Courtney Graham

A summary of the webinar Benjamin Zeitz and I did for Salesforce Ben recently. https://lnkd.in/gxbcZDut tl;dr - Salesforce orgs tends to be messy. Troubleshooting is hard. Use tools. Go faster.

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LakeFlow Connect is now in Public Preview for SQL Server, #Salesforce, and #Workday! These connectors provide a simple and efficient way to ingest data into the Databricks Data Intelligence Platform, allowing users to spend less time building complex ingestion pipelines and more time innovating. Learn more👇

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Salesforce surveyed 5,500 sales leaders from around the world and the results are stunning. 89% of salespeople are actively using partners today and, for those that aren’t, 58% will be soon. This will reach the magical 96% of revenue that we believe is partner-assisted today. Oh, and 84% are improving their sales results from last year by working more closely with partners. As the decade of the ecosystem hits half-time (year 5) we are more convinced than ever that partnerships are the key to success. No time for a victory lap - we have more work to do!

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What’s next, a DevOps vendor? Salesforce is on in buying spree, which totally makes sense when you have a large captive sales channel. Given the operational complexity of having Salesforce as one of the largest application in an enterprise, the*Ops space is where interesting opportunities will appear. DevOps AI/ML Ops RevOps etc. Just speculating here, but if the DevOps usual suspects were public company, I would probably put money on them - notably, Copado, Gearset and Autorabit. Curious to see how the future unfolds. #salesforce #acquisition #own #datainfrastructure

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Why reinvent the wheel and recreate reports and dashboards on the Quote object in Salesforce Revenue Cloud when you can pass primary quote data to the Opportunity object in Salesforce Sales Cloud via twin and rollup-summary fields?

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#DYK that 49% of Salesforce data loss stems from human error, leading to operational disruption and revenue loss? Protecting your SFDC data is essential…Join me for a Rubrik fireside chat and hear from SFDC owners like you 👉 https://rbrk.co/47ZXDoD

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What would a combined portfolio of #Salesforce and #Informatica look like for customers or consultants architecting solutions? Sometimes, one's mind doesn't stop processing a particular topic. So I wrote... to share and to get your perspectives.

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The launch of Salesforce’s Revenue Lifecycle Management has given birth to doubtful market sentiment: → RLM vs. CPQ → no new CPQ advancement → the death of Salesforce CPQ In my opinion, it shouldn’t be a point of debate. RLM is a smart move towards automating and managing the product-to-cash process. It caters to businesses of all sizes and industries, aiming to streamline operations across: → product/service design → price management → contract lifecycle management → configuration, quote, and order management → billing, collections, and revenue lifecycle intelligence Salesforce RLM isn't a standalone product but a suite of offerings designed to address the full revenue lifecycle for a diverse range of customers. This includes: → Salesforce CPQ → Salesforce Contracts → Salesforce Billing → And RLM itself I have written a full article explaining RLM and the operational areas it covers. Link in comments below. #salesforce #salesforcecpq #rlm

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Q3 results are starting to trickle in. Here's a refresher on Q2 ARR growth rates: Salesforce - 9% ServiceNow -- 23% Workday -- 17% Zoom -- 2% Palo Alto Networks -- 23% Twilio -- 4% Atlassian -- 34% Crowdstrike - 32% Snowflake -- 29% Docusign -- 7% Palantir - 27% Datadog -- 27% Okta -- 17% Hubspot - 21% Zscaler -- 30% Veeva -- 19% MongoDB -- 13% Cloudflare -- 30% UI Path -- 19% ZoomInfo - --6% Procore - 24% Box -- 3% Smartsheet - 19% Monday - 34% Confluent - 27% Klaviyo -- 35% CyberArk -- 33% SentinelOne -- 32% Rubrik - 50% Gitlab - 31% Asana -- 10% PagerDuty 8%  Sprout Social -- 21% SEMRush -- 22%

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You just might be looking at #Gartner’s next MQ Leader in Sales Performance Management (SPM) software. I’m pictured with the extraordinary InfinitySPM team during the #OneStreamsplash reception at Caesars Forum, LasVegas. Comprised of founders, #inventors and leaders of the 1st generation of SPM software, now they are the #investors, visionaries, and creators of a groundbreaking new class of SPM software that will unify #CRO teams with #CFO and #CHRO teams with the industries first truly unified Sales Operations & Incentive Management solution. #CPM + #SPM on the same platform has never been delivered to market before. Clients embracing an automated sales planning and compensation management platform are unlocking new levels of efficiency, cost savings, and insights. 1. Increase revenue by 2-7 %, 2. Reduce Sales Turnover by 10-30% 3. Boost Field Sales Productivity 4. Plan and Report 20-40% faster #InfinitySPM is built 100% on the OneStream Software Cloud Platform, and their team of SPM experts are excited to share with the world what they built. Support by raising awareness with CRO and Sales Ops leadership, follow on LinkedIn and visit their newly launched website at https://infinityspm.com/. #gartnerfinance, #gartnersales

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New video in the Salesforce Revenue Lifecycle Management series by Jean-Michel Tremblay. In this one, we're looking at the standard Asset Creation and Amendment process in Salesforce RLM. https://lnkd.in/dPzsPXQy

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Resource allocation can make - or break a company... If your CRM maintenance is burning through budget without results - Omniskope's Managed Services could be a solution. Here's what that looks like: https://lnkd.in/gVeh3iB8 #Omniskope #SalesforceTips #Salesforce #CRM #SalesforceConsulting

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Will your non-CRM data work for Salesforce+AI? 3 options you may want to know. For AI to solve critical use cases You’ll need to bring in external data. From ERPs, Data warehouse-Lakes, Product Systems, Claims, Policies, Billing, and what not. How do you integrate this information without duplication? 1. OData using Salesforce External Connector You can declaratively consume any Odata complaint source. GPTfy has inbuilt support for this. See video below 2. API Data Source using Salesforce Apex You can integrate with any standards-based API and GPTfy will inject external data with your CRM data for AI processing. See link in comments 3. Data Cloud You can bring advanced data transformation-integration With GPTfy support for Salesforce Data cloud coming in our next release. Are there other approaches? #salesforce #datacloud #externaldata #odata #gptfy #integration #ai

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New Case Study Alert! Go beyond Config Exposure, Fix Exposure from Config down to entitlement with Automation(with robots, not tickets, not human hands)! Varonis for Salesforce Case Study with a health insurer: + Reduced "View All Data" Entitlement by 87% + Reduced users without MFA by 96% + Deleted Public Links w/ PHI data + Maximized investment in Shield Event Monitoring

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In this episode of "Low Down on Low-Code," hosts Rob Koplowitz and John R Rymer welcome Jithin Bhasker, VP and GM of the low-code platform business at ServiceNow. Jithin shares insights into ServiceNow’s approach to low-code, their unique platform strategy, and how AI is integrated into its services to drive business transformation. The discussion covers ServiceNow's history, AI's role in low-code, and the future of IT and business collaboration. Takeaways: • ServiceNow’s Low-Code Platform: Understand the core features and historical evolution of ServiceNow’s low-code platform, App Engine. • AI Integration: Learn how ServiceNow integrates AI into its platform for enhanced productivity and process automation. • Customer-Centric Innovation: Discover how ServiceNow’s platform is designed to meet the diverse needs of various business personas, from seasoned developers to non-technical users. • Future of IT and Business Collaboration: Gain insights into the evolving dynamics between IT departments and business users in the context of low-code and AI. 👉 For more interactive sessions with our hosts and industry experts, visit analysis.tech/podcast. Timestamps: • Introducing Jithin Bhasker - 01:46 • ServiceNow's History and Low-Code Vision - 02:35 • Jithin's Career Journey - 06:41 • ServiceNow's Platform Strategy - 07:51 • Role of AI in ServiceNow's Low-Code Platform - 16:53 • Consolidation and Governance in Low-Code - 22:56 • Continuous Improvement with Process Intelligence - 22:56 • Future of IT and Business Collaboration - 27:20 • Closing Remarks - 28:15 Tune in now and get the Low Down on Low-Code! 🎧

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💡 Today, we’re excited to publish the second blog in our series on Salesforce's new RLM tool. 👀 In his last post, Nathan Anderson gave an insightful overview of what RLM is and how it’s set to transform CPQ. Now, we dive into Saltbox's perspective on the current state of RLM and where we see it evolving over the next few years. Check it out here: https://lnkd.in/gM4tCH4G #Salesforce #RLM #CPQ #Innovation #SalesforceRLM #FutureOfSales Salesforce Commerce Cloud Salesforce Ben Adam Witbeck

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Join the AI and analytics event of the year—watch the Tableau Conference Keynote on Salesforce+. The convergence of AI technology and the demand for trusted insights is fueling a new wave of data and innovation. Join Tableau on the journey as we build a future together. #Data24

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RevOPs pros are NOT System Admins However, it is nearly impossible to focus on long-term strategy while worrying about: - Downloading and cleaning up GTM data from various sources (and praying it's correct and up-to-date) - Making a mistake in any of the dozens of spreadsheets you are responsible for - Having no reliable visibility beyond a mere sales forecast - Going through the painful revenue planning process for months every year So no, RevOps pros are not system admins, yet their systems are forcing them to invest their precious hours and skills in trying to unify a funnel that is broken. OK, rant over, but..... If you could have a magic wand to solve one of your major RevOps headaches, what would you chose? #revops #revenueoperations

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