How do I know how well we are doing?

How do I know how well we are doing?

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.

More free Salesforce Training!

More free Salesforce Training!

How do you learn best?

There used to be a trope that some people were visual learners, some people learned best by hearing, some people learned best by reading, while others were kinaesthetic – they learned best by doing. While that seemed like a sensible set of categories, modern psychology has entirely debunked the theory!

It turns out that we all learn best from a mixture of learning styles.

So here are some resources…

It has long been known that Salesforce has an amazing set of resources available. They are called ‘Trailhead’. Even better they are free of charge for anyone. If you want to learn how to write a report, or train yourself up as a Systems Admin, all the resources are there. There are even ‘soft skills’ such as change management and the like.

https://trailhead.salesforce.com/

It really is great and you get (virtual) badges.

People are social – learn with others

Even with all these resources, the majority of people that I speak with do not get to use them. Why? Well, most people don’t like studying on their own. They like to do things together. They like to ask questions of an instructor.

It is for this reason that I started ‘Lunch and Learn’. It is a high-quality, 45 minute time for you to ‘sharpen the saw’. In other words get your skills up-to-date, so that you can get the things you need to do done more easily.

I have put a price on the training… £5. However, if you read this article you can get the September training for only £0. That’s right, for free!

Even better, the code to get the free tickets is easy to remember: salesforce

Just go to the Cloud Genius website: https://cloud-genius.com and on the booking form click ‘Enter promo code’ and use the code above.

See you then! Next course is on 16 Sept 2021.

Making your Transactional Emails less…errm… Transactional

Making your Transactional Emails less…errm… Transactional

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

The Cloud (Genius) is expanding

The Cloud (Genius) is expanding

As we experience one of the hottest spells in recent history. A little bit more cloud might be a welcome thing.

Cloud Genius is now approaching its 10th birthday. It was founded in December 2011, but its first Salesforce Implementation at Voluntary Services Lewisham was a little before that, around now! That was in the days when I lived in Hither Green, within a short bus journey of VSL HQ.

The news at Cloud Genius is that in recent months we have taken on two extra folk. Sri and Keerthi help expand our ability to help our clients and do development work. They both have a list of qualifications as long as their arms and are making super-strides in progressing the development of our clients organisations. These include: Resource, Mitzvah Day, Institute of Welsh Affairs and many others.

Shortly we are to announce our new pre-sales engineer. He comes with an impressive line-up of charities that he has helped. Turning their admin nightmares into carefully honed machines… that let them get on with achieving the aims of their organisations.

So, the real question is, ‘How should we celebrate our 10th birthday in December?’

You can email birthday@cloud-genius.com with ideas.

Thanks!

Salesbolt – making your LinkedIn journey easy (with Salesforce)

Salesbolt – making your LinkedIn journey easy (with Salesforce)

Trying to expand your business?

Jump to *** for TL;DR version. This first bit it boring but sets the scene.

When trying to build your business, one of the most important tools for Business to Business contacts is LinkedIn. With LinkedIn you can:

  • See who you are in contact with
  • See job postings
  • See who your contacts are in contact with (see the ‘social graph’)

Getting this information into Salesforce is BORING.


*** Typing information into Salesforce is boring. Browsing LinkedIn is fun.

Easy ways to get information into Salesforce either involve finding it on LinkedIn and retyping it. OR paying for a hideously expensive tool.

Salesbolt is inexpensive and does the complete job.

I showed this tool to my management consultant and her jaw nearly hit the floor – so simple.

I even produced a video to show you how it works.

If you think this could help you, sign up to Salesbolt. The link will get me a commission: Salesbolt Signup