About this event
The meeting will be hosted @West Monroe Partners. We have two great presentations and there will be a happy hour sponsored by Copado. West Monroe Partners will be presenting on Service Cloud and FSL.Copado is presenting “DevOps is a Team Sport”: Salesforce administrators are a critical part of the DevOps Journey. Admins will learn how to find their team’s path to predictable, continuous releases on the Salesforce Platform.
Speakers
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See BioScott Booze
West Monroe Partners
Senior Principal
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See BioSanjay Gidwani
Copado
SVP Growth
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See BioJen Nelson
Copado
Scott Booze
West Monroe Partners
Scott is a Senior Principal in West Monroe Partners’ Customer Experience practice, leading the Field Service Lightning team. He applies a unique blend of business consulting and deep technical knowledge to help organizations implement a customer-focused strategy. With over a decade of experience delivering Salesforce technology solutions, Scott understands the transformative impact the platform can have for an entire enterprise.
Scott is experienced in employing a multi-channel approach to contact centers by leveraging customer service best practices through Knowledge-Centered Support and Service Cloud automation. Scott is experienced in bringing technology to field service teams to help increase customer satisfaction, improve first-visit resolutions, and empower real-time analytics of work orders from phone to field. His experience provides clients with a deep understanding of the financial impacts a service team and Field Service Lightning implementation has within an organization’s purchase order process. Scott has worked with numerous organizations to deliver enhanced visibility and optimization through Salesforce and Field Service Lightning. Over the course of his career, he has focused on front-line engagement with agents and project leads to create valuable business decisions with the customer in mind. Scott has implemented projects ranging from local companies providing field service solutions to large enterprise companies serving a global landscape.
Sanjay Gidwani
Copado
Sanjay Gidwani
Responsible for Customer Success at Copado
Prior to Copado Responsible for Experience Design at Salesforce in the CSG Group
10+ Years in the salesforce ecosystem
Certified Technical Architect
Consistent speaker Dreamforces, TrailheaDX and Salesforce World Tours
Jen Nelson
Copado
15 years in Salesforce ecosystem
10 years as an SI / ISV Partner for both the Commercial and Nonprofit spaces
Salesforce MVP Hall of Famer
4 years as Downers Grove IL Admin Group Leader
3 years as Midwest Dreamin' Committee Member
3x Dreamforce Presenter
5x Salesforce Certified (Admin, Platform App Builder, Sales Cloud Consultant, Service Cloud Consultant and Field Service Lightning)
Copado Admin Certified
When
Thursday, Oct 242:00 PM - 5:00 PM (CDT)
Where
West Monroe PartnersGroup Leaders
Sponsors
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Validity
Validity – Trust your data. Any time. Every time. Join the thousands of leading companies across the world that have relied on Validity data integrity solutions for over a decade to help manage the complexities of CRM data administration. -
LevelEleven
We launched in late 2012 as a sales gamification app and then found out our customers needed a heck of a lot more. So we let their greatest sales pain points evolve into an entire sales management system. But it’s not just about the technology. We’re passionate about teaching you the strategy that goes with it, too -- what it takes to build a culture of performance. So we spend our days researching and educating the modern sales team. And we’re proud to do it all from the heart of Detroit. -
OwnBackup
OwnBackup accelerates business growth through automatic and complete Salesforce data protection. Our platform provides a comprehensive Salesforce backup and recovery solution that minimizes user-inflicted data loss risk and costs, supports regulatory compliance, and builds business resiliency. With OwnBackup data protection, your organization can avoid unexpected detours along your digital transformation journey. -
Spekit
Eliminate friction and learn while you work. Spekit is a knowledge and learning platform with extensions that reinforce your training, sales enablement and process documentation right when and where your employees need it. -
Funnel Metrics
All aspects of the Sales function should execute against measurable analytics, follow step-by-step processes, and use established best practices. Funnel Metrics works with your leadership team to ensure that FunnelocitySM will align with the specific needs of your sales organization. Our unique Scoring framework enables a more accurate assessment of team performance versus the common default of quota-based ranking. -
Active Campaign
For an organization to thrive in today’s highly competitive environment, they must realize that a great product isn’t enough to keep customers coming back. Customers my have a top notch experience. Buyers are looking for a more personalized experience across all channels they deal with organizations. But for organizations, time is the biggest barrier. That’s why you should consider your customers’ expectations in everything you do. -
Chicago WIT Group
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Chicago Developer Group
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Chicago Non-Profit Group
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Schaumburg Group
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Downers Grove Group
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Hyland
Hyland is a leading content services provider that enables thousands of organizations to deliver better experiences to the people they serve. Hyland’s Integration for Salesforce helps digitize your workplace with industry-leading content management capabilities, and provides instant access to critical information alongside the corresponding Salesforce records. Users can import, retrieve and view electronic documents and content directly from their Salesforce screens. -
GetFeedback
Delight your customers with GetFeedback for Salesforce. Trigger surveys based on customer activity, then push responses to Salesforce so your team can close the loop.