Decluttered Salesforce Data: Data Migration and Dashboard Visibility
- Recorded Thursday, September 15, 2022
There are many reasons why employees may not be able to access data quickly, but one of the most common is that they simply don’t know where to find it. Let’s review the steps to creating a functional training document while examining underlying processes that may be broken.
Join our COO, Neeraj Garg, and Rob Haas, Founder, Sphere Data Solutions Group as they guide you through the pain points in our organizational workflow processes and how can we improve them.
What you’ll learn:
- Steps to create a functional training document while examining underlying processes that may be broken.
- Specific issues that arise with bad data.
- Sample reports and dashboards to assist you in keeping your data clean.
Who should attend:
- Executive Directors
- Chief Executive Officers (CEOs)
- Chief Marketing Officers (CMOs)
- Chief Technology Officers (CTOs)
- Chief Information Officers (CIOs)
- Chief Financial Officers (CFOs)
- IT Directors
- Salesforce Superusers
- Salesforce Administrators
- Database Specialists
- Marketing Directors
- Membership Directors
Speakers/Moderators
Neeraj Garg, Aplusify
Connect on LinkedIn
Neeraj Garg is the Chief Operating Officer at Aplusify. For 20 years, he has worked alongside a multitalented team to help associations and nonprofits drive digital transformation within their organization, enabling them to be more innovative, agile, and donor/member-centric. As Aplusify’s COO, he leads an internal task force that shares lessons learned, best practices, and practical applications that specifically relate to associations and nonprofits.
Rob Haas, Founder, Sphere Data Solutions Group
Rob brings over 20 years of experience in B2C and B2B publishing, leading cross-functional sales, marketing, product development, and technology teams. His passion is to develop customer-centric solutions that leverage a data-driven, digital-first mindset. A self-proclaimed MarTech geek, Rob continuously tests cutting-edge technologies to keep a pulse on best-in-class solutions.
Before launching Sphere Data Solutions Group and LeadTrieve, Rob was most recently the Chief Technology Officer for PCMA.
About Aplusify
Aplusify provides associations, nonprofits, and higher education institutions with the capability and capacity to maximize their Salesforce platform. Our team of Salesforce-certified experts alleviates the technical weight of implementing and managing Salesforce so you can focus on strategy and organizational mission. Find out how we can save you time, money, and stress with our Salesforce Managed Services.
