SPEAKING ENGAGEMENTS
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.
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
