The Brainiate Show

The Brainiate Show

Are you struggling to keep up with all the latest features and functionality available in Salesforce? Subscribe to this podcast to get the best tips and tricks from other Salesforce professionals to increase your confidence and boost your productivity on the Salesforce platform.

Episodes

October 23, 2023 14 mins

Unlocking Salesforce Efficiency: The Power of Conga Composer and the 80/20 Rule

Are you a Salesforce Admin feeling the pressure to help your team maximize their efficiency while minimizing effort?  

Learn how to unlock your team's full potential in this episode and this article:  https://brainiate.show/why-salesforce-admins-are-switching-to-conga-composer/

Discover the power of Conga Composer and how it can help you make the most o...

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Ditch archaic contracts and get ahead of your competition with Conga Composer in Salesforce!

Join us as we explore how you can revolutionize your contracts process, increase contract visibility, enforce compliance, improve efficiency, and boost sales performance.

Learn the power of Conga Composer in Salesforce for an advanced approach to contracting that will empower you to move faster and smarter. https://brainiate.show/create-co...

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As a Salesforce Admin, have you ever wondered how to advance your career and become a problem solver? In this video, I will explain exactly how to do that! By introducing wildly efficient and automated contract creation processes with Conga Composer, you can quickly merge information from Salesforce into the company's custom templates - eliminating any manual document and contract creation struggles that your colleagues in Sales ar...

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This episode discusses effective strategies to navigate these complexities and deliver quality work as a Salesforce admin.

Here are three key takeaways for you:

1️⃣ Prioritize and Align: Assess your organization's current needs and ensure th...

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Is your sales team stuck in the tedious, manual process of cutting, pasting, and formatting information from Salesforce into Microsoft Word to create contracts and proposals?

Didn’t you pursue a career as a Salesforce Admin to solve problems for your company? This one will be a no-brainer!

Your company wastes a ton of time and resources on a manual process riddled with problems and inaccuracies and costing your company lost deals.

...

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Are you a nonprofit using Salesforce and wondering how duplicate data can impact your organization's success?

Then this episode is for you!

This episode explains how duplicate records i...

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As a Salesforce Admin, it can be disheartening when you encounter dirty, defective, inaccurate, and duplicate data in Salesforce. 

It's an issue that could bring your entire business to a halt if not dealt with properly. 

Fortunately, this video will help equip you with the necessary knowledge and skills to tackle the issue...

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In this episode, you'll get a rare behind-the-scenes glimpse into the legend behind SalesforceBen. I interview Ben McCarthy, otherwise known as Salesforce Ben. During our discussion, Ben gives us a glimpse into how SalesforceBen churns out amazing content for the Salesforce community regularly. Ben also explains the role that Personal Branding has played in his career path and growth of SalesforceBen. In addition, Ben and I talk ab...

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Salesforce is known for its versatility and ability to automate tedious tasks, but if it's not properly implemented, users may not be willing to adopt it.

A successful Salesforce implementation can bring your business to the next level, but a failed implementation can leave you high and dry.

Grab your headphones and listen to this insightful interview with Paul Ginsberg as he shares the different reasons for low user adoption and t...

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In this podcast, Salesforce’s SVP of Product Management and GM of Einstein, Marco Casalaina discusses how AI is revolutionizing the way businesses interact with their data.

Casalaina talks about major advances in machine learning that can now do some work for us more effectively than humans ever could before. One example is Einstein Lead Scoring. The Einstein AI platform creates a model for each lead in Salesforce, to help organiza...

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One way to set yourself apart in the tech world is through building community connections. In this podcast episode, Meagan Diegelman will share some powerful tips for making your Salesforce career sing by successfully engaging with the community! The key to success? Connecting with others and lending a hand when you can. It takes more than one person to make an event happen, so be proactive about volunteering or assisting on commit...

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Data is the lifeblood of any business's database, and Salesforce Administrators understand that having clean data is vital for a company's success on the Salesforce platform. A poorly managed database may result in a decline in productivity and revenue for your business. As a result, it's critical to have procedures in place to improve data quality. User adoption plummets when a company's database is unreliable, as the organization...

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Many people have a hard time navigating their Salesforce careers. They don't know what to do with themselves, where to go, and how they should get there. To be successful at anything in life, you must have a strategy for attack - a plan that will get you off to a good start.

Skye Tyler is an expert on this topic and she shares her tips on how you can navigate your career like a pro!

This podcast interview will give you all the tool...

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Salesforce professionals are in high demand, but it can be hard to find your niche.

There are so many different types of roles and responsibilities that you could take on as a Salesforce professional, which means there's no one-size-fits all approach for finding the right job. It's easy to get lost in the sea of opportunities.

What you're about to hear is an excerpt from the Brainiate Show LIVESTREAM from November 2, 2021, where I,...

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If you want your Salesforce users to know how to use the software, you'll need a training strategy for them. This podcast interview with Heather Black discusses the techniques for creating a successful Salesforce training plan, including how to put it into action and what you should think about while developing your own.

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With companies scrambling to get their Salesforce configuration updates up and running, Salesforce DevOps is a popular topic in the industry. You may not be aware of the significant impact a good DevOps approach can have on your company's success. When you consider what DevOps can do for your business, you'll be thankful that you made the investment!

During this podcast interview, Andrew Davis explains how a strong DevOps strategy ...

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These days, there is a lot of competition for people with Salesforce expertise.

With the ever-growing number of businesses adopting the Salesforce platform, it's no wonder that there is a shortage of qualified professionals who know how to use it.

Ian Gotts has been working with Salesforce for over 20 years and knows what it takes to be successful as a professional in this competitive, and ever-changing landscape. Learn about his i...

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USER ADOPTION:

Salesforce is a great tool for your business. But if you're struggling with low user adoption, it can be tough to know what to do.

During this episode you'll learn how to:

  • understand the different reasons why people don't adopt Salesforce and how they might feel about using it;
  • identify where you need help in order to improve adoption of Salesforce;
  • create an implementation plan that will work!

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In this podcast, Andrea Terrell shares advice for Salesforce Admins on how they can level up their Pardot skills. She has a proven track record of success and she’s here now with some secrets from the trenches!

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Managing your Salesforce career is important. You are the CEO of yourself, so it's essential to take responsibility for your own development and career growth. This includes ensuring that you have a personal roadmap-a plan for self-development that you can follow. It also includes being aware of what skills you need to acquire in order to move forward within the company at which you work.

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