Salesforce Archives - Page 2 of 4 - Cloud Genius Ltd

GDPR – General Data Protection Regulation

On 5th October, I was giving a talk to a Novus Networking in Cardiff. The topic was the GDPR. Not the most exciting topic for a group of under 35s, but there you go.

At its heart the GDPR is about protecting our privacy. As the prominent privacy campaigner, Julian Assuange said, to those who doubt our need for privacy: “There is no killer answer yet. Jacob Appelbaum (@ioerror) has a clever response, asking people who say this to then hand him their phone unlocked and pull down their pants.”

Of course we know of cases where governments want backdoors into our phone security and airports have x-ray systems that reveal our unclothed bodies.

There are many great materials out there. In the next month, Cloud Genius is hoping to be running some courses on the GPRS in Llanelli. As a starter, there is an introduction (for free) on trailhead.salesforce.com

The provisional date of our masterclass will be Wednesday 22 November. It promises to be full of useful information that will help you remain compliant.

(The fines for non-compliance are up to €20M or 4% of annual global turnover, whichever is greater.)

Do you delight customers?

Do you delight customers? Do they feel better for working with you?

Learn to know your customers and anticipate their needs with a Customer Relationship Management (CRM) system.

At a glance, you can see your potential sales, customer entitlements, emails you have sent… all filed against the right customers.

As a charity there are some really good deals out there from the major CRM companies, Allowing you to better achieve your charitable aims.

 

Time left to book your place

Day(s)

:

Hour(s)

:

Minute(s)

:

Second(s)

This half-day course will give you insight into what a CRM is, and how it might help you in your business or non-profit.

Bring a laptop, you will have opportunity to try it out for yourself!

The day will be run by John Dray, CEO of Cloud Genius, who has many years of experience with Salesforce and general IT. The course is sure to be both informative and enjoyable.

The course will run from 9am to 1pm on Monday 18th July 2016 at the Beacon Centre in Llanelli.

The Beacon Centre for Enterprise
Dafen
Llanelli
SA14 8LQ

Click here to be taken to the booking page: Book a place

Places are strictly limited to ensure that attendees get the most from the event.

If you book before 11 July, you will have an opportunity to submit questions that will influence the direction of the course!

We are running this event in conjunction with The Best Of Carmarthenshire, a great organisation that promotes trusted, local businesses. Thank you for your support! As a result, members of The Best Of get a reduction on ticket prices.

CRM Introduction Course

Do you worry about keeping your customers happy?

Do you ever wonder if you should be doing more to keep your customers happy?

 

What if you had a way of keeping track of all your customers, suppliers and all your interactions with them?

One excellent tool is a Customer Relationship Management (CRM) system.

If you are a business, it’s a way of keeping track of all your customers and suppliers. You can see your potential sales, appointments, emails you have sent… all filed against the right companies.

If you are a charity or non-profit, it can be a way of keeping track of volunteers, appointments, donations, memberships

…. and so much more.

 

Time left to book your place

Day(s)

:

Hour(s)

:

Minute(s)

:

Second(s)

This half-day course will give you insight into what a CRM is, and how it might help you in your business or non-profit.

There will be active demonstrations on live databases. If you bring a laptop, you will have opportunity to try it out for yourself.

The day will be run by John Dray, CEO of Cloud Genius, who has many years of experience with Salesforce and general IT. The course is sure to be both informative and enjoyable.

The course will run from 9am to 1pm on Monday 18th July 2016 at the Beacon Centre in Llanelli.

The Beacon Centre for Enterprise
Dafen
Llanelli
SA14 8LQ

The running order is here: Running order

Click here to be taken to the booking page: Book a place

Places are strictly limited to ensure that attendees get the most from the event.

If you book before 11 July, you will have an opportunity to submit questions that will influence the direction of the course!

We are running this event in conjunction with The Best Of Carmarthenshire, a great organisation that promotes trusted, local businesses. Thank you for your support! As a result, members of The Best Of get a reduction on ticket prices.

CRM Introduction Course

Lightning Strikes Salesforce! …and Quick Books Salesforce Integration

Salesforce has finally revealed its Lightning interface to the general population.

This is a massive upgrade to its usability. All the items that you need are on screen at the same time. It is a bit like moving from a complicated-looking remote control to a simpler-looking, but far more powerful smart phone.original-iphone-285637

Remote_control_2
The new interface still has a lot of limitations, in that it cannot deal with Custom Objects, but that is very close on the Salesforce road map. The Lightning interface presents a lot of information, very simply so that you can see the details of, for example, an opportunity and have a little road map to the right showing how it has progressed. Well done, Salesforce! (For those who like their change ‘gradual’, you can switch between the old and new interfaces and there are no plans to turn off the old interface.)

Salesforce is well-known for sticking to what it does well. Although it deals with Opportunities and Quotes and Products and Price books, it has not strayed into the accounting sector. It leaves that for experts like Xero and Quicken, so it is often frustrating not to have details to hand within Salesforce… Well, last year we let you know about Breadwinner’s amazing 2-way sync between Xero and Salesforce. Now we can let you know that they have performed the same magic for Salesforce and Quick Books Online. Look out for Quick Books Salesforce integration.

Whereas other products get your information from Salesforce into Xero, this flows against the tide and gets it from Xero to Salesforce. Awesome! And they also integrate QuickBooks Online with Salesforce too.

You heard it here first, or even if you didn’t, it is still worth checking out!

Event Bridge is Live. Marketing is now easier.

“Half the money I spend on advertising is wasted; the trouble is I don’t know which half.”

John Wanamaker

Event Bridge
Imagine if you were not wasting that money. Imagine your marketing is as tight and effective as possible.

Lots of marketing is done through events, meetings, presentations and so on. Events where it would be great to know who was in attendance, whether you had ‘touched’ them before and how you converted them to buy your product (and then evangelise it).

Eventbrite is fantastic for this – if you offer your events for free, then Eventbrite takes no money… but advertises your event, promotes it, handles ticketing and attendance. It is amazing!

Eventbrite has tools for analysing individual events, but you are serious about your marketing. You want to analyse ALL your data.

Event Bridge brings all of your data from Eventbrite into Salesforce CRM (the leading CRM package in the world).
You can then analyse it all. Find out which event converted whom, which events gave biggest ‘bang for the buck’. You can tune your marketing sinews to Olympic standards.

The graphic that tells the story. Click here for more information.

Salesforce – does more for your business… here’s how

First – respect to Salesforce for their #AppAcademy training. I attended a 2 hour #ISVpartner session this week – absolutely brilliant. Their motto: Your success is our success.

I was talking with a prospective client this week and they came to me wanting to use Salesforce to manage their contacts. They then had a spidery diagram connecting to several different other services: Dropbox, a project manager and several others.

This was a true consultancy moment – you don’t need Dropbox – your storage needs are under 10GB – use Salesforce Files. This fabulous new service works like Dropbox (so, you can sync files between your computers) but it loads them up to your Salesforce Org, where you can link them to Accounts, Contacts or any other Salesforce object.

After a client signs up, I need them to do this then this… 35 steps, so I need a project manager app. So, I pointed them in the direction of Workflows in Salesforce. Their procedures did not change much – having everything in Salesforce saved them time and money.

I also need calendars… Salesforce has calendars… if necessary, you can use the Appirio Cloud Sync (at little money) to sync between Google calendars and Salesforce calendars. It is so good that I use it myself 🙂

Finally, they needed to collect information about their clients in a form and they wanted to do it online. Well they could have used Survey Monkey and dragged the information in… but they don’t change the forms much, so they will get a new Forms object (custom), which they will be able to fill in using Salesforce1… giving them a wonderful, slick interface.

… Oh, and they wanted Salesforce to drag information out of Xero, their accounts package. There is a lovely AppExchange product called #Breadwinner for that. Whereas other products get your information from Salesforce into Xero, this flows against the tide and gets it from Xero to Salesforce. Awesome!

They thought they needed 4 cloud apps, but Salesforce covered all their needs.

 

Processing...
Thank you! Your subscription has been confirmed. You'll hear from us soon.
Want some tips to help you through lockdown?
ErrorHere