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?
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.
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.
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
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 email@example.com with ideas.
One of the bigger, if not the biggest business decision is purchasing a new CRM system. (Customer Relationship Management system)
This information is not Salesforce specific!!!
While I do consult on Salesforce, this guide is deliberately about what a CRM can do for your business or charity. It is not about Salesforce!
So, grab a cuppa, sit back and watch the video. It’s about 20 minutes long.
At the end you should know what to consider before looking for a CRM system.