Agenda:
Introduction to the Non Profit Starter Pack
Navigation and List views
Data Entry
Merging Accounts and Contacts
Activity Management & Managing Calendar
Wrap Up
This document outlines an agenda and staff for Salesforce training sessions on the system overview, accounts, contacts, campaigns, opportunities, reports and dashboards, and Vertical Response. The first meeting will cover the system overview, accounts, and contacts. Future meetings are scheduled in July to cover additional topics like campaigns and opportunities. The training includes homework with prizes to incentivize completing the tasks. Staff from various teams will attend different sessions relevant to their roles.
CRMery is a CRM tool that provides benefits for lead management, contact management, deal management, reports and graphs, customization, shared calendars, user access, importing data, documentation, and organization to help users track leads, contacts, tasks, and sales. It allows tracking leads and contacts with notes, emails, and tasks. Deals can be organized and probability assigned. Visual reports and graphs provide sales insights. Custom fields and reports allow customization. Shared calendars facilitate meetings and tasks. User roles define access and teams. Data import makes transition easy. Documentation provides help. The customizable and visual CRM is designed to smoothly organize and improve contact management.
Actionable Insight in Microsoft Dynamics CRM 2011Will Slade
Review methods of getting to and displaying your data in Microsoft Dynamics CRM 2011 for actionable insight including dashboards on phones and tablets.
The document outlines the most important features provided by CRM software, including contact management, interaction tracking, lead management and document management, email integration, quotes/proposal management, workflow automation and sales forecasting. When selecting a CRM solution, considerations include usability of the contact manager, how prospects move through the sales funnel, centralizing documents, prioritizing email integration if collaboration is primarily through email, and including contract/proposal management if that process requires back-and-forth. CRM software can also automate workflows and generate sales forecasts based on past data trends.
The document discusses effective networking strategies to win more business. It recommends setting clear goals and objectives, aligning tools like business cards and LinkedIn profiles, choosing appropriate networking targets, and taking consistent action over the long term. The key steps are to set a strategy, align tools, choose targets, take action, and be patient and persistent. Associations are important for networking, and the document provides tips on finding, attending, and serving relevant associations to expand one's business network.
The document discusses various topics including transportation options, housing availability, job opportunities, and recreational activities in a certain city. It outlines several pros such as good public transit and affordable housing but also notes some cons like a limited job market and high taxes. In summary, the document seems to evaluate whether moving to or living in a particular city could be a good choice.
Salesforce is a cloud-based customer relationship management (CRM) system that allows nonprofits to track constituents such as donors, volunteers, and program participants. Over 20,000 nonprofits in the U.S. use Salesforce. The Nonprofit Starter Pack is a free app that customizes Salesforce for nonprofits by allowing them to track things like donors, volunteers, relationships, and recurring donations. Implementing Salesforce helps nonprofits manage data more effectively, meet reporting requirements, improve efficiencies, and break down silos within the organization.
This document outlines an agenda and staff for Salesforce training sessions on the system overview, accounts, contacts, campaigns, opportunities, reports and dashboards, and Vertical Response. The first meeting will cover the system overview, accounts, and contacts. Future meetings are scheduled in July to cover additional topics like campaigns and opportunities. The training includes homework with prizes to incentivize completing the tasks. Staff from various teams will attend different sessions relevant to their roles.
CRMery is a CRM tool that provides benefits for lead management, contact management, deal management, reports and graphs, customization, shared calendars, user access, importing data, documentation, and organization to help users track leads, contacts, tasks, and sales. It allows tracking leads and contacts with notes, emails, and tasks. Deals can be organized and probability assigned. Visual reports and graphs provide sales insights. Custom fields and reports allow customization. Shared calendars facilitate meetings and tasks. User roles define access and teams. Data import makes transition easy. Documentation provides help. The customizable and visual CRM is designed to smoothly organize and improve contact management.
Actionable Insight in Microsoft Dynamics CRM 2011Will Slade
Review methods of getting to and displaying your data in Microsoft Dynamics CRM 2011 for actionable insight including dashboards on phones and tablets.
The document outlines the most important features provided by CRM software, including contact management, interaction tracking, lead management and document management, email integration, quotes/proposal management, workflow automation and sales forecasting. When selecting a CRM solution, considerations include usability of the contact manager, how prospects move through the sales funnel, centralizing documents, prioritizing email integration if collaboration is primarily through email, and including contract/proposal management if that process requires back-and-forth. CRM software can also automate workflows and generate sales forecasts based on past data trends.
The document discusses effective networking strategies to win more business. It recommends setting clear goals and objectives, aligning tools like business cards and LinkedIn profiles, choosing appropriate networking targets, and taking consistent action over the long term. The key steps are to set a strategy, align tools, choose targets, take action, and be patient and persistent. Associations are important for networking, and the document provides tips on finding, attending, and serving relevant associations to expand one's business network.
The document discusses various topics including transportation options, housing availability, job opportunities, and recreational activities in a certain city. It outlines several pros such as good public transit and affordable housing but also notes some cons like a limited job market and high taxes. In summary, the document seems to evaluate whether moving to or living in a particular city could be a good choice.
Salesforce is a cloud-based customer relationship management (CRM) system that allows nonprofits to track constituents such as donors, volunteers, and program participants. Over 20,000 nonprofits in the U.S. use Salesforce. The Nonprofit Starter Pack is a free app that customizes Salesforce for nonprofits by allowing them to track things like donors, volunteers, relationships, and recurring donations. Implementing Salesforce helps nonprofits manage data more effectively, meet reporting requirements, improve efficiencies, and break down silos within the organization.
Day 1:Salesforce Basics for the Accidental Admin (NPSP May'15)Idealist Consulting
For info on next training visit www.idealistconsulting.com
Agenda:
Intro
Navigation and List Views
Data Entry
Merging Accounts and Contacts
Activity Management and Managing Calendar
Email Templates
Fundly CRM manages communication and fundraising and helps you tell a compelling story. Reach out through events, memberships, and online fundraising tools that make it easy for donors to support your cause. Capture information with custom data sets and track interactions, giving history, event participation, pre-defined reports and a customizable dashboard for a real-time snapshot of your organization's progress.
An evaluators guide to SOME of the modules in Fundly CRM. Event Management, Donation Acknowledgments, Peer to Peer fundraising, grants management, membership management are all capabilities we offer. This guide will be updated periodically.
From Unreliable Magic to Good Marketing Insights Learned from Interviewing 4...TechSoup
This document summarizes a presentation given by Feathr about applying a "Good Marketing Framework" for nonprofits. The framework involves 4 steps: 1) Identifying communities and connections within them, 2) Cultivating awareness and engagement through content and channels, 3) Activating measurement and testing, and 4) Learning from results to improve future efforts. Applying this framework can help nonprofits grow fundraising and their communities through more effective marketing compared to relying on "unreliable magic".
How to build an email marketing strategyDylan Miller
This document provides steps to build an email marketing strategy, including: defining email marketing; setting goals; organizing contacts into lists; organizing departments involved in email; planning content for communications; and setting metrics. The six main steps are: 1) define email marketing; 2) set goals; 3) organize contacts into lists; 4) organize departments involved; 5) plan content; and 6) set metrics to measure success. Worksheets are included to help capture information needed at each step.
This document provides guidance on how to begin measuring the return on investment of marketing efforts for financial advisors. It recommends tracking new leads and clients by their original marketing source. Goals for new clients and assets should be set based on average client size. Campaigns can then be analyzed quarterly by comparing leads, clients and revenue to costs. While not a complete picture, this initial approach establishes a foundation to refine marketing measurement over time. Limitations include lagging results and interdependence between different marketing activities.
8 Ways To Improve Email Performance During End-of-Year.pdfBloomerang
The document summarizes key points from a webinar on improving email performance for end-of-year fundraising. It discusses benchmarks showing declines in email list sizes, revenue, and response rates. It provides tips for segmentation, optimization of sender name, subject lines, content, calls-to-action, and timing. It emphasizes testing strategies like trying new things, piloting tests, and running integrated multichannel campaigns. Resources are shared on donor segmentation and email marketing best practices.
ROI Lab for Marketers: Orchestrating Your Way to ABM SuccessJessieGoodrum1
Orchestration allows users to automate account-based marketing activities using complex audience segmentation and multi-channel plays. It has two main features - Automations and Audiences. Automations can operationalize manual tasks and create data flows. Audiences dynamically add/remove people or accounts to third party technologies based on criteria. The document provides examples of using Orchestration for sales handoffs, retargeting, audience expansion, and more. It also shares customer stories of how Matillion and Demandbase have used Orchestration's features to improve marketing and sales alignment and automate list curation for third party ads.
Microsoft Dynamics CRM: NFP AcceleratorLisa Malone
Microsoft NGO Connection Day - A Nonprofit Summit hosted a day-long event on April 21st in Washington, DC. Topics focused on organizational challenges facing NGOs (nonprofit organizations) and Associations. This presentation was about the newly launched NFP accelerator and pricing for Microsoft Dynamics CRM Online
The document discusses trends in internet usage and provides tips for businesses to effectively utilize their websites and email marketing. Some key points covered include:
- The total active web population worldwide is 452 million, with 174 million users from the US. Over half of users are between ages 25-49.
- Affluent online users, those with incomes over $100,000, represent 22% of total online users. They frequently use the internet for business, news, and travel information.
- Tips for businesses include integrating the website with other marketing, customizing content for different user segments, and using the website to enhance customer service.
- Email marketing is much cheaper than direct mail and expected
Miller carrie-hospital-fundraising-summit (1)Sanky Inc.
This document provides an overview of online fundraising best practices for hospitals. It discusses setting up a dedicated fundraising microsite to own and easily update. It also covers building an email list from patient and donor databases through an append process. The document recommends using email to cultivate relationships and do conversion asks, while also bolstering direct mail efforts. It emphasizes the importance of finding relevant content and capitalizing on awareness periods and the year-end tax deadline.
This document discusses the importance and use of buyer personas in content marketing and sales strategies. It provides three main reasons why buyer personas matter: 1) Leads nurtured with targeted content based on personas produce a 20% increase in sales opportunities, 2) 56% of email users unsubscribe from irrelevant content, and 3) Without understanding your audience, content and marketing will fail. The document then provides steps to develop buyer personas through research and profiles to capture key details. It stresses that personas should influence content, marketing, messaging and be used to generate awareness, build trust and create relationships at different stages of the buyer journey.
Social Marketing Strategy for Equine Veterinarians - EBMS 2013Ali Kelly
Presentation on social media marketing strategy for equine veterinary practices, focusing on aligning goals with measurable results. Presented to the Equine Business Management Strategies conference on September 11, 2013
Presentation for the Michiana Consultants Round Table held August 17, 2010 by Dick Wooden and Julie Cooper. Focusing on business relationship development changes, social media and small business Contact management (Sage ACT!). Development of a marketing strategy before picking tactics.
The document provides guidance on developing a personal brand and career marketing plan to effectively present oneself in a professional job search. It outlines identifying skills, values, and interests to craft a brand statement. It then describes key elements of a marketing plan like target position, brand description, positioning statement, key competencies, target market, target companies, compensation goals, and an action plan. The document stresses tailoring these materials for specific opportunities and using one's brand and plan across application materials and social media profiles.
The document provides biographies of three individuals involved in email marketing and digital communications:
- Nicholas Einstein, VP of Strategic Services & Deliverability at PulsePoint, who has over 10 years experience in email marketing and helping companies leverage online channels.
- Dennis Dayman, Chief Security and Privacy Officer at Eloqua, who has 17 years experience in email/privacy at various companies and is involved in email industry boards.
- Short summaries of presentations they will be giving on leveraging audience and campaign data, and on brand equity, consumer commitment, and the law.
CRM Databases in Law Firms - How to get a great oneSimon McNidder
How to get a great CRM database - Tip 1: How to find, improve and use your data in your CRM database / CRM system. Presentation originally given to marketing types in professional service firm at a PM Forum workshop on CRM data
Portland Small-Medium Business Salon - Hosted by Idealist Consulting, Pardot, and Cirrus Insight. Learn how marketing automation can take your business to the next level.
Community Engagement: 3 Ways to Harness the Power of your Nonprofit NetworkIdealist Consulting
Engagement is so key to the mission of nonprofits everywhere. Without it, not only would we be at a loss for how to serve but also at a loss for support in accomplishing our goals. So how does an organization go about community engagement? As our digital footprint expands, so too should our definition of community engagement.
Take a look at what community engagement means in the digital age, how community engagement applies to your nonprofit, and different styles of facilitating those connections.
More Related Content
Similar to Salesforce Basics for the Accidental Admin Webinar, Day 1
Day 1:Salesforce Basics for the Accidental Admin (NPSP May'15)Idealist Consulting
For info on next training visit www.idealistconsulting.com
Agenda:
Intro
Navigation and List Views
Data Entry
Merging Accounts and Contacts
Activity Management and Managing Calendar
Email Templates
Fundly CRM manages communication and fundraising and helps you tell a compelling story. Reach out through events, memberships, and online fundraising tools that make it easy for donors to support your cause. Capture information with custom data sets and track interactions, giving history, event participation, pre-defined reports and a customizable dashboard for a real-time snapshot of your organization's progress.
An evaluators guide to SOME of the modules in Fundly CRM. Event Management, Donation Acknowledgments, Peer to Peer fundraising, grants management, membership management are all capabilities we offer. This guide will be updated periodically.
From Unreliable Magic to Good Marketing Insights Learned from Interviewing 4...TechSoup
This document summarizes a presentation given by Feathr about applying a "Good Marketing Framework" for nonprofits. The framework involves 4 steps: 1) Identifying communities and connections within them, 2) Cultivating awareness and engagement through content and channels, 3) Activating measurement and testing, and 4) Learning from results to improve future efforts. Applying this framework can help nonprofits grow fundraising and their communities through more effective marketing compared to relying on "unreliable magic".
How to build an email marketing strategyDylan Miller
This document provides steps to build an email marketing strategy, including: defining email marketing; setting goals; organizing contacts into lists; organizing departments involved in email; planning content for communications; and setting metrics. The six main steps are: 1) define email marketing; 2) set goals; 3) organize contacts into lists; 4) organize departments involved; 5) plan content; and 6) set metrics to measure success. Worksheets are included to help capture information needed at each step.
This document provides guidance on how to begin measuring the return on investment of marketing efforts for financial advisors. It recommends tracking new leads and clients by their original marketing source. Goals for new clients and assets should be set based on average client size. Campaigns can then be analyzed quarterly by comparing leads, clients and revenue to costs. While not a complete picture, this initial approach establishes a foundation to refine marketing measurement over time. Limitations include lagging results and interdependence between different marketing activities.
8 Ways To Improve Email Performance During End-of-Year.pdfBloomerang
The document summarizes key points from a webinar on improving email performance for end-of-year fundraising. It discusses benchmarks showing declines in email list sizes, revenue, and response rates. It provides tips for segmentation, optimization of sender name, subject lines, content, calls-to-action, and timing. It emphasizes testing strategies like trying new things, piloting tests, and running integrated multichannel campaigns. Resources are shared on donor segmentation and email marketing best practices.
ROI Lab for Marketers: Orchestrating Your Way to ABM SuccessJessieGoodrum1
Orchestration allows users to automate account-based marketing activities using complex audience segmentation and multi-channel plays. It has two main features - Automations and Audiences. Automations can operationalize manual tasks and create data flows. Audiences dynamically add/remove people or accounts to third party technologies based on criteria. The document provides examples of using Orchestration for sales handoffs, retargeting, audience expansion, and more. It also shares customer stories of how Matillion and Demandbase have used Orchestration's features to improve marketing and sales alignment and automate list curation for third party ads.
Microsoft Dynamics CRM: NFP AcceleratorLisa Malone
Microsoft NGO Connection Day - A Nonprofit Summit hosted a day-long event on April 21st in Washington, DC. Topics focused on organizational challenges facing NGOs (nonprofit organizations) and Associations. This presentation was about the newly launched NFP accelerator and pricing for Microsoft Dynamics CRM Online
The document discusses trends in internet usage and provides tips for businesses to effectively utilize their websites and email marketing. Some key points covered include:
- The total active web population worldwide is 452 million, with 174 million users from the US. Over half of users are between ages 25-49.
- Affluent online users, those with incomes over $100,000, represent 22% of total online users. They frequently use the internet for business, news, and travel information.
- Tips for businesses include integrating the website with other marketing, customizing content for different user segments, and using the website to enhance customer service.
- Email marketing is much cheaper than direct mail and expected
Miller carrie-hospital-fundraising-summit (1)Sanky Inc.
This document provides an overview of online fundraising best practices for hospitals. It discusses setting up a dedicated fundraising microsite to own and easily update. It also covers building an email list from patient and donor databases through an append process. The document recommends using email to cultivate relationships and do conversion asks, while also bolstering direct mail efforts. It emphasizes the importance of finding relevant content and capitalizing on awareness periods and the year-end tax deadline.
This document discusses the importance and use of buyer personas in content marketing and sales strategies. It provides three main reasons why buyer personas matter: 1) Leads nurtured with targeted content based on personas produce a 20% increase in sales opportunities, 2) 56% of email users unsubscribe from irrelevant content, and 3) Without understanding your audience, content and marketing will fail. The document then provides steps to develop buyer personas through research and profiles to capture key details. It stresses that personas should influence content, marketing, messaging and be used to generate awareness, build trust and create relationships at different stages of the buyer journey.
Social Marketing Strategy for Equine Veterinarians - EBMS 2013Ali Kelly
Presentation on social media marketing strategy for equine veterinary practices, focusing on aligning goals with measurable results. Presented to the Equine Business Management Strategies conference on September 11, 2013
Presentation for the Michiana Consultants Round Table held August 17, 2010 by Dick Wooden and Julie Cooper. Focusing on business relationship development changes, social media and small business Contact management (Sage ACT!). Development of a marketing strategy before picking tactics.
The document provides guidance on developing a personal brand and career marketing plan to effectively present oneself in a professional job search. It outlines identifying skills, values, and interests to craft a brand statement. It then describes key elements of a marketing plan like target position, brand description, positioning statement, key competencies, target market, target companies, compensation goals, and an action plan. The document stresses tailoring these materials for specific opportunities and using one's brand and plan across application materials and social media profiles.
The document provides biographies of three individuals involved in email marketing and digital communications:
- Nicholas Einstein, VP of Strategic Services & Deliverability at PulsePoint, who has over 10 years experience in email marketing and helping companies leverage online channels.
- Dennis Dayman, Chief Security and Privacy Officer at Eloqua, who has 17 years experience in email/privacy at various companies and is involved in email industry boards.
- Short summaries of presentations they will be giving on leveraging audience and campaign data, and on brand equity, consumer commitment, and the law.
CRM Databases in Law Firms - How to get a great oneSimon McNidder
How to get a great CRM database - Tip 1: How to find, improve and use your data in your CRM database / CRM system. Presentation originally given to marketing types in professional service firm at a PM Forum workshop on CRM data
Similar to Salesforce Basics for the Accidental Admin Webinar, Day 1 (20)
Portland Small-Medium Business Salon - Hosted by Idealist Consulting, Pardot, and Cirrus Insight. Learn how marketing automation can take your business to the next level.
Community Engagement: 3 Ways to Harness the Power of your Nonprofit NetworkIdealist Consulting
Engagement is so key to the mission of nonprofits everywhere. Without it, not only would we be at a loss for how to serve but also at a loss for support in accomplishing our goals. So how does an organization go about community engagement? As our digital footprint expands, so too should our definition of community engagement.
Take a look at what community engagement means in the digital age, how community engagement applies to your nonprofit, and different styles of facilitating those connections.
Part 1 - Salesforce Basics for the Accidental Admin 1/2016Idealist Consulting
The document provides an overview of a training on using the Nonprofit Starter Pack application on the Salesforce platform. It introduces the trainer and agenda which includes an introduction to the Nonprofit Starter Pack, navigation, data entry, merging accounts and contacts, activity management, and a question and answer session. It also notes that the training is occurring during Salesforce's upgrade month and encourages attendees to upgrade to the latest version of the Nonprofit Starter Pack, NPSP 3.0, which offers automatic updates and bug fixes while older versions are no longer supported.
5 Ways Nonprofits can Get Started with Marketing AutomationIdealist Consulting
Agenda:
What is Marketing Automation?
How can nonprofits use it?
5 ways to get started
Case Study: Jefferson Awards Foundation
Putting it all together/Q&A
Portland Small Business Salesforce Salon Presentation deckIdealist Consulting
Follow Fred Armisen of Portlandia through his customer journey from lead to prospect to client, through the lense of Salesforce tools Pardot, Sales Cloud, and Communities. This was presented at a live event for the Portland Small Business community 3/19/15.
Slidedeck from our 8-27-14 webinar featuring Idealist Consulting's Membership Solution kit where you can use Predictive Response and Click & Pledge to increase membership engagement and make memberships a seamless part of your campaign strategy.
Presenters:
Seth Goddard, Predictive Response
Karen Arrivillaga, Click & Pledge
One Small Step for Fundraising: Mobile Giving with mGive Webinar DeckIdealist Consulting
Mobile donations are an underutilized fundraising method. Text donations have exceptionally high open rates of 97% and are read within minutes. However, only 30% of text donors prefer this method despite being highly satisfied. Integrating text donations with social media, especially videos on Facebook, could help nonprofits better utilize texting and reach more donors. Cause marketing partnerships that feature celebrity videos with text calls-to-action have been shown to double text donations when shared on social media.
The document discusses Salesforce Communities, which combine business processes and social networking to allow organizations to create branded online communities for constituents, customers, and partners that are accessed through a single login; it provides examples of how communities can be used and best practices for deploying, managing, and engaging members of a community to ensure success.
One Small Step for Fundraising: Best Practices Soliciting Major Donors with W...Idealist Consulting
This document discusses best practices for soliciting major donors using WealthEngine. It outlines the donor cycle of identification, qualification, discovery, cultivation, solicitation, and stewardship. It provides tips for each stage, such as using data screening and wealth appends to identify prospects, determining if prospects meet minimum gift thresholds during qualification, asking open-ended questions to assess interest during discovery, identifying a prospect's specific interests during cultivation, and making sure to ask for a specific gift amount for a purpose when soliciting. The document promotes WealthEngine's services and data resources to support nonprofits' fundraising strategies at each stage of the donor cycle.
One Small Step for Fundraising: Best Practices in Mass Email with Soapbox MailerIdealist Consulting
This document discusses Soapbox Mailer, an affordable mass email tool that integrates seamlessly with Salesforce. Soapbox Mailer provides real-time metrics and helps nonprofits raise more money through lower-cost email campaigns. The document highlights Soapbox Mailer's benefits and shares a success story from Blue Water Baltimore, who migrated from other tools to Soapbox Mailer to better communicate through email.
This document provides an overview and agenda for a presentation on Vertical Response, an email marketing solution. It can be used as a standalone tool or integrated with Salesforce. For non-profits, the first 10,000 emails sent per month are free. Pricing is outlined for volumes above that threshold. The presentation covers creating an email campaign in Vertical Response, including designing the email, creating recipient lists, and scheduling the send. Analytics data from email sends, such as opens, clicks and social shares, are synced back to relevant records in Salesforce.
The Experts Talk, Idealist Consulting, How To Evaluate Payment ProcessorsIdealist Consulting
The document discusses how to evaluate payment processors for non-profits. It provides examples of integrated and unintegrated payment processor options for different use cases like donations, events, memberships, etc. It highlights key questions to consider around desired functionality, costs, and ease of use when choosing a payment processor. Integrated options allow payments to automatically sync with contact records in Salesforce while unintegrated require manual data entry. The document compares features of top integrated solutions for different needs.
The document outlines the steps to structure and implement a Salesforce CRM system for a nonprofit client. It discusses understanding the client's needs, blueprinting the necessary processes, building a prototype using standard and custom Salesforce objects, preparing and importing existing data, testing usability, training users, and providing post-launch support. The overall goal is to provide a centralized system to manage relationships and engage supporters to help nonprofits better achieve their missions.
Introducing Milvus Lite: Easy-to-Install, Easy-to-Use vector database for you...Zilliz
Join us to introduce Milvus Lite, a vector database that can run on notebooks and laptops, share the same API with Milvus, and integrate with every popular GenAI framework. This webinar is perfect for developers seeking easy-to-use, well-integrated vector databases for their GenAI apps.
Alt. GDG Cloud Southlake #33: Boule & Rebala: Effective AppSec in SDLC using ...James Anderson
Effective Application Security in Software Delivery lifecycle using Deployment Firewall and DBOM
The modern software delivery process (or the CI/CD process) includes many tools, distributed teams, open-source code, and cloud platforms. Constant focus on speed to release software to market, along with the traditional slow and manual security checks has caused gaps in continuous security as an important piece in the software supply chain. Today organizations feel more susceptible to external and internal cyber threats due to the vast attack surface in their applications supply chain and the lack of end-to-end governance and risk management.
The software team must secure its software delivery process to avoid vulnerability and security breaches. This needs to be achieved with existing tool chains and without extensive rework of the delivery processes. This talk will present strategies and techniques for providing visibility into the true risk of the existing vulnerabilities, preventing the introduction of security issues in the software, resolving vulnerabilities in production environments quickly, and capturing the deployment bill of materials (DBOM).
Speakers:
Bob Boule
Robert Boule is a technology enthusiast with PASSION for technology and making things work along with a knack for helping others understand how things work. He comes with around 20 years of solution engineering experience in application security, software continuous delivery, and SaaS platforms. He is known for his dynamic presentations in CI/CD and application security integrated in software delivery lifecycle.
Gopinath Rebala
Gopinath Rebala is the CTO of OpsMx, where he has overall responsibility for the machine learning and data processing architectures for Secure Software Delivery. Gopi also has a strong connection with our customers, leading design and architecture for strategic implementations. Gopi is a frequent speaker and well-known leader in continuous delivery and integrating security into software delivery.
UiPath Test Automation using UiPath Test Suite series, part 6DianaGray10
Welcome to UiPath Test Automation using UiPath Test Suite series part 6. In this session, we will cover Test Automation with generative AI and Open AI.
UiPath Test Automation with generative AI and Open AI webinar offers an in-depth exploration of leveraging cutting-edge technologies for test automation within the UiPath platform. Attendees will delve into the integration of generative AI, a test automation solution, with Open AI advanced natural language processing capabilities.
Throughout the session, participants will discover how this synergy empowers testers to automate repetitive tasks, enhance testing accuracy, and expedite the software testing life cycle. Topics covered include the seamless integration process, practical use cases, and the benefits of harnessing AI-driven automation for UiPath testing initiatives. By attending this webinar, testers, and automation professionals can gain valuable insights into harnessing the power of AI to optimize their test automation workflows within the UiPath ecosystem, ultimately driving efficiency and quality in software development processes.
What will you get from this session?
1. Insights into integrating generative AI.
2. Understanding how this integration enhances test automation within the UiPath platform
3. Practical demonstrations
4. Exploration of real-world use cases illustrating the benefits of AI-driven test automation for UiPath
Topics covered:
What is generative AI
Test Automation with generative AI and Open AI.
UiPath integration with generative AI
Speaker:
Deepak Rai, Automation Practice Lead, Boundaryless Group and UiPath MVP
Sudheer Mechineni, Head of Application Frameworks, Standard Chartered Bank
Discover how Standard Chartered Bank harnessed the power of Neo4j to transform complex data access challenges into a dynamic, scalable graph database solution. This keynote will cover their journey from initial adoption to deploying a fully automated, enterprise-grade causal cluster, highlighting key strategies for modelling organisational changes and ensuring robust disaster recovery. Learn how these innovations have not only enhanced Standard Chartered Bank’s data infrastructure but also positioned them as pioneers in the banking sector’s adoption of graph technology.
Dr. Sean Tan, Head of Data Science, Changi Airport Group
Discover how Changi Airport Group (CAG) leverages graph technologies and generative AI to revolutionize their search capabilities. This session delves into the unique search needs of CAG’s diverse passengers and customers, showcasing how graph data structures enhance the accuracy and relevance of AI-generated search results, mitigating the risk of “hallucinations” and improving the overall customer journey.
“An Outlook of the Ongoing and Future Relationship between Blockchain Technologies and Process-aware Information Systems.” Invited talk at the joint workshop on Blockchain for Information Systems (BC4IS) and Blockchain for Trusted Data Sharing (B4TDS), co-located with with the 36th International Conference on Advanced Information Systems Engineering (CAiSE), 3 June 2024, Limassol, Cyprus.
TrustArc Webinar - 2024 Global Privacy SurveyTrustArc
How does your privacy program stack up against your peers? What challenges are privacy teams tackling and prioritizing in 2024?
In the fifth annual Global Privacy Benchmarks Survey, we asked over 1,800 global privacy professionals and business executives to share their perspectives on the current state of privacy inside and outside of their organizations. This year’s report focused on emerging areas of importance for privacy and compliance professionals, including considerations and implications of Artificial Intelligence (AI) technologies, building brand trust, and different approaches for achieving higher privacy competence scores.
See how organizational priorities and strategic approaches to data security and privacy are evolving around the globe.
This webinar will review:
- The top 10 privacy insights from the fifth annual Global Privacy Benchmarks Survey
- The top challenges for privacy leaders, practitioners, and organizations in 2024
- Key themes to consider in developing and maintaining your privacy program
Threats to mobile devices are more prevalent and increasing in scope and complexity. Users of mobile devices desire to take full advantage of the features
available on those devices, but many of the features provide convenience and capability but sacrifice security. This best practices guide outlines steps the users can take to better protect personal devices and information.
How to Get CNIC Information System with Paksim Ga.pptxdanishmna97
Pakdata Cf is a groundbreaking system designed to streamline and facilitate access to CNIC information. This innovative platform leverages advanced technology to provide users with efficient and secure access to their CNIC details.
In his public lecture, Christian Timmerer provides insights into the fascinating history of video streaming, starting from its humble beginnings before YouTube to the groundbreaking technologies that now dominate platforms like Netflix and ORF ON. Timmerer also presents provocative contributions of his own that have significantly influenced the industry. He concludes by looking at future challenges and invites the audience to join in a discussion.
Let's Integrate MuleSoft RPA, COMPOSER, APM with AWS IDP along with Slackshyamraj55
Discover the seamless integration of RPA (Robotic Process Automation), COMPOSER, and APM with AWS IDP enhanced with Slack notifications. Explore how these technologies converge to streamline workflows, optimize performance, and ensure secure access, all while leveraging the power of AWS IDP and real-time communication via Slack notifications.
Securing your Kubernetes cluster_ a step-by-step guide to success !KatiaHIMEUR1
Today, after several years of existence, an extremely active community and an ultra-dynamic ecosystem, Kubernetes has established itself as the de facto standard in container orchestration. Thanks to a wide range of managed services, it has never been so easy to set up a ready-to-use Kubernetes cluster.
However, this ease of use means that the subject of security in Kubernetes is often left for later, or even neglected. This exposes companies to significant risks.
In this talk, I'll show you step-by-step how to secure your Kubernetes cluster for greater peace of mind and reliability.
For the full video of this presentation, please visit: https://www.edge-ai-vision.com/2024/06/building-and-scaling-ai-applications-with-the-nx-ai-manager-a-presentation-from-network-optix/
Robin van Emden, Senior Director of Data Science at Network Optix, presents the “Building and Scaling AI Applications with the Nx AI Manager,” tutorial at the May 2024 Embedded Vision Summit.
In this presentation, van Emden covers the basics of scaling edge AI solutions using the Nx tool kit. He emphasizes the process of developing AI models and deploying them globally. He also showcases the conversion of AI models and the creation of effective edge AI pipelines, with a focus on pre-processing, model conversion, selecting the appropriate inference engine for the target hardware and post-processing.
van Emden shows how Nx can simplify the developer’s life and facilitate a rapid transition from concept to production-ready applications.He provides valuable insights into developing scalable and efficient edge AI solutions, with a strong focus on practical implementation.
Pushing the limits of ePRTC: 100ns holdover for 100 daysAdtran
At WSTS 2024, Alon Stern explored the topic of parametric holdover and explained how recent research findings can be implemented in real-world PNT networks to achieve 100 nanoseconds of accuracy for up to 100 days.
Generative AI Deep Dive: Advancing from Proof of Concept to ProductionAggregage
Join Maher Hanafi, VP of Engineering at Betterworks, in this new session where he'll share a practical framework to transform Gen AI prototypes into impactful products! He'll delve into the complexities of data collection and management, model selection and optimization, and ensuring security, scalability, and responsible use.
Communications Mining Series - Zero to Hero - Session 1DianaGray10
This session provides introduction to UiPath Communication Mining, importance and platform overview. You will acquire a good understand of the phases in Communication Mining as we go over the platform with you. Topics covered:
• Communication Mining Overview
• Why is it important?
• How can it help today’s business and the benefits
• Phases in Communication Mining
• Demo on Platform overview
• Q/A
3. Agenda
• Introduction to the Non Profit Starter Pack
• Navigation and List views
• Data Entry
• Merging Accounts and Contacts
• Activity Management & Managing Calendar
• Wrap Up
5. CRM: A definition
• Customer Relationship Management
– Is a disciplined business strategy to create and
sustain long-term, profitable customer
relationships
– Salesforce.com is a CRM System
6. Definitions
1 Search Bar
Located in the top center of your salesforce.com Organization to find information
such as Donors, Donations, Campaigns, Reports, etc.
2
Tabs (or
Objects)
The core navigation within salesforce.com are the ‘tabs’ at the top of the page. Tabs
contain Contacts, Accounts, Opportunities, etc..
3 Tasks A way to track activities in salesforce.com. Calls, emails, meetings, etc..
7. Accounts
(Organizations)
An organization, company, or partner that you want to track — for example, a partner
organization, a Foundation, another nonprofit, a school, or a company where your contact is
employed.
9. Opportunities
(Donations)
Grant applications, pledge payments, individual donations, product sales, fee-for-service activities,
or any other financial transaction.
10. Campaigns
Campaigns are a series of tactics and/or programs designed to achieve a certain organizational
objective. For nonprofits, this objective might be fundraising, calls to action, client outreach,
education, volunteer management or raising awareness. And it might include tactics like mass
email, events, direct mail, and advertising.
11. Affiliations A close connection or association to an organization. Example: Board Member, employee, etc.
12. Dashboards
A visual representation of your report data. It gives you a real-time snapshot of your outcome
measurements and key evaluation indicators.
13. Related lists
Other objects (Contacts, Accounts, Opportunities ,etc..) that are related to the current record that
you are viewing.
Accounts
Contacts
Donations
15. Two Types of Contacts
Organizational Contacts: Contacts that you deal with or are associated with
only through that Organization. These contacts work for that Organization.
Example: You are working with Idealist Consulting, Janna Cenko would be a
Contact within that Organization.
Native Salesforce.com Business to Business setup verses a Business to Consumer
model.
Personal Basis: Volunteers, Donors, Board Members.
17. Agenda
• Introduction to the Non Profit Starter Pack
• Navigation and List views
• Data Entry
• Merging Accounts and Contacts
• Activity Management & Managing Calendar
• Email Templates
• COMING UP….
18. Agenda – Part 2
• Campaigns
• Mass Email Contacts
• Reporting/Dashboards
• Support
• Q & A
22. Data Models:
One-to-One Model
A ‘mirror’ account is
automatically created for
each contact.
Selecting the Account
Name automatically
takes you back to the
contact.
Joe
McGrubb
Joe
McGrubb
Bucket Account Model
All individuals are grouped
into one account named
‘Individual.
Selecting the Account
Name takes you to that
‘Individual’ Account.
Individual
Joe
McGrubb
Household Account Model
A Household Account is
automatically created for
each contact. Multiple
Contacts can be added to
this account.
Households are no longer a
separate object
McGrubb
Household
Joe
McGrubb
23. Data Models: One-to-One
In the One-to-One Account Model, individuals are assigned a ‘mirror’ account. When
you select the Account Name you are redirected to contact page.
Pros:
• Better reporting functionality
• Outside app (mostly) work smoother
• More in-depth information about your contacts
Cons:
• When merging individuals you have to use NPSP interface
• Slightly more confusing
24. Data Models: Bucket
In the Bucket Account Model, individual contacts are automatically assigned to a
'bucket' account which holds all contacts without an organization.
Pros:
• Less confusing
Cons:
• Less scalable
• Reporting more difficult
• Less detailed information about your contacts
Editor's Notes
Introduction to the Non Profit Starter Pack
Standard Terms and Definitions
Review of the Data Models
Contact Types
Navigation and List views
Lists are only for that Object
Trash can
Show households
Personal Setup
Data Entry
Contacts, Accounts, Affiliations
Show ‘former’ affiliation
Merging Accounts and Contacts
Merge Orgs then contacts
Activity Management & Managing Calendar
Creation of tasks
Tasks vs. Events
Native Email
Email Templates
Wrap Up