Make your Salesforce Project More Successful by Inviting a BA to the Party (Or Thinking Like One)


Today I welcome my good friend, Garry Polmateer as a guest blogger at CRMFYI. Garry is not only a Salesforce community rockstar, but he's planned and executed some great Salesforce implementations,

A Little Help from My Friends


In a demonstration of community and collaboration, Mike Gerholdt and I have created a blog post / demo video of utilizing inline Visualforce to display rich text info in standard page layouts without

Chatter-vantage #1 - No Need to Rush the Stage


Salesforce has created a conference attendee experience using Chatter that blows away all other conferences. Their Dreamforce Attendee Portal allows attendees to connect with speakers before, during

I Need You; to Join The Salesforce Channel Community


If you follow me on Twitter, it's hard to miss my regular status updates like,  "21 videos were posted to The Salesforce Channel today," but what's that all about? The Salesforce Channel is a website

Calling All Heroes! You Belong at Dreamforce


Earlier this year, I wrote about being a hero to your users, and the gist of it was that through social media, you can surround yourself with fantastic people who will make you a hero to your users. I

Social Networking

Know What’s Going on with the Dreamforce 07 Google Calendar

Posted on by Jeff Grosse in Dreamforce, Productivity, Social Networking | Leave a comment

DflogoTo help you keep track of all the events happening at Dreamforce 07, I’ve created a Google Calendar that you can add to your own pleothera of Google Calendars.

As I hear of updates, I’ll post them so you can be sure to know. 

Click the Google Calendar button below to add the Dreamforce 07 calendar.

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George Lucas and Foo Fighters at Dreamforce 07

Posted on by Jeff Grosse in Dreamforce, News, Social Networking | 2 Comments

Dreamforce07Until today, we hadn’t heard too much about the keynote speakers and entertainment at Dreamforce, but it was revealed on Facebook today.

Exciting keynotes by George Lucas, John Chambers, Marc Benioff, and many others.

Great entertainment by Seattle’s Own FooFighters! Let’s rock.!

(Originally, this was announced as Barenaked Ladies being the entertainment, however, it’s now been updated to the Foo Fighters.)

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The $200 Sixth Reason to Get Involved

Posted on by Jeff Grosse in International, Local, Social Networking, User Groups | Leave a comment

DF07GreenBulbI know of a sixth reason you should join a Salesforce local user group.  Up to $200 off your registration for Dreamforce 07, the Salesforce event of the year.  (See my other five reasons to get involved)

Anyone who registers for Dreamforce before July 16 automatically gets the $100 off, but when you join a local user group, you’ll be able to get a promotional code that gives you the additional $100 off when you register by July 13.  User group leaders will be distributing the code within the next couple weeks so expect an email from yours.

If you have any issues receiving your promotional code, you can contact me at jeff [at] crmfyi [dot] com and I’ll help make sure you get it.

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Five Reasons to Get Involved

Posted on by Jeff Grosse in Local, Social Networking, User Groups | 2 Comments

UGpeopleYou’re not alone in the Salesforce.com world! It can sometimes feel that way when you have your head down in all the daily work you do. You wonder if there’s a better way to get your work done. Who works in the same type of environment that you do and has something to share? Who has already solved a problem you’re now seeking an solution to? I can think of a place.

In 42 cities or countries around the world, there are local user groups of people who want to meet you. Each one of those groups are led by one or more people who are passionate about getting users, developers, administrators, and executives together, face-to-face and sharing ideas, innovation, and success. They want to show you what they’re doing and they want to hear what drives your success with Salesforce.

I may be a little biased personally, considering I lead one of these user groups, but then again, it also helps me validate that these groups are important and that they work. I’ve gotten a lot of feedback from our group and they consistently talk about the ideas they pick up and can put to use often times, the very next day.

Here are my five reasons I encourage you to join a group near you.

  1. These groups exist for you – You’re a user of Salesforce, and so are we. There aren’t that many opportunities to meet face-to-face with other users so take advantage of these times.
  2. You have something to share – Whether you’ve a Salesforce guru or new user, your input is valuable.
  3. You’ll be more informed – User groups are opportunities to learn from experts about new features within Salesforce and how to get the more out of the features you already have. Some of the topics of our last three meetings were the new Customer Portal, integrating maps into dashboards, strategic account management, analytics mashups, project implementation best practices, and data management strategies.
  4. You’ll be heard – Salesforce listens to user groups.  It’s also a way of promoting ideas you’ve put into the Idea Exchange.
  5. You need to get out – Sitting heads-down in your work day in, and day out, you need a break for social interaction that is business related. User groups have fun. Ask the people involved. Those two hours away from the office can be very well spent in the midst of people who will help inspire you to greater work and productivity.

User groups exist for and are made successful by people like you who get involved and share ideas. Check and see if there’s a group near you and join one to find out when the next meeting near you is. You’ll be glad you did.

Connect the Dots – Not Just Child’s Play, It’s Relationship Analytics

Posted on by Jeff Grosse in Analytics, Data Mining, Social Networking | 2 Comments

Want to make a connection with someone at a prospect, but you don’t know who to go through?  It’s the age-old problem of making the connections you want through paths you don’t yet know.  How do you do it?  

Suppose I want to meet Dave Girouard, VP and General Manager of Google Enterprise.   What’s my best method of getting to him?

If I go in through LinkedIn, I see that I’m three degrees from him.  I can go through six of my connections to get to one of his connections to get to him.  Sounds good so far.  But who should I go through?  Who carries the most weight getting me in?  Did one of these people go to the University of Michigan with him?  Did someone work with him at Accenture?  It’s hard to tell.  I can’t draw any conclusions like that from what I have.

In comes Cogito, Inc., an on-demand relationship analytics company that can take hundreds of thousands of pieces of data about every person between me and Dave and assess the best path for me to follow.  It can take LinkedIn, Hoovers, Zoom Info, and hundreds more public sources and put them together for me graphically, without me hardly lifting a finger.  Cogito calls it Social Network Analytics.  “If somebody knows somebody else, however that might be, we can tell you how strong that relationship is, no matter how highly separated the relationship is,” says Coleman Barney, President and CEO of Cogito.

And if that wasn’t cool enough, imagine drawing those paths from you to your Contacts and Accounts in Salesforce.com.  Imagine seeing a thumbnail pathway from you to your prospects right there in Salesforce.  Find your best way to key influencers using the data you have, along with everything else that’s out there.  That’s relationship management to the next level and that’s powerful!  And for $10 a month, it sounds like instant ROI.

To find out more, check out Robert Scoble’s interview with Coleman Barney from Cogito. 


 

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