Quantifying Your Member Value (The do's and dont's of marketing) – How do you quantify member value? And once member value has been established, how do you adapt your marketing? This chat will explore the application of technology + process to produce results!

About our guest:

Garry Polmateer (@DarthGarry on Twitter)

Association Chat (est. 2009) is an online community and weekly chat that takes place on Tuesdays at 2pm ET on https://www.crowdcast.io/kikilitalien. You can connect with the association community throughout the week on Twitter using the hashtag #assnchat or through the Facebook Group.

Find out more about Association Chat at http://associationchat.com/. (*"Cheekily" hashtagged from the beginning! #assnchat – yes, we know what it looks like and no, we aren't changing it.*)

KiKi L'Italien serves as host for the chat with regular guests and quarterly live events along with creative collaborations with industry thought leaders.

http://associationchat.com/
https://www.facebook.com/groups/AssociationChat/

Salesforce Certifications

Salesforce MVP since 2010, inaugural class
Salesforce Administrator since 2009
Skills and Tools

Requirements & Business Analysis
Understand, document, and architect business process, including designing schemas and integration requirements
Data migration, architecting ETL operations
Engagement Management
Leads project teams on projects to assure success
Manages conversation and relationships with client stakeholders throughout project lifecycles to assure quality and expectations are being met
Areas of specialty: Verticals - Manufacturing, Healthcare, Solar Energy
Salesforce Consulting
Creating discovery/design documents, test scripts and plans, and user facing documentation
Sales cloud implementations
Sales process enhancement
Document automation
Verticals - Manufacturing, Healthcare, Solar Energy, Finance, Higher Ed, Startups (Product Companies)
Product Management
Helping companies design Salesforce as a product, or bringing enterprise products to market
User story discovery, documentation, and management
Product strategy and backlog management
Coordinate with development team to execute on product plans
Consulting on product implementation, especially during pilots and betas
Tools/Applications
Salesforce.com Sales Cloud, Service Cloud, Platform
Apex Data Loader
Jitterbit
SQL Server
MS Office Suite
Conga
Adobe eSign Services
Project Highlights

Led the business analysis for Salesforce integration at a leading email marketing and marketing automation company. Architected and delivered a custom Salesforce integration to their service platform along with providing consulting services to successfully launch and maintain the system. Engagement management, interface design, and testing in all stages of the project contributed to the creation of a well organized sales and marketing workflow that blends seamlessly with the established product system.

Centralized data contained on thousands of spreadsheets that had been used by an office furniture manufacturer over the course of 20+ years. Additional system functionalities include a comprehensive sales tracking and forecasting feature, a response system for customized proposal development, and automated purchase order processing and document management. Designed and implemented a custom CPQ offering which facilitated the unique use case needed in the furniture refurbishing industry.

Architectured a custom Pursuit Process review and scoring system for a global printing and logistics company with an extremely long and complex sales cycle. Led the team in the development of functionality that creates and generates dynamic pursuit questionnaires depending on stage of the sale, the automation of document creation, and the centralization of all data. Results include lowered error rates in managed data and a reduction in sales operation staff overhead.

Part of the team for 3 different startup companies which are in various stages of bringing product to market. Assisted from user story creation through proof of concept, testing, pilot and beta phases.

Speaking Engagements & Awards

“Trailhead Gladiators” - Dreamforce 2015

“Top 10 Tech Trends” - Northeast Young Lumber Executives, August 2015

“Salesforce Administrator Best Practices” - Dreamforce 2014

“Conga like a Pro” - Dreamforce 2014

“Top 10 AppExchange Applications” - Dreamforce 2013

“Top 10 AppExchange Applications” - Dreamforce 2012

Ignite Session for NESAE 2012 - “Lessons Learned as a Volkswagen Mechanic”

Regular speaker at Salesforce User Group events

*Special thanks to Fonteva, Association Chat's Silver Sponsor. With their great support we are able to bring you these live chats every week.

Find out more about Fonteva and their MemberNation at http://fonteva.com/Products/membernation.html.