Author: Franz Malten Buemann

I have a set list of about 120 “businesses” uploaded into the Marketo database. They have custom fields associated with them such as Client ID, Brand Color Hex integer, and Client Logo. When we send out a mass email to individual people, we need those values from the “Business” entity to dynamically populate in the email template based on the individual person’s Client ID # that is related to the business Client ID. e.g. Persons 1-10 have a client ID of 025 Persons 11-20 have a client ID of 118 All of the custom fields associated with that client ID in the database need to dynamically populate in an email for each person. The issue is, when we go to test the email, only the first person on the list gets the correct color / logo associated with that client. The rest of the people on the list get the email but without the client’s logo/colors added. Any advice? submitted by /u/KMONT19 [link] [comments]

Last Updated on August 17, 2022 by Rakesh Gupta Dreamforce returns in all its glory for its 20th anniversary this year and as a Salesforce partner, Revenue Grid is delighted to share this event with you. Designed for Salesforce users, Revenue Grid helps companies with complex sales scenarios automate activity
The post How to Solve Top Activity Capture Challenges Salesforce Admin Face Daily appeared first on Automation Champion.

Our quality of life is improving both personally and professionally thanks to technology. Businesses are transforming entire industries and improving operational efficiency thanks to AI-driven technology and automation tools. The characteristics that AI and automation offer can help business executives make better judgments in the long run. Technology has several advantages in the contemporary business environment. Having said that, improving workflow management, productivity, and long-term efficiency in your firm is one of the best uses for these technologies. AI and automation may assist you in achieving various objectives by automating data analyses to help you make better decisions, managing time and attendance, offloading monotonous jobs, and even going as far as decreasing human error and setbacks. Because of this, we’ll go over the three most important suggestions for employing these technologies to make your workflow simpler and more efficient as well as to build a more productive business ecosystem. This is what you can do to make your ambitions a reality. Enhance and automate data analytics: You need precise and pertinent data to streamline your operations and improve procedures. When done manually, compiling internal and external data is a time-consuming, labor-intensive, and expensive operation. Given the volume of information circulating in both the internet and offline worlds, it is actually very hard to collect and compile enormous amounts of industry data. To automate large data analyses and swiftly provide useful results, it is crucial to use AI technologies. Offload repetitive tasks in your organization: Automation of processes and tasks is, of course, one of the most widespread applications of automation software and AI-driven business solutions today. In addition to being a waste of resources, manually managing repetitious activities repeatedly will make your staff irrational and reduce their level of working enjoyment. Automating as many tedious and repetitive tasks as you can ought to be one of your top goals. track time and attendance to make better decision: You also need to use automation and AI to manage your staff, track time and attendance automatically, collect end-of-shift feedback, and automate record-keeping to assure compliance across the board. This will help you make better workflow and rostering decisions. You can automate more workflow management tasks and optimize the overall process by implementing a comprehensive time and attendance application with these and other helpful features. in conclusion, systems using artificial intelligence and automation aid in directing company operations in the direction of increased operational effectiveness, security, and long-term profitability. These technologies can be quite helpful in workflow management by reducing risks and increasing production and productivity. Use them to improve your own workflows in each department of your business. submitted by /u/amos_blake [link] [comments]

Today marks National Nonprofit Day – a time to recognize and honor the crucial contributions nonprofits provide to their communities. Whether it be legal or mental health services, supporting the arts or accessible education, or fighting for climate justice and animal welfare, nonprofits operate in virtually every field with the mission to empower and uplift marginalized individuals. By definition, nonprofits are built not to make a profit but instead to provide a public service. These organizations can be lifelines to the individuals they serve because they can offer services at a much lower cost than a traditional business would.On August 17th, 1894, the U.S. government signed the Tariff Act of 1894 into law which imposed the first federal income tax on companies – but provided a special tax exemption for nonprofits and charitable organizations. To celebrate this occasion, Sherita Herring, a philanthropist, and motivational speaker founded National Nonprofit Day.  While there are a ton of amazing groups out there, here are five nonprofits that are making a difference in the lives of their community.ClientEarth combats climate changeClimate change is impacting our world in unprecedented ways. NASA ranked June 2022 as one of the warmest Junes on record, the U.S. saw the hottest nights ever in July 2022, and across the globe this year, there have been client disasters in countries like Brazil, Mexico, Afghanistan, and India to name just a few. ClientEarth is a UK-based organization fighting to save our planet by working to implement systematic change. Not only are they advocating for climate justice, but a goal of theirs is to create and pass actual legislation that will turn climate solutions into real laws. The six global issues they focus on include: ending pollution, defending wildlife and habitats, protecting forests, strengthening the rule of law, tackling climate change, and promoting environmental justice.Planet Earth. It’s all of us. Everything and everyone. At ClientEarth, we use the power of our laws to protect life on Earth, combining thousands of individual voices into one powerful force for change.Add your voice today: https://t.co/UWICJTTVSz pic.twitter.com/P18LXCMSfL— ClientEarth (@ClientEarth) August 8, 2022 Just this June, the organization won a major victory against the UK government. The outcome ruled the government must produce detailed climate policies to show how they’ll reduce emissions sufficiently to meet its legally binding carbon budgets.Donate to ClientEarth today.Lift Louisiana fights for abortion and reproductive rightsIn light of the reversal of Roe v. Wade, abortion rights have been a major topic of discussion in the U.S. Still, reproductive justice is an issue that impacts many people globally. But Lift Louisiana is fighting back. A nonprofit organization, its mission is “to educate, advocate, and litigate for policy changes needed to improve the health and wellbeing of Louisiana’s women, their families, and their communities.”#RoeVsWade #BansOffOurBodies #Dobbs #AbortionIsHealthcare pic.twitter.com/VMYwXRPR3B— Lift Louisiana (@LiftingLA) June 24, 2022 Louisiana has one of the strictest abortion laws in the U.S. And after the reversal of Roe v. Wade, abortion immediately became illegal in the state – with no exceptions for rape or incest. This makes the work of Lift Louisiana so important, as the organization has vowed to continue to support peoples’ rights to abortion.In a recent podcast episode of The New York Times’s The Daily, entitled “Pregnant at 16,” the organization’s co-executive director Lakeesha Harris shared her personal story of being pregnant at a young age and described why fighting for abortion rights is so important to her. “When you don’t give people all of their options. When you don’t give people all of their resources. When you don’t give people the health care that they deserve and need, you limit their life, the possibilities. You limit everything about them,” Harris said. Donate to Lift Louisiana today.Philippine Animal Rescue Team saves livesMany shelters worldwide become overpopulated each year with stray dogs, cats, and other animals. Unfortunately, thousands of these animals end up getting euthanized as shelters don’t have the space to house them. According to the ASPCA, The U.S. alone euthanizes roughly 920,000 animals yearly due to crowding in the shelters. Hoping to tackle this problem, the Philippine Animal Rescue Team (PART) was formed. It is the only no-kill shelter registered in the entire country. The organization rescues helpless animals in need and partners with veterinarians to ensure they receive the proper medical attention. Afterward, PART takes the animal to their animal sanctuary and works to rehome them. If the animal doesn’t find a new home, they remain peacefully at the sanctuary. Along with directly helping animals, PART also does outreach and provides educational training to the community to equip the public with resources and strategies to help animals. They also offer low-cost neutering services to families with pets and trap and neuter feral cats to help with population control. Donate to the Philippines Animal Rescue Team today.ART Together refugees provides a safe space for refugeesBy early 2022, over 100 million people worldwide have been displaced – meaning they needed to flee their home country because of conflict, violence, or some kind of human rights violation. ARTogether is a nonprofit organization in Oakland, California, with the mission to foster community with refugees, asylees, and immigrants who’ve recently relocated to the Bay Area. They do so by providing participants with resources and access to art programs to help individuals feel a sense of belonging.  ARTogether’s Executive Director, Leva Zand, is a refugee herself and left Iran in 2003 because of religious persecution, so she knows firsthand how isolating this experience can be. The organization offers community and after-school art programs for the youth and has recently implemented an Afghan Wellness program for the many Afghans who’ve immigrated to the Bay Area this past year. The goal is that through these initiatives, members can express themselves and connect with one another. View this post on Instagram A post shared by ARTogether (@projectartogether) The organization also provides certain artists with financial assistance in the form of grants and connects them with mentors to assist them in their professional development.Donate to ARTogether today.Fountain House breaks the stigma on mental healthWhile mental health has always been an important topic, the COVID-19 pandemic has brought the issue to the forefront. There has been a 25 percent increase in anxiety and depression in individuals worldwide since 2020, according to the World Health Organization. Mental health has unfortunately been stigmatized, but Fountain House is an organization with the mission to empower those impacted by mental illness. A core service offered by the nonprofit is Social Practice, i.e., “a specialized form of therapy that uses the setting of an intentional community to assist people in their mental health recovery.” View this post on Instagram A post shared by Fountain House (@fountainhouse) Along with counseling, the organization offers its members transitional employment opportunities, assists with education goals, and offers a safe physical space at their clubhouse in New York. Fountain House also hosts dozens of events with the hope of educating others and changing the way mental illnesses are perceived.  Donate to Fountain House today.While nonprofits deserve support year-round, today would be an especially opportune time to donate to one. Consider lending some of your time if you can’t provide monetary support. Many nonprofits rely on community volunteers to assist them with everyday operations and administrative tasks. You can also follow your local nonprofits on social media and spread the word about their services. At Buffer, we’re always looking to support new organizations making a positive impact and even offer discounted pricing to nonprofits. Is there a particular nonprofit you’re a fan of? Send a Tweet or DM and let us know!

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Welcome to Breaking the Blueprint — a blog series that dives into the unique business challenges and opportunities of underrepresented business owners and entrepreneurs. Learn how they’ve grown or scaled their businesses, explored entrepreneurial ventures within their companies, or created side hustles, and how their stories can inspire and inform your own success.
Podcasts are an excellent way for entrepreneurs to gain inspiration and actionable career advice.
However, entrepreneurs in minority communities searching for podcasts for and about people with similar experiences and identities to themselves may have a hard time doing so.
In this post, we’ve compiled a list of educational podcasts for entrepreneurs in minority groups that are worth listening to gain inspiration and insight from people with shared experiences.

1. Side Hustle Pro
Side Hustle Pro’s host Nicaila Matthews Okome interviews inspiring Black women entrepreneurs that have grown side hustles into profitable businesses. Listeners learn about their processes, failures, and successes and leave with strategies to leverage to help them build their side projects or interests into successful ventures.

 
2. The Diversity Gap
The Diversity Gap Podcast, hosted by Bethaney Wilkinson, discusses the gaps between good intentions for diversity and the actual impact of those intentions. Each episode features guests that discuss strategies and best practices for creating an organizational culture that allows people from all racial backgrounds to thrive at work. It’s a great listen for business owners and entrepreneurs looking to champion DEI at their workplace.

 
3. ¿Quién Tú Eres?
¿Quién Tú Eres?, hosted by Pabel Martinez of Plurawl, empowers Latinx communities to be their most authentic and full selves at work by redefining what professionalism means and looks like in the workplace. Each episode features a guest who defines professionalism and shows how they show up as their most authentic selves at work.

 
4. The Out Entrepreneur
The Out Entrepreneur, hosted by Rhodes Perry, is an interview-based show where Perry speaks with LGBTQ entrepreneurs, business owners, and founders who share insight into their career journeys, building businesses, and actionable advice and inspiration to those embarking on their own ventures.

 
 
5. A Slight Change of Plans
Dr. Maya Shankar is the host of A Slight Change of Plans, where she discusses human behavior and the things that contribute to us becoming who we are. Through conversations with popular guests like Riz Ahmed and scientists like Dr. Ayelet Fishbach, listeners learn more about themselves, others, and how to set goals and lead fulfilling lives.

 
 
6. Queer Money
Queer Money is a podcast about how personal and business finance affects the LGBTQ+ community. Hosts David Auten and John Schneider discuss how they’ve built the life they wanted and achieved financial security and educate listeners on how they can do the same for themselves and their businesses.

 
 
7. South Asian Trailblazers
Simi Shah, the host of South Asian Trailblazers, interviews South Asian entrepreneurs and leaders amid their career journeys and discusses the businesses they’ve built from the ground up. The conversations give actionable insight and advice to those currently forging the path ahead and looking for success.

 
 
8. The Enabled Disabled
Gustavo Serafini hosts The Enabled Disabled Podcast, where he hopes to shift the narrative about disability and entrepreneurship. He speaks about what it does and doesn’t mean to have a disability and interviews entrepreneurs and business owners about their career trajectories and achievements.

 
 
9. iDigress
iDigress, hosted by Troy Sandidge, guides listeners through the world of marketing and gives actionable insight into strategies that can help you grow your business and achieve sustainable, scalable success. Episodes are 30 minutes or less, meaning you can gain considerable insight and tips from an industry expert in a snackable form.

 
 
10. Pow Wow Pitch
Sunshine Quem Tenasco hosts the Pow Wow Pitch Podcast, an interview-based show featuring successful Indigenous entrepreneurs who share their stories and insight to empower other Indigenous entrepreneurs.

 
 
11. Latina to Latina
Latina to Latina’s host, Alicia Menendez, talks to Latinas about their career trajectories and getting to where they are. Menendez digs deep, and listeners hear unique origin stories about business growth and tips and strategies to overcome obstacles and failures. It’s a valuable resource for Latinx entrepreneurs looking to thrive in a system built to keep them out.

 
 
12. Content is Profit
Content is Profit, hosted by Luis D. Camejo and Luis A. Camejo, discusses top marketing leaders and the frameworks and strategies they use to create high-value marketing content that turns a profit. It’s a good listen for any business professional or entrepreneur looking to form a content strategy or update their existing process to draw in more leads and drive revenue.

 
 
13. Native Business Podcasts
Native Business Podcast, hosted by Gary and Carmen Davis of Native Business Magazine, features news, information, and thought leadership from successful native entrepreneurs and Tribal Leaders about their experiences and insights on business, entrepreneurship, and successes.

 
 
14. Choose Inclusion
Choose Inclusion’s podcast description begins with “What happens when a blind man, a woman of color, and a wannabe Latino get together to discuss how diversity, equity, and inclusion can impact business?” Mike Hess, Nina Baliga, and UB Ciminieri have conversations about the different ways that diversity, equity, and inclusion impact business, from developing your own DEI program to being an active participant in workplace events.

 
 
15. LatinX Can
Dr. Jeniree Flores Delgado hosts Latinx Can, where Latinx professionals from varied industries and career paths share advice, tips, and actionable tools for listeners to harness and incorporate into their career plans to achieve their goals.

 
 
16. Blissful Prospecting
JBay, host of Blissful Prospecting, interviews sales experts, leaders, and high-performers to understand how they’ve achieved success. Listeners will get actionable tips, strategies, and advice that will help you harness your full sales potential, capture leads, and land meetings that help you grow your business.

 
Ready to Listen?
Browse through the options on this list and get to listening; the show might just give you the final piece of advice or encouragement you’re looking for to get you where you want to be.

Ever wonder what sets successful businesses apart from those organizations that struggle year after year?
The product or service, pricing, industry, market share, and a thousand other factors can impact business success. However, there is one area that if they don’t get right, they’ll never flourish as an organization.
Hiring and retaining quality employees.
You may believe that your customers are the most important aspect of your business, but who is serving your customers? Without a top-notch staff, your product won’t make it to market, and you won’t have any customers to serve.

With high turnover rates across industries, employers are scrambling to understand what attracts top talent, cultivates loyalty and engagement among employees, and encourages them to stick around for the long haul. If your team is experiencing dissatisfaction, low engagement and productivity, and a revolving door in your HR department, you’re probably wondering this as well.
The good news is implementing a talent management program can help businesses of all sizes and employee engagement levels find a sense of balance.
What is talent management?
Put yourself in your employee’s shoes for a moment. What is your employee experience like? What attracted you to the company in the first place? Was there something they could’ve done that would’ve made you even more eager to work there?
Now think about the onboarding process. Were you provided with the training and support you needed to succeed in your role? Are you appreciated for your unique skills and compensated appropriately? Do you believe there are adequate growth opportunities? How about the workplace culture? Do you feel comfortable voicing opinions and new ideas?
All of these questions factor into your employee’s experience and whether or not they remain engaged in their roles, or become disconnected, disheartened, and dissatisfied with their job. When this happens, they aren’t exhibiting the productivity you’re looking for, and it won’t be long before they’re planning an exit strategy.
Talent management falls into three distinct categories:

HR processes that work together to create the best possible employee experience. We’ll discuss this more in the next section.
Attracting, Developing, Motivating, and Retaining top talent for your organization.
Developing High-Performing Employees

“The purpose of your talent management strategy is to attract, motivate and retain your employees,” says Rameez Kaleem, Founder, and Director of 3R Strategy.
“No one factor, such as pay or perks, will enable you to do this. You need to consider your overall strategy to create an environment where employees can thrive and feel empowered to achieve excellence. This includes your approach to pay, benefits, creating a positive work environment, and providing people with personal and professional growth opportunities.”
As a business owner, manager, or HR professional, it’s your job to provide the best possible conditions for your employees so when outside opportunities knock, they can’t help but say “no thank you, I’m happy here.”

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How does talent management fit under the HR umbrella?
While talent management can fall under the responsibilities of a manager or senior leader, depending on the structure of your organization, it may be carried out (at least in part) by your Human Resources department.
Why?
Human Resources is responsible for instituting workplace policies, handling interpersonal issues, and administering payroll. However, many businesses, also have a hand in the hiring process, training, mentoring, and creating the employee experience. Your HR department may shoulder the responsibility of employee engagement, performance, and company culture.
Because of this, it is essential that your HR department is considered a part of the talent management team.
Talent Management Strategy
Hopefully, you approach every aspect of your business, from marketing to sales to production to delivery and follow-up (and everything in between), with a strategy. Talent management is no different. In order to create the most positive experience for your employees, you’ll want to approach talent management with a strategic plan designed to efficiently reach your goals.
There are five steps you’ll want to work through in order to do this.
1. Identify the goals and the metrics you’ll use to measure your progress.
What do you hope to see from your Talent Management program? Are you looking to attract a higher caliber of employees? Are you experiencing extremely high turnover and looking to hang on to your top talent? Identify the talent management metrics that will allow you to track your progress and determine if you’ve reached your goal.
2. Select one or two areas to focus on (at first) before taking on a massive overhaul.
While it would be amazing to improve every aspect of your employee experience overnight, these things take time. Once you’ve determined your goals in Step 1, you’ll have a clearer picture of which area of Talent Management to tackle first. Once you’ve gotten that area optimized, you can move to the next.
3. Consider what sets you apart from the competition.
You’re used to competing for customers, but have you ever considered that you’re competing for talent as well? Just like your customers, your employees (or potential employees) have other options as well. They want to find the best fit and compensation for their skills, and you can bet they’ll be doing their homework.
Know what sets you apart from others and what makes you special. Do you offer special perks for employees? Does your culture make your employees proud to be there? Does your contribution to the community excite potential and existing team members?
Know what makes you different and don’t be afraid to communicate it to potential employees.
4. Identify the specific skills needed to grow and prosper.
Do you already have someone on your staff that can take on this responsibility? Perhaps you’ve got an HR business partner who can take the reins on a talent development program. Or perhaps, a talent manager is the first position you need to fill. Having a person dedicated to this program can help you get the most out of your existing employees, and guide the decision-making process on new hires.
5. Identify and analyze the key performance indicators.
If you can’t measure it, you can’t improve it. Get specific with the key performance indicators you’ll use to determine your success in this endeavor. Pay close attention to these numbers and if they aren’t heading in the right direction, it may be time to revisit your strategy and switch gears.
The better your strategy, the better your execution. Don’t be afraid to take some time to plan before you dive in.
Talent Management Process
Now that you understand the strategy behind talent management, how do you incorporate it into your own organization? The talent management process consists of six steps:
1. Identify your needs.
If your sink was leaking, you wouldn’t hire an electrician. Before you start posting job openings, determine what roles you need to fill and what skills are required to complete these responsibilities. Once you’ve done this, you’ll be better positioned to create the job description and post the opening.
2. Attract the right talent.
Remember you have a treasure trove of talent at your fingertips. If you have the opportunity to promote from within your company, you’ll do much more than save time on onboarding. You’ll also raise employee morale as your team now sees room for advancement within the company. If you don’t have anyone suitable, then you can look outside of the organization for a new hire.
3. Select the right talent.
This differs from company to company. You may begin with creating a shortlist of resumes, require a test to be taken, hold individual or team interviews, and ultimately leave it to the department manager or HR to make the decision. No matter how you go about it, make sure that you refer back to Step 1 and hire based on your needs.
4. Develop your employees.
This can include onboarding new employees as well as providing ongoing training for your existing employees. When you help an individual become the best employee possible.
5. Retain your employees.
You’ve worked hard to attract the best talent. Now, how do you ensure that they stay with you? Employee retention strategies can include increased pay, extra benefits or perks, rewards or gifts, promotions, etc.
6. Have an offboarding process in place.
No employee will last forever (we’ll discuss that in more detail below), but what do you do when an employee leaves? Get an understanding of what responsibilities they handle and look for a replacement based on your findings.
If the employee provided a great deal of value to the organization, ask them to train their successor so he or she is up and running before your existing employee leaves. You may also want to include an Exit Interview. You can discover a great deal of knowledge about the employee experience when you ask someone on his or her way out.
This talent management process will look a little different depending on your industry and your business model, however, this should give you a good understanding and a solid jumping-off point.
Talent Management Best Practices
There’s no need to reinvent the wheel when it comes to attracting and retaining top talent. There are a variety of talent management best practices that you can follow in order to be more successful. Some of these are:

Have a strong employer brand. Candidates have choices when it comes to where they want to work. If you want to attract the best possible candidates, develop a strong brand as an employer.
Have a good reputation. Of course, there are always things beyond our control, however, how the world views you is strongly based on how you show up as a company. Do what you say you’ll do and do it well.
Encourage employee referrals. Good people know good people. Ask your existing employees to recommend job seekers they know and trust. Offer them incentives for their help and keep them apprised of how the process is going.
Onboard and inboard properly. It’s a truly horrible feeling to join a company (or be promoted to a new role) and not be set up to succeed. Provide the training necessary for them to be their best selves in the new role.
Provide ongoing training. Yes, they may know how to do their current job, but what are you doing to prepare them for their next role? Most employees want to progress up the career ladder and if you don’t give them the encouragement and opportunity to do this within your organization, they’ll surely go outside it.
Create a talent pipeline. Eventually, every person will leave their role. This may be due to promotion, retirement, opportunities outside of the organization, etc. Prepare for this by identifying star performers and grooming them for promotion. When the time comes that a role is vacated, you’ll have someone waiting in the wings to step in.
Provide performance feedback. No one likes to wonder if they’re hitting their marks and living up to their manager’s expectations. Provide regular feedback and opportunity for improvement so your employees are never in the dark about their present or future.

Your employees are truly the most important aspect of your business and without quality team members, you won’t be able to reach your goals. Implementing a talent management program in your business can help you position your organization as a sought-after employer and motivate employees to stay loyal to your organization.
Don’t be afraid to invest in your people. It will be the best investment you ever make.