The Brainiate Show: Ohad Idan Leverages Salesforce to Become A Process Ninja


In this episode we hear from Ohad Idan, who shares his unique experience getting introduced to the Salesforce platform through the perspective of process improvement, which I found particularly impactful. 

Ohad shares some of his insight on the huge impact he has had on business operations through his knowledge and expertise on the Salesforce platform.   




Show Notes:

3 Key Points:

  • Find a Salesforce user group to network, learn best practices and discussion issues.
  • Leverage apps in the exchange to expand capability. 
  • Play with it and try to see how to solve an issue in Salesforce. You can learn more by trying to do it yourself. 

Time Stamps:

  • [0:22] Introduction/overview of podcast: Interview with Ohad Idan who shares the impact he's had on business operations through the knowledge he has of the Salesforce platform. 
  • [0:55] Explanation of Ohad's background and how he went from being in the Israeli Army to being a Salesforce rockstar. 
  • [1:58] Ohad explains how he got introduced to Salesforce as a tool and his first impressions of the software. 
  • [03:35] Discussion on how Ohad started learning from working with partners, experts and by working with it instead of going to YouTube/Google. 
  • [04:48] Discussion on his role in the company in process improvement and how Salesforce was an afterthought in the beginning but and it started to become a tool to help with his role to improve efficiency companywide. General discussion of the roles/department within an organization that owns/manages Salesforce. 
  • [06:19] Discussion of process improvement, change management, and quality control systems such as GE's Six Sigma system. 
  • [07:00] Discussion of how Ohad evolved in his role by using Salesforce to evaluate processes like order entry and to come up with a design to implement that process in Salesforce. 
  • [08:24] Discussion of how he was able to leverage Salesforce as a turnkey tool to implement new business processes and add value immediately to departments. 
  • [10:13] Ohad talks about the Developer User Group, what it is, how its different from another user groups and how he got involved. 
  • [11:55] Discussion on what happens at a Developer User Groups from content presentation, to guest speakers, to user group therapy and best practices. 
  • [13:37] Discussion of how many people show up to the groups. 
  • [13:59] Discussion of how Ohad became a User Group leader. 
  • [16:00] Discussion of experience with user groups and experience as a user group leader. 
  • [17:00] Discussion on the value of being a part of the community. 
  • [19:00] Talks about how user groups help even large corporation learn about different applications and best practices in Sales Force. 
  • [19:22] Discussion on how user groups help people learn how people are leveraging the system to help you expand your role and expertise in an organizations. 
  • [20:20] Discussion/examples of how Ohad is leveraging Salesforce to improve internal processes. 
  • [22:00] Discussion on how Salesforce can help improve Enterprise Resource Planning (ERP) as well as manage all backend operations. 
  • [25:28] Discussion on how to present Salesforce as a tool that adds value to an organization. 
  • [26:59] Discussion on the limited team resources required to get Salesforce up and running quickly. 
  • [28:20] Discussion on leveraging free and paid apps in the exchange to expand capabilities. 
  • [30:30] Discussion on the benefits of using and paying for other apps and convincing management that it is worth the additional investment. 
  • [31:30] Advice to someone who is new to the Salesforce platform. 

Learn More About Ohad Idan:


David Giller a Salesforce MVP, User Group Leader, Trainer, Consultant, Blogger & Author.

Although he started his career as an attorney, David entered the world of enterprise-scale IT management at NBCUniversal, & continued at GE Capital, where he was first introduced to Salesforce & became known as "The Salesforce Guru."

David is now CEO of Brainiate, helping companies unleash the power of Salesforce.

You can read more about David's bizarre career path here.


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