Florida is home to a thriving community of Salesforce evangelists. Lucky for us, the amazing and helpful Florida Dreamin’ team put together an event that is one we won’t forget! It offered the perfect atmosphere to connect with other trailblazers, learn about new products, and understand how to tailor customer experiences. From new tools to uplifting your community, check out the highlights below from FLD18!
Common Barriers to Success
We learned that there are significant barriers to success that you and your company should be aware of — all surrounding user adoption. The most shocking but understandable statistic is that 70% of CRM projects fail due to a lack of user adoption according to CSO Insights.
That’s why Lunar exists. We provide consulting from start to finish and educate users, like you, along the way. To complement our consulting, we have created products that are easy to use and can be adopted across your organization. The first product is Shuttle, a data distribution tool we have used to connect marketing tools, like Invoca, to Salesforce while gaining customer insights to guide our marketing efforts. Check out our FLD18 session presentation presented by our President, Jon Robinson, to see how Shuttle helps you calculate ROI from lead generation efforts.
Did you know that 32% of sales people have to spend at least an hour on manually entering data? How tedious! At Florida Dreamin’ we participated (and won!) the demo jam where we showed off (humbly, of course) our latest product, Uplink. A sales enablement tool that allows you to text directly from your phone and captures the messages in Salesforce for you. No manual data entry required!
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Tools & Products to Know About
Events are always a great place to learn firsthand about new tools and products that help your company become more efficient and grow. Below are a few that you should know about!
- Get Feedback – measure your customers’ satisfaction during each step of the customer journey by providing quick and brand-consistent surveys that can be embedded into your emails. Results connect with Salesforce so you don’t have to manual enter specific contact results.
- Elements.cloud Catalyst – Easily clean up your Salesforce org and see an overview of fields, descriptions, and notes used. This tool helps you build process maps and data flow diagrams, configure documentation and more.
- Introhive – a relationship data science platform for CRM’s that increase user adoption and provides insights about clients and prospects. We learned during their demo, that you can update client and contact records by pulling in data from emails and other sources. You also can collect and organize communication between your company, customers, and prospects.
- Lighting Inspector Chrome Extension – A Google Chrome DevTool that helps you to debug server interactions, test fault tolerances of your app, and identify performance issues.
Lastly, stay on the lookout for the Salesforce Trailhead mobile app! The closing keynote at FLD18 by Chris Duarte generated a lot of excitement for Trailhead and she shared that the mobile app is on its way. Once that is released, we will be able to learn on the go and rack up those badges!
Think Like a Customer
This mindset also works for your email marketing customer journeys, as we learned in the session by Carrie Smith from Pardot. You can create engagement programs in Pardot tailored to customer actions and offer dynamic content that will encourage them to take action.
The Power of Community
Aside from personal growth, organizations like PepUp Tech are making an impact by ensuring others are growing too. PepUp Tech is encouraging students from ages 4 and up to learn Salesforce and technology skills that will provide them with more access to job opportunities that they otherwise wouldn’t have access to. Knowledge is power, and PepUp Tech is giving that to students around the country through afterschool programs, virtual classes, and summer camps. Check out their site to learn more about how you can give back!
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Marketing Specialist at Lunar