The Change Set: Recent Episodes
Zinovo
Helping those advance their careers and learn Salesforce through real stories, real people, and real experiences.
Progression is a process that is active in many facets of our daily lives. Whether it be fine tuning our skills to be better consultants, building skills to nurture relationships, or improving core strength to help improve your ability as a skier, progression is an active part of our lives.
From college student, Salesforce Trailblazer community Group Leader, intern, and now full time admin at a leading company in its industry, Ryan has practiced and lived a profound path of career progression.
In this episode of The Change Set Podcast, Admin Ryan Williams and host Ben Nelson discuss Ryan’s young career, when he knew that he wanted to go all-in on Salesforce, and some important lessons he learned along the way about learning new skills.
Share your favorite moments from the podcast by using #thechangesetpodcast
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Marketing automation helps companies reach more of their customers at the right time, with relevant content. With so many tools in the marketplace, it may be difficult to decide what tool will help you reach your companies, and integrate with you business process and current system most efficiently.
In this episode of The Change Set Podcast, admin and marketing automation expert Drew Maier and host Ben Nelson discuss some of the leading marketing automation tools. With a variety of experiences, Drew explains how he works retrospectively towards his goals using marketing automation and the development of strategic marketing assets.
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With Salesforce putting more emphasis on being able to view and reach your customers from all angles, companies that use Salesforce products are also looking for an all-in-one, simple, integrated marketing automation tool.
Pardot is a Salesforce B2B marketing automation tool that can help companies get off the ground with their inbound and outbound marketing communications. Pardot allows businesses to send emails, build forms and landing pages, segment their prospects into lists for a more targeted approach, and much more.
In this episode of The Change Set, Zinovo Consultant Todd Skibbe and host Ben Nelson discuss all things Pardot. What Pardot does well, what Pardot doesn’t do well, how both of them use the tool in their client work, and more.
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Working with nonprofits brings about many challenges, joys, and strategies. With nonprofits naturally being resource-strapped, implementing governance and managing resources and excitement is very important.
Ellary Kramka is an experienced Salesforce Admin who has her hands on all of our nonprofit clients here at Zinovo. She has learned to balance enthusiasm, build a spread of simple and complex solutions with NPSP, be mindful of the nonprofits’ resources, and more.
In this episode of The Change Set, Ellary and Ben dive into NPSP platform functionality, valuable lessons learned from consulting with nonprofits, and why NPSP can be the best option for a nonprofit looking to move to Salesforce.
Power of Us Hub: https://www.salesforce.org/help/power-of-us-hub/
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Change is difficult, and managing change to mitigate risk and increase the success of your work is even more difficult. Change management requires strategy, experience, and a deep understanding of the situation.
To begin the second season of The Change Set podcast, Brian Hash and Becca Diederich of Pioneer Management Consulting join me to discuss fear of change in organizations, tactical ways in which you can increase your adoption, and how the strategies they use to make change as seamless as possible at some of the biggest companies in the industries.
Share your favorite moments on social media, and use #thechangesetpodcast to receive a shout out. Thanks for listening!
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Application Lifecycle Management is under appreciated by many organizations, and it may be the most important part for some organizations to continue maianting the life of their application investments.
In this episode of The Change Set, Solution Architect Nate Lee and Full-stack Develop Kevin Rice dive into the importance of Application Lifecycle management from both a developer operations and a business perspective. Maintaining an organization’s investment in applications to maintain their lifecycle through tactical, measured processes.
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In the fourth episode of The Change Set, host Ben Nelson and Zinovo team member and Admineloper Mikiyo Aoki talk about learning the Salesforce Consumer Goods Cloud in brief fashion, what’s it’s like to be thrown into a large client project, and some tips when giving a demo to a client.
Mikiyo is an experienced admin and developer with the Salesforce platform, and recently picked up Salesforce’s Consumer Goods Cloud for some client work. She quickly went from knowing very little about the cloud, and within a week presented on an environment that had customizations and triggers built to the clients’ business practices.
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Salesforce Customer Success Calendar: https://pages.mail.salesforce.com/cloud-services/event-calendar/
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As consultants, we manage work and client relationships on a daily basis. Managing work is one thing. Making sure everything is done properly and functionally is critical to moving the items along and into production for the client. On top of that, having the client proof the work and approve it for production is another.
In this episode of The Change Set, Zinovo’s Director of Sales and Account Solution Lead, Ashley Lorentz and host Ben Nelson dive into a client scenario that did not go as planned. Learning from your mistakes when the project is on the line, not pointing fingers and blaming the other party, establishing goals to get the project to go-live, and putting infrastructure in place so that these types of scenarios are avoided in the future are all discussed in this episode.
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Solving problems on the Salesforce platform can be difficult. No matter how much experience you have, you have likely found yourself stuck and looking through Trailhead or your notes for some insight. I know I have.
But if you’re Mary, you build things and solve problems in Salesforce with your eyes closed. That’s right, before even touching the keyboard, she visualizes how she is going to go about building click by click.
In the second episode of The Change Set, Mary Stevens of Zinovo and host Ben Nelson dive into solving simple problems in Salesforce, and where you should start if you are an admin beginning your Salesforce journey. Mary, with over a decade of Salesforce experience, provides some incredible insight about problem solving and learning from mistakes.
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Salesforce Classic has been in the news a lot as of late, and we thought it is as good of time as any to discuss why you should switch, some of the benefits, and what Salesforce is building to make it easier for your org to make the transition.
In the first episode of The Change Set podcast, Salesforce Admin Alyssa Hyem of Zinovo, and host Ben Nelson, dive into what it takes to switch from Classic to Lightning, why the benefits of switching are worth the resources and time, and some tools that Salesforce has developed to make the switch easier.
Trailhead: Making the Move to Lightning
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