Maximizing ROI with AI/CRM

In this episode, I sit down with author Michael Hudlow. Michael is back on the show to discuss his new book How Not To F*ck Up - Artificial Intelligence & CRM Systems: Maximizing ROI with AI/CRM and also discuss some AI scenarios businesses should be considering today.

In this episode, I am joined again by my friend Srini Munagavalasa to discuss his new book Business Process Automation with Salesforce Flows. We talk about the importance of Flows within process automation and their benefits, Debugging and Testing, Using Apex within your Flows, and AI and Process Automation.

In this episode, I sit down with Rob Gifford. Rob is the recruiter for the Salesforce Division at HigherEchelon. The job market for Salesforce at the moment is flooded with tons of talent and seemingly tons of roles to be filled. So why is it people are having such a hard time landing positions? Rob provides his take on why the market is the way it is and also shares a few ways you can stand out in the hiring process. If you gain something from this episode please like and subscribe so others may benefit from these conversations. Check out YouTube for the video

In this episode, I sit down with Drew Niermann of CapStorm. Drew has a growth mindset and a knack for connecting with people. Drew takes us through his career journey and the impactful work CapStorm is doing in the realm of Salesforce data management. Whether you're a tech enthusiast, a professional in the field, or simply curious about the intersection of technology and personal values, this episode is sure to offer valuable insights. TOPICS: What is CapStorm Introduction to Salesforce ecosystem Leaving Speech Pathology for a career in Salesforce Learning on the job Advice when Changing Careers Tips on Selling your Products ———————————— Subscribe to the CareerCast https://www.youtube.com/channel/UCSFVCIFebu_FvZ1wQuCYLyQ

In this episode, I sit down with Eric Dreshfield. Describing himself as a "Connector, Blogger, Marketer, Mentor, and Community Advocate", Eric has been in the Salesforce ecosystem since 2009, with experience spanning transportation, retail, life sciences, and more. He shares insights into the intricate relationship between technology and end-users. Discover how he has become a trusted bridge, seamlessly connecting the complex world of Salesforce with its daily users. As the Founder of Midwest Dreamin' and a distinguished Salesforce MVP from 2013 to 2020, now part of the Salesforce MVP Hall of Fame. Whether you're an experienced Salesforce professional or just starting out, this episode offers valuable insights and inspiration from a true Salesforce MVP Hall of Famer.. LINKS:https://www.midwestdreamin.com/https://www.linkedin.com/in/ericdreshfield/ https://thedreshonline.com/ ———————————— Subscribe to the CareerCast https://www.youtube.com/channel/UCSFVCIFebu_FvZ1wQuCYLyQ

In this episode, I am joined by Michael Hudlow. Michael is a leader in Business Transformation, CRM, AI, Salesforce, as well as author of How Not To F**k Up A CRM System. JUMP AROUND: 00:40 - A Book Written from the Trenches 03:20 - Suggested Audience 04:40 - Why the Name "Salesforce" is Misleading 06:30 - Do You Even Need Salesforce? 09:50 - Keep up the Relationships with your Champions 15:57 - Michael's Career Path 19:30 - Getting Experience at the Right Places 21:37 - Legacy Systems and Changing Processes 28:57 - Importance of a Ticketing System 37:46 - Plugs Buy the Book: https://www.amazon.com/How-Not-Up-CRM-System-ebook/dp/B0CGQ37J8S/ref=sr_1_1?keywords=how+not+to+f+up+crm&sr=8-1 ———————————— Connect with Michael: https://www.linkedin.com/in/mmhudlow/ ———————————— Subscribe to the CareerCast https://www.youtube.com/channel/UCSFVCIFebu_FvZ1wQuCYLyQ ————————————

In this episode, I sit down with Ian Gotts, the mastermind behind Elements.cloud and a seasoned expert in the Salesforce ecosystem for over 20 years! Are you considering a career change? Join us in this eye-opening conversation where we explore the challenges that career changers encounter in today's dynamic job market. Discover why leveraging your past work experience is not just an option but your ultimate secret weapon to success! Ian shares invaluable insights into the realm of Business Analysis, drawing from his experiences. Learn how embracing the power of AI can elevate your skills to superhero status in the professional arena! Don't miss out on the key strategies and tips that will propel you towards success in the ever-evolving landscape of the business world! ------------------------------------------------------------------------ Subscribe to the CareerCast https://www.youtube.com/channel/UCSFVCIFebu_FvZ1wQuCYLyQ

In this episode, I have a compelling conversation with Rebecca Gray of CapStorm. Formerly a landlord, Rebecca successfully transitioned her career by tapping into her network and utilizing Trailhead. She opens up about her journey as a novice in the Salesforce industry, tackling a career shift while embracing the responsibilities of motherhood. Rebecca sheds light on crafting a balanced work schedule in the evolving landscape of remote work, ensuring that family time remains a top priority.

This was an insightful conversation where we explored the world of Salesforce with the incredible members of the Blind Institute of Technology (BIT). In this inspiring interview, we had the privilege of chatting with talented tech professionals Ertay Shashko and Rebecca Ledder who are visually impaired but have conquered barriers to excel in the Salesforce ecosystem. Discover how they embarked on their Salesforce journeys and overcame common challenges faced by visually impaired tech experts. Learn about their unique experiences, including their first steps into Salesforce, the tools and techniques they use to thrive in this field, and the supportive community that has empowered them along the way. We also touch on the role of inclusivity and diversity in the tech world and how Salesforce, as a platform, fosters an environment where everyone's talents can shine. Prepare to be inspired and uplifted by the remarkable individuals I had the pleasure of interviewing. Whether you're a Salesforce enthusiast or simply interested in the power of determination and passion, this episode is a must-watch. This heartwarming conversation highlights the Blind Institute of Technology's mission to bridge the gap in tech accessibility and create opportunities for all. TIMESTAMPS: 00:00 - Intro 00:38 - What is the BIT 02:02 - How to find BIT 04:42 - How Ertay and Rebecca found a career in Salesforce 10:43 - All about Screen Readers 17:45 - Working with Flow Builder 27:41 - Groups for visually impaired professionals 30:02 - What can non-visually impaired tech professionals do to make solutions more accessible 37:33 - Other tools for the visually impaired 42:46 - PLUGS 🔗 Connect with the Blind Institute of Technology: Facebook: https://www.facebook.com/BlindInstituteOfTechnology Twitter: https://twitter.com/BlindInstituteT LinkedIn: https://www.linkedin.com/company/blind-institute-of-technology/ Mastodon: https://nonprofits.masto.host/@blinditorg WATCH: https://youtu.be/tPjWdGOAHhc

In this episode, I sit down with Salesforce GPT & AI Expert Mark Good. Mark is the founder and creator of AI Force Training and the aiforcetraining.com program. We cover several topics plus Mark shares a quick demo of how you can utilize GPT in your Salesforce org to provide quick and efficient solutions for an Email-to-Case scenario. TIMESTAMPS: 01:16 - ChatGPT and OpenAI 07:09 - What is a greenfield project 08:00 - In-House vs. Consulting 09:10 - Bridging the knowledge gap between AI technology through AI Force Training 11:48 - FLOW GPT DEMO 19:00 - My thoughts on FLOW GPT 20:52 - Mark's response 22:35 - AI Force Training course structure 27:31 - Differentiating AI from other "smart" tools/features 31:18 - Final Thoughts