Salesforce World Tour New York: Top Sessions to Revolutionize Your Org

December 16, 2019

 

Salesforce World Tour New York: 

Top Sessions to Revolutionize Your Org

 

 

In the Salesforce ecosystem, opportunities to network with trailblazers, connect with partners, and marvel at the latest innovations abound. With local user groups, regional Dreamin’ tours, World Tour stops, and the infamous Dreamforce, you can level up your Salesforce skills whether you’re a seasoned traveler or like to stay stationary. 

 

Salesforce World Tour New York is one of the most accessible offerings the ecosystem conjures for those living in the Northeastern United States. It’s free to register, and it’s a short walk from Penn Station for those who want to avoid driving in New York City.

 

The tour makes a bi-annual stop in NYC and brings thousands of CRM enthusiasts under one roof. On December 18, 2019, the tour makes a stop at The Javits Center for one day of innovation, networking, and philanthropy.

 

Whether you’re working in financial services, retail, manufacturing, education or the nonprofit sector, you’ll easily fill your Salesforce Events App with engaging sessions.

 

Don’t have the Salesforce Events App? Click the links to download on iOS or download on Android

 

 

Connect with our Experts in NYC

The CRM Science lab coat experts are available to chat about solving your Salesforce puzzle at Salesforce World Tour New York. Click here to schedule time with us.

 

Save the Date

Date: Wednesday December 18, 2019

Location: Jacob K. Javits Convention Center, 655 West 34th Street, New York, NY 10001

Time: 8:00 am to 5:00 pm

Click to Register

 

 

 

Here’s what to expect at Salesforce World Tour New York this winter:

 

 

“Cheryl Feldman's #MyTrailblazerStory: From Hairdresser to VP”

 

Time: 8:15 a.m. - 8:35 a.m.

Room: Expo | Trailblazer Theater

 

Cheryl Feldman inspired the Trailblazer movement with a blog called "The Best Thing I Built on Salesforce, My Career" back in 2014. Since then, she's risen up the ranks to VP at a major bank, leading the Salesforce Center of Excellence across the organization. Get inspired by Cheryl's story of platform love, commitment to career excellence, and passionate pursuit of lasting, valuable relationships.

 

 

Opening Keynote - “Trailblazers, Together.”

 

Time: 10:00 a.m. - 11:30 a.m.

Room: Keynote Room

 

Every company is facing new challenges to meet expectations trust, customer success, innovation, and equality. But revolutions aren’t easy. Join Parker Harris, Co-Founder and Chief Technology Officer, and special guests who are transforming their industries together, driving exceptional customer experiences, and enacting meaningful change. Salesforce will showcase how the world's leading companies are taking advantage of new products and technologies such as Salesforce Customer 360, Einstein Voice Skills, and more to change the way their employees innovate, skill up, and deliver integrated customer experiences.

 

 

Sessions for Financial Services Professionals

 

 

“A Beginner’s Guide to Salesforce Financial Services Cloud”

 

Time: 8:15 a.m. - 8:35 a.m.

Room: Expo | Financial Services Theater

 

Get a detailed look at the core capabilities of Financial Services Cloud and learn how Trailblazers are delivering more seamless customer engagements and higher value, differentiated experiences with Financial Services Cloud.

 

 

 

“Why Wealth Managers Need to Move Beyond Core CRM”

Time: 8:15 a.m. - 8:45 a.m.

Room: Expo | Sessions 2

 

Changing customer expectations has forced the wealth management industry to evolve beyond traditional contact management. Successful firms are able to redefine the meaning of modern customer 360 and create solutions to meet their client's needs. In this session, hear how industry Trailblazers are successfully expanded beyond CRM to grow client relationships.

 

 

“How to Boost Productivity for Financial Services (1)”

Time: 12:10 p.m. - 12:30 p.m.

Room: Quip Lodge

 

The new world of banking is shifting to a unified banking experience across personal and professional roles, connecting retail and commercial lines of business around the customer, and delivering convenience at scale. Join us in this session and see how you can use the power of Quip and Financial Services Cloud to provide Bankers with a customer 360 to better understand and anticipate customer needs, understand market and business complexity, and deliver the right products at the right time. By combining the power of Quip and Financial Services Cloud, Business Bankers benefit with real-time collaboration across teams with living relationship planning & call planning, up to date CRM data, resulting in a personalized customer experience.

 

 

“Unlock AI-Powered Insights for Financial Services (1)”

 

Time: 12:30 p.m. - 12:50 p.m.

Room: Einstein Analytics Lodge | Room 3D12

 

Einstein Analytics for Financial Services is a complete intelligence platform for financial services firms to empower front-line financial advisors, personal bankers and insurance agents with actionable insights and in-context intelligence right where they work. In this session, you'll learn how Trailblazers are using Einstein Analytics to grow their business and deepen customer relationships.


 

“Financial Services: Accelerate Transformation and Inspire Customer Trust”

Time: 1:30 p.m. - 2:00 p.m.

Room: Keynote Room 2 (Blue Section)

 

The global financial services industry is grappling with evolving customer expectations, emerging regulations, and disruptive new entrants. Yet there are also unprecedented opportunities to accelerate digital transformation and inspire customer trust. In this keynote, find out how Salesforce is helping financial services firms maximize these opportunities and achieve 188% greater ROI with Financial Services Cloud. Trailblazers will share how they are using Financial Services Cloud to create a 360-degree view of their customers, and you’ll see how new innovations for mortgage and insurance are ushering in the latest chapter in unified financial services.

 

 

Customer-Centric Sessions

 

“How e.l.f. Cosmetics Connects Customer Experiences with Salesforce (1)”

 

Time: 8:15 a.m. - 8:35 a.m.

Room: Expo | Customer360 Experience

 

See how e.l.f. Cosmetics connected their customer experience, in partnership with Salesforce, to make every interaction they have with customers beautiful. You'll be inspired with a demo that shows the power of connected applications on one integrated CRM platform and learn best practices for building some of the most common connected customer journey use cases, spanning Marketing, Commerce, and Service.

 

 

“Customer 360 in a High-Growth Business: The Sprinklr Use Case”

Time: 11:45 a.m. - 12:15 p.m.

Room: Sessions 1

 

Sprinklr is a software company that’s fast-paced growth trajectory demanded necessitated apps and tools that could scale with them, while also serving up business-critical information and automating business processes. In this session you’ll learn how Sprinklr is leveraging the Salesforce platform to drive efficiencies and their ability to make better decisions. You’ll see how optimizing business processes such as order-to-cash has accelerated Sprinklr’s success and future-proofed their IT strategy.

 

 

“The New Age of Human-Centric Service”

 

Time: 12:30 p.m. - 1:00 p.m.

Room: Keynote Room 2 (Blue Section)

 

Great customer service is founded on building trusted customer relationships. But today, as support requests increase and customer expectations heighten, companies are struggling to deliver quality customer service at scale - often sacrificing the personal touch in favor of closing cases quickly. So, how can companies achieve the best of both worlds? By using the world’s #1 service platform and our latest innovations in artificial intelligence, automation, connected customer engagement, and field service to create a complete view of the customer and deliver support that is personalized, reliable, and effortless. Join us to see how delivering human-centric service takes CSAT to new heights.

 

 

“Artificial Intelligence & the Future of Customer Experience”

 

Time: 1:45 p.m. - 2:05 p.m.

Room: Empire Theater

 

Advances in Artificial Intelligence (AI), chatbots, digital channels and self-service all contribute to improved customer experiences. But like the early days of IVR, AI adoption runs the risk of customer frustration if not applied thoughtfully to the end-to-end customer and agent experience. In this session learn: current AI adoption trends, how to get the most of early AI investments, how CXone delivers end-to-end AI to keep you and your agents one step ahead.

 

 

Manufacturing Industry Sessions

 

 

“Manufacturing Cloud: Deliver Predictability and Transparency”

 

Time: 12:30 p.m. - 1:00 p.m.

Room: Expo | Sessions 2

 

The manufacturing industry is no stranger to variability, with external factors such as new trade policies, geopolitical shifts, and disruptive technologies constantly impacting market and customer demand for products. Leveraging insights from sales is critical in helping manufacturers better understand these changes in demand. In this session, learn how our newest innovation, Manufacturing Cloud, is helping manufacturers put the 'S' back into S&OP and deliver predictability and transparency across their ecosystem.

 

 

“How to Redefine Customer Relationships in Manufacturing”

 

Time: 2:00 p.m. - 2:20 p.m.

Room: Industries Lodge | Room 3D11

 

Rising customer expectations are driving new considerations for investments and business processes. Customers demand access to the same information as your sales and service teams. In fact, so do your channel partners. Salesforce's Accelerate Channel Management solution streamlines collaboration with your dealers and distributors on sales, service, and marketing needs. It's a bridge simplifying how you engage across your complex value chain, and an opportunity for manufacturers to drive new growth opportunities with B2B Commerce. Join us for a demonstration of manufacturing relationships digitally transformed.

 

 

Other Sessions to Streamline your Business Practices

 

“Lightning Experience is Here. What Now? (1)”

 

Time: 8:15 a.m. - 8:45 a.m.

Room: Lightning Launchpad Workshop 2 | Room 3D08

 

Learn how to make simple updates to your Salesforce org to make Lightning Experience more than a new UI for your users.

 

 

“Tips and Tricks to Get Up and Running Quickly with NPSP and Fundraising”

 

Time: 8:45 a.m. - 9:05 a.m.

Room: Expo | Salesforce.org Sessions

 

Learn tips and tricks of how small but mighty nonprofits leverage the Fundraising with Salesforce Nonprofit Success Pack. Jumpstart and other resources to learn Salesforce fundamentals and quickly configure NPSP, yielding a 360 view of their constituents, strengthening their donor relationships and launching their fundraising efforts.

 

 

“Lightning Layout Tricks - 5 Easy Ways to Transform User Experiences”

 

Time: 11:45 p.m. - 12:05 p.m.

Room: Expo | Admin Theater

 

Imagine new & fun ways to drive adoption, simplify your org, and deliver better user experiences with easy to use Lightning App Builder skills. Starting with a foundation on how Lightning Pages, Layouts, and Components work together, we'll quickly get into 5 real builds Awesome Admins can construct in minutes to transform their org. With simple and easy to follow recipes, learn how to cook up UI magic with tools like the Rich Text Validation Rule, User Specific Layouts, Record Detail Tabs, and fun, seasonally appropriate messages for users. Return to work ready to unleash the power of Lightning Experience with easy to implement tips & tricks that will energize your Salesforce instance!

 

 

“Drive Effective Change Management in Your Transition to Lightning Experience”

 

Time: 11:45 p.m. - 12:15 p.m.

Room: Lightning Launchpad Workshop 2 | Room 3D08

 

Your Lightning Experience transition plan is complete and now all that's left is training your team of users. Join us as we uncover best practices that will show you how to develop a change management plan that builds awareness and inspires every user across the company.

 

 

Solving Salesforce Puzzles

 

Whether you’re getting started in the Salesforce ecosystem or would like to improve your Salesforce org, the lab coat experts at CRM Science can launch your business into the future. Click here to connect with us anytime. Or, you can click here to schedule time with us at Salesforce World Tour New York.

 

 

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At CRM Science, we use our Salesforce expertise to transform your enterprise. Partnering with our clients throughout the Salesforce journey, we work with leaders to strategize and optimize business processes, and design and develop solutions across every Salesforce cloud. We empower companies to innovate faster, better engage with customers, and improve bottom lines. 

 

CRM Science is a Salesforce Silver Consulting Partner. Our strategic consulting services were recognized by Salesforce in four consecutive Salesforce Partner Innovation Awards, an annual recognition for partners that deliver outstanding client success. 

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