Milwaukee

Next User Group Meeting- Thursday, June 25

Join us for the next Milwaukee Salesforce User Group lunch meeting to be held on:

 

Thursday, June 25, 2009

11:30 am -1:30 pm

 

Manpower

100 Manpower Place

Milwaukee, WI 53212

 

**Visitor Parking is available at on Cherry Street and 3rd Street across from Manpower Headquarters.

While you are enjoying your lunch, you will have the opportunity to hear from Debby Bade, Salesforce Customer Success Manager about the exciting new Summer 09 release.  Hear about the dashboard enhancements, marketing updates, mobile lite, and so much more.

We will also have an open forum to discuss best practices in implementation and change management for each release cycle.

Also, special thanks to Matt Kendrall at Sertifi who has so graciously offered to sponsor the User Group Luncheon.

We hope to see you on the 25th!

April User Group Meeting

Thank you to those who attended the April 30th Milwaukee User Group Meeting.  We hope you enjoyed learning more about Apex Code, Visualforce, and Webcom's integration with salesforce.com. We would also like to thank Webcom for hosting the luncheon as well as our speaker, David Schach from X-Squared On Demand.

We look forward to seeing everyone at our next User Group meeting tentatively scheduled for June 2009.

If you are interested in hosting or sponsoring the next Milwaukee User Group meeting, please feel free to contact Sarah Voss (sarah.voss@metavante.com) or Julia Napolitano (julia.napolitano@na.manpower.com).


Next Meeting Thursday, April 30, 2009

Join us for the next Milwaukee Salesforce User Group lunch meeting to be held on:

 

Thursday, April 30, 2009

11:30 am -2:00 pm

Manpower

100 Manpower Place

Milwaukee, WI 53212

 

**Visitor Parking is available at on Cherry Street across from Manpower Headquarters.

During our luncheon we will hear from David Schach, President of XSquared On Demand. He will discuss how to work with Apex Code, Visualforce, as well as Reporting techniques.

Next User Group Meeting Thursday, February 12

Join us for the next Milwaukee Salesforce User Group meeting to be held on:

Thursday, February 12, 2009  11:00 am - 1:00 pm

Metavante Corporation   4900 W. Brown Deer Rd.   Brown Deer, WI  53223

Take a break out of your day to have lunch with your fellow colleagues in similar roles as you to discuss best practices, recent issues or general "how to" questions with Salesforce.  You will also hear about the functionality coming in the Salesforce Spring Release, and tips on how to reduce security threats against your Salesforce Org.

We hope to see you there!

Next User Group Meeting coming in February!

Happy New Year!  Hope your year has been off to a great start.

Details for the next user group meeting are currently being planned.  Watch for an invite to come in the coming weeks.  We are looking to schedule the meeting in the 2nd or 3rd week of February.

Please let me know if you have any ideas or topics you would like to discuss for our next meeting.

Look forward to seeing you there!!

October 2008 User Group Meeting

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!

August Meeting Agenda

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.

March Meeting Planned

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 8th, 2007

Time:

3:00 – 5:00 PM

Location: Metavante

              

4900 Brown Deer Road, Milwaukee, WI  53223

  • 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

October User Group Meeting Update

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

October User Group Meeting

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