• Dreamforce recap
• Getting help with user adoption - sponsored by VOICE2insight - Five Star Customer Reviews
• Breakout Sessions
  • Using Salesforce.com for Service & Support - Anthony Foster, MedImpact
  • Succeeding as a Salesforce.com Partner  - Ed Stacy, DreamFactory
  • Working with Consultants - Lessons Learned - Carol Zeenkov - Qualcomm
  • Using the Excel Connector for managing data and improving processes - Bill Harries, StrongMail
• IdeaExchange - Highlight your suggestions to get more votes and suggested workarounds
• User Group general business

Our next meeting is just about here... ...next Wednesday Sept 24 @7:30am - 10:00am  RSVP now while you’re reading this and mark your calendar…see you there! ************************************************************************************ We’re excited to announce the next meeting of the Salesforce.com San Diego Users Group on Wednesday morning September 24, 2008 from 7:30 AM – 10:00 AM. This will be our second morning breakfast format. Once again, Qualcomm has been very gracious to sponsor this meeting at one of their great meeting facilities.  Thank you Qualcomm!! Managing your Salesforce org more Effectively!  Did you know that Salesforce.com opened up more of its MetaData API in the Summer 08’ release. Salesforce.com now supports the promotion of page layouts, workflow rules, apex triggers and classes plus much more. With these additions, companies now have more control over release and change management. Our sponsor, DreamFactory will have an inactive learning session on how to effectively manage your Salesforce.com customizations while maximizing productivity for both administrators and users. Additionally DreamFactory will demonstrate how their latest product release, DreamFactory Utilities (featuring SnapShot), the essential administrative toolkit utilizes these new Summer 08’ release features that will save you valuable time and resources. We expect this session to be interactive, so please come prepared with both an appetite and questions. Breakfast of bagels, muffins, and drinks will be served and a door prize will be given away. Please join us - and if possible, bring an executive, end user, marketing and one of your sales users with you. DATE:          September 24, 2008 (Wednesday morning) TIME:           7:30 AM – 10:00 AM LOCATION:  Qualcomm “Bldg Q” Auditorium 6455 Lusk Blvd (Funky building with green and orange roof) San Diego, CA 92121 Map    Sponsor: DreamFactory To RSVP, send an email to mark.lappin@bakbone.com. If you are not already a member, please register at: http://usergroups.salesforce.com/sandiego. Meeting Agenda:  7:30 - 8:00    Arrivals and mingling 8:00 - 8:10    User Group - Ideas for increasing value to you 8:10 - 9:00    Managing your Salesforce org more Effectively!  – DreamFactory Representative    9:00 - 9:30    Dreamforce 2008 – overview, what to expect and open discussion 9:30 – 10:00  Wrap-up and networkingWe have a really hot topic for this meeting… About the sponsor for this meeting:  DreamFactory was the original company on Salesforce.com's appexchange when it released its project management application, DreamTeam, and remains one of the most popular companies on the appexchange. Located in Northern California, DreamFactory is one of the foremost experts on SaaS and OnDemand computing. To learn more visit www.dreamfactory.com. Rhonda Ross | Mark Lappin San Diego User Group Co-Leaders

Job Description:

The Technical Architect (TA) will be responsible for successfully integrating salesforce.com with other systems and developing custom extensions to the salesforce.com product. In this capacity the TA will be an expert in salesforce.com integration and extension, features, designing solutions, using the salesforce.com API, APEX and other tools that extend the product. They must be able to lead a technical requirements gathering session, write requirements and technical architecture documents and manage the integration. They also must be able to manage client expectations and scope.

Responsibilities:

The successful candidates’ responsibilities will include the following:

·         Lead technical requirements gathering sessions and writing technical requirements documents.

·         Provide prompt and complete resolution to issues, aligning both business and technical considerations.

·         Lead technical design sessions and writing technical design documents.

·         Lead a technical architecture track / team, providing direction to and mentoring other technical resources.

·         Manage the technical delivery of integrations and custom extensions.

·         Manage technical scope and client expectation.

·         Provide hands-on expert level assistance to developers for technical issues.

·         Design and manage the execution of test plans and ensuring a quality solution is delivered.

·         Ability to deliver integration projects using Scribe and Pervasive.

Required Experience / Skills:

·         B.S. in Business, Computer Science, Software Engineering, MIS or equivalent work experience.

·         Background and experience gained in top-tier consulting organizations.

·         Strong client-facing consultative skills, able to act as a customer advocate.

·         5-10 years of experience managing external client projects in positions of increasing responsibility in the delivery of business consulting, systems development, and systems Integration.

·         Proven ability to design and optimize business processes and to integrate business processes across disparate systems.

·         Detail-oriented individual with the ability to rapidly learn and take advantage of new concepts, business models, and technologies.

·         Ability to organize and lead client sessions that involve non-technical resources, creating requirements and technical design.

·         Ability to generate client signoff and commitment to the overall solution and design.

·         Knowledge of enterprise systems, CRM, SFA, and ERP.

·         Experience with Enterprise Integration tools.

·         Extensive experience with Extract, transformation and load tools.

·         Demonstrated deployments of enterprise software systems using industry standard environments including XML, HTTP/HTTPS, Java, C++, and ASP.

·         A thorough understanding of XML, SQL, and enterprise application integration.

·         Excellent analysis skills and the ability to develop processes and methodologies.

·         Excellent presentation and communication skills.

·         Team player with strong interpersonal skills.

·         Willingness to travel (Approx. 50%)

Desired Experience / Skills:

·         Vertical market experience in Life Sciences, Media & Communications, High Tech Manufacturing or Financial Services.

·         A year or more of hands-on development experience with the salesforce.com API.

·         Completion of several salesforce.com integration and extension projects in development and lead technical roles.

·         Extraordinary client-facing skills with the ability to solve the clients’ needs and manage scope in a positive way.

·         MBA is a plus

Salary commensurate with experience.

For futher information, contact:

Senior Business Analyst

Job Description:

As a Senior Business Analyst (SBA) your primary focus will be enabling customers to adopt, use and successfully deploy salesforce.com.  You will bring a strong blend of skills and experience in both business analysis and project management. You will function as a trusted advisor to the customer steering board, project management and project delivery team. You will be engaged at senior / executive levels in providing recommendations and proactive best practice advice through all phases of the implementation life cycle.

Responsibilities:

The successful candidates’ responsibilities will include the following:

·         Manage high visibility and strategic accounts, ensuring 100% customer satisfaction and success.

·         Lead a business analysis and requirements track / team, providing direction to and mentoring other business analysis resources.

·         Provide prompt and complete resolution to issues, aligning both business and technical considerations.

·         Provide proactive best practice guidance to the customer's steering board, project and management teams.

·         Act as a client advocate within company.

·         Serve as an escalation point of contact for client issues, pro-actively leadings issues through to resolution.

·         Provide timely account status reporting to both customers and company management.

·         Engage with customer business owners to drive customer success and optimization of the application.

·         Proactively identify and implement application solutions and enhancements.

·         Share best practices with team members to enhance the quality and efficiency of the  consulting team, contributing to the knowledge base.

·         Serve as a Subject Matter Expert (SME), in related functional and technical areas

·         Establish strong relationships with clients, partners and internal resources (e.g. sales, co-workers, management).

Required Skills/Experience:

·         B.S. in Business, Computer Science, Software Engineering, MIS or equivalent work experience.

·         Background and experience gained in top-tier consulting organizations.

·         Strong client-facing consultative skills, able to act as a customer advocate.

·         5-10 years of experience managing external client projects in positions of increasing responsibility in the delivery of business consulting, systems development, and systems integration.

·         Proven ability to design and optimize business processes and to integrate business processes across disparate systems.

·         Detail-oriented individual with the ability to rapidly learn and take advantage of new concepts, business models, and technologies.

·         Ability to organize and lead client sessions that involve technical resources, creating requirements and functional design.

·         Ability to generate client signoff and commitment to the overall solution and design.

·         Knowledge of enterprise systems, CRM, SFA, and ERP.

·         Previous project management experience

·         Demonstrated professionalism interacting with all levels of management

·         Excellent negotiation and influencing skills

·         Excellent written and verbal communication skills

·         Analysis, troubleshooting, and problem solving expertise

·         Ability to effectively prioritize and escalate customer issues

·         Ability to multi-task and perform effectively under pressure

·         Solid understanding of Internet technologies and an understanding of database concepts and data management (RDBMS)

·         Willingness to travel (Approx. 50%)

Desired Skills/Experience:

·         Vertical market experience in Life Sciences, Media & Communications, High Tech Manufacturing or Financial Services.

·         A year or more of hands-on experience with the salesforce.com requirements gathering and customization.

·         Completion of several salesforce.com projects in lead business analysis and project management roles.

·         Experience with XML, Java and SQL

·         MBA is a plus

Salary commensurate with experience.

For futher information, contact:

SF.com Administrator, VISTAGE International

Vistage is the World’s Leading Chief Executive Organization, headquartered in Carmel Valley with over 50 years of executive development through peer groups. 

Vistage has broadened its reach into the world of Small to Mid-size businesses with the deployment of SalesForce.com and is seeking a talented administrator to help translate the business needs and strategies into the best use of this and other related technologies.  The successful candidate will have a “user friendly” style, be creative and innovative and be comfortable working with users at all levels, and far more at the C-level than most organizations.  He/she will be quick, articulate and able to help get to business practical solutions for users.

This position will be responsible for the planning and analysis of business systems requirements for Salesforce, system changes or enhancements in coordination with business users, management, other IT resources and/or vendors. Works with business partners to identify practical solutions to business problems using Salesforce. Will be responsible for the administration and ongoing support of Salesforce and other technologies related to Salesforce

            

            Preferred Experience:

·        B.A. in management information systems, computer science or equivalent experience.

·        2 or more year’s hands-on experience with the configuration and ongoing administration of Salesforce.com.

·        Experience with Salesforce.com API, SOAP messaging and integrations with other enterprise applications.

·         Experience in analysis of business process, workflow and modeling.

·         Experience working in a task-oriented environment by where project management practices and disciplines are the key method towards job execution.

·         Must have excellent interpersonal, verbal and written communication skills.

Interested candidates please respond:

            SF.com Admin in the SUBJECT LINE

Resume and salary history to

diane.gallo@vistage.com

Integrated Revenue Management is a national Revenue Management Education company located in Carlsbad, California. We are currently implementing SalesForce Enterprise Edition for a sales team of five people. We are looking for a full time sales operations support person. This position is administrative, including functioning as our SalesForce Administrator and providing administrative support for sales and some marketing programs. We would prefer someone who is a certified SalesForce Administrator with at least 1-2 years experience functioning as an administrator. The position requires strong skills with Microsoft Office, PowerPoint and Excel. This is an office based position with salary and comprehensive benefits.

To apply, send resume with salary requirements to imasten@irminconline.com. 

To learn more about Integrated Revenue Management go to:  www.irminonline.com.

We have a super lineup of speakers for next week's meeting, and if you have not already RSVP'd, it's not too late.

The theme for our June meeting will be Marketing and will be sponsored by VerticalResponse, a provider of web-based marketing tools that helps you grow your business through email marketing newsletters, online surveys and direct mail postcards.

When?  Wed June 18, 2008 - 3:00 - 5:30 PM

Where? Qualcomm “Bldg Q” Auditorium

6455 Lusk Blvd (Building with green and orange roof)

San Diego, CA 92121

MAP

Sponsored by: VerticalResponse

Agenda:

• User Group Business
• What can be done with Salesforce.com to facilitate your organization's marketing efforts
• Marketing Best Practices
• Expanding Salesforce.com with Vertical Response for email campaigns
• How Qualcomm uses Web-to-Lead
• How FirstAmerican Credco processes Leads from Trade Shows
• Visualforce - How it can be used in your marketing efforts

The Visualforce session will be presented by Glenn Weinstein who was the first person to become a certified Visualforce trainer.  He has taught Apex and Visualforce classes to many audiences including Salesforce.com's own sales engineers and support personnel.  He will be talking about how to use visualforce in a few different contexts to combine data about leads, campaigns, and other marketing data in interesting ways.  We will take a look at how to publish campaign data, and how to build custom screens to view lead and campaign data on the same page at the same time using AJAX.

There will also be time for networking with other local users, partners, and consultants.

If you are not responsible for marketing in your company, bring at least one person who is to this meeting.  If you are not a Developer, bring along someone who is, so that they can learn about Visualforce.  If there is someone who you know who uses Salesforce and just wants a reason to get out of the office, have some refreshments and possibly win a door prize they are invited too!

We’re excited to announce the next meeting of the Salesforce.com San Diego Users Group  The theme for our June meeting will be Marketing and will be sponsored by VerticalResponse, a provider of web-based marketing tools that helps you grow your business through email marketing newsletters, online surveys and direct mail postcards.

When?  Wed June 18, 2008 - 3:00 - 5:30 PM

Where? Qualcomm “Bldg Q” Auditorium

6455 Lusk Blvd (Building with green and orange roof)

San Diego, CA 92121

MAP

Sponsored by: VerticalResponse

All San Diego User Group members are invited. There will be refreshments, door prizes, and lots of great information.  If you are not responsible for marketing in your company, bring at least one person who is to this meeting.  They will be sure to thank you!

Mark Lappin | Rhonda Ross
San Diego User Group Co-Leaders

• Theme is Marketing
• Location is Qualcomm Auditorium - 6455 Lusk Blvd San Diego, CA 92121
• Time is Wed June 18th 3:00-5:30PM

Mark your calendars and spread the word to your co-workers!
Check back for more info ... it will be posted within a few days.

To RSPV send email to:  rhonda.ross@audatex.com

Due to a spectacular number of RSVPs, we have moved the meeting location for our upcoming meeting of the Salesforce.com San Diego User Group to a larger Qualcomm facility. 

Qualcomm “Bldg Q” Auditorium

6455 Lusk Blvd (Building has a green and orange roof)

San Diego, CA 92121

MAP

         Date/ time remains unchanged:  Wed 3/12/08 7:30 - 10AM

Qualcomm requires advanced notification of who will be attending for security reasons. Our sponsor, Astadia, needs an accurate count of expected attendees to ensure there is the right amount of food. 

If you have already RSVP'd then we do not need a response UNLESS you cannot make the meeting.  If you are interested in attending and have not yet responded then send your RSVP today to mark.lappin@bakbone.com with your name, company, and whether or not you are a US Citizen. 

Our agenda is focused on Spring '08 new features. 

Did you know that with the Spring ’08 “Outer Joins Reporting” feature you can better ensure that your reports leave nothing out?  Our sponsor Astadia will demonstrate how to create custom report types that make use of this new feature and provide some real world examples of how to improve your own analytics.

Did you know that with the Spring ’08 “Opportunity Rollups on Accounts” feature you can now automatically calculate key opportunity metrics and display them on the related Account record?  Our sponsor Astadia will demonstrate how to make the best use of this new feature, help you eliminate unnecessary reports that might be used to calculate the same metrics and discuss how to combine this new feature with others to create more powerful analytics for your company.

Did you know that with the Spring ’08 “Dynamic Approval Routing” feature you can route approval requests to any user associated with a record?  Our sponsor Astadia will demonstrate how this is done and discuss some other ways to create efficient approval processes.

Are you tired of these questions: “why do I always have to click refresh on this dashboard” or “can’t you just email the dashboard to me?” Well, did you know that with the Spring ’08 “Dashboard Scheduling” feature you can schedule when your dashboards are refreshed and even email the refreshed dashboard to the appropriate audience?  Our sponsor Astadia will demonstrate how this is done and provide tips on how to make the best use of this great, new feature.

...and much more!

Come ready to eat and learn…

About the sponsor for this meeting: Astadia is a management consulting and on-demand technology solutions company that helps businesses become more productive in sales, marketing, customer service and employee performance. With offices across the U.S. and in Europe, Astadia serves businesses, large and small, with subject matter expertise in a wide array of industries. Enabling Customer Relationship Management, Human Capital Management, Marketing Automation, Partner Relationship Management, and Sales Force Automation. Astadia is the largest deployment partner for many leading SaaS solutions. Astadia is ranked 83rd on the Inc. 500 list. Visit Astadia on the web at: Astadia.