Raleigh Salesforce User Group July 2013 Meeting: Connecting all the Dots with FinancialForce, Success Community and Group Therapy

Last Thursday, the Raleigh Saleforce User Group got back to a standard educational luncheon, and while many of us were away on vacation, returning from vacation or preparing for vacation, we still were a hearty group of more than 50. Once comfortably seated and well-fed by FinancialForce, Jeff Beane, one of FinancialForce’s Enterprise Account Executives, explained how FinancialForce can help Salesforce users create a “Borderless Back Office”. Even though Jeff focused heavily on their Professional Services Automation service, my favorite capability of FinancialForce is the order and billing process improvements it can bring to any organization (that’s the Inside Sales Manager in me coming out).

Raleigh Salesforce UG Meeting July 2013

Great News for the Raleigh Salesforce User Group!
Salesforce is adding resources to help support User Groups. One of these resources is the new Success Community (which I attempted to demo via a painfully slow hotspot connection). However, we did learn that Amber Boaz has a broken toe and much to my dismay, the Polar Bear was winning the Winter Release icon vote by a landslide. (I was lobbying for the bright and cheery red mittens.)

Raleigh Salesforce User Group Meeting July 2013
We’re off to a great start with our Community User Group. In this first month alone, we’ve had 190 users to join our group (this is a good percentage of our User Group of approximately 300 active Raleigh area users). As seen in the members section above, many of us need to update our Community profiles. There are a few good decks posted in our Group Files section focused on Getting Started in the Community and how to update your Community profile. If you have not already joined the Community, you may do so by clicking this link and requesting to join the Raleigh User Group. You may be greeted by me, Mike Rogan or our newest member to the Raleigh SFUG Leadership team, Jeff Huebner, Salesforce Developer/Administrator.

Last, but not least, we ended the meeting with Group Therapy. We broke out into smaller groups (Sales and Marketing users and Administrators). Apparently, most of the Sales and Marketing users were on vacation because while the Administrator breakout group led by Ken Erb and Kevin Poorman ended up with about 10 to 15 users, the Sales and Marketing group (led by me) ended up with just 5 users, one of which confided to me that she was a new administrator and felt too intimidated to sit in the administrator group. Both groups seemed to have some good Salesforce “how to” discussions and idea shares and have been continuing them in the Success Community Raleigh User Group.

We’ll use our new Success Community Raleigh User Group to collaborate and network in between our user group meetings, however our in-person-live-meetups provide more dynamic, fun and valuable ways to develop relationships with our peers and learn from one another. Be sure to attend our next UG meeting in September, sponsored by Tableau Software where we’ll be focusing on analytics and will hold a hands-on Salesforce Reports and Dashboards workshop – so bring your laptops!

This User Group meets every other month and is especially beneficial to Sales Reps and Sales Managers, Marketing Managers, Salesforce.com Administrators and Analysts. We focus on learning how to best use Salesforce.com to efficiently manage and grow business. If you’d like to join up, please let us us know. You can also click here to register to be a part of the official user group list through the Salesforce.com Customer Community (This will let you receive direct emails about this and other upcoming events.)

Phone: 312-602-4000
Email: marketing@westmonroepartners.com
222 W. Adams
Chicago, IL 60606
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