22nd Feb 2022 | Charity, Event Bridge, Salesforce
I was always told to carry people on the journey…
So we are starting a new journey with Salesforce. Over the years we have gathered a lot of useful knowledge. A lot of this is for us to use internally – within the company, but we also have a lot of information that is good for questions about Salesforce and Event Bridge.
So we now have a knowledge portal: https://cloudgeniusltd.force.com/support/s/
At the moment, it lets folk find out information. In the near future it will let people submit cases and track progress.
We are getting very excited, as it should help us to serve our customers better.
Of course, the other part of implementing this ourselves is so that we can help our customers implement it to help out their organisations.
6th Oct 2021 | Uncategorised
One of the joys of running your own business is having all the tasks that no-one else in the business can/will do. That includes networking… I am a member of the EVO network.
This morning we had a great talk from Laura B, founder of the Shortlist.
Laura is on a meteoric rise, promoting her fashions for 30-something women under 5’4″. Sustainable fashions, created and made in the UK… with a sense of humour.
Does it sound like Laura has looked at who her target audience is?
Rather than going for everyone with a pulse, Laura has found a group she has a passion for and resonates with.
Consequently, her Instagram, Facebook and everything else can be written for the specific character she has in her head. In marketing we call this an Avatar.
Problem
While Laura has petite women in their 30’s as the group she relates to, they vary quite a bit in size.
How do they get the fashion that truly fits, without getting their fashions tailored?
Solution
Laura now has bespoke advice about the sizing of each piece in her collection. This allows the shopper to know whether it will fit.
Result
The result of this simple change has been:
- Happier clients
- Fewer returns
What could you do in your business to make your clients happier?
30th Sep 2021 | Lunch and Learn, Salesforce, Training, Training Club
What on earth are they doing?
One of the scariest moments of going from being a successful ‘minion’ to a manager is that moment when you realise that you don’t know what is happening.
You can look very carefully at the folk you are managing, but you cannot watch every mouse click and keyboard tap and screen flick. You don’t want to be one of those managers who thinks that you can do everything better than your staff. A manager who micro-manages, picks up on every detail of every piece of work done by their staff.
This situation is unpleasant for the staff, unpleasant for the manager and inefficient, as every piece of work is being done twice.
Similarly, how do you know what is happening with your resources? Are your finances in a good state? Is money coming in?
For charities there are questions like… did the people who donated last year donate this year? If not, why not?
If they did give this year, did they increase their donation?
So many questions, so little time.
To manually go through every piece of data takes forever.
That is why I am running the next Salesforce Lunch and Learn. To look at reports…
In Salesforce, once you have written a report, it will keep on running with current data. So you can run it against the last 3 months of data and it will update so that no matter what data you run it on, you will get the last 3 months of data.
Within the Salesforce Non Profit Success Pack there are a number of reports that are particularly aimed at donations and comparing this year to previous year.
21st October from 12noon to 12:45 we will be looking at these reports and how you can use them.
Book Here is where you can sign up.
Use the code SALESFORCE to get your ticket for free. (This is to stop the ‘bots signing up and taking the valuable places.)
See you there.
27th Sep 2021 | Email, GDPR, General Information
It’s not going to work the same.
One of the go-to methods for contacting many clients is mass-email.
Here we use Campaign Monitor, but there are many others including the venerable MailChimp.
All of these systems allow you to track whether someone has opened their email, where they were when you opened the email and many other features. (Whether you do track these things should be reflected in your privacy policy and whether a client allows you to track these things.)
These things are all going to break with the way Apple is changing the way it connects to email services.
This is to give your clients (and you) more privacy. So, it is a good thing.
It will impact your mass emails.
Here is a great video from Campaign Monitor, detailing the changes.
https://www.campaignmonitor.com/resources/webinars/navigating-an-evolving-privacy-environment/view/
21st Sep 2021 | Uncategorised
Sing! Sing! Sing!
Last night was the second rehearsal of my Welsh Male Voice Choir. Hurrah! It was so good to see friends back in real life and catch up.
Networking is back on the cards… and that, too is an opportunity to catch up with friends, meet new people and share.
Tonight is the inaugural meeting of the Cardiff Salesforce User Group. It is an opportunity for people administering Salesforce to meet and share good practice (and funny stories).
User Group Link
Really looking forward to it and just meeting people face-to-face.
For all the Zooms in the world, it will be nice to see people’s full length – how they stand, speak, how tall they are… instead of fake backgrounds of San Fran, a chance to go through the mists, rain, sun of a wonderful Welsh autumn. To hear the singing in the valleys.
#SalesforceUserGroup #Cardiff #SalesforceAdmins #WelshMaleVoiceChoir
By the way, if any of you know of a pianist in the Ammanford area who would like to accompany a choir… let me know 🙂 If there is one thing better than a Salesforce User Group, it is the singing of a choir 😉
