Getting more out of your data with analytics: Turn data into stories

April 11, 2018

Your organization has spent a lot of time and effort to get good, clean data into your system.  Now it’s time to do something with that amazing data.  Learn how reporting can turn numbers into stories, analyze past trends to inform future designs, and create stunning, and telling, visuals for your leadership.

August 10, 2017

Does your marketing manager want to automatically add someone to a Campaign or email subscription every time a new contact is created? Or, do you want to take someone off a Campaign when they are tagged by users as inactive or have opted out? In the past, the only way to do this was with custom code. Learn how you, Awesome Admin, can easily automate this process with Process Builder. We’ll discuss scenarios when automated campaign subscription management will make you the office hero, and you’ll leave with a step-by-step framework to create your own supercharged campaign memberships.

Point-and-Click Your Way to Awesomeness with Process Builder

May 10, 2017

We'll talk a little bit about the history of process builder and when to use workflow rules versus process builder versus flow versus code. Then, we'll walk through several simple process builders, step-by-step, that can automate your data to make you even more of a hero at work. There's nothing worse than thinking you did something wrong when it was a limitation in the tool itself, so we'll also cover some of the quirks of process builder to better retain your sanity. To wrap it all up, we'll have a group geek-out chat about all the various ways folks are using process builder to make their lives just a little bit easier.

TRANSform TECH: Best Practices for Collecting Names, Gender and Pronouns

April 13, 2017

Transgender Law Center, along with Lesbians Who Tech and host Salesforce, presents a summit specific to transgender and gender nonconforming (TGNC) people in partnership with the technology and business sectors to discuss challenges, explore possibilities, and share best practices. TRANSform Tech invites TGNC people who are currently working in these fields, those who are interested, as well as companies and businesses who want to grow more in this area. The summit will include TGNC people, advocates, and experts in a multi-format, daylong event.

NTEN 2017: Crawl, Walk, Run: Email Strategies for Every Stage of Marketing

March 24, 2017

with co-presenter Vivian Reed, Save The Bay

Average attendee rating score 4.9/5

You’ve heard about A/B testing and welcome series, but you don’t know where to start. Or maybe you think you have to have an expensive marketing platform with all the bells and whistles to even get started. Fear not! In this session, we’ll use a case study to help you lay the foundation of your email marketing strategy, and show you how to build it! We’ll cover what basics to master first—segments and subscriptions—then move on to A/B testing, and finally, share strategies for welcome series and list suppression.

You’ll leave with a solid understanding of where your organization’s strategy is, what tactics you want to try next, and tips to get you there.

Download the Slide Deck

Dreamforce 2016: Point-and-Click Your Way to Automated Subscription Management and Beyond

October 07, 2016

Dreamforce 2016: Transitioning from Admin to Consultant

October 07, 2016

with co-presenter, Theresa Hall, BrightStep Partners

NTEN 2016: How to Think Like a CRM Admin

March 24, 2016

with co-presenters:

Colleen McCarthy, Exponent Partners

Elizabeth Ascher, Huckleberry Youth Programs
Milla Nizar, Reading Partners


Panel Description:

Do you have what it takes to be a CRM Admin for your organization? Join our panel of experienced admins as we walk you through some of the most frequent types of troubleshooting, strategizing, and general problem-solving that CRM admins perform, as well as handy tips for strengthening those mental muscles. Plus, we’ll give you a host of resources to help you grow your skills

NTEN 2016: Creating a Plan for a Segmented Donor Outreach Campaign

March 23, 2016

with co-presenters:

Megan Himan, BrightStep Partners

Kellyn Dong, Parents for Public Schools San Francisco

Jessica Oh, Playworks for every kid

How to use list segmentation to better engage your donors.

Dreamforce 2015: NPSP: Doing it All on a Shoestring!

October 12, 2015

with co-presenters:

Marc Baizman, Salesforce.org

Terry Cole, Street Youth Ministry of Austin

Shaun Simpkins, PFLAG Portland

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