Nothing kills productivity like “swivel chair” moments, when employees have to pivot between multiple platforms and programs just to get their job done. But what if you could condense all of your daily tasks into the same platform you already use for daily communication, and work seamlessly in one place throughout the day– no pivoting required?
Whether you’re brand-new to the solution or you’ve been messaging coworkers on Slack for years, there are likely still some game-changing features you might not know about. From approvals to integrations, check out the latest Transformation @ Work to learn how to transform Slack into a superpowered collaboration station.
Key Insights
02:01: Understanding Slack’s transformation from a communications platform to an all-in-one collaboration solution
02:40: How switching between programs and solutions can add up to significant time costs for employees– and how Slack can help
04:36: Exploring Slack’s template library, and what its out-of-the-box automations have to offer
06:01: How employees can leverage Slack’s workflow builder to create custom third-party automations
08:15: Slack automation in action: real-world use cases for how teams are streamlining processes via automation
10:35: Leveraging Slack apps to strengthen company culture and deepen employee relationships
Guest Bios
Krishna Patel, Partner Engineer, Slack
Krish has spent the past several years working deeply with Slack as a solution, which gives him an in-depth understanding of the product and its capabilities. In his current role as Partner Engineer for the solution, he works closely with partners and developers to drive product integrations and deliver technical solutions to address needs across the Slack ecosystem.
Kishan Patel, Senior Solution Consultant, Gerent
An 18X Salesforce-certified product expert, Kish brings years of experience and a wealth of technical expertise to his current role as Senior Solution Consultant. He specializes in building strong relationships with internal and external partners to identify pain points and develop winning solutions that drive customer success.
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Nothing kills productivity like “swivel chair” moments, when employees have to pivot between multiple platforms and programs just to get their job done. But what if you could condense all of your daily tasks into the same platform you already use for daily communication, and work seamlessly in one place throughout the day– no pivoting required?
Whether you’re brand-new to the solution or you’ve been messaging coworkers on Slack for years, there are likely still some game-changing features you might not know about. From approvals to integrations, check out the latest Transformation @ Work to learn how to transform Slack into a superpowered collaboration station.
Key Insights
02:01: Understanding Slack’s transformation from a communications platform to an all-in-one collaboration solution
02:40: How switching between programs and solutions can add up to significant time costs for employees– and how Slack can help
04:36: Exploring Slack’s template library, and what its out-of-the-box automations have to offer
06:01: How employees can leverage Slack’s workflow builder to create custom third-party automations
08:15: Slack automation in action: real-world use cases for how teams are streamlining processes via automation
10:35: Leveraging Slack apps to strengthen company culture and deepen employee relationships
Guest Bios
Krishna Patel, Partner Engineer, Slack
Krish has spent the past several years working deeply with Slack as a solution, which gives him an in-depth understanding of the product and its capabilities. In his current role as Partner Engineer for the solution, he works closely with partners and developers to drive product integrations and deliver technical solutions to address needs across the Slack ecosystem.
Kishan Patel, Senior Solution Consultant, Gerent
An 18X Salesforce-certified product expert, Kish brings years of experience and a wealth of technical expertise to his current role as Senior Solution Consultant. He specializes in building strong relationships with internal and external partners to identify pain points and develop winning solutions that drive customer success.
T@W Ep 46 - Salesforce Nonprofit Cloud Empowering Organizations To Better Support Their Communities
Transformation @ Work
23 minutes 49 seconds
1 year ago
T@W Ep 46 - Salesforce Nonprofit Cloud Empowering Organizations To Better Support Their Communities
In the Nonprofit sector, investment in cutting-edge technology is often a luxury. After all, most nonprofits aim to funnel as much income as possible directly into the communities they serve – meaning there’s little left over to spend on nice-to-have tech. But as an ironic result of this impact focus, many organizations are left to manage tight budgets, razor-thin margins, and overworked employees and volunteers.
But what if nonprofits could not only take advantage of the best-in-class tools developed for other industries — but also have those tools contextualized for industry use cases? In this episode of Transformation @ Work, we look at the newly-enhanced Nonprofit Cloud, how it compares with Nonprofit Success Pack, and how the novel product can serve the needs of nonprofit organizations, employees, and constituents.
Key Insights
03:19: A brief history of Salesforce Nonprofit Success Pack (NPSP), and how it led to the creation of Nonprofit Cloud
05:39: The challenges of customizing “out-of-the-box” solutions to suit specific needs, and how those hurdles impact nonprofit organizations
06:51: The “why” of Nonprofit Cloud: how it serves the specific needs of organizations and addresses their most relevant pain points
08:26: The make-or-break importance of personalized experiences, and how Nonprofit Cloud helps organizations deliver them to donors and constituents
10:27: How OmniStudio transforms the way employees build experiences within Salesforce
12:42: Noteworthy features of Nonprofit Cloud: how actionable lists and interest tags allow new avenues for personalization
16:37: Migrating from NPSP to Nonprofit Cloud: what organizations need to consider before making the leap
19:00: How a qualified technology partner can help organizations make the most of the new Nonprofit Cloud
Guest Speakers
Regine Benchetrit
Director, Nonprofit Growth & Marketing, Gerent
Regine Benchetrit is a highly adaptable consultant with a diverse professional background and an insatiable thirst for knowledge. With a career spanning two decades, of which more than half was spent in the nonprofit sector, she has held various leadership positions within digital consultancies and prominent Canadian nonprofit organizations. In 2022, she was invited by Salesforce to speak about NFTs and Cryptocurrency at the Nonprofit Summit. Her professional expertise has spanned a wide range of industries, including sports & entertainment, insurance, CPG and Telco, to mention a few. She excels at empathizing with and uncovering her clients’ pain points, forging strong connections, and crafting innovative solutions to intricate challenges through constructive teamwork. Regine is fervent about giving back, building communities, and helping nonprofits drive their missions.
James Gardner Gregory, Ph.D.
Senior Director, Industry Solutions - Education and Nonprofit Services, Gerent
James is a 17x certified Solution Engineering Leader with 15 years of firsthand experience in higher education. Starting his career as a Special Educator and Counsellor, James now comes to us straight from Salesforce as an industry-leading expert with a proven track record of success in his field. He specializes in creating cutting-edge solutions that address top-of-mind issues for Education and Nonprofit organizations.
Richard Smyth
Consulting Senior Director, Education & Nonprofit, Gerent
Richard Smyth is an experienced senior leader with over 20 years of IT leadership relevant to digital strategy, enterprise applications, operational excellence and executive oversight. Richard has a proven record of spearheading successful transformation initiatives for complex, multi-disciplinary organizations. He excels at delivering superior results by demonstrating the business value of technology implementations.
Transformation @ Work
Nothing kills productivity like “swivel chair” moments, when employees have to pivot between multiple platforms and programs just to get their job done. But what if you could condense all of your daily tasks into the same platform you already use for daily communication, and work seamlessly in one place throughout the day– no pivoting required?
Whether you’re brand-new to the solution or you’ve been messaging coworkers on Slack for years, there are likely still some game-changing features you might not know about. From approvals to integrations, check out the latest Transformation @ Work to learn how to transform Slack into a superpowered collaboration station.
Key Insights
02:01: Understanding Slack’s transformation from a communications platform to an all-in-one collaboration solution
02:40: How switching between programs and solutions can add up to significant time costs for employees– and how Slack can help
04:36: Exploring Slack’s template library, and what its out-of-the-box automations have to offer
06:01: How employees can leverage Slack’s workflow builder to create custom third-party automations
08:15: Slack automation in action: real-world use cases for how teams are streamlining processes via automation
10:35: Leveraging Slack apps to strengthen company culture and deepen employee relationships
Guest Bios
Krishna Patel, Partner Engineer, Slack
Krish has spent the past several years working deeply with Slack as a solution, which gives him an in-depth understanding of the product and its capabilities. In his current role as Partner Engineer for the solution, he works closely with partners and developers to drive product integrations and deliver technical solutions to address needs across the Slack ecosystem.
Kishan Patel, Senior Solution Consultant, Gerent
An 18X Salesforce-certified product expert, Kish brings years of experience and a wealth of technical expertise to his current role as Senior Solution Consultant. He specializes in building strong relationships with internal and external partners to identify pain points and develop winning solutions that drive customer success.