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
One of the features I utilize the most in Salesforce is the ability to create list views. List views allow you to quickly apply a filter (or multiple filters) to an object and pull up a specific subset of records without having to build a report. Here’s a quick rundown of how to create a list view, and some tips to get the most out of this feature. more
If you’re using Salesforce to track your sales activity, and the activities of your leads and contacts, then you should definitely be utilizing Salesforce’s Campaign functionality. There are two main reasons to do this: First, it’s an easy way to collect information about the various ways you’ve interacted with a prospect over time, which will then be available to you at a glance when you view that prospect’s Salesforce record. Second, you can tie marketing to actual revenue, so you can see which marketing efforts are giving the most back to you in terms of sales. Here's how to get started. more
If you’ve invested in Salesforce, you almost certainly want to take advantage of it by tracking your sales activity in Salesforce. Maybe this is something you’re approaching for the first time, or — and this is perhaps more likely — you tried at one point to use Salesforce for this purpose, and you’ve since begrudgingly given up. The first step in preparing to use Salesforce for new business is getting to know and customizing the Opportunity object, as it’s the one you’ll likely be spending the most time with. more