Due to scheduling difficulties we have postponed our July meeting to the month of August.  An email will be sent with the new meeting details and location. 

Atlanta Salesforce User Group Meeting

Meeting Minutes
March 5, 2009

The Atlanta Salesforce User Group gathered at the Intercontinental Buckhead at the Cloudforce Tour conference on Thursday March 5^th.

Pamela Bryant kicked off the meeting with introductions and gathered member feedback to establish out meeting plans for the year.

The following was unanimously approved:

• The Atlanta User group will meet a minimum of four times a year.
• Theses meetings are scheduled to be held on:
  • Wednesday, May 6                 8:00 A.M.
  • Monday, July 13                     8:00 A.M.
  • Wednesday, September 2       8:00 A.M.
  • December meeting TBD

·         Topics to be covered throughout the year:

o   Data Cleansing o   Formula’s and Validation Rules o   Global Deployment o   Sales/Marketing Best Practices o   Apex Development o   Workflows and Approvals

o   Call Center/CTI o   Force.com Sites o   Person Accounts - B2B vs B21 o   Content o   Integration w/ eCommerce o   Adoption

 

 

PLEASE LOOK OUT FOR DETAILS ON OUR NEXT SCHEDULED MEETING

MAY 6, 2009

 

Minutes submitted by:                              Christine St Pierre

I would like to thank all of the Atlanta Salesforce.com users who participated in our meeting on March 5th.  It was an extremely successful 2009 Launch meeting and I am excited about the plans we have made for the year.

As promised we will be posting our notes from the meeting as well as the schedule for 2009 this week.

Thanks again to the Atlanta team......you are the best!

We are looking for some energized Salesforce.com users to make 2009 a successful year for the Atlanta team.  There are a few areas in which I will need some assistance:

1. March 5, 2009 is the date scheduled for the next Success Tour in Atlanta. We would like to create a quick meet and greet with a very soft agenda before the Success Tour begins.  I would like to have any suggestions on potential sponsors for the "Lunch Mixer". 
2. I am looking for someone to work with me in leading this team for 2009.
3. Ideas on meeting locations -  we would need a location large enough to accommodate at least 100 people - preferably at no cost. 
4. Ideas on potential sponsors for meetings in 2009

I have a few ideas and am excited about sharing them with the team. 

Please look for an update on the blog as we get closer to March 5th!

Look forward to working with each of you. 

Hi Everyone,

It has been a crazy few months!  I sincerely apologize for the lack of communication.  I am going to try my best to get the user group up and running.

First, I am looking for a co-leader for the group.  I know a few of you have expressed interest in the past.  If you are still interested, please reach out to me directly.

Second, I am looking for a host for the next meeting.  Is anyone interested?

Third, I am planning the next meeting for after Dreamforce.  Are there any particular topics that you would like to cover?  Please send me an email with your suggestions.

I look forward to seeing you soon!

Carolee Bender
678-350-3747
carolee.bender@borland.com

Hi All,

The next Atlanta User Group meeting will be held January 15, 2008. During the Administrator Birds of a Feather meeting at the recent City Tour, a large percentage of admins had questions/concerns surrounding data integrity. In response, our next user group meeting will focus on best practices and ways to manage your data.

We will host Mark Esdale from CRMfusion, who will discuss the importance of clean data, ideas on to how to cleanse your data and how to manage the process moving forward. You may have seen Mark at Dreamforce, where he led several sessions about data integrity. If you missed Mark at Dreamforce, now is a great time to get to see his presentation. If you were lucky enough to attend one of his sessions, this meeting will allow for a more in depth discussion. Mark will also have a cool give-away for each attendee. 

To ensure that we have a healthy discussion around what is possible within the application, I am looking for admins who are willing to discuss and/or demonstrate what they have implemented to successfully manage their data. If you are interested in sharing your experiences, please contact me directly.

Please RSVP via email by Wednesday, January 9, 2008.

I look forward to meeting on the 15^th.

Carolee
carolee.bender@borland.com
o: (770) 661-3508
m: (678) 350-3747

Topic:   Data Integrity Best Practices
Date:    January 15, 2008
Time:   11:30 am - 2:00 pm (Lunch will be served)
Where: Borland Software
            400   Interstate North Parkway
            Suite 1600
            Atlanta,GA  30339

Please forward all communication and resumes to David Dubrof (ddubrof@soporex.com).

   

 

     

 

     

 

     

 

     

 

     

 

 

Job Title:	Sales Operations   Management
Department:	Sales
Reports To:	EVP Sales and Marketing
FLSA Status	Exempt
EEO/Job Code:
Approval Date:

 

Summary

The Sales Operations Manager will be responsible for managing the CRM platform and supporting all field sales, inside sales, consultants and sales management personnel.

 

Job Functions

Essential Duties and Responsibilities

Adhere to and implement all Soporex policies and standard operating procedures

Maintain all aspects of CRM platform (SalesForce.com)

Develop required reports for field sales, inside sales, consultants and sales managers

Perform all lead management functions

Analyze lead and opportunity pipelines

Proactively identify cross selling opportunities and individual vertical market opportunities

Import new patient lists

Provide sales and consultant education as applicable. Education may include but is not limited to:

Basic SFDC functionality

Report desgning

Dashboard designing

Workflow

 

Support sales and consulting personnel as directed by the Supervisor

Support orientation and training of other personnel at the direction of the Supervisor.

Participate in meetings as applicable

Participate in conferences and conventions as applicable 

Other duties and responsibilities as defined by the Supervisor.

 

Other Duties and Responsibilities

Maintain continuing education as necessary for performance of job responsibilities

Perform other duties as defined by the Supervisor

 

Supervisory Responsibilities

None

 

Qualifications

 

Education and Experience

Completion of SFDC administration and development training

Computer Science background helpful

Previous sales operations experience with SFDC preferred, but not necessary

Home respiratory care, DME or other related health care experience is preferred, but not necessary

 

Certifications, Licenses, Registrations

N/A

 

Communication Skills

Must be able to clearly communicate verbally with patients and other personnel

Must be able to clearly communicate via written correspondence to inside sales, field sales, consultants, management and other personnel

 

Analytical Skills

Must be able to review sales data and discern non-compliance with Soporex’s policies and procedures

Senior Specialist - CRM Applications

Manhattan Associates, Inc. is the global leader in providing supply chain solutions. We enable operational excellence through our supply chain planning and execution solutions. These integrated solutions leverage state-of-the-art technologies, innovative practices and our domain expertise to enhance performance, profitability and competitive advantage.

Manhattan Associates has licensed more than 1,200 customers representing more than 2,500 facilities worldwide, which include some of the world's leading manufacturers, distributors and retailers.

The Senior Specialist, Client Relations Management (CRM) Applications role is to support the Firstwave and Salesforce.com internal applications. This support includes delivering technical support to end users in the organization about how to use Client Relations Management/Sales Force Automation (CRM/SFA) software programs efficiently and effectively in fulfilling business objectives. The Senior Specialist is responsible for assisting in the design, delivery, troubleshooting, and improvement of SFA/CRM software applications. This person must have a working knowledge of SQL, Crystal Reporting, and Salesforce API, security, administration, and configuration. The Senior Specialist is responsible for testing the interoperability of application modules to other MA internal applications such as HR, Finance, and PSA. This individual will apply proven communication, analytical, and problem-solving skills to help maximize the benefit of internal systems investments.

OTHER DUTIES:

• All program development within Salesforce and integration to other MA business applications.

• Documenting business and technical requirements and resulting unit test scripts. Working with the Enterprise Applications and IT teams to conduct change management activities necessary for a successful system implementation.

• Participating and possibly coordinating in the execution of functional unit testing, user role testing, data analysis, and integration testing.

• Will work under general supervision and in a team environment.

REQUIREMENTS:

• Bachelor’s degree from a four-year accredited college or university.

• 5-7+ years CRM application support experience. Prefer at least 2 years of SFDC experience.

• 3+ years experience using Structured Query Language (SQL) – development, stored procedures and queries

• Knowledge of SFDC AppExchange modules such as Cast Iron, GPS Radar, Apex Mobile, Demand Tools, Partners Relationship Management (PRM), References Online, Offline Edition, Outlook Edition, FormFactory, Query Amp and DBAmp a plus.

• Project Management experience a plus.

• The successful candidate must exemplify a service-oriented philosophy, be personable, energetic and enjoy a fast-paced environment.

Manhattan Associates is at the forefront of the most innovative technologies, in a business casual environment that provides plenty of opportunity for growth. We pride ourselves on promoting a culture that encourages open minds, fosters superior communication and creates new possibilities. Please contact Greg Freed gfreed@manh.com or visit www.manh.com for more information. Manhattan Associates is an Equal Opportunity/Affirmative Action Employer

Hi Atlanta User Group!

I would like to introduce myself.  My name is Carolee Bender and I am the new Atlanta User Group leader.  I am currently an administrator for Borland Software and have been an admistrator for approximately two years.

As you are aware, the Atlanta User Group has been a bit hit or miss over the last year or so.  I hope to change this by bringing consistency to the group and establishing a solid membership.  The success of the group will depend on my ability to focus on the needs of the members.  If you have any ideas that you would like to submit for future meetings please click here or click ‘Comments’ below and share your ideas with everyone.  I look forward to having all of you actively participate in the group. 

The next meeting will be held at the Borland offices on January 15.  I will be posting more information and an agenda in the next week or two.

I am very excited to have the opportunity to lead this group and look forward to meeting you all in the near future.  Please do not hesitate to contact me with questions, suggestions or just to say ‘Hi’.

Next Meeting

When: January 15, 2008  11:30 am – 2:00 pm

Where: Borland Software

            400 Interstate North Parkway, SE

            Suite 1600

            Atlanta, GA  30339

            Agenda: TBD

Best Regards,

Carolee Bender

carolee.bender@borland.com

Our next Atlanta Salesforce.com user group will be held

Monday, July 16, 2007

Manhattan Associates
Address: 2300 Windy Ridge Parkway
Seventh Floor
Atlanta, GA 30339
Tel: +1 770.955.7070

From: 11am-2pm with Lunch Served

If you wish to pass on this to other co-workers that are not members of the user group, please have them register at: usergroups.salesforce.com .

What to Expect

For this meeting, we will be focusing on the upcoming Summer '07 Release and Dreamforce.

11am - 11:30am

Welcome and spotlight

Rick Baron, Sales Operations for Manhattan Associates

11:30am - 12:15pm

salesforce.com Summer '07 Preview
Ed Dischner/Susan Perdew

Lunch

12:15pm - 1:00 pm Lunch sponsored by ForceAmp

Bill Emerson, President, forceAmp.com

Please register for the upcoming webinar focusing on QueryAmp, the next generation of the Excel Connector.

http://www.forceamp.com/modules/news/article.php?storyid=18

1:00pm - 1:15pm
Dreamforce 07 Update and session planning

1:15pm - 2:00pm Break outs based on Role

2pm Meeting ends and next meeting date is established.

Please don't forget to make plans to attend Dreamforce this year from September 16-19. Early Bird registration ends the day of the User Group, July 16th!

http://www.salesforce.com/dreamforce/registration/

We look forward to seeing you there.

Regards,

Ed Dischner (edischner@salesforce.com)
Susan Perdew (sperdew@salesforce.com)

www.forceAmp.com

Using the New SOQL Relationships in the salesforce.com API

Recently, the query language used by salesforce.com, SOQL, has been extended to allow queries to traverse relationships and return related objects in a single API call. In this technical talk, we will discuss how this greatly increases the power of the salesforce.com API and how you can exploit these new features in your sControls, partner products and other API interactions.  We will contrast the SQL join syntax with the new SOQL syntax and show how the two languages differ. A demonstration of a tool called QueryAmp is given to show how to build these multiple object queries. QueryAmp is a follow-on tool to the beloved Excel Connector and adds the ability to query multiple tables and return the data to Excel for reporting or cleanup.

About the presenter: Bill Emerson is a recognized expert in the Apex API and leads the development team for 2 major Salesforce.com products: DBAmp and QueryAmp. He has worked with the Apex API since 2003 and was a speaker at both Dreamforce 2005 and Dreamforce 2006.