It is always a great joy to hear Amanda Beard-Neilson speak. Amanda is organizer of one of the best Salesforce conferences in London. OK, I think the best.
I have always found her an inspiration.
Here she is on project management – something she absolutely aces!
Did I mention that she also has a great sense of humour?
Do you ever look at a friend, who you think has been the same for for many years, and suddenly think… they look older/fatter/thinner/different? For so long they look the same. You see them every day. They always look the same. Then you notice that there has been a huge shift. It has happened over many years, but you notice it as a single jump?
Well, I noticed that with my emails. For many years we have been sending out our Customer Satisfaction (CSAT) questionnaires through Salesforce Classic templates. They do the job, but they are ‘transactional’. Meaning that they are just barely good-looking enough to be sent to clients. It is possible to create anything with them, as they are HTML, but at some effort and expense.
On the other hand, we send out our ‘marketing’ emails through Campaign Monitor. This has a lovely editor that makes producing beautiful emails a joy. However, they are marketing emails, so if people have not given us permission they do not receive them. For many years, Campaign Monitor has had ‘Transactional Emails’, but the coding to get them to work seemed to be a lot of effort.
Then, like noticing the change in a friend, I noticed that the integration we use has a feature called ‘Smart Emails’. This gives the ability to use Campaign Monitor for our transactional emails EASILY.
In a few minutes, I created a Campaign Monitor template and replaced our outdated CSAT email. A thing of beauty! Even better, it registered a task against the client every time one of the questionnaires was sent out. Instead of a horrible link to click, the client is presented with a beautiful button.
Our CSAT response rate has improved since switching to the new transactional emails
As everyone knows, with emails response rate is one of the most important metrics.
Techy bit: even mapping fields from Salesforce to the emails is a cinch!
Our transactional emails now look as beautiful as our marketing emails!
If you would like to find out more (and use Salesforce and Campaign monitor, or would like to), let me know on this form
When I searched for ‘Create a Buzz’, this photo was not what I was after. On the other hand, it is fun so it will probably get you to engage.
There is a problem on the internet. How do you get people to engage and follow you?
Well, a friend of mine has come up with a brilliant idea.
It is a party.
What sort of party?
Fancy dress? Come as you were?
It is a LinkedIn Party. A group of you get together. (OK, you all share a WhatsApp conversation.)
You all post on LinkedIn.
You all copy the link to the post into WhatsApp.
You then open all the posts of the other people, react to them (on LinkedIn) and reply (on LinkedIn).
Just do it for an hour a week, all at the same time.
You will have created a Buzz.
Now, if only this idea were mine, but it isn’t.
This great idea is another fun and effective technique from Adam Brooks of SkineeRino.
Pop over to his website and find out more of his brilliant madness!
Most web hosters won’t admit it, but email from websites is a NIGHTMARE.
It used to be really easy and cheap to set up email to send from a website, for instance when a form is filled in on the website inform the owner of the website.
As it gets more complex, many hosting companies take a set it up and keep fingers crossed approach.
At Cloud Genius, we monitor that even this aspect of your website is working.
In the old days the web server sent out the email.
The problem is that spammers used to use servers to send out millions of spam emails in a day.
So, web hosting companies have gradually clamped down on this.
Even if you do send an email from your web server, the chances are that the recipient will block it… assuming it to be spam.
What is worse, if someone else on your shared hosting is sending out spam all YOUR emails will be treated as spam, too.
Your emails will not be received and you won’t know!
For this reason, we send our webserver emails via the client’s Office 365 account.
This gives them the same reputation as if they came from the client’s normal email. (Google for Business works just as well.)
This process is slightly more complex.
At Cloud Genius, we monitor this connection so that if it starts to fail we get a message via Slack to tell us which of our clients is in difficulty.
Part of our service that puts us above the rest.
Has your synchronisation between Salesforce and Eventbrite been abandoned?
Occasionally, we have to claim our bragging rights. We do a lot of work with charities – more than 50% of our Salesforce work is with charities, but it is not all directly with Salesforce.
We (safely) unleash data you hold in one system and move it over to another system controlled by you.
What is the benefit?
Well suppose you have lots of events running on Eventbrite and you want to grab that data and put it in your Salesforce org.
In other words, you have lots of people who are interested in you and your products – they have attended your events – and you want to convert them into customers. Their data is TRAPPED in one system (in this case Eventbrite). You need it in Salesforce so that you can put it to work.
There are a number of ways of doing this. Most of them are half-hearted. A year or two after they have been written, they are abandoned. We are able to do reliable, repeatable synchronisations. Our tools are never ‘abandon-ware’.
Our Eventbridge has been continually developed over four years, through API and data requirement changes.
It has allowed our clients to revolutionise their conversions. It could for you.
How do you know if your messaging solution is fit for the 21st century and GDPR (General Data Protection Regulation)? If for no other reason than the potential fines, compliance matters.
Historically, email systems just did email and that was good enough. With the new regulations there is significant onus on the owners and processors of data to ensure that it is only used properly and that it is not leaked. Traditional email systems, such as those based around web servers, typically do not cut the mustard. They send out emails with no guarantee that they came from a legitimate sender and can be read by anyone. Perfect for scammers and data leaks.
For information about how Microsoft is hardening its email solutions, check out this link: https://aka.ms/ome2017 on message encryption. A way to ensure that those who are supposed to read your emails can, and those who shouldn’t can’t!
Of course, within any system the weakest link in security is the users. Here is a link to our GDPR master class https://bit.ly/GDPR-MC. In the master class you will find out about many of the requirements of the GDPR and how they will affect your organisation.
Finally, as a Microsoft Cloud Partner, we are able to offer Office 365 solutions to help keep you protected now and in the future.