27th June 2019 - Meeting

Birmingham, UK Administrators Group
Thu, Jun 27, 2019, 2:00 PM (BST)

About this Meeting

Jo Young - Salesforce myTrailhead Team

We’re delighted to introduce myTrailhead to you. myTrailhead was released earlier in 2019 and allows customers to purchase their own licenses to create customised content in Trailhead. Jo will be telling us more about the product and how to create your content.


Tom Ryan - Marcloud 

Pardot Features You Need To Be Aware Of

We'll be looking at the some of the best Pardot features, how to set them up and why they're so important for insights, marketing and reporting. By the end of the presentation, you'll have a clearer idea of where you should be heading and understand that Pardot isn't just a glorified MailChimp!


Tom Worthington - Southco Manufacturing

Southco is passionate about supporting the local community and has been working with the Grace Kelly Childhood Cancer Trust for just over a year. We heard about Salesforce.org (the non for profit side of Salesforce) last year and since then have been embarking on a journey to bring all the different databases that the trust use under one umbrella.

We wanted to share the story of the trust and how we are using Salesforce.org to grow awareness of this amazing cause. 


Keegan Stanton & Ben Banks - Cloud Call

Your business has done its due diligence. You selected Salesforce, found a great implementation partner and rolled out the CRM company-wide. You’ve invested a lot of time and valuable resources on this implementation and you want it to succeed, waiting expectantly for a return on your investment.

But several months into your CRM rollout, you realise…not everyone is using it as often or in the ways that you had intended. Remote workers have gone rogue, making notes on paper and calls from their personal mobiles. Customer service operatives are neglecting to log activities because of their mounting workloads. You analyse the reports to try and understand your teams’ activities, but how can you make business decisions when you know that the data in your systems are incomplete or inaccurate?

What can you do?

Take advantage of the AppExchange. Search for add-ons to make your Salesforce processes easier, faster, and automated, where possible. Give your teams the tools to make their lives easier, to make communicating with customers easier.

Introducing CloudCall…

Speakers

  • Jo Young

    Jo Young

    Stimulus Consulting

    Director

  • Tom Worthington

    Tom Worthington

    SouthCo

    Business Unit Co-ordinator and Salesforce Champion

  • Tom Ryan

    Tom Ryan

    Marcloud

    Founder

  • Keegan Stanton

    Keegan Stanton

    Cloud Call

    Partner Marketing Manager

    See Bio
  • Ben Banks

    Ben Banks

    Cloud Call

    Pre-sales Engineer

    See Bio

When

Thursday, Jun 27
2:00 PM - 6:00 PM (BST)

Where

The Studio
Cannon Street BirminghamB2 5EP

Group Leader

  • Leanne Harkin

    Leanne Harkin

    Purus

    Director

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