As the coordinator of the Newfangled production schedule, I schedule and monitor the progress of both long-term web development projects and short-term upgrades to existing sites. I am the Salesforce administrator for Newfangled, and I provide Salesforce consulting for our clients. I also manage the distribution for Mark's book, A Website that Works.
Born and raised in Greensboro, North Carolina, I graduated from the University of North Carolina at Chapel Hill with a BA in Linguistics and English. Outside of work, I enjoy playing my ukulele, reading, and taking long walks with my Plott Hound, Woody.
My Blog Posts
Newfangled has been talking a lot recently about Lead Development Ecosystems, which consist of a conversion-focused website, a marketing automation tool, and a customer relationship management tool. I want to focus on the third part of the ecosystem: the CRM. We recommend Salesforce to our clients; it’s the most widely adopted CRM on the market, and it integrates with just about anything you can think of. Often, our clients purchase a Salesforce license but never manage to get their CRM implementation off the ground. Salesforce is an enterprise-level tool, with the ability to scale for massive implementations. It’s chock-full of functionality. But never fear: you don’t need to understand everything Salesforce can do in order to use it successfully. more
Workflows in Salesforce are a fantastic way to automate certain business processes. You can create a rule, and based on certain criteria that you set, Salesforce can do a number of things, like send an email, create a task, or update a field. In this blog post, I'll walk through setting up a workflow rule, using one of Newfangled's rules as an example. more
So you're thinking of integrating your web leads with Salesforce? Great call! In this blog post, I'll be outlining how to prepare for a basic web-to-lead integration, and making some simple recommendations to ensure it goes smoothly. more