This is a call to all SF Washington DC User's!  Come and enjoy holiday cheer, plenty of SalesForce discussion and learn from your colleagues about their use of SalesForce.

Thursday, December 3, 2009

1:00 -- 4:00 PM

Arlington Economic Development

1100 North Glebe Road, Suite 1500

Arlington, VA 22201

If anyone would like to present their organization's implementation of SalesForce, please let me know and we can see how it fits into the agenda.  The tentative agenda is:

1:00 -- 1:15 -- Networking

1:15 -- 2:00 -- DreamForce Re-Cap and Discussion

2:00 -- 2:30 -- Customer Presentation

2:30 -- 2:45 -- Break

2:45 -- 3:45 -- Partner Presentation

3:45 -- 4:00 -- Ideas for Next Time

Washington DC Metro User’s Group

 June 10, 2009

Meeting Notes

Next Meeting – Thursday, September 24, 2009 from 1:00 PM – 4:00 PM at Arlington Economic Development, 1100 North Glebe Road, Suite 1500, Arlington, VA 22201

Great meeting, thanks to Jeff Davidson and Dan Reyes for hosting the group.  Great facility out there in Herndon!

Summer 09 Release Andres Gluecksman with Astadia

• Sites Update – check out crocs ideas, dell and Starbuck’s as the leaders in Ideas as a functional SalesForce application.
• Graphs – Two new types have come about – Pipeline Funnel and Donut
• Campaign Members – this is a standard object now
• Organization Wide E-mail is now possible.
• IPhone – Improvements made in terms of calendar views, custom/standard list views, IPhone lead conversion and Visual Force Mobile 2.0

Case Study:  Jeff Davidson with GTSI

            Great summary of GTSI by Jeff Davidson.

GTSI’s Facebook Connector did not work, GTSI does contacts grading which means who in the company knows the contact.  They have also initiated Opportunity Genius which has allowed them the ability to match the opportunities together based on 10 related criteria.  They use Opportunity Close Date alert, and a survey tool that Astadia built for them a few years back.  GTSI has also integrated their SalesForce with Cisco and they talk with each other to understand the “my calls today” volume of their sales reps.  GTSI uses Enzigma for FTP Attachments

Advanced Analytics / Reporting Snapshots – Andres Gluecksman with Astadia

Advanced analytics are driven by reports and are the source of the snapshot.  You have to use a Tabular or Summary report format.  You may compare record volumes, extend a security model creatively, and increase the performance of reports and dashboards.

Email Marketing Best Practices -- Jeff Renaud with Exact Target

Jeff did a great job of sharing his insight with many years of experience in e-mail marketing.  Please contact Jeff if you have any particular questions or needs at jrenaud@exacttarget.com.

DC Metro Salesforce User Group Meeting

 June 10, 2009 1:00 – 4:00 PM

Agenda

 1:00 - 1:25    Networking

 1:25 – 1:30    Welcome and Introductions

                   Mike Goodrich,

Arlington

 1:30 – 1:45   Summer 09 Release –

Astadia -- Andres Gluecksman

 1:45 – 2:15    Case Study:  GTSI / Jeff Davidson

Cisco Phone integration, Peoplesoft Integration,

Custom Objects / Workflows, Best Practices

 2:15 – 2:40   Advanced Analytics / Reporting Snapshots –

Astadia -- Andres Gluecksman

 2:40 – 3:00    Partner Presentation – EMail Marketing Best Practices
Exact Target – Jeff Renaud

 3:00 – 3:30    Free AppExchange Apps – Jeff Davidson

 3:30 – 4:00    Open Discussion

 Location:       GTSI

Directions to GTSI:

 GTSI’s office is new, so their address may not show up in many GPS systems.

You can access a MapQuest map at this URL:  http://tinyurl.com/gtsimap

From Washington, D.C. or Maryland

·         From Beltway 495, take Route 66 West to exit 57B (50 West - Winchester).  This will bring you to the Fair Oaks Mall area.

·         Travel on Route 50 west for approximately 6 miles.

·         Take the exit for Rt. 28 North towards Dulles Airport. Travel approximately 3 miles.

·         Make a right onto Frying Pan Road at the stop light.

·         Make your first left onto Sunrise Valley Drive.

·         Follow the road around for half a mile and make a left onto Dulles View Drive (at the baseball field).

·         Drive straight back to 2553 and park in the GTSI reserved visitor's parking in front of the South tower.

·         Additional parking is available in the parking garage behind the building (please do not park in reserved spots).

·         Signs in the lobby will direct you to the meeting room.

OR

·         From Beltway 495, take the Dulles Toll Road 267 West (Local Exits) towards Dulles Airport.  Travel approx. 11 miles on 267 West.

·         Take Exit 10, Centreville Rd/VA-228 towards Chantilly.

·         At the end of the ramp, turn left on Centreville Rd/VA-228.

·         At the 3^rd traffic light (including the traffic light just under 267), turn right onto Sunrise Valley Drive.

·         Drive 1.7 miles on Sunrise Valley Drive.

·         Make a right turn onto Dulles View Drive (at the baseball field).

·         Drive straight back to 2553 and park in the GTSI reserved visitor's parking in front of the South tower.

·         Additional parking is available in the parking garage behind the building (please do not park in reserved spots).

Signs in the lobby will direct you to the meeting room. 

Great meeting held at the offices of Arlington Economic Development in Arlington, Virginia.

Topics discussed were:

Jeff Davidson, Sr. Director for Sales and Marketing Operations from GTSI shared a cheat sheet to help Administrators with Formula References (jeff.davidson@gtsi.com)

Pressing Issues that are potentially agenda items:

• Need for analytic snapshots

• Predictive modeling -- what tools are out there to use in order to predict pipeline?  How do you play with the data?

• SalesForce integration with Quick Books and Facebook (upcoming webinar on this topic)

• Data Mining

• Google Applications

• Linked In best practices

• Specialized reporting (analytics)

• Successful App Exchange Applications

• Optimization Tricks (minimize the amount of bloat in your instance)

The agenda worked well and future meetings will have the general format of the Kick-Off Meeting:

Networking

SalesForce Presentation of Tips and Tricks

User Presentation including the business side and the SalesForce deployment (Case Study)

Look for next meeting details to come out soon.  It is expected that it will be held in the middle of June in Herndon (?)

AGENDA

SalesForce.com

DC Metro User’s Group

March 19, 2009

1:00 -1:30       Networking

1:30 – 1:45      Spring Release Update (Sue Schrock-Faron, Buan Consulting)

1:45 – 2:30      Visual Force Discussion and Demonstration

2:30 – 3:30      Customer Discussion

                        Low cost initiatives with high value

3:30 – 4:00      Open Forum

                        Next Meeting

Location:

Contact

with Questions

703-228-0821

mgoodrich@arlingtonva.us

Hi Folks,

My name is Mike Goodrich, Administrative Officer for Arlington Economic Development (AED). As you may know the original DC Metro Salesforce.com (SF) User group recently split into two groups:  Maryland and DC Metro. The Maryland group is being managed by colleague, Sheila Marks, who many of you know. I will serve as the new leader for the DC Metro Group. My leadership goals are: peer learning, professional and respectful discussion, creating value, supporting results, and building professional SF user networks with exceptional insights. 

I am really thrilled about this first DC Metro SF User Kickoff meeting, since it really has been a while since we last met. The agenda for the this SF kickoff meeting is below.

Here are the event details.

What:
2009 DC Metro SF User Group Kickoff Meeting!

This forum is for professional networking, questions and inquiries on the Salesforce.com platform and related technologies; and general interaction

between members and interested parties.

Invite:
Join us for an afternoon of professional networking, Salesforce.com conversations, refreshments, and merriment.  

When:
Date: Thursday, March 19, 2008
Time: 1pm – 4pm EST

Who:
DC Metro/NOVA Salesforce.com User Community

Where:
AED's Arlington Business Center

1100 N Glebe RD

STE 1500
Arlington, VA 22201

TEL:  703.228.0808

Agenda: 

1:00pm -1:30pm ....... Networking

1:30pm – 1:45pm ..... Spring Release Update

2:00pm – 2:30pm ...... Visual Force Discussion and Demonstration

2:30pm – 2:45 pm ..... Break

2:45pm – 3:30pm ...... Client Discussions

3:30pm – 4:30pm ...... Open Forum

4:30pm – 6:00pm ...... Optional: Happy Hour

Note: 

If you are tentative, planning to attend/not attend, please email Mike Goodrich with the subject line "First DC Metro SF User Group Kickoff Meeting" - for event planning purposes.

I really do look forward to personally meeting each and every one of you at this and future DC Metro SF User meetings. 

Best,

Mike Goodrich
Leader

DC Metro Salesforce.com User Group

703.228.0821

With a new leader comes a new blog.  We decided to retire the old "Reston" URL and start fresh with a name and address that reflects the group's location. 

If you're new to the group, please sign up  so that you can stay informed of  meetings and events. Just use the simple form on the left under Join Now! and select "Wash, DC Metro" from the pull-down menu. If you've been on the mailing list in the past, no need to join again. 

We hope you will get involved!