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Making the Most Out of Dreamforce (Feat. Tony Stegeman)

Can a career in the United States Air Force prepare someone for a life in Salesforce? More than you might think! Senior Data Analysis Manager at Capital One and certified alligator wrestler (no joke) Tony Stegeman join JP and Elliott to chat all things Dreamsforce. Beyond the helpful breakout sessions and keynotes, Tony points out how beneficial it is go in with lesser-explored questions and an eagerness to collaborate and share notes with attendees from similar organizations. Today’s episode focuses on advice for Salesforce newcomers, questions about CRM analytics, and the assets that make up the most useful pipeline reports.

Episode 7 Highlights

Tony’s experience using the Sales and Service Cloud to drive sales of new financial products to customers.

What makes a dashboard valuable, and how do you ensure information isn’t getting “massaged” to present a more rosy but less accurate picture?

Elliott gives listeners a glimpse into his two-year history as an amateur cage fighter.

Hosts and Guests

  • JP Owens

    Managing Director, Banking and Lending, Silverline

    JP Owens partners with banks and credit unions to help them identify new ways to leverage technology solutions that drive transformation, growth, and measurable ROI. JP formerly served as the Director of Digital Product Experience at First Financial Bank, where he led multiple functional teams within the Digital organization and was responsible for vision, delivery, and execution across Digital channels.

  • Elliott Spence

    Solution Architect, Silverline

    Elliott Spence is a Solution Architect at Silverline with eight years of experience designing and implementing Salesforce Solutions. Prior to Silverline, Elliott was a Senior Digital Product manager with First Financial Bank, where he grew the Salesforce practice to over 1,600 users and led the Salesforce implementations to Marketing, Customer Service, Retail Bank, and Mortgage. 

  • Tony Stegeman

    Sr. Data Analysis Manager, Capital One

    Tony Stegeman is an experienced Data Analysis Manager with a demonstrated history of working in the financial services industry. He is skilled in negotiation, sales, real property, new home sales, and short sales. He has a Bachelor’s degree focused in Computer Engineering from the U.S. Air Force Academy.

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