The next Milwaukee Salesforce User Group meeting to be held on Thursday, October 23rd, 2008. The meeting will be hosted at Metavante Corporation (at their Menomonee Falls location); please see specific location details below.

Agenda highlights for this meeting include:

--Overview of Winter 09' Release - see some of the most recent enhancements from Saleforce
--Preview of Dreamforce - take a look at their agenda at a glance, hear about some of the events that are planned
--Group Therapy - this is your chance to ask questions and hear tips and tricks from fellow users


Date:
Thursday, October 23rd, 2008

Time:
3:00to 5:00PM


Location:

Metavante Corporation
W126 N7449 Flint Dr.
Menomonee Falls, WI 53051

Look forward to seeing you there!

I hope everyone is enjoying the summer!
We have a date for the next user group meeting set for August 22nd from 3:00 to 5:00 PM.  Location and details of the agenda follow.  From our last meeting a lot of interest was generated on the topic of campaign management, so that will be the major focus of the meeting.

Thanks again to Metavante for offering to graciously host it at their location!   Here are the particulars.

Date: Wednesday, August 22nd, 2007
Time: 3:00 – 5:00 PM
Location: Metavante
                  4900 Brown Deer Road,
                  Milwaukee, WI 53223

* Introductions
* Overview of Summer ’07 Release
* Customer presentation highlighting their internal use of marketing campaigns
* Open discussion of how companies manage leads and campaigns, and measure ROI
* Tips & Tricks / Best Practices – open discussion
* Dream Force '07 session overview
* Plans for our next meeting
* Networking

"Lots of people want to ride with you in the limo, but what you want is someone who will take the bus with you when the limo breaks down."               Oprah Winfrey

Have an awesome Day!
I look forward to seeing you on the 22nd.

Hi All,

IT’S BAACK!!! 

Thanks again to Metavante for offering to graciously host our next user group meeting.  Here are the particulars. 

Date:

March 8^th, 2007

Time:

3:00 – 5:00 PM

Location: Metavante

• Overview of Winter ’07 Release
• Guest Speaker from SalesForce highlighting training resources
• Open discussion of how companies manage ongoing training and change management
• Tips & Tricks / Best Practices – open discussion
• What’s new in the Spring ’07 Release
• Plans for our next meeting
• Networking

The goal is to have this session be very interactive so please come prepared for the open discussion on best practices and tips & tricks.  I am also in need of a couple of people to spend sometime talking about how their company manages ongoing training and change management.  With the new releases being rolled out this is a timely topic and one that is sure to provide a lot of benefit to the group.  Drop me an email if you would be willing to share your knowledge and experience in this area. rschaefer@garrettcom.com

I’ll see you there!

Have a great day!

Renee

Thank you to Duane Dyar and PKWare for sponsoring the meeting, and thank you for the support fom SalesForce and our vendor partner CRM Fusion. 

Cool software solutions were demonstrated by CRM Fusion that allow administrators to save a lot of time on tasks associated with data quality management.  Several options were highlighted to automate many functions involved with importing data as well as cleaning up and standardizing the information in existing databases.

Demand Tools allows an administrator to easily import, standardize and deduplicate data in SalesForce.

PeopleImport is an application released at DreamForce 06 that allows for minimizing duplications when mass lead importing.  It also condenses to a single operation the ability to import, dedupe and link data to associated tasks and campaigns.

MassChange is a data manipulation tool that can be used for data base standardization.  One example would be to change all Wisconsin entries in the state field to WI.

Zip Fix can allow for the correction and standardization of a state and city based upon the 9 digit zip code.

We had an opportunity to meet our new Customer Success Manager Anne Moore based out of Chicago, and Kevin Smith of SalesForce provided a brief update on DreamForce in San Francisco.  Highlights include the ability to view live video sessions at http://blogs.salesforce.com/blogs/.  The video sessions are all organized by track.  So check it out if you were not able to be there in person.

Community.salesforce.com is a Q&A forum that allows for interaction with other sales force users.

Idea Exchange allows for the ability to port ideas for product changes and offer feedback on what enhancements you would like to see.  You can also find information on the Salesforce roadmap to learn about future capabilities.

The Winter ’07 released is scheduled for the December timeframe, and we will discuss the new features at our January meeting.  As always your feedback is welcome, so feel free to post any ideas you are interested in learning more about.

Thank you to all who attended and offered valuable input.

Have a great holiday season, and I look forward to seeing you all in 2007!

Renee

“Life is a great big canvass, and you should throw all the paint you can on it.”

Danny Kaye – Actor, Singer, Comedian

Hi All,

I hope you enjoyed the summer.  Back by popular demand, the time has arrived for our October user group meeting!  Duane Dyer of PKWARE, Inc. has graciously agreed to host the meeting.  Thank you Duane!

WHEN: Tuesday, October 24th from 3:00PM to 5:00PM

Where: PKWARE, Inc.

648 North Plankinton Ave.

Milwaukee, WI 53202

DIRECTIONS

A lot of interest was generated at the last meeting for more information on the capabilities of Demand Tools, a data quality de-duplication and cleansing tool that is great for importing and exporting data into SalesForce.  Thanks to Kevin Smith of SalesForce for coordinating a resource to provide a demonstration.

Tentative topics on the agenda will include:

• Introductions - Meet Anne Moore our new SalesForce Customer Success Manager
• Highlights from DreamForce 06 in SanFrancisco
• Demand Tools Presentation - Mark Esdale, VP Business Development - CRMfusion, Inc.
• Open forum to share success stories, tips & tricks and troubleshooting ideas
• Finalize game plan for the next meeting
• Networking

I look forward to seeing you all there!

Sincerely,

Renee   

A big thank you to all who participated in the Milwaukee User Group Kick-Off meeting!  I enjoyed meeting everyone.  Based on the feedback received, I feel it was a smashing success and several commented that it was a good use of their time.  

Thanks again to Metavante for hosting our first meeting and for all others who offered locations to hold future meetings.

At the meeting, we had presentations from a handful of attendees on their particular implementation of SalesForce with a key focus on features that saved time and improved productivity in their environment.  Specific areas highlighted included the ease of setting up reports, creating org charts, mail merges and email templates. Other topics included the use of dashboards and campaigns. This proved to be the most valuable part of the time spent and in addition to sparking a lively discussion among the attendees helpful tips and tricks were shared.

Kevin Smith, the SalesForce Customer Service Manager that supports our area, attended the meeting and added valuable input during the tips and tricks session.  He will plan on attending future meetings as his availability permits. 

A couple of 3^rd party solutions came up in the discussion to enhance the functionality and productivity of SalesForce.  OrgView for AppExchange from DreamFactory Software allows you easily and professionally create org charts in Visio when imported from the view hierarchy option in SalesForce. The Sandbox AppExchange was highlighted for easily implementing customized changes.

Another application that seemed to garner a lot of interest among attendees was On-Demand.

Kevin and I will coordinate a resource from On Demand to attend our next meeting and provide a software demo.  Also planned for the next meetings agenda is an overview on the new SalesForce release by Kevin Smith.

http://www.crmsuccess.com was also highlighted as a valuable resource for SalesForce users.  If you are not aware of it, I highly recommend checking it out.

Following discussion from the group we decided to hold quarterly meetings.  Our next meeting will be held in October.  More on the exact location and time to follow.

Please send suggestions on topics you would like covered at future meetings.

Please keep the feedback coming and pass the word along to other SalesForce users!

Thank you all for the enthusiastic support, and I’ll see you in October!

Sincerely,

Renee

When: July 17th, 2006   6:00 - 8:00PM

Where: Metavante 4900 Brown Deer Road, Milwaukee, WI 53223

Hi All,

Bill Suycott of Metavante was kind enough to offer to host our first meeting.  Thank you very much Bill!

Topics on the agenda will include:

• Introductions
• Presentation of Charter
• Discussion of topics and logistics for future meetings
• Open forum to share success stories, tips and tricks and troubleshooting ideas
• Finalize plan for next meeting
• Networking

I look forward to seeing you there!

Renee 

Hi All and welcome to the newly formed and work in progress Milwaukee SalesForce User Group! 

I look forward to meeting you all soon, and plan to schedule our first meeting in July.   If you have an interest in hosting a meeting at your location or have a suggestion of a location please drop me a line.

I am excited about the opportunity for us all to network and increase our skill level with SalesForce.com.  I will be in touch with information on the details for our first meeting.

Have a great day and thanks for your interest in being part of this new venture!

Sincerely,

Renee Schaefer

Welcome to the Milwaukee User Group!

We are very excited to announce the creation of the Milwaukee User Group.  Renee Schaefer from GarretCom, Inc. has been the gracious one to step up to be the Group leader.  She will help make this user group a valuable resource where you can network, share ideas, and overcome challenges!  Feel free to submit any comments to get the group started off.