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SF EnvironmentSalesforce Update

May 2019

Our journey

The problem

Weren’t you just here???

The problem

The solution

Teams on-boarded

✓ Energy Benchmarking✓ Environment Now✓ Zero Waste✓ Commercial Toxics✓ Residential Toxics✓ Green Business ✓ Environmental Justice (in progress)✓ Energy Watch (in progress)

Have we achieved our goal?

It’s alive!

Our best leads for the Green Business program are coming from your team via Salesforce. I’m tracking where your team has conducted outreach and following up to interest them in our program. Having a contact name is crucial for getting buy in.

Connecting our work

We’ve been here before!

Data is the dumps, unless you get a data dump

DATA DATAImage credit: Pngfind.com

With thorough training, Salesforce has been a great place to consolidate all work. It eliminates the runaround we all experienced chasing information. Now everyone can see what’s going on with a given business or project.

Up-to-date data visualizations for everyone

Salesforce is a powerful tool. It’s been essential so far to track progress and outcomes in conducting zero waste technical assistance. It’s easy to use, and is particularly helpful working across teams and programs.

Collaboration and project management

Learning new systems is hard

Photo credit: FOTO:FORTEPAN

Training and development is needed

Retaining institutional knowledge

Photo credit: EJ Hersom

Data Management Problem

Inefficient Help Desk

Ctrl + C

Ctrl + V

New & Improved Process

Data Visualization - ECBO Report

Data Visualization - ECBO Report

New & Improved Process

Crossing Teams + Silo-Busting!

Affordable Multifamily Housing

The Road Ahead

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Thank You!

Sarah PetersDoug StreblowAmmon Reagan