Silicon Valley Comments http://usergroups.salesforce.com/santaclara/ en-us 2009-10-09T13:44:27+00:00 harry christie comments on "Sept Quoting and Integration postmortem " http://usergroups.salesforce.com/santaclara/2009/09/sept-quoting-and-integration-postmordem-.html#c6a00d83451cfb869e20120a60dd8b6970c This one-hour webinar was superbly managed by Pete. Tyler Ziemann gave a crisp and in-depth presentation on the upcoming release of the Salesforce Quoting Module (currently in beta with 30 SF customer testers now). This feature will be available for Professional and up editions. Professional edition users will need to pay an add-on fee for the product price book module with Salesforce. For those of us who have well-defined product lists, this quoting tool is a great addition - begin a quote, find opportunity, find contact, pull in items from the price book, add any notes to the template as needed - and pdf the document to e-mail the customer. Come spring, users will be able to sync updated quotes to opporunities, and in the summer 10 release, users will be able to edit quoting templates to customize the pdfs including terms conditions. Lots of questions generated on the chat screen and Tyler did a commendable job of responding. I would have added the QA thread here but it wasnt saved... Next time! Very informative and in-depth presentation by Tyler in a one-hour segment - time well spent. Harry This one-hour webinar was superbly managed by Pete. Tyler Ziemann gave a crisp and in-depth presentation on the upcoming release of the Salesforce Quoting Module (currently in beta with 30 SF customer testers now). This feature will be available for Professional and up editions. Professional edition users will need to pay an add-on fee for the product price book module with Salesforce. For those of us who have well-defined product lists, this quoting tool is a great addition - begin a quote, find opportunity, find contact, pull in items from the price book, add any notes to the template as needed - and pdf the document to e-mail the customer. Come spring, users will be able to sync updated quotes to opporunities, and in the summer '10 release, users will be able to edit quoting templates to customize the pdfs including terms & conditions. Lots of questions generated on the chat screen and Tyler did a commendable job of responding. I would have added the Q&A thread here but it wasn't saved... Next time! Very informative and in-depth presentation by Tyler in a one-hour segment - time well spent.

Harry

]]> harry christie 2009-10-02T14:50:05+00:00 Erin Shannon comments on "Sept Quoting and Integration postmortem " http://usergroups.salesforce.com/santaclara/2009/09/sept-quoting-and-integration-postmordem-.html#c6a00d83451cfb869e20120a5fc877c970c This webinar was very good. I was a little disappointed that it has taken salesforce so long to start working on a quoting application. I am also amazed on how simple the system is. You would think there would be more functionality. Plus, it will be released in phases. Really, think salesforce is slow to adopt what the community is really looking for. This webinar was very good. I was a little disappointed that it has taken salesforce so long to start working on a quoting application. I am also amazed on how simple the system is. You would think there would be more functionality. Plus, it will be released in phases. Really, think salesforce is slow to adopt what the community is really looking for.

]]> Erin Shannon 2009-09-28T14:08:19+00:00 bill Barry comments on "August 20th SVUG Mini-mini Dreamforce meeting - Postmortem" http://usergroups.salesforce.com/santaclara/2009/08/august-20th-svug-minimini-dreamforce-meeting-postmortem.html#c6a00d83451cfb869e20120a5985a1b970c I agree with Harry, you are being too critical. This was a nice event and i appreciate your efforts! I thought both presentations were helpful, but it would be nice to limit the time for both a little tighter, so we can have more interaction time with other users. Looking forward to the next one! I agree with Harry, you are being too critical. This was a nice event and i appreciate your efforts!

I thought both presentations were helpful, but it would be nice to limit the time for both a little tighter, so we can have more interaction time with other users.

Looking forward to the next one!

]]> bill Barry 2009-09-02T11:41:15+00:00 harry christie comments on "August 20th SVUG Mini-mini Dreamforce meeting - Postmortem" http://usergroups.salesforce.com/santaclara/2009/08/august-20th-svug-minimini-dreamforce-meeting-postmortem.html#c6a00d83451cfb869e20120a538d70f970b As the SiliconValley Users Group pro bono moderator, Pete, you are far too citical of your efforts in advancing the groups interests and learnings. Speaking for myself, and surely others in the SVUG, I appreciate all that you do to keep the group active and engaged. Both presenters gave feature, advantage, benefit overviews of their products. While that may be viewed as a sales pitch, the information was new and relevant to sales and marketing types. The disconnect for me was having two separate meetings - sales and developer - at the same time, so we missed the overall group interaction during the course of the 3-hour event. I recommend holding future SVUG face-to-face meetings, with one moderator - namely you - and schedule meetings at the end of the day at 4pm for sessions and networking. The late morning/early afternoon schedule is too much of an interruption in the middle of the work day. Meanwhile, the one-hour webinars you moderate are excellent, time-efficient venues for learnings and discussions_____ Harry As the SiliconValley Users Group "pro bono" moderator, Pete, you are far too citical of your efforts in advancing the group's interests and learnings. Speaking for myself, and surely others in the SVUG, I appreciate all that you do to keep the group active and engaged.

Both presenters gave "feature, advantage, benefit" overviews of their products. While that may be viewed as a "sales pitch," the information was new and relevant to sales and marketing types. The disconnect for me was having two separate meetings - sales and developer - at the same time, so we missed the overall group interaction during the course of the 3-hour event.

I recommend holding future SVUG face-to-face meetings, with one moderator - namely you - and schedule meetings at the end of the day at 4pm for sessions and networking. The late morning/early afternoon schedule is too much of an interruption in the middle of the work day. Meanwhile, the one-hour webinars you moderate are excellent, time-efficient venues for learnings and discussions_____ Harry

]]> harry christie 2009-08-31T13:25:18+00:00 Barry Duncan comments on "July 16th 2009 Forecasting post wrap up" http://usergroups.salesforce.com/santaclara/2009/07/the-below-write-comes-from-long-time-user-group-member-harry-christie-who-was-gracious-enough-to-do-this-write-up-some-brief.html#c6a00d83451cfb869e20120a5429068970c Thank you Harry and everyone else for your feedback on iLinc. We are very pleased to provide the SVUG with our web conferencing solution. Please feel free to reach out to me anytime. Thank you Harry and everyone else for your feedback on iLinc. We are very pleased to provide the SVUG with our web conferencing solution. Please feel free to reach out to me anytime.

]]> Barry Duncan 2009-08-12T13:53:18+00:00 robin root comments on "Monthly Webinar Set: every Third Thursday of the month" http://usergroups.salesforce.com/santaclara/2009/04/monthly-webinar-set-every-third-thursday-of-the-month.html#c6a00d83451cfb869e2011571595cb3970c Hi Pete-How do I get hooked up to a link to sign in for these monthly webinars? When I clicked on the link to register it registered me for the one that was in June. Thanks-Robin Hi Pete-How do I get hooked up to a link to sign in for these monthly webinars? When I clicked on the link to register it registered me for the one that was in June. Thanks-Robin

]]> robin root 2009-07-31T09:41:45+00:00 Bryan comments on "July 16th 2009 Forecasting post wrap up" http://usergroups.salesforce.com/santaclara/2009/07/the-below-write-comes-from-long-time-user-group-member-harry-christie-who-was-gracious-enough-to-do-this-write-up-some-brief.html#c6a00d83451cfb869e20115711f744a970c First, thanks to Pete for reinvigorating the group and putting on such great webinars! The iLinc tool works great, so thanks to them as well. Look forward to meeting in person in August. First, thanks to Pete for reinvigorating the group and putting on such great webinars! The iLinc tool works great, so thanks to them as well. Look forward to meeting in person in August.

]]> Bryan 2009-07-17T17:00:43+00:00 harry christie comments on "Opportunity Management, Forecasting only with Salesforce.com" http://usergroups.salesforce.com/santaclara/2009/07/the-third-thursday-is-upon-us-which-means-we-get-to-meet-for-another-webinar-we-have-angela-pellegrino-salesforce-administr.html#c6a00d83451cfb869e2011572131e73970b Santa Clara Users Group - July 16th, 2009, Webinar Topics: Forecasting webinar with Angela Pellegrino of LinkedIn and Report Customization example by Pete Fife with Mirapoint.Well folks, Pete has kept right on target with his SVUG roadmap for 2009 with todays Webinar. As per his previous SVUG Webinars, iLinc was the presentation platform used and showed great flexibility for both the presenters, and the attendees. We really put the chat and feedback features to the test during the one-hour conference. Pete even began the webinar session with a video cam of himself at the controls - whoa fifedog! Angela gave a an excellent presentation showing how she has created custom objects, custom fields, custom formulas, and validation rules within Salesforce to provide her management the forecasting visibility needed based on the companys defined weighted probabilities for three categories: commit, outlook, and upside. Lots of questions were raised and Angela responded to each and every one. There was also some discussion regarding the companys implementation of on-line contracts using products like docusign, e-signature, and echosign. Pete then gave us some insight into his method of solving a forecasting report request that he was tasked with at Mirapoint. This discussion touched on the relational objects aspect of Salesforce.com. Pete gave us three possible approaches for solving this reporting problem and provided some excellent insights into the overall process. Hard to believe that this much information was presented in a one-hour session. As usual, Pete did a fine job of emceeing the Webinar. As much as I enjoy the SVUG face-to-face gatherings, this webinar is hard to beat; its well-focused, very efficient time-wise, and offers great flexibility for presenters and user group members to participate; and, of course we have Pete running it to boot! Santa Clara Users Group - July 16th, 2009, Webinar

Topics: Forecasting webinar with Angela Pellegrino of LinkedIn and Report Customization example by Pete Fife with
Mirapoint.Well folks,

Pete has kept right on target with his SVUG roadmap for 2009 with today's Webinar. As per his previous
SVUG Webinars, iLinc was the presentation platform used and showed great flexibility for both the presenters, and the
attendees. We really put the chat and feedback features to the test during the one-hour conference. Pete even began the webinar session with a video cam of himself at the controls - whoa fifedog!

Angela gave a an excellent presentation showing how she has created custom objects, custom fields, custom formulas, and validation rules within Salesforce to provide her management the forecasting visibility needed based on the company's defined weighted probabilities for three categories: commit, outlook, and upside. Lots of questions were raised and Angela responded to each and every one. There was also some discussion regarding the company's implementation of on-line contracts using products like docusign, e-signature, and echosign.

Pete then gave us some insight into his method of solving a forecasting report request that he was tasked with at Mirapoint. This discussion touched on the relational objects aspect of Salesforce.com. Pete gave us three possible approaches for solving this reporting problem and provided some excellent insights into the overall process.

Hard to believe that this much information was presented in a one-hour session. As usual, Pete did a fine job of emceeing the Webinar. As much as I enjoy the SVUG face-to-face gatherings, this webinar is hard to beat; its well-focused, very efficient time-wise, and offers great flexibility for presenters and user group members to participate; and, of course we have Pete running it to boot!

]]> harry christie 2009-07-17T11:19:16+00:00 Kim Seabrook comments on "Save the Dates!" http://usergroups.salesforce.com/santaclara/2009/04/save-the-dates.html#c6a00d83451cfb869e20115712ff9ff970b Hi everyone! I am a Salesforce.com Account Executive and I have a customer who would like to network with this group to help him find an employee who is familiar with Salesforce.com. What is the best way for him to connect with team members? Kim 415-536-5426 Hi everyone! I am a Salesforce.com Account Executive and I have a customer who would like to network with this group to help him find an employee who is familiar with Salesforce.com. What is the best way for him to connect with team members?
Kim
415-536-5426

]]> Kim Seabrook 2009-06-19T12:27:59+00:00 bill comments on "Save the Dates!" http://usergroups.salesforce.com/santaclara/2009/04/save-the-dates.html#c6a00d83451cfb869e20115701d1b47970c hello folks - is the june 18th webinar still happening? Not sure where to sign up? Bill hello folks - is the june 18th webinar still happening?

Not sure where to sign up?

Bill

]]> bill 2009-06-14T20:22:46+00:00 Lisa Sweet comments on "Happy Spring Showers - Save the Date for May Meeting" http://usergroups.salesforce.com/santaclara/2009/04/happy-spring-showers-save-the-date-for-may-meeting.html#c6a00d83451cfb869e201156f090d4b970c Can we not even escape social networking at our user group meeting??? Can we not even escape social networking at our user group meeting???

]]> Lisa Sweet 2009-04-07T14:45:10+00:00 Jon Ross comments on "January 22nd 2009 SVUG meeting" http://usergroups.salesforce.com/santaclara/2009/01/january-22nd-2009-svug-meeting.html#c6a00d83451cfb869e2010536e56ce6970b I want to invite everyone in the SVUG to join Marketbright for Salesforce Integration Webinar: Top Tips for Integrating Lead Management into SFDC. Sign up at: www.marketbright.com/go/SiliconValleyUserGroup This webinar will discuss integrating marketing and lead management into your SFDC instance. Best practices for lead scoring, integration and true closed loop ROI analysis on your campaigns. Thursday, February 5th 2009 11:00am (PT) www.marketbright.com/go/SiliconValleyUserGroup I want to invite everyone in the SVUG to join Marketbright for Salesforce Integration Webinar: Top Tips for Integrating Lead Management into SFDC.

Sign up at: www.marketbright.com/go/SiliconValleyUserGroup

This webinar will discuss integrating marketing and lead management into your SFDC instance. Best practices for lead scoring, integration and true closed loop ROI analysis on your campaigns.

Thursday, February 5th 2009
11:00am (PT)

www.marketbright.com/go/SiliconValleyUserGroup

]]> Jon Ross 2009-01-22T14:06:11+00:00 Jon Ross comments on "November 18th SVUG meeting " http://usergroups.salesforce.com/santaclara/2008/11/november-18th-s.html#c0142304606 I wish I could of made it to this last event. Is there going to be a new event to kick-off 2009? Marketbright would love to host a best practices meeting on utilizing marketing automation to optimize marketing and sales working together. If people are interested please let me know, you can review the recent on-demand webinar with Laura Ramos from Forrester to preview the similar content that we would present at www.marketbright.com. Thanks, Jon Ross I wish I could of made it to this last event. Is there going to be a new event to kick-off 2009?

Marketbright would love to host a best practices meeting on utilizing marketing automation to optimize marketing and sales working together. If people are interested please let me know, you can review the recent on-demand webinar with Laura Ramos from Forrester to preview the similar content that we would present at www.marketbright.com.

Thanks,

Jon Ross

]]> Jon Ross 2008-12-10T21:46:47+00:00 Bryan Boroughf comments on "WOW - What an event! Thx LucidEra & Sean Whiteley" http://usergroups.salesforce.com/santaclara/2008/06/wow---what-an-e.html#c0120699432 Josh, the who we are link doesnt seem to work. Josh, the "who we are" link doesn't seem to work.

]]> Bryan Boroughf 2008-06-30T15:36:45+00:00 Darren Cunningham comments on "WOW - What an event! Thx LucidEra & Sean Whiteley" http://usergroups.salesforce.com/santaclara/2008/06/wow---what-an-e.html#c0119346964 Thanks Josh! I posted the slides from the LucidEra presentation here: http://www.lucidera.com/blog/index.php/2008/06/18/lucidera-at-the-silicon-valley-user-salesforcecom-group/ Thanks again for the opportunity to present. I hope your son enjoys the LucidEra flashlight key chain! Thanks Josh! I posted the slides from the LucidEra presentation here: http://www.lucidera.com/blog/index.php/2008/06/18/lucidera-at-the-silicon-valley-user-salesforcecom-group/

Thanks again for the opportunity to present. I hope your son enjoys the LucidEra flashlight key chain!

]]> Darren Cunningham 2008-06-18T13:22:44+00:00