Author: Franz Malten Buemann

  • Three Lessons From Leaders on Adapting During the Pandemic

    Over the past few months, I’ve been hosting live interviews with a range of C-Suite leaders on my LinkedIn and Twitter. We’ve had discussions about their role in developing a customer experience strategy within their organization or for other organizations, and about how they’ve had to recently pivot in their jobs. I’ve also spoken to gurus, authors, and evangelists about the ways in which leaders can continue to guide their teams through the pandemic as customer behaviors continue to shift.
    I recently interviewed three, extremely driven women who are making a big impact in their roles. Today, I share their key takeaways from my interviews with Aisling Hassell, VP of Community Support at Airbnb, Chelsie Rae Lee, Chief Revenue/Customer/Innovation Officer at SnackNation, and Barbara C. Morton, Deputy Chief Veterans Experience Officer at the Department of Veterans Affairs.
    Offset Anxiety Through Clarity of Vision

    In our conversation, Aisling Hassell addressed the challenges of communicating effectively with your leadership team and your employees.
    “When you talk about concern, anxiety and sustainability kind of go hand-in-hand. So we’re trying to balance, one, having a vision for the future. And obviously, the last couple of months, as myself and my leadership have had to recast that vision. We had our 2020 plans. We knew exactly we’re going to do we were delivering against this roadmap, which I talked about, and all of a sudden our world went off the pass. 
    And so, we still have the same roadmap that we actually had “zoom-sites” since we couldn’t have an off-site. […] Usually my leadership team and I get together every quarter and we would have a deep planning or a deep execution-type discussions around making sure that we’re on the same page and, and troubleshooting any areas of ambiguity. Well, obviously, we couldn’t do that together because we are all working across every continent. So, and we decided, well, we would have it, you know, basically online. So we broke it up.
    […] So one of the things we said post-COVID, and post all of the swirl and change that we’ve been going through: it’s important to really simplify our ways of working as well. So not just what we’re doing, but how we’re doing it. So we spent a large part of that time really trying to figure out what could be a simpler way of working. And now we’re just coming out of that, and we’re going to roll that forward. So going back to the question, I think, yes, there’s anxiety, but I think as leaders how you can offset the anxiety is by giving clarity of vision, so that’s what we’re trying to do that we’re saying, Okay, H1 was crazy. Here’s our plan for H2. Here’s what we need to accomplish together. And I think everybody is super keen to know: ‘okay, where are we going? And how do we pivot towards the new future? And how can we lean into that?’ So that’s important to do.”

    In my live podcast interview with @Airbnb’s Aisling Hassel, she tells us: As leaders how you can offset the anxiety is by giving clarity of vision.Click To Tweet

    Don’t Assume; Check-in with Customers to Understand How They Feel and Where They Stand

    Chelsie Rae Lee is the Chief Revenue and Customer Officer at Snacknation, a subscription-based snack company. Since a large percentage of her customers operate out of offices to receive the snacks, Chelsie, who spends a lot of work on customer retention strategies, shares how SnackNation has had to adjust to accommodate changing consumer behavior:
    “One of the things I always try to say is to ask yourself about your customers: Where are they at right now? How can I add value with the skill sets that I have? And sometimes, like, how will they buy it? Or can I sell it to them? But essentially, we did that. We looked really deep in and said, What do our customers need right now?
    One of the things I always say to people, too, is: don’t assume you know what your customers need, no matter how well you know them. So it’s really important for us to ask.  I’ve sent all of these emails saying, you know, ‘I care about you, I want to help you, How can I do that?’ and got some really deep and wonderful conversations with our customers, saying, ‘I need to support and make my employees feel cared about. I don’t know where they’re going to be.’
    Then I thought to myself, we’ve got amazing products, amazing food and snacks and we can ship to anywhere which most companies are not based in. And we understand how it is to make somebody feel special. Let’s take that, and transition it to work-from-home. Now we developed a fluid interface where people could put their addresses and their employees could now get snacks at home instead of in the office.”

    One of the things I always try to say is to ask yourself about your customers, where are they at right now? How can I add value with the skill sets that I have? – @chelsieraelee, @snacknationClick To Tweet

    Use Customer Journey Maps to Strategize Around a Positive Experience

    Barbara Morton’s job as the Deputy Veterans Experience Officer at the Department of Veterans Affairs involves working with a few different groups of customers. Working with a range of customers impacts the language they use internally, how they view veterans, and how they strategize the best ways to create a positive experience for them:
    “We don’t want to assume that we understand what’s most important to veterans, so we do a journey map. For example, in outpatient experience, that’s one of the largest business lines in the US. I have that type of care service. So as they’ve gone in for some help, they’re departing; It’s what happens after that, or in general, even if they haven’t gone in. And so it’s those who are utilizing it end to end.
    And it actually starts before the actual appointment. It’s scheduling the appointment. It’s arriving at the facility, it’s waiting. It’s meeting your provider, it’s post care and follow up. Right. So we mapped that. And so we can have a very clear understanding, again, not what our process is, but what the process and the experience was for the veteran. And we identified key moments that matter to them.
    So for example, navigation of a VA Medical Center was very important. And that came out in the research that never would naturally appear on an operational metrics dashboard, it never would naturally appear, right? So we actually took that insight and we now measure that as part of a survey have that type of experience. And by the way, we don’t just measure it, we implemented and tried to scale and how scaled with Veterans Health Administration and Ambassador Program, red coat Ambassador greeter program to address that particular pain point identified in the HCV research.  So we have navigators now at every medical center helping veterans find their way around these complex buildings. Why? Because it’s important to them.
    Like we can’t all just have the feel good about this is the right thing to do. There has to be evidence, there has to be proof that we’re actually moving the needle. And I’m proud of the department and the frontline employees have been able to show that.”

    We can’t just feel this is the right thing to do; there has to be evidence that we’re actually moving the needle, says @VetsExperience’s Barbara Morton in our recent conversation.Click To Tweet

    Be sure to check out previous blog posts in which I share more advice from other C-Suite leaders about how to navigate these uncertain times.
    The post Three Lessons From Leaders on Adapting During the Pandemic appeared first on Customer Bliss.

  • The Salesforce Talent Alliance – More Opportunities For Everyone

    It’s been a pretty wild ride this year, but apparently nothing stops the rocketship like growth of Salesforce, having just posted a record-breaking quarter. A fantastic side-effect of huge Salesforce growth is the community grows with it. More Customers, implementations, and Salesforce clouds, all require… Read More
    The post The Salesforce Talent Alliance – More Opportunities For Everyone appeared first on Salesforce Ben.

  • Add ‘Drag and Drop’ Functionality for Email Author Fields in Lightning

    Standard Salesforce gives you so much and yet, sometimes it can feel like it will get you 90–95% of the way there, but you’ll have to heavily configure or code a workaround to get you to the full 100%. This is complicated further because there… Read More
    The post Add ‘Drag and Drop’ Functionality for Email Author Fields in Lightning appeared first on Salesforce Ben.

  • The 3 Common Approaches to Salesforce Implementation

    Embarking on a Salesforce implementation is challenging whether you start from scratch or you move your existing data architecture, processes, and so on from your old system to a new Salesforce org. And as important as what you are going to build is how you… Read More
    The post The 3 Common Approaches to Salesforce Implementation appeared first on Salesforce Ben.

  • Winter’21 Release is here! Come, Let Us Unearth the Top 5 Gems of Financial Services Cloud!

    Top 5 Gems of Financial Services Cloud Winter’20 Release! Continue reading →

  • 10 of My Favourite Salesforce Winter ’21 Features

    Even though we are in the midst of one of the strangest summers in our lifetime, there is one constant we can rely on: Salesforce releases. It’s that time of the year where Admins & Developers get a bunch of new features and functionality to… Read More
    The post 10 of My Favourite Salesforce Winter ’21 Features appeared first on Salesforce Ben.

  • Salesforce Winter’21 Release Quick Summary

    Salesforce Winter21 release quick summary Continue reading →

  • Why Content Is at the Center of Modern Customer Journeys

    The Experience Makers Live virtual conference held by Adobe this summer was packed with interesting and informative keynotes and breakout sessions on a variety of topics related to modern business and marketing and sales. But there was one major theme that seemed to be the red thread, and became the point that really stuck with me: in a Covid-19 world, content and customer journeys are more important than ever. 
    While so many businesses are finding ways to pivot their offerings, services, and even business models to adapt to how consumers are currently limited, those who are becoming more innovative in their content and how they engage customers throughout the customer journey are the ones who are still surviving – and even thriving – during these turbulent times. 
    We know that content is king, but why is it especially so important for a modern customer journey? Let’s take a look. 
    In-person events and meetings are no longer happening
    When we think about a basic sales and marketing process in high-touch businesses, many of the final consideration and decision stage activities are done person-to-person between sales and a prospect. This may mean presentations, product demos, and contract negotiations are in-person, on location. But with some markets completely eliminating the possibilities for in-person meetings, and others strongly advising against it, we need to find ways to quickly adapt to being 100% online and virtual, while still keeping the same high-quality level of service that makes prospects buy.
    Even in consumer-facing industries, much of the awareness and consideration stages of the customer journey happen online, though the last leg of decision making may happen in-store or with the help of a salesperson or account manager. As Gary Specter, Vice-President of Global Commercial Business at Adobe mentioned in his opening keynote, “new customers came online and loyalty has increased – showing the importance of relationships over transactions.”
    Businesses of all types have had to find new, creative ways to continue to engage customers as they get to the point where they are ready to make a decision, but sales aren’t physically there to convince and convert. This is where new forms of content are taking center stage.
    Without the “high-touch” activities of high touch sales, we’ve had to get creative. Product demos are now being presented via video tutorials created by marketing and/or product teams, and sales presentations are done through webcasts and video conferencing. Landing pages and even micro-sites are being deployed for more self-service information discovery and education to happen so that prospects can make informed decisions without requiring the help of a salesperson. 
    All of this comes down to building more robust content strategies that take into account that every part of the customer journey is now happening digitally. When we create digital assets that replace old sales methods, we create more scalable opportunities for engaging prospects and customers in new ways. 
    Content is the best way to be helpful, relevant, informative, and timely
    When it comes down to it, content is the best way to convey to your audiences just how great your business and products or services are. But the greatest advantage of content, and marketing tools like Marketo Engage, is that the right content can be delivered to the right audiences at the right time. Now, the tempo of content delivery is at an all-time high, and the subject of that content is shifting. As Gary Specter says, the businesses who are succeeding now have “erred on the side of over-communicating.”
    In Adobe Senior Director Chris Parkin’s presentation, “Redefining the Future with Digital Transformation,” he made the point that agile communications are non-negotiable for businesses in the future. His advice: “Create proactive, personalized, and timely communications aligned to customer and employee content (segment, need, location),” giving the example of how Adobe has become more helpful in their engagement strategies, saying they “rapidly pivoted customer messaging from products to authentic ways Adobe could help accelerate digital transformation and help our customers be more resilient and prepared for emergencies.” 
    Without altering content delivery, businesses who push products rather than solutions may falter in appearing sensitive, relevant or helpful enough to buyers. In times of crisis or uncertainty, the businesses who show how they can help and support their customers navigate and adapt together will be the ones to succeed. Content is the best way to show and tell audiences at every stage of the customer journey how you plan to do this. 
    The importance of content isn’t new, but the types of content we deploy and how we are utilizing it throughout the customer journey is changing forever. If there’s one thing I learned from Experience Makers Live, it’s that adapting to how customers are now wanting and needing to be engaged comes down to creating new forms of content that speak to how we can help them succeed in the long term. 
    The post Why Content Is at the Center of Modern Customer Journeys appeared first on Marketo Marketing Blog – Best Practices and Thought Leadership.

  • Winter ’21 Treasure Hunt: Pre-Release Orgs Are Live!

    Winter ‘21 pre-release orgs are live, so it’s time for a preview party! We’re gifted with some wonderful improvements to the platform we love. The exciting period of time where the changes are released in preview orgs kicked off towards the end of last week,… Read More
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  • Key Tips for Creating a Self-Sufficient Salesforce User Base

    Salesforce isn’t an easy software to grasp and navigate through for all users. At a time when companies have turned to remote work and support isn’t easily accessible, finding your way around Salesforce can be a testing task. As a Salesforce admin or product owner,… Read More
    The post Key Tips for Creating a Self-Sufficient Salesforce User Base appeared first on Salesforce Ben.