Yearly Archives: 2017

5 Steps to a Salesforce Career Transition

We’re wrapping up another year and it’s time to look forward. I’ve celebrated with friends who have made #Trailhead Ranger just in time for the end of the year, and friends who are setting goals to accomplish new learnings on

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Posted in Leadership, Staff

Dreamforce ’17: Admin Roundup

Wow, what a great week in San Francisco. So much learning and connection. Here’s a roundup of curated content for Admins – divided into three sections a) keynotes to hear what’s next b) talks to be inspired and challenged and

Posted in Implementation Success

BrightStep Partners @ Dreamforce ’17

We’re excited to connect, learn and present at this year’s Dreamforce. This year we’re going to share our learnings on all things people related – how to manage moving and motivating groups of people, and how to assess your own

Posted in Implementation Success

The Career Playground

A friend of mine recently asked some advice about helping her son transition into work in technology. She knew I was deeply immersed in tech and Salesforce, and figured that I could help him position himself from a non-tech role

Posted in Implementation Success

5 Priorities for Every Solo Salesforce Admin

by Megan Himan and Vered Meir A funny thing happens when you’re a solo administrator managing your organization’s use of Salesforce: 1) no one has any idea of what you actually do, and 2) no one can really write a

Posted in Implementation Success

What is a Salesforce MVP, and Why you Should Care

Late Sunday night, I screeched when I got the unexpected news I’d been selected as a Salesforce MVP. I immediately told my husband, who said, “Cool!” and then, “So… what does that mean? And what do you get?” I then

Posted in Best Practice, Community

Data Tools for Every Salesforce Task

Picture this scene – I’m in a hotel room, with my trusty Mac. My favorite PC – bought solely for data-upload related work (some programs still don’t work on Macs, alas) is miles away. I need to upload some data

Posted in Implementation Success

Project Management Tool Roundup!

Many of our clients have an ongoing need for project management solutions. We recently did a quick review for a client to answer four key questions: What tools are out there for Project Management? Can those tools integrate with Salesforce?

Posted in Implementation Success

Webinar Tool Roundup + Salesforce!

Do you use Salesforce, and want a Webinar tool that might integrate? The first question you should ask is – do I need it to integrate, and why? As data folks we never like data silos, but there can be

Posted in Implementation Success

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

TJ Warfield and Vivian Reed take you through the unique phases of email marketing, and what to focus on to move to the next stage of the journey.

Posted in Best Practice, Email Marketing, Strategy
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