When asked what Einstein Vision is about, people tend to mix ‘learning with cat pictures’ with ‘AI’ and ‘cool apps to modify pictures’. While Einstein Vision is indeed fun and about ‘recognising images’ it goes much further than playing around with pictures. Thanks to the… Read More
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Author: Franz Malten Buemann
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Getting Started With Salesforce Einstein Vision
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Eliminate Tedious Manual Data Entry with a Salesforce-Connected Web Form Platform
Last Updated on July 21, 2020 by Rakesh Gupta Manual data entry into Salesforce can cost your organization a ton of time, money, and resources. Tedious processes like this can drastically reduce your productivity, slowing you down in the pursuit … Continue reading →
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Why Transparent Email Stopped Working For Us and What We Do Instead
When I joined Buffer and opened my new Buffer email account for the first time, the email count read 200. I was momentarily stunned. That was way more emails than I’d ever had in one place before.Usually, when you set up an email account at a new workplace, your inbox is empty at first – people don’t yet have your email address and you aren’t on a bunch of email lists. I was planning on those few days or weeks of email bliss, where your inbox is nearly always zero. I had known about Buffer’s value of transparency at work and about our practice of email transparency, but what I hadn’t realized was that sometimes the benefit of transparency can become a burden. That’s what was happening with transparent email.Here’s why transparent email stopped working for us, and what we switched to instead.
Why transparent email wasn’t working for us anymore
Six years ago now, we shared a blog post detailing the exact workflows we used for transparent email. At the time, we wrote:
Our value of transparency extends all the way to the inbox. Every email is public within the team. Every bit of communication gets shared. Everyone knows everything. There are no secrets.
The idea is a sound one, and transparent email did solve a challenge for us. A lot of communication was happening via email, and we wanted everyone to be able to see emails transparently. Having specific email lists that we cc’ed or bcc’ed (click on that link above for more on that system) was a much more efficient way to work than to add each teammate individually.So what stopped working?We grew to a larger team size The purpose of transparent email was to see conversations happening across any team and have all of the context you needed. It worked well for us when Buffer was a team of fewer than 30 people, but around and past that time, it started to get a little bit out of control. By the time we reached a team of over 80, transparent email was no longer easy to keep up with purely because of the volume. If you look at it from a relationships standpoint, the formula for possible relationships means that at 80 people there were 3,160 possible relationships. Of course, every individual wasn’t always speaking with every other person at the company, but still, that’s a huge number of possible relationships to be communicating via email. It put the burden of staying informed on the individual Receiving several hundred emails in a week was a huge burden for teammates. They needed to leverage email to stay informed, maintain a system, and figuring out which conversations were relevant, and we placed that burden on individual teammates, rather than making a change at an organizational level. Teammates became responsible for keeping track of all internal conversations, while at the same time email was still a place for external conversations to come in as well and it was a lot to juggle. On top of that, the feeling that I had opening my Buffer email for the first time happened to a lot of new teammates, and that wasn’t a great experience. Filters didn’t always work The best solution to that level of email was to create lots of filters to sort and organize all internal conversations based on the internal email address that was being cc’ed. Having so many filters set up sometimes meant that people would miss out on emails that mentioned them, which isn’t a great result, but we spent a lot of time and energy trying to make these filters work with transparent email. We created several detailed internal best practices documents filled with different systems for setting up filters and managing email. Our CEO, Joel Gascoigne, even outlined a project for an internal email tool, he wrote:
Email at Buffer is a little like the Wild West. With transparent email, the number of emails we individually receive as a 30 person team could be 5 or 10x the amount someone in a normal 30 person team would receive.
So we built an internal tool for email called Buffmail. The result of all of this work was more work. Teammates needed to spend more time setting up filters and tweaking them when new teams were created or projects were kicked off. In the end, the issue wasn’t that we weren’t doing transparent email properly, it was that we had outgrown this system and needed to look for a new one.
Our new system for transparent internal communication
In the words of our Director of People, Courtney Seiter, we needed a tool to help us have “calm, deliberate and timezone-inclusive conversation and decision-making at Buffer.”In addition to decision making, we wanted a space for work-related announcements and discussion in the form of longer, asynchronous conversations. Our solution: ThreadsWe’ve mentioned Threads before as it’s a staple in our asynchronous communication. Threads makes it easy to have text-based conversations across the company and clearly mark decisions when they are made. It also works well with Slack; new Threads can be cross-posted to a linked Slack channel, which is a nice benefit. Why Threads works for us Threads is a much less overwhelming way for 90 people to communicate. It’s easy to skim a Space (that’s the Threads name for a specific area) to see if there’s any conversation you want to drop into, and there’s also a helpful button to mark something as follow up. It’s also less likely that someone will miss a Thread that mentions them because of Threads’ notification system. Threads helps take the burden of staying informed off of the individual. If someone needs to be looped in, it’s easy to tag them, and if someone wants to skim a space, they can do so without getting alerted to every conversation.
How we set Threads up
In Threads, there are different “Spaces,” and anyone in that Space will see all of the Threads (discussions) created there. We’ve set up Threads to have Spaces that everyone should be a part of, and other, optional Spaces depending on a teammate’s team and location. Here’s how we’ve set up our Spaces: Team SpacesAny space that starts with “Buffer-” is intended for all teammates to permanently join with notifications on. For us, these spaces are:Announcements: For team-wide announcements
Inclusion: To discuss diversity, equity, and inclusion
Joel’s Memos: For thoughts from our CEO
Recognition & Praise: For celebrating and recognizing teammates
Retreat: For retreat info
Time-off: For vacation plans and time off
Town-Hall: An asynchronous space for town-hall questions for our CEO and leadership team
Updates: For area updatesArea Spaces
Each Area has its own Space with the naming convention Area-AreaName, e.g. Area-Marketing. These Spaces are intended only for those who work daily in that area to join. Teammates can view any Area Space anytime but we ask that they view only and not join any area they don’t work in directly. We do periodic cleanups to help stick to this guideline. Project SpacesWe have a small number of Project Spaces with the naming convention: Proj-ProjectName, e.g. Proj-Pricing. These are for projects that touch many different teams and have a finite end date. Geographic SpacesWe have several geography-related Spaces, e.g. Geo-UK and Geo-Canada, for discussion about the Buffer teammate experience specific to those countries. Help Spaces We have two help Spaces, Help-People and Help-Tools. Help-People is for questions or help around things like benefits, moving, and other life changes. Help-Tools is for when a teammate needs help with any of the tools we use at Buffer. When we make new SpacesTo avoid having too many Spaces, we currently default to trying to write a Thread in the best-fitting Space before creating a new Space. If after that is given a try it still feels like this topic needs a new Space, then we’ll create it. — We’ve been using Threads for over a year now and are still feeling like it was very much the right decision and choice to move away from transparent email. If you liked this blog post, check out this post where we talk about asynchronous communication and why it’s so important for remote work.Here’s why transparent email stopped working for us, and what we switched to instead: https://t.co/aLoeKcW9t0— Buffer (@buffer) July 5, 2020
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5 Must-Hear Conversations About Leadership and Relationship-Building
Throughout these uncertain times of the pandemic, I’ve been fortunate to bring you conversations with incredible business leaders, authors, and experts through my podcast, The Chief Customer Officer Human Duct Tape Show, and through LinkedIn Live. These individuals have all had insightful advice and anecdotes to help us think through how to approach current business models and future ones, given how rapidly things are changing in the world.
Below, I’ve compiled key quotes and takeaways from a few of the folks I’ve recently spoken with:1. Yamini Rangan, CCO of HubSpot
In this podcast, CCO of Hubspot, Yamini Rangan, a perennial CCO, discusses the importance of unifying teams to work towards a common goal.
She also shares strategies and tactics that have helped HubSpot navigate through the difficulties of the pandemic. Yamini’s emphasis on leadership has helped HubSpot quickly adjust to a new working style to accommodate the needs of both employees and customers.
Listen to the episode & read the show notes »2. Leslie Stretch, CEO of Medallia
Leslie introduces the concept of leveraging the “signal field” in our interview. Leslie and I discuss the idea that the future will be a hybrid of high-tech and high-touch experiences. We can prepare for this future by gaining a deeper understanding of customers and employees through various touchpoints.
These touchpoints include video, text, and voice messaging, which gives CX leaders more opportunities to see the bigger picture. By gathering data from all of these “signal fields,” you’re not as bound to survey scores.
Listen to the episode & read the show notes »3. Tom Peters, Author & Keynote Speaker
Tom Peters and I spoke during the beginning of the pandemic when folks were just settling into their new routines. During our conversation, Tom has us thinking about the importance of hiring and having people skills.
With his belief that business people are “people serving people,” Tom helps us realize that you need a strong team by your side to usher your company through hard times.
Listen to the episode & read the show notes »4. Horst Schulze, Author & Co-Founder of the Ritz-Carlton Hotel Company
In this fascinating conversation, Horst Schulze reminds us that you must always thank employees and customers for the ways they’ve contributed to your success. He emphasizes that when times are hard, you really have to sit down and agonize over your plan moving forward, which is a tough thing to do when you have to consider layoffs.
Ultimately, Horst says that business leaders have to effectively communicate with their employees regarding what’s being done and why. They must also ask themselves the question, “Am I serving all concerned?”
Listen to the episode & read the show notes »5. Robbie Kellman-Baxter, Author & Consultant
Robbie, the author of The Forever Transaction, is best known as the person who coined the term “the membership economy.” In this conversation, Robbie talks about how to develop growth strategies through subscription-based models, which is an increasingly popular route for companies these days.
In our conversation, Robbie makes it clear that simple subscription services that steer clear of overly-complicated tiers are easier for customers to understand and therefore more successful. Robbie has shifted the way we look at and interact with customers; she implores us to focus on the long-teal aspect of these relationships.
Listen to the episode & read the show notes »I encourage you to follow me on LinkedIn so you can watch more interviews with industry top leaders, and if you don’t already follow my podcast, click on the link to get new episodes delivered right to your inbox!
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Salesforce Freelancing: Define Your Ideal Clients (Ep. 2)
Considering the freelance work-life but don’t know where to start? This mini-series will show you how to run a Salesforce freelance business, digging into real world discussions of how to start and thrive as a Salesforce freelancer. This episode features Susan Baier – founder and… Read More
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Complete Guide to Salesforce Entitlements and Milestones in Service Cloud
Support tickets can sometimes feel like laundry — you have to take care of them constantly and if you get behind then it’s painful to catch up. If your team is managing high case volume, it’s hard for them to prioritize work and meet SLAs.… Read More
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Process Builder Showcase: Launch Renewal Opportunities in Salesforce
Recurring business with existing customers is a key source of revenue for some organizations who will establish contracts with clients that repeat after a certain period of time. Each time the revenue is due, the sale needs to be tracked through the pipeline so that… Read More
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TrailheaDX 2020 Round-Up: Announcements, Session Summaries and More!
TrailheaDX is an annual Salesforce event aimed at Admins, Developers, Consultants & Architects – or anyone who is actively building on the Salesforce platform! The event content covers new features, products updates, and roadmap information – a Salesforce Trailblazer’s dream! This chapter of TrailheaDX was… Read More
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Why Get Salesforce Certified? How Certifications Benefit Your Career
Why Get Salesforce Certified? Certifications are an investment of time and money, so it’s a question worth asking! In this webinar, I talked about why you should get Salesforce certified, backed up by some of the benefits that I’ve experienced. Being 6x certified, I believe… Read More
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Salesforce Launches Code Builder – New Developer Productivity Tools
Salesforce will launch three new developer productivity and DevOps tools to enable Salesforce Developers to build and deploy custom developed solutions faster. Salesforce recognise that its customers need sturdy development tools to facilitate agile delivery in their projects to extend their Salesforce org to specific… Read More
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