliver personalisation and seamless customer experiences at scale. This includes introducing a centralised management capability and omni-channel approach across all marketing, transactional, post purchase/travel, loyalty, support and disruption communications. Creating a customer-first approach across all touchpoints will remove friction, optimise the right message at the right time, and also help Aer Lingus consolidate its technology stack. With Service Cloud, Aer Lingus will allow customer service teams to respond to customers more efficiently through data, automation, UI and guided workflows. average case handling time and increase agent productivity through guided workflows. This will enable teams to respond to customers more effectively and quickly during peak travel periods. Marketing Cloud will streamline all customer communications, increasing the quality of communications through richer, more relevant data and increased consistency. Susanne Carberry, Aer Lingus Chief Customer Officer, said: "At Aer Lingus, we are constantly striving to enhance our customers' journey with us. Salesforce will allow us to understand our customers better and offer them a personalised, digital led experience. As we grow our airline, this will become an integral part of how we ensure we are giving customers the dedicated care that they expect from Aer Lingus. "We're delighted to be working with Salesforce as we use their game-changing technology as part of our ongoing digital transformation." Carolan Lennon, Salesforce Ireland Country Leader, said: "The airline industry is increasingly competitive, and how brands communicate with passengers will continue to be a key differentiator. From booking travel to receiving notifications of new routes, Aer Lingus recognises the power of personalised customer journeys in the air and in their digital offer. Enhancing personalisation and reducing friction experiences are key ingredients driving success with Aer Lingus. See more stories here.

Über den Wolken (oder in der Cloud) ist die Freiheit grenzenlos - oder? Es steht Folge #71 an und Andrea Spiegel hat sich Marc Ruppert, unser Produktmanager für den Field-Bereich, an ihre Seite geholt, um mal die wichtigen Fragen beim Thema Cloud oder On-Premise Software zu besprechen:

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.

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

Dave Kellogg is a former CEO and CMO with operational experience across companies from $0 to $1B+. He served as GM/SVP of Service Cloud for Salesforce, CEO of MarkLogic, and SVP of Marketing at SAP / Business Objects. Today he is  principal at Dave Kellogg Consulting, EIR at Balderton Capital, and authors the popular SaaS blog Kellblog (www.kellblog.com). He has also served as an independent director across 10 startup boards and has a unique perspective into what top performing SaaS companies do and what role the CMO should play.We talk about:- Being a great partner to sales and why it is marketing's job is to make sales easier- Mastering the art of becoming the dispassionate analyst, presenting the facts- Being a partner to the CEO- Dave's thoughts on the importance of benchmarks, his POV on category creation, lead gen vs demand gen, ChatGPT, and more.Send guest pitches and ideas to hello@exitfive.comExit Five on LinkedIn: https://www.linkedin.com/company/exitfive/Exit Five on Twitter: https://twitter.com/exitfiveco***Thanks to our 2023 presenting sponsors Demandwell, Jasper, and Zapier.This episode is brought to you by Zapier. Zapier empowers anyone to automate their work across 5,000+ apps, so that every person and business can move forward at growth speed. We power over 2.2 million businesses, from startups to Fortune 100, and we've been doing it for over a decade. Learn more + get started for free at zapier.comThanks to my friends at hatch.fm for producing this episode and handling all of the Exit Five podcast production. They give you unlimited podcast editing and strategy for your B2B podcast. Get unlimited podcast editing and on-demand strategy for one low monthly cost. Just upload your episode, and they take care of the rest. Visit hatch.fm to learn more

In this episode of the Wise Decision Maker Show, Dr. Gleb Tsipursky speaks to Brenda Bown, CMO of Service Cloud at Salesforce, about how customer service automation facilitates remote and hybrid work.You can learn more about Salesforce at www.salesforce.com

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

In der Nachmittagsfolge begrüßen wir heute Dr. Kai Wawrzinek, CEO und Co-Founder von Impossible Cloud, und sprechen mit ihm über die erfolgreich abgeschlossene Seed-Finanzierungsrunde in Höhe von 7 Millionen Euro.Impossible Cloud hat eine dezentrale Cloud-Plattform auf Basis von Web3 entwickelt, wodurch sie für Unternehmen jeder Größe schnell skalierbar, sicher und kosteneffizient ist. Impossible Cloud bietet einen hochleistungsfähigen Speicher mit nach eigenen Angaben zwischen 50 und 75 % niedrigeren Gesamtbetriebskosten im Vergleich zu anderen Speicherlösungen an. Durch die Entwicklung eines robusten globalen Netzwerks von Speicher-Hubs bietet das Startup mit seinen Multi-Service-Lösungen zahlreiche Möglichkeiten wie beispielsweise Backups, Archivierung und Überwachung. Im Gegensatz zu traditionellen Cloud-Anbietern, beseitigt Impossible Cloud nach eigenen Angaben die zentralen Fehlerpunkte durch mehrere Schichten hochverfügbarer Speicher-Hubs und hilft dabei, Sicherheits-, Compliance- und Leistungsanforderungen zu erfüllen. Mit nur einer einzigen Code-Zeile können Kunden auf die Dienste des Technologieunternehmens zugreifen und die freien Kapazitäten von Rechenzentren nutzen. Damit möchte das Startup die Lücke zwischen B2B-Organisationen und Web3 schließen. Impossible Cloud wurde im Jahr 2021 von Dr. Kai Wawrzinek, Daniel Baker und Christian Kaul in Hamburg gegründet.In einer Seed-Runde hat das Hamburger Startup nun 7 Millionen Euro unter der Führung von HV Capital und 1kx eingesammelt. Des Weiteren beteiligten sich Protocol Labs, TS Ventures und Very Early Ventures an der Runde. Mit dem frischen Kapital steigt die Gesamtfinanzierung des Unternehmens auf mehr als 10 Millionen Euro. Die Mittel sollen verwendet werden, um den Markteintritt der Cloud-Speicherlösung zu beschleunigen.

In today's episode, Randy welcomes Paul Hunter, North America Sales Leader at Hewlett Packard Enterprise, leading the charge for their pivot to a Service Cloud company. He is also responsible for leading the sales charge and understands the channel from a value and scalability perspective. Paul shares his experience in his first sales job and the power of using LinkedIn and other sales tools in selling and networking. Learn more about Paul in this latest episode of Tech Sales Insights.INSIGHTS OF THE DAYPAUL: LINKEDIN AS A RELIABLE SALES TOOL“We use LinkedIn Sales Navigator. That's one of the suites of sales tools we provide our sales teams. We also use other tools as well. So we found LinkedIn Sales Navigator to be reasonably valuable, and quite useful. I use LinkedIn because sometimes you get more traction with your own teams on LinkedIn than you do use some of the internal tools. So it's just a good way to connect with the broader community and, and hit keep in touch with people.”Find out more about Paul Hunter in the links below:LinkedIn: https://www.linkedin.com/in/paul-hunter-3743a8/Hewlett Packard Enterprise: https://www.hpe.com/us/en/home.html This episode of Tech Sales Insights is brought to you by: Sales Community: https://www.salescommunity.com/Gong.io: https://www.gong.io/

Episode Notes/Resources: In this episode of "Salesforce Simplified," we're talking with Salesforce Senior Solutions Engineer George Higgins about Salesforce Field Service Automation. Salesforce Service Cloud: https://bit.ly/36YAxRc Salesforce Service Cloud Customer Story: https://bit.ly/3yZAgZy Salesforce Field Service Automation: https://sforce.co/3fzKawJ

Rekha is an engineer turned marketer who has a technical background and fell in love with the PMM craft. Two aspects that she thoroughly enjoys in the GTM process are the naming and positioning of new products and features. She advocates for involving every team in the launch process and both internally and externally creating messaging that clearly states the nuances of new releases. She also discusses how Salesforce tiers their launches on a 1-3 scale and reiterates the importance and value that comes from conversations with customers. Want more insights from Rekha? Check out her Sharebird profile.Looking to connect? You can find Rekha on LinkedIn.

[קישור לקובץ mp3]פודקאסט מספר 445 של רברס עם פלטפורמה - קרבורטור מספר 33. אורי ורן מארחים את נתי שלום אחרי כמה חודשים טובים [32 היה בינואר], כדי לדבר על נושאים תשתיתיים מעניינים.(רן) היום אנחנו רוצים לדבר על נושא שנקרא Platform Engineering - את שתי המילים אנחנו מכירים [בכל זאת - רברס עם פלטפורמה], אז Platform ו-Engineering - אבל מה זה “Platform Engineering”? אז בוא נצלול פנימה . . . (אורי) בטח יש גם Platform-Reverse-Engineering . . . [נסו ב-DALL·E הקרוב למקום מגוריכם](נתי) Platform אתה יודע ו-Engineering אני לא צריך להסביר לך . . . . אבל אני אחזיר אותך לשיחות שהיו לנו, אני חושב שבאיזור 2012, איפשהו באיזור הזה.אני זוכר שהיית Advocate של Heroku ושל כל מה שנקרא “Platform-as-a-Service” זה היה ממש בימים שבהם חילקו את ה-Cloud - אני לא יודע אם יש עוד אנשים שעדיין זוכרים את זה - ל . . .(אורי) SaaS ו-IaaS . . . .(נתי) . . . ל-IaaS ו-SaaS ו-PaaS - שלושת השכבות . . . .(רן) Infrastructure-as-a-Service ו-Software-as-a-Service ו-Platform-as-a-Service . . . . (נתי) בדיוק - Infra ו-Platform ואז Serv… קרא עוד

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.

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.

Nuevo episodio de Crónicas de Salesforce con Sara Hernández en esta ocasión tenemos como invitado especial a Alfonso Ortega, Cloud Lead de S4G en Madrid España, pero él es nativo de Caracas - Venezuela.En este episodio estaremos conversando sobre su experiencia en implementaciones de Service Cloud y las mejores prácticas, pero no olvidemos que ya tenemos un episodio con Matías Margulies donde hablamos sobre ¿Qué es? En esta ocasión hablaremos un poco más de cuál es la diferencia con otras nubes y cómo aprovecharlo a nivel de negocioAprovecha este episodio¡Nuestro principal objetivo es impulsar el contenido en español!

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.

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.

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.

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 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.

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.

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.

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.

In November 2016, Alex Bard, Managing Director at Redpoint Ventures, joined High Alpha Managing Partner Scott Dorsey for our monthly Speaker Series. Prior to Redpoint Ventures, Alex served as Chief Executive Officer at Campaign Monitor. Alex has also served as Executive Vice President & General Manager of the Service Cloud business at Salesforce.com, which acquired Assistly, Inc., where Alex served as Founder and Chief Executive Officer. He currently serves as a member of the board of directors of several privately held companies. In this episode, we revisit Alex's Speaker Series where you'll learn: Alex's entrepreneurial journey and his experience starting and exiting companies Competing with large incumbents and developing meaningful core values The importance of finding a framework to align and measure your success How giving back helps build meaningful relationships with colleagues outside of the context of work

We interviewed Michael Basch, Chief Revenue Officer, North America Sales and Service Cloud at Oracle. Today, we pedal through Michael's past to learn more about the mountains he's climbed in his ascent to the Oracle C-Suite and we get a handle on how he wheels his way between the qualitative and quantitative aspects of family style leadership. MIchael on LinkedIn: https://www.linkedin.com/in/michaelbasch/ Oracle: https://www.oracle.com/index.html Thanks for tuning in today. To hear more conversations just like this one, head over to wherever you get your podcasts and search Growth Culture -- and while you're there, leave us a rating and review to let us know how you liked this one. The Fastest Way To Generate Warm Sales Leads With Existing Employees: https://www.dedicated.ai/ Email Us: jl@dedicated.ai We'd love to hear from you about what you'd love to hear from us! Hosted by Adam Conner. Powered by Authentic Avenue.

Nuevo episodio de Crónicas de Salesforce con Sara Hernández en esta ocasión tenemos como invitada especial a Erisay Pintos, es nativa de Venezuela pero actualmente se encuentra en Santiago de Chile, actualmente tiene el rol de Coordinador de Salesforce en el Banco BCI, uno de los bancos reconocidos como uno de los mejores casos de negocio de Salesforce en Chile 2020En este episodio estaremos conversando sobre Financial Services Cloud, pero no olvidemos que ya tenemos un episodio con Francisco Trejo donde hablamos sobre ¿Qué es? En esta ocasión hablaremos un poco más de cuál es la diferencia con otras nubes y cómo aprovecharlo a nivel de negocioAprovecha este episodio¡Nuestro principal objetivo es impulsar el contenido en español!

Tenemos nuevo episodio de Crónicas de Salesforce con Sara Hernández en esta ocasión tenemos como invitado especial a Matías Margulies Customer Success Guide en Salesforce y nos acompaña desde Argentina. En este episodio conversamos sobre ¿Qué es Services Cloud?Si te interesa conocer qué hace esta nube y en que te puede ayudar, no te pierdas este episodio¡Nuestro principal objetivo es impulsar el contenido en español!