This is the third meeting of the re-launched Bristol Admin. Group meetings. Once again kindly sponsored and hosted by Computer Futures right in the heart of Bristol. As well as being a great networking opportunity we will have talks on Salesforce consultancy, life as a Customer Success Manager and more. See you there!
About this event
Come along to the 3rd 2019 meeting of the Bristol Admin. Group. We've got a presentation on Salesforce consulting in the real world, life as a Customer Success Manager and we're busy lining up a couple more hot topics - so please e-mail david.osborne@trailblazercgl.com if you would like to present.
We'll have the regular slots on the App. Exchange, Spring 2019, Events and more. Most importantly this is a great opportunity to network and learn stuff. See you on the 9th May!
Speaker: Jessica Morris-Graham.
Jessica is a working ‘super mum’, and spends her working days delighting her customers as a Customer Success Manager at Taskfeed, a Salesforce ISV Partner that provides a customer onboarding and project management solution natively with Salesforce applications.
Prior to joining Taskfeed in 2017, Jessica worked in the Hospitality industry for over 10 years, in both management roles and as a chef in fine-dining restaurants and large conference venues.
Jessica holds the Certified Salesforce Administrator and Certified Salesforce Platform App Builder qualifications and has previously spoken at conferences on the topics of Customer Success and Customer Onboarding.
Why Customer Onboarding Really Matters
There’s a lot of focus in our industry to the Sales Process, defining clear metrics, goals and even tools to support the Sales cycle. But what happens after the Opportunity is closed and won? How is your business handling the post-sales relationship with its customers?
Many B2B SaaS companies still overlook or treat Customer Onboarding and Success as a Sales or Support effort. Do we really need a separate process for Onboarding? Spoiler alert: YES. Even if you have limited resources and time, I’ll show you a few simple ways and tools to help get a Customer Onboarding process started within your company and implement a customer-centric approach to your business.
Recovering from an implementation that has gone wrong
Speaker: Paul Harris
Paul is Principal Consultant and Founder at Coacto, a Cheltenham based Salesforce Consultancy
Sales Trip and all-in-one travel and expense management on Salesforce
Speaker: Matt Bray - Global Vice President Sales & Partnerships - SalesTrip
Matt will be providing an overview of Sales Trip - an all-in-one travel and expense management on Salesforce. This is a super slick travel booking, ticketing and expense management system that is changing the way organisations manage, govern and justify business travel and expenses. It measures the return on investment (ROI) from your travel and expense spend for the first time and shows this clearly against opportunities and projects.. all with a few clicks!
Salesforce Supermums
Speaker: Debbie Nevin Fundraiser at The Family Haven
Debbie will talk about the Salesforce Supermums programme, her experience of it and why she took the course.
Regular slots (time permitting)
Time permitting:
- Whats 'Appening
- Salesforce releases
- Salesforce events
- Upcoming Bristol Group meetings and speakers
