Sunday, September 4, 2011

Saturday, September 3, 2011

Ohh yeah

The Trustfile suite of products Must update and adjust...or just suffer attrition til death.

Inventory of thoughts

BART ride..

- The cloud..is here
- Social is inevitable
- Enterprises are becoming social
- Customer Support Departments are listening socially, and responding quickly.
- SFDC has the ill platform..period.
- database.com is available, and ready to compete in the db market.
- heroku is the key platform for building a social enterprise.
- visual workflow vastly improves in its current structure.
- Stone Cobra has the best knowledge management suite integration for salesforce. (Solutions and Knowledge)
- SF Knowledge is great.
- Validation techniques will improve.
- Formulas got a boost to.
- Great books and other paper resources, need to digitize through comprehensive analysis.
- Talkin with Arkus CIO and Founder's who I engaged 2 weeks ago through his blog on how they are entering the 2nd phase of a "tricked out" implementation of (free) SF Solutions, what we use. :-). (Next post in detail). ** one of my highlights of the entire conference was having this convo.
- Swarming is good, but better segmented for purpose. I think we (AV) should mature our standard operating procedures first.
- We can and will do KCS now. Its more about a process.
- Will need a Visualforce page for the Contact > Attendee link. Was advised that as a best practice by Ketan at my 1 on 1 Success Clinic that I scheduled weeks back.

Pause...think...prepare to write

Friday, September 2, 2011

New Features in the Winter 12 Release

http://www.youtube.com/salesforce#p/c/209E7571C96398E5/3/q6Skf4kxcGc

Dreamforce 2011 Keynote Videos

Day 1: http://www.youtube.com/salesforce#p/c/209E7571C96398E5
Day 2: http://www.youtube.com/salesforce#p/c/BE495A5E77680268
Eric Schmidt & Marc Benioff kyenote: http://www.youtube.com/salesforce#p/c/BE495A5E77680268/0/JDl5hb0XbfY
Also - day 1 opening video: http://www.youtube.com/salesforce#p/c/209E7571C96398E5/0/ZEgm2uxNPPg

Deloitte


ICMI: Performance Management to Enhance the Multi-Channel Customer Experience

Description:
When your customer attempts to connect with you via social media, chat, email, Web, or phone, are you tuned-in? What processes do you have in place to understand your customers and their behaviors? How do you tie customer satisfaction back to the contact center? Learn how world-class organizations are enhancing the customer experience through efficient management of quality, customer satisfaction, first call resolution, adherence, and access.

World Class Mindset (Company)

-- Hire Nice
-- Control Punishment
-- Policies = No
-- Thank You
-- Line of Sight

World Class Mindset (Agent)

-- I own it
-- Beyond the call
-- I am "US"
-- I know them

Notes

-- Engage conversations with the agents to get direct feedback, and then use it.  Telephony integrated into Salesforce is one method.  
-- Apple's front line supervisors are focused on one performance metric, the team's customer satisfaction.  The managers above that are measured on improving customer satisfaction. 

-- Keep the performance management simple
-- It's okay to focus on what's in the Box!!
-- Measure and tie by to the front line leaders
-- Need to measure employee engagement

What?  >> Why? >> How?

In most orgs, the performance management program starts with WHO.

Survey Says

-- We are understaffed
-- Can't pay enough
-- Reps don't care
-- Other departments
-- Our systems
-- Senior management

Make it simple, focus on a couple of numbers, focus on the customers.

-- Improving Quality is the conversation between the supervisor and the rep
-- Rethink access channels and SLA

Present the challenge without incentives, because agents will come to expected.  

Call Center Management on Fast Forward

timm@csg

Tools

We are currently implementing Call Miner (callminer.com). There are really only two pure-play speech analytic companies. The other is Nexidia (nexidia.com); however, there are several other options that are apart of telephony suites. For us it really boiled down to the way the platforms process the speech and the analytics GUI. Call Miner uses a dictionary based approach while Nexidia uses a phonetic based approach. I won't bore anyone with the nitty gritty, but if anyone has questions, let me know. They both have their advantages/disadvantages, but Call Miner provides a transcription of the call which is ultimately why we went that route.

http://www.speechtek.com/2011/ is a great resource for more info on this and other speech tech topics. 

Thursday, September 1, 2011

San Francisco-20110901-00165.jpg


Xactly....


The Cloud Crawl, part iii

Fw: Key Takeaways from Yesterday's Dreamforce Keynote


From: "Marketo, Booth 817" <nicholas@marketo.com>
Date: Thu, 1 Sep 2011 21:45:25 -0500
To: <demarcus.wells@avalara.com>
ReplyTo: <nicholas@marketo.com>
Subject: Key Takeaways from Yesterday's Dreamforce Keynote

To view this email as a web page, click here


 
Marketo at Dreamforce 2011

What's all the Chatter about?

"It's a social revolution and it's not just about consumers, it's about enterprise." - Marc Benioff

Dreamforce is alive and kicking. I hope you were able to find a seat, beanbag, or cozy floor space to listen to yesterday's jam-packed keynote. The gist of the keynote seemed to be around the need for social progress within organizations. 

What did you think about the keynote? We'd love to hear your comments on our keynote summary blog post that Maria Pergolino, our Sr. Director of Marketing, wrote.

Here are some of the highlights from the keynote:

  • To bridge the divide that social media has caused, organizations must develop social customer profiles and networks
  • Chatter is cooler than ever with enhanced features such as customer groups, approvals, and instantaneous chatting capabilities
  • Introducing data.com as the most complete source of accurate business data in the world

For more highlights that you can share with your colleagues, be sure to check out the keynote summary blog post.

Best,

Nick Panvini
Sales Development Representative
(650) 539-3521

P.S. Forgot to grab a copy of our new Definitive Guide to Marketing Metrics and Analytics? No worries, you can download the guide online, for best practices and techniques to prove ROI.

Follow us: Facebook Twitter Linkedin

Marketo, Inc. 901 Mariners Island Blvd. Ste 200, San Mateo, CA 94404 +1.877.260.MKTO (6586) info@marketo.com

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This communication, including attachments, is confidential and may contain proprietary information intended only for the proposed recipient. Please notify the sender and delete this message if you believe that you have received this message in error or if you are not the proposed recipient. Unauthorized disclosure, copying, or distribution of the information is strictly prohibited. Please also be aware Avalara does not provide client-specific tax management advice. Recipients seeking advice on specific tax matters should conduct their own due diligence and seek advice from a qualified tax practitioner before relying on any information contained herein.

Closing Keynote Session with Eric Schmidt, Executive Chairman, Google

Key Takeways

-- Innovate and lead
-- Interesting point about Android.  It is open source but all developers must ensure that all other apps run.  Prevents fragmentation without the extended contractual jargon. 
-- 1% Time, 1% Product, and 1% Equity is a good concept.  SF started it and Google adopted it

Eric Schmidt, Executive Chairman, Google

Dreamforce @ Moscone

No More Tiers for Support: Moving from a Streaming Model to a Swarming Model

Description:

Replacing the traditional linear escalation model (streaming) with a collaborative network model (swarming) using the KCS Methodology is producing new levels of creativity and productivity in high-tech support organizations. Join us as we profile the experiences of BMC, Microsoft, and Red Hat, who are replacing the traditional streaming model with a swarming model to improve the speed and accuracy of problem solving (productivity), employee morale and engagement, and customer satisfaction and loyalty.

Notes

-  Groupwisdom is best!

BMC Software

People assigned to "swarm team" for 1 week a month

-- Directed Swarming
-- 2 swarm teams, 3 people each
-- New case assessment
-- Severity 1s

Goal of Swarm
-- Can we solve quickly
-- What additional information is needed
-- Who is best to take the lead?

RedHat

Goal:  Get the right resources on cases as quickly as possible with as few touches as possible

-- Solve issues faster
-- Remove overhead of ticket escalation

Old process
-- People can only see cases in the queues
-- Once someone takes a case its not visible
-- Level 1 to Level 2 escalation
-- Separate Silos

KCS is key. We headed there.

Virtual Account Teams, cross functional teams
Specialty Based Routing

Once solved Answers go back to KB

New process
-- People can see all the cases relevant to their skills and interests.
-- People take ownership for cases.
-- Others can contribute (opt-in) to the resolution of any open case
-- People can request help from others in developing resolutions.
-- People collaborate on customer issues
-- Exceptions management

Service Cloud Implementation

-- Views, knowing what to work on
-- Tags Enable unique views
-- Notifications: workflow mgmnt
-- Service Entitlement: Prioritize work
-- Reports: is the ship on course

Benefits

-- Increased visibility
-- Increased relevance of collaboration
-- Nurturing the technical communities

Outcome

-- Faster resolution, which drives CSAT and loyalty
-- Skills transfer and continuous learning

Been doing swarming for about a year, reduced backlog by 70%

Lessons Learned

-- Don't over engineer the process or the tool.  Dont be too reactive with changes to the system. Just because you can change it, doesn't mean that you should
-- Culture change - shift from individual outcomes to team outcomes
-- Consistency and Communication - Hearing vs internalizing.  Rate of change made it hard to keep everyone informed.
-- Collaboration, not all issues are worthy of collaboration

Next Steps

-- Refining measures
-- Combining swarming and KCS workflow elements
-- Continual evolution around the mindset shift
-- Improving collaboration

What have we learned?

-- New way to align people to work
-- Facilitate how they solve problems - collaboration
-- Employee engagement
-- Optimal use of skills and knowledge
-- People entering the workforce are already doing this in social media.

KCS is the team sport and Collaboration is the game

GoToAssist Integration

Nice!

Partners Galore

Hands-On: Preserve Data Quality with Data Validation and Formulas

Peter Chittum
Technical Instructor Force.com

Robert Foy
Managing Partner
Stony Point LLC

admin@df11qualityB071.com
df2011

Dirty Data.......Incomplete, inconsistent, duplicate, or outdated data

Four common use cases for validation rules

-- Conditionally required data
-- Ensuring proper data format
-- Enforcing data consistency
-- Preventing changes to data

Go get whitepaper from developer.force.com . Useful Validation Rules

Exercise 1.

Conference_Campaign_14_Days_or_Less
ISPICKVAL ( Type , "Seminar / Conference") && EndDate - StartDate > 14
Error: Campaigns of type Seminar/Conference can be no longer than 14 days.

Validation Tip: Time goes forward, so if you are counting up in time, Later is Greater

Formula fields

-- Performs a calculation when records are read
-- Outputs a read-only number, text, or data value
-- Can access related data
-- In the context of data quality, formula fields
> Derive values from other fields
> Prevents redundancy

Exercise 2.

Formula field on case object to show Account support level. Pulls from Account object
TEXT (Account.Support_Level__c)

** We could use this

Exercise 3.

Makes sure that Contact on Case is an Contact on the Account
Contact Name: Account Name IDEQUALSCase: Account Name ID
Limits result on lookup on Case

Exercise 4.

Define uniqueness across two or more fields. Good ways to use "unique" in field attribute and workflow.

Good Session.  Will be employing some of these methods at Avalara on Solutions and will suggest for Cases. 

Hands-On: Power Your Support Team with Salesforce Knowledge

Day 3, let's go......Aaaahhhh, finally get to see the actual difference between Salesforce Solutions versus Salesforce Knowledge.

Clive Hollingshead, Master Instructor
Amy Harbin, Training Program Manager, EMEA

Hands-On: Power Your Support Team with Salesforce Knowledge

admin@df11knowledgeB056.com
df2011
Open for 30 days

Salesforce Knowledge

-- Identify, capture, represent, and distribute knowledge
-- Leverage the experience of your peers and your customers
-- Targeted search results that serve every channel
-- Knowledge base where users can create and manage articles

Things Knowledge has  that Solutions don't have

-- Multiple Article Types, different doc styles
-- Article Previews by Channel
-- Data Categories for Articles
-- Data Category Visibility
-- Synonyms
-- Chatter feed on Articles
-- Granular Publishing Controls
-- Article Statistics and Ratings
-- Email articles as PDFs

Notes

-- Different template layouts per type of article
-- Categories is robust

Check out the Enhanced Profile User Interface

We need this!!

Concepts are same within Solutions, but it is truly a Junior version of this.  

Did I say we need this?!

Will create a video walk through using this account and Go to Meeting.  

Knowledge Management.......

Hands On: Knowledgebase - Article Management

Wednesday, August 31, 2011

Formula Ninjas

- Use $User formula to create dynamic reports and list views

$User and Createby ID

-- Field Name: Createdby$User
-- Datatype: Formal
-- Return Type: Number, 0 decimals
-- Formula:  If (CreatedbyID = $User.id, 1,0)

-- Use basic math to evaluate non-numeric fields

Using Images in formulas
-- SF has library of reusable images
-- All customer image files are stored
-- Usine image record and ID

IMAGE(Case( Rating,
"hot", img/samples/light_green.gif"
) "status color"

Using cross object formulas

Research ISBlank
  
To obtain slideshow.... and review in detail

More SFMOMA

Transforming the Customer, Partner, and Employee Experience with Service Cloud

Steve Roberts
Accenture
Partner Electronics and High Tech

Renee' Mckaskle
VP, IT Governance Services, Symantec
Over 40 centers, 3000 + agents, 600k customers +

Salesforce for Support Objectives @ Symantec

-- Simplify the support experience for customers and channel partners with enhanced self-heal and self service
-- Improve agent experience with SOP and internal collaboration
-- Reduce cost to serve and decommission point solutions
-- Allow for rapid integration of mergers and acquisition

-- Internal collaboration during support roll out, they held cross functional input meetings and prevented individuals speaking in their native knowledge language.  For example, IT people could not use "IT speak" or heavily technical terms.  Important to come to a common ground for collaboration.

Symantec Service Cloud functionality

-- Log cases / view case history
-- Initiate real time chat session
-- Search multilingual kb
-- Request account and contact updates
-- Channel partners can also create cases on behalf of their customers

-- Consider building Self-Service once, for deployment in other areas

Salesforce for Support Learnings

-- Enable sponsors, engage stakeholders early on
-- Understand data and possible data challenges upfront
-- Incorporate Customer and Channel Partner perspective
-- Take care when combining Sales & Service in one "instance"
-- Proactively educate teams on Agile working methods
-- Challenge cross-functional teams to work differently & together
-- Use adaptive Change Management practices
-- Strive to implement salesforce.com with minimal customization
-- Coordinate multi-party delivery through a primary program office.

SFMOMA

Saveology.com is using Force.com Sites

With a deep integration into Salesforce.



More Visualforce

-- During my scheduled 1 on 1 Success Clinic, Ketan recommended using Visualforce for Contact > Attendee integration in Salesforce for training management.
-- sites @ force.com

Caching - Leverage the Content Delivery Network (CDN)

Why Use Caching?

-- Improve page load times
-- Reach a global audience
-- Offload bandwidth to stay within limits

Things to Remember

-- Enter page content is static
-- Be mindful when setting the length of cache
-- Every unique URL is cached separately

-- Sites make it easy to set Caching within the configuration of each page
-- Research SEO best practices. 
-- Sites works well with SEO


Dreamforce

Opening Keynote with Mark B

-- your database has to track your customer's social world
-- database.com is available
-- touch.salesforce.com is all access for any mobile.
-- data.com is a new service.
-- Bob Toohey, President of Verizon.
-- support.avalara.com??
-- klm surprise, example of social enterprise.
-- Chatter Service is a new offering for Service Cloud
-- single interface from facebook, twitter, and youtube.
-- telephony integration, contact pop up within service cloud.
-- facetime from salesforce service cloud demo
-- Parker Harris, co founder of Salesforce.com
-- facebook.com/disney uses heroku.
-- MC Hammer is @ Dreamforce. Yes seriously. He is speaking in a crowd interview with CEO related to social feedback in music industry.
-- Gatorade and Dell have serious control centers listening on social media.
-- radian6 and heroku
-- Disney builds apps with Heroku within Facebook.
-- Listening and engagement.
-- Angela Ahrendts, CEO Burberry
--

Tuesday, August 30, 2011

Getting Started With Visualforce

Speaker: Chris Wall, salesforce.com

Benefits of Visualforce

-- Force.com, built on top of Apex and integrates with Force.com objects
-- Tightly integrated
-- Broad library of ready to serve components
-- Extend with custom components
-- Flexible

Rapid, Extensible, Flexible

-- 1.3 Bill requests/ month
-- Adopted internally
-- Junobaby.com

-- Pages can be created on the fly
-- Wisiwyg directly on page

Demo showed that....um..its pretty robust and intuitive from a creation standpoint.

-- Can use standard controllers to display SF information

Demoed the display of showing SF account info on a customer page with edit capability.

-- Using tests within Apex code is key. 70% of test must pass before acceptance. Provides some analytics.
-- Interface provides logs of apex calls
-- Visualforce pages can render in PDF
-- Wizards can be built
-- Mobile
-- Email Templates

Worst Practices

-- Ignoring standard web best practices, UX is paramount
-- Dump on a page, respect the limits
-- Desregarding viewstate
-- Redundancy
-- Straight to production

Key Take Aways

-- Comprehensive tag-based markup language
-- Controllers provide application logic
-- Charting will become available in '12

Hands On: Transform your Reports

admin@df11transformA064.com
df2011

-- Counting Records with the Power of One
-- Grouping on reports is inaccurate because it uses rows instead of actual values
-- Great use of a numeric value to get a true measure of reporting
-- New report builder makes it easy to work with formula fields in reports
-- Bucketing uses If Then Else...statements in reports


These formulas are for copying and pasting during the exercises.

 

Exercise 2: Group Records with Bucketing

IF(CONTAINS(TEXT(Product__c), "Printer"), "Printer",

IF(CONTAINS(TEXT(Product__c), "Laptop"), "Laptop",

IF(CONTAINS(TEXT(Product__c), "Desktop"), "Desktop", "Service Agreement")))

 

Exercise 3: Report on Different Time Frames

((YEAR(CloseDate) - YEAR(TODAY())) * 12) + (MONTH(CloseDate) - MONTH(TODAY()))

Hands On: Sessions

Fully equipped with laptops and exercise guides.

Key KPI's for Customer Service and Support: vmware metrics

Key KPI's for Customer Service and Support

Employee Satisfaction.....ESAT should be tracked

Sudha Rao - vmware
Senior Program Manager, Global Support Services
@sudharaofromsf

-- New implementation of Salesforce
-- Core set of goals that drove implementation focus
-- Use of dashboards are key for daily review and action
-- Rose first response rate by 10% and e-sat

Vala Afsharr
Chief Customer Officer
Enterasys Secure Networks
@valaafshar

-- Global services and company crm strategies
-- Strategy and talent are key attributes
-- Less than 2% employee attrition over last 5 years in service area
-- Has several levels of  recognition that approach works
-- Performance Management Strategy, next 3 bullets
-- Culture of transparency
-- Deliver on promises
-- From reactive to proactive
-- When a case opens, all relative sales individuals are notified.  No surprises.  Related to transparency
-- Share as much information within the organization to build trust.
-- Automated workflow, dashboards delivered to email.  Push deployment to agents and employees.
-- Action on delivery
-- Balance Performance Scorecards.  Key to success to measure and display performance. 
-- Any agent can see where they are at 1 instance.  Where they stand should be available.
-- Uses a weighted sum algorithm, 1 - 105, then ranks accordingly.  Uses baseball analogies (minor league to Hall of Fame) based on score.
-- Define a Hall of Fame service pro
-- Measure what matters
-- Doesn't care about talk time, focused on availability and other items.
-- Benchmark and communicate
-- Ask all members of the company what they define is a Hall of Fame agent is.  Grassroots approach at gathering requirements for benchmarking
-- Implement predictive analytics to deliver for agent view when case is opens to show temperature. 
-- Workflow can be managed better when predictive analysis is available in the beginning
-- Adopt a transparent culture, which relates to social collaboration.
-- Culture, people, process, and then tools - define a purposeful strategy.  


Oracle stopped by..

Double Bag Syndrome

If you plan to register the same day you plan to attend sessions, be aware if you bring a bag, you will get a bag.

All about the Social Enterprise..

Community Conference

Erica Kuhl and SF VP Jaime ??
Radian6...
Social Transformation..
Note to add video

The Benefit of Early Registration

No lines..