sf environment salesforce update...data is the dumps, unless you get a data dump. data. data. image...
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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
SF Environment All Rights ReservedThe author of this document has secured the necessarypermission to use all the images depicted in thispresentation . Permission to reuse or repurpose thegraphics in this document should not be assumed nor is ittransferable for any other use . Please do not reproduce orbroadcast any content from this document withoutwritten permission from the holder of copyright .
Thank You!
Sarah PetersDoug StreblowAmmon Reagan