Salesforce Simplified

XenTegra•salesforcesimplified.buzzsprout.com

Dive into the expansive world of Salesforce with Derek Cassese, a seasoned expert with years of experience both within Salesforce and at XenTegra. In each episode, Derek unveils actionable insights, shares insider secrets, and imparts best practices rooted in his deep industry knowledge. Whether you're just starting out or are a seasoned Salesforce pro, tune in to demystify the platform and discover ways to make it more user-friendly for all. Join us on our journey to simplify Salesforce for everyone.

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Episodes

Salesforce Simplified: What is Health Cloud

Salesforce Customer 36O is our complete portfolio of products and services designed to help companies connect people and data on a trusted platform. Unite your teams with a single view of your data, so you can grow relationships, build business resilience and run your business more efficiently. And now, with Customer 36O powered by Data Cloud , we’ve created the world’s first real-time CRM , giving everyone across the organization the insights and answers they need right now so healthcare and li...

Jul 19, 2024•31 min•Season 1Ep. 10

Salesforce Simplified: SALESFORCE INDUSTRIES: A COMPREHENSIVE OVERVIEW OF INDUSTRY-SPECIFIC SOLUTIONS

According to a report by Grand View Research , the global enterprise software market was valued at $389 billion in 2020 and is expected to reach $1.14 trillion by 2028 during the forecast period. It was found that the growth is driven by the increasing adoption of industry-specific software solutions. Pandemic has pointed to the need for digital transformation, which is accelerating in the healthcare, media, and retail industries. But this list isn't limited to these industries, and the change i...

Apr 23, 2024•34 min•Season 1Ep. 9

Salesforce Simplified: 5 Things Architects Should Know About Einstein

If you’re a Salesforce architect your customers have probably started to ask you about generative AI. To maintain their trust, you’ll need to understand what the Einstein 1 Platform is, the unique advantages it provides, and how it’s different from other Salesforce products. This blog discusses five key concepts that architects need to know about Einstein now. Host: Andy Whiteside Co-host: Derek Cassese...

Mar 27, 2024•34 min•Season 1Ep. 8

Salesforce Simplified: Salesforce Nonprofit Cloud VS NPSP … When is it Time To Upgrade?

The new industry solution released by Salesforce. On the heels of this blog, we were faced with many curious customers debating about whether it’s time for them to switch from NPSP (Nonprofit Success Pack) to Nonprofit Cloud and the answer is… it depends. In this article, we’ll expand on that exact subject. Host: Andy Whiteside Co-host: Derek Cassese Guest Host: Josiah Nisbett

Mar 13, 2024•37 min•Season 1Ep. 7

Salesforce Simplified: What is a Trailblazer

So what is a Trailblazer? Be a Trailblazer Who are Trailblazers? What’s the story behind the Trailblazer hoodie? Salesforce’s technology helps companies of all sizes deliver customer and employee success from anywhere. The customers, partners, and technology professionals that make up the Salesforce ecosystem are seeing endless growth and opportunity. According to a recent IDC report , the Salesforce ecosystem will create 9.3 million new jobs and 1.6 trillion in new business revenues worldwide b...

Feb 28, 2024•22 min•Season 1Ep. 6

Salesforce Simplified: Why every Salesforce Org needs a Center of Excellence

Customers of all sizes are struggling with levels of technical debt that are killing agility. This is (at least in part) due to the low levels of implementation maturity compared with the general IT industry. The good news is that these are “solved problems” in other ecosystems where the implementation maturity is much higher. All research and experience points to the importance of implementing a Center of Excellence. Host: Andy Whiteside Co-host: Derek Cassese

Feb 08, 2024•39 min•Season 1Ep. 5

Salesforce Simplified: The sales metrics that matter: Six experts, six themes, one invaluable guide

Modern business generates vast quantities of data that can help sales leaders improve pipelines and increase the sales team’s performance. But if we’re completely honest, we’re all too busy, and too under pressure to sift through, digest and interpret everything – especially when the data is changing so quickly. You have to keep your eye on the ball. But which one? How should you prioritise what you track? Which metrics are most important, what can they tell you about your business, and how can ...

Dec 05, 2023•36 min•Season 1Ep. 4

Salesforce Simplified: How Do I Get My Sales Reps To Use a CRM?

You could have the most beautifully baked-out processes and tools in your customer relationship management platform (CRM), but if reps aren’t using them, you’ve invested in something with zero return. Building trust is crucial, especially at the beginning, because no rollout of any new tool or process is ever perfect. You’ll hit snags or unanticipated bugs. These early challenges require lots and lots of patience from your team while they get resolved. If your teams aren’t bought in on the bigge...

Nov 06, 2023•25 min•Season 1Ep. 3

Salesforce Simplified: The History and Future of Salesforce Data Cloud

Data Cloud is the fastest growing organically built product in Salesforce’s history (i.e. Salesforce built it themselves, not via acquisitions). Data Cloud could be described as the ‘Holy Grail of CRM’, meaning that the data problem that’s existed since the infancy of CRM is now finally solvable. A Salesforce study revealed that the average company has 928 systems – so a big company has thousands, and a small company likely has hundreds. As soon as you have more than one system, identity resolut...

Oct 16, 2023•39 min•Season 1Ep. 2

Salesforce Simplified: What Does Salesforce Do?

Maybe you’ve heard CEO Marc Benioff speak on CNBC or CNN . You may also recognize our cloud logo, friendly characters , or our very tall headquarters in San Francisco. But, because our work in the world is so varied, we often field the question: What does Salesforce actually do? In short: Salesforce offers technology and services to help you build strong, lasting customer relationships. Salesforce is the customer company. We’ll break down what that means below. Host: Andy Whiteside Co-host: De...

Sep 26, 2023•38 min•Ep. 1

Welcome Message from Derek Cassese

In this quick 7 minute intro episode Derek gives you a little of his background and then explains what this podcast is all about. He also talks about the upcoming 2023 Dreamforce event as well as the format of the podcast and what to expect.

Sep 05, 2023•7 min0

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