Salesforce Radio - Episode 6 - Jason Adams

Published: 17 April 2024
on channel: Titan | Salesforce Forms | Salesforce Doc Gen
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Join us on this episode of Salesforce Radio as we dive into the transformative journey of Jason Adams, Director of Operations at Hoglund & Mrozik P.L.L.C, and his innovative use of Salesforce.

Discover how Jason revolutionized his firm's operations by implementing Salesforce (https://titandxp.com/salesforce-exper...) to enhance efficiency, data accuracy, and automation (https://titandxp.com/salesforce-autom.... From his initial struggles to his achievement as a two-star Ranger with multiple Salesforce certifications, learn about the strategic steps and lessons learned in integrating this powerful tool (https://titandxp.com/salesforce/integ...) into legal practices.

Whether you're interested in the technical challenges of adopting new technologies in a traditional industry, or insights on driving user adoption and the role of implementation partners, this podcast provides valuable knowledge for anyone looking to leverage Salesforce (https://titandxp.com/salesforce/) in their business or legal practice. Tune in for an engaging discussion on the impact of Salesforce in the legal sector (https://titandxp.com/salesforce/legal/) and Jason’s vision for future innovations.

Chapters:

0:00 - An Introduction
1:22 - Jason's background and initial involvement with Salesforce
3:43 - Adopting Salesforce And The Challenges Faced In The Early Stages
6:00 - The Importance of Enablement By Partners
9:00 - Jason's Team
10:00 - The Initial Salesforce Use Cases
13:57 - The Efficiencies Gained From Using Salesforce
16:14 - User Feedback
20:43 - The challenges of managing documents and files in Salesforce
23:25 - Attending Salesforce Events Like Dreamforce
24:55 - Jason's First Dreamforce Experience
25:30 - Jason's Own Consulting Firm
29:05 - Future Plans

How do I get started?

Contact us to build powerful no-code digital experiences for Salesforce (https://titandxp.com/). Learn how to create custom docs, forms, apps, e-signatures (   • Electronic Signatures for Salesforce ...  , and surveys with Titan’s full suite of enterprise applications.

Visit Titan Academy (https://academy.titandxp.com/) and learn more about our products.

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You can reach out by visiting:

LinkedIn:   / mycompany  
Twitter: https://twitter.com/i/flow/login?redi...
Facebook:   / titandxp  
Titan Website: https://titandxp.com/
AppExchange: https://appexchange.salesforce.com/ap...

#SalesforceRadio #SalesforceImplementation #LegalSector #LawFirm #SalesforceForLegalSector #Titan #LegalPractice


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