Salesforce Simplified

About Salesforce Simplified

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.

Publisher

XenTegra

Category

technology

Language

en

Explicit

No

First episode

5 Sept 2023

Latest episode

19 Jul 2024

Latest episodes

5 of 11 episodes have a transcript.

1. 

   19 Jul 2024

   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 life sciences organizations can connect with their patients, members, consumers, and partners in a whole new way to drive wellness across the entire health journey. Built on the #1 CRM Salesforce Platform, Health Cloud offers everything Service Cloud does, and much more. With the health consumer relationship always top-of-mind, it connects data from legacy systems like electronic health records (EHR), claims systems, patient service programs, device inventory, and more, providing a 360 view of the patient / member / consumer. Health Cloud equips employees with purpose-built apps, automated industry workflows, and AI-powered customer insights to boost efficiency, collaboration, and growth. And with industry-specific data models and APIs built into one secure and flexible platform, you can deliver new health solutions faster and stay on the forefront of innovation. Health Cloud is an engagement platform that helps healthcare, public health, and life sciences organizations connect with their patients and members in a whole new way to drive wellness across the entire health journey. It starts by giving everyone the tools they need to engage with patients, members, and health consumers alike. It is a premier patient and member relationship platform that harnesses the power and security of the cloud, as well as social and mobile technologies, to deliver more personalized engagement. It is a patient relationship platform that streamlines care coordination of patients with the goal of delivering more efficient and effective care by providing a complete view of the patient, smarter patient management, and a connected patient engagement experience. Rather than trying to manually customize Service Cloud, healthcare, public health, and life sciences organizations can simply implement Health Cloud and accelerate their time-to-value. Health Cloud is designed specifically and tailored for the health industry. It helps employees deliver best-in-class service and support on any channel. And, the best part is, Health Cloud is built on the Salesforce platform. It offers customizable and extensible data models for your provider, payer, pharma, medical device, and public health organization. Host: Andy Whiteside Co-host: Derek Casesse

2. 

   23 Apr 2024TRANSCRIPT

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

   According to a report by Grand View Research (https://www.grandviewresearch.com/industry-analysis/enterprise-software-market), 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 impacts, in fact, every organization. So, companies are moving to more industry-specific software that corresponds to their business needs. To avoid the time and resources required to develop your own Salesforce data models, you can choose a pre-made 'skin' over other Clouds – Salesforce Industries products. Salesforce Industries is a suite of enterprise software solutions built on the Salesforce platform that are designed to meet the specific needs of various industries. It offers pre-built data models, workflows, and business processes, as well as industry-specific functionalities and features that correspond to economic, political, and social environments. Host: Andy Whiteside Co-host: Derek Cassese

3. 

   27 Mar 2024TRANSCRIPT

   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 (https://www.salesforce.com/news/press-releases/2023/09/12/salesforce-platform-news-dreamforce/) 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

4. 

   13 Mar 2024TRANSCRIPT

   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

5. 

   28 Feb 2024TRANSCRIPT

   Salesforce Simplified: What is a Trailblazer

   So what is a Trailblazer? (https://www.salesforce.com/blog/so-what-is-a-trailblazer/#h-so-what-is-a-trailblazer) Be a Trailblazer (https://www.salesforce.com/blog/so-what-is-a-trailblazer/#h-be-a-trailblazer) Who are Trailblazers? (https://www.salesforce.com/blog/so-what-is-a-trailblazer/#h-who-are-trailblazers) What’s the story behind the Trailblazer hoodie? (https://www.salesforce.com/blog/so-what-is-a-trailblazer/#h-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 (https://www.salesforce.com/news/press-releases/2021/09/20/idc-salesforce-economy-2021/), the Salesforce ecosystem will create 9.3 million new jobs and 1.6 trillion in new business revenues worldwide by 2026. This growth is powered by Trailblazers (https://www.salesforce.com/plus/experience/TrailblazerDX_2023?&utm_source=salesforce&utm_medium=blog-360&utm_campaign=trailblazer_blog&utm_content=tb_june23_what-is-trailblazer&icid=SFBLOG:tbc-blog:7010M0000025ltGQAQ) — the learners and innovators who use Salesforce to build successful careers, companies, and communities around the world. Host: Andy Whiteside Co-host: Derek Cassese

6. 

   8 Feb 2024TRANSCRIPT

   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

7. 

   5 Dec 2023

   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 you best act on them? We found the people with the answers Host: Andy Whiteside Co-host: Derek Cassese

8. 

   6 Nov 2023

   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 (https://www.salesforce.com/crm/what-is-crm/) (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 bigger picture, they’ll have zero tolerance for when things inevitably go wrong – big or small. You’ll miss whatever goal you were originally working toward. And the sales operations team would have spent weeks and months rolling out a new process for a CRM that’s ultimately rejected. Buy-in helps you avoid all of that tension and makes sure reps adopt new processes as you introduce new tools into their workflow. Host: Andy Whiteside Co-host: Derek Cassese

9. 

   16 Oct 2023

   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 resolution becomes a challenge. Salesforce has expanded into AI-powered CRM, the focus being on combining AI and data. Without data, AI cannot function to its full potential. Data Cloud is the foundation that speeds up the connectivity between different ‘clouds’ across the platform. However, Data Cloud is also a product that can be purchased. While not all Salesforce customers have licensed Data Cloud, being at the foundation means they are still taking advantage of Data Cloud to a degree – but this all becomes even stronger with Data Cloud as a personalization and data unification platform. So, what’s the journey this somewhat elusive Salesforce product/infrastructure has been on? We’ll take a look back in time to understand where we’ve come from, why Data Cloud stands strong in a crowded market, and finally, take a glimpse into the future. Host: Andy Whiteside Co-host: Derek Cassese

10. 

    26 Sept 2023

    Salesforce Simplified: What Does Salesforce Do?

    Maybe you’ve heard CEO Marc Benioff speak on CNBC (https://www.cnbc.com/marc-benioff/) or CNN (https://www.cnn.com/2020/12/23/investing/marc-benioff-salesforce-ceo-of-year/index.html). You may also recognize our cloud logo, friendly characters (https://www.salesforce.com/blog/meet-trailhead-characters-blog/), 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 (https://www.salesforce.com/products/what-is-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: Derek Cassese Co-host: Fred Reynolds

11. 

    5 Sept 2023

    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.

Inside a recent episode

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

Published 23 Apr 2024 · Transcript excerpt

[…] Am I, did I say his name right? Light check, maybe? I didn't come close. Light check. I'll go with your light check. That's from July of 2023 is when this article came out. Everything in it still applies, what we're going to cover today. Yes. So Derek, I'll tee us up and then you straighten me out. […]

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

2 ratings

Spotify

5.0 / 5

1 ratings

Podcast Authority Score: 5 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

0

Social presence

0

YouTube

0

Engagement

27

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Guest appearances

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