Showing posts with label Dreamforce. Show all posts
Showing posts with label Dreamforce. Show all posts

Tuesday, June 26, 2018

How Dreamforce Drives a Wedge Between Our Business and Salesforce

If you follow my Twitter feed, you've probably already seen the framework of this story. In essence, I've been telling variations on the same story for a couple of years. On the one hand, we've been working to expand our adoption and use of Salesforce within our org. On the other hand, we try and register multiple people for Dreamforce in an effort to inspire people and create evangelists and power users, but the process that they use to handle registration and housing makes that impossible. In the end, the only real result is frustration with Salesforce and few, if any, of our staff going to Dreamforce.

Once again, that's the story for us this year. While attempting to work with our Salesforce account team to try and make arrangements for a group attendance this year, Dreamforce registration opened up and, before we even had a chance to confirm a discount code, our hotel options were gone.

No Hotels = No Dreamforce
Since a significant portion of the people we'd want to bring are not local, the lack of hotel options means our people won't be coming. It doesn't matter if they could still register for the conference; if there are no hotels, there's no place for them to stay.

This issue is amplified by the way that Salesforce announces the opening of Dreamforce registration. Essentially, you can sign up to receive an email alert when registration opens. For the past few years, that has been on a random day at 6:00am Pacific time, typically in close proximity to a three-day holiday weekend. In short, the timing seems to be targeted to a time when fewer people are in the office. In other words, they hope to reduce the rush by targeting a time when a percentage of people will be caught up in "you-snooze-you-lose" filter.

Did I mention their classic customer support answer, "that's a bummer man"?

Or, in case you want to raise the issue with your account team, you'll get the timeless canned response, "I don't control the San Francisco housing market. Have you considered AirBnB?" I think that this is written on some internal messaging FAQ sheet that Salesforce distributes.

Keep in mind that this year, prior to registration being announce, I was attempting to work with our Salesforce account team to try and arrange multiple people attending the conference. During that time, they told me they had no idea when Dreamforce registration would open up, but they expected it to open soon.

In the past six months, we've been considering a broader expansion of seat licenses. We've also been looking at the Salesforce Analytics package. We also hired a new executive in charge of IT, someone who you might say is a key influencer in terms of software decisions. Working with our account team, what kind of provisions were we able to make to get that person to Dreamforce. None.

Dreamforce Promotions Serve as a Constant Reminder
There's nothing worse that having something constantly rubbing an open wound. And yet, Salesforce is constantly bombarding you with reminders about Dreamforce. I just grabbed this image from the Salesforce login screen.

That's right, it's been weeks since we've already determined that there are no hotels, no way to go -- but Salesforce is still promoting this conference. I've also received emails saying, "only a few days left to save $200 on the conference." This was also weeks after I'd already determined that there weren't any hotels.

These promotions don't just piss me off, they piss me off enough to be vocal about it. Instead of tempting me to go to the conference, what this constant promotion does is remind me about how -- for all of it's promotion of "helping us to succeed" -- Salesforce doesn't appear to be very tuned in to what we, as customers, think would help us be successful.

What these promotions remind me of, is how Salesforce leaves me, standing alone, trying to gain adoption for their software. It reminds me of the hassles of trying to commute to the event, the frustration of crowds that are too large, the pointlessness of learning tips and tricks, deploying them, and seeing NO change in user behavior.

As someone who's been the Salesforce admin and used it on a daily basis, if I'm frustrated and unenthusiastic, or worse -- pissed off to the point where I'm not willing to spend the company's money to attend -- then I think you've got some problems with your user conference. What's more, without enthusiasm and evangelism, any adoption KPIs that you have are likely to suffer (assuming that anyone is actually watching). Carrying that slippery slope even further, with diminishing internal champions and constant skepticism about usage and utility, come contract renewal and the perpetual (of late) 7% price increase, I think Salesforce may be looking at a 7% increase on a significantly smaller number of seats. But, even as an admin, that's not really my problem. 

What is the Purpose of Dreamforce?
Let's put our design thinking hat on again. If, as a customer, so many aspects of Dreamforce are frustrating me, I'm sure I'm not alone. If that's the case, what is the purpose of Dreamforce?

Once upon a time, the event functioned as a user conference. Dreamforce was a helpful way for people to learn tips and tricks and explore best practices with other software users. It also provided a vehicle for the company to promote new software features. But somewhere along the way, things changed. Several years ago, it seemed like there was a shift in focus for a percentage of the crowd. I liken it the crowd that followed the Grateful Dead -- the crowd changed following the "In the Dark" album in 1987, but things really began to crest in 1994/95. Essentially, there was a portion of the crowd that came to party or hang out outside of the event and an interest in the music almost seemed secondary (at best). In many ways, Dreamforce seems like it's taken a similar path. A couple of years ago, one of the young women in the office said her friends had contacted her, told her that a group of them should head up to San Francisco for Dreamforce -- lot's of parties. FWIW, she didn't even use the software.

The parties. Is this the purpose of Dreamforce? Last year, I stayed in a hotel in the city, but I didn't go to a single party. I've been to these events in the past and often I try to go just as a research point for my own marketing programs. But battling crowds for bad free food and some drinks on somebody else's dime -- not worth it. Even the event a couple of years ago where they gave us a 10 year customer award, meh.

The simplest way that I can summarize is -- most of these parties have no utility. There are few networking opportunities, few times when you actually engage with Salesforce people who can speak about your account -- or much of anything related to your business or industry. If I have to go to a work-related party (as opposed to an event with my friends), I'd better get something work-related out of it. Again, no utility. But even the late night after parties are too crowded.

File this under Yet-Another-Reason-Not-To-Go-To-Dreamforce-Alone -- if you have a colleague there, you can have discussions about work and software while you're there.

Ultimately, I don't think I have a good answer to what the purpose of Dreamforce is. But I don't think Salesforce does either. Over the years, I think it's been lost, muddled with so many objectives that it's kind of a mess. We, the customers, have been lost. Perhaps they've forgotten about the band and the music (I'm not talking about the Gala) -- they're just there for the party.

Monday, November 13, 2017

Salesforce.com's Dreamforce '17 Wrap-up

This is just a quick post to share some of my observations and experiences from this year's Dreamforce with you.

Salesforce Tower at night

Weather
In all, the weather worked out well for this year's Dreamforce. The last time when Dreamforce took place at this time of year, it rained all week, so rain only on Wednesday night was an improvement from that -- though one not made by anyone.

New Announcements
Whether it was the timing of the event, or just that Salesforce has changed the way that they deal with Dreamforce, there wasn't a host of new features announced during the event. From a features standpoint, I think everything that they talked about is already available in the current Winter'18 release. They did talk about a new partnership/closer integration with Google, but they did something similar 10 years ago, so I'm a bit skeptical about what the real impact of this agreement will be.

Crowds
The biggest challenge with Dreamforce -- and has been the last several years -- is the overwhelmingly large crowds. Lines, lines, everywhere lines. On Monday, I attempted to go to a roadmap session, only to find a line of 15 people waiting outside a full ballroom at the Marriott. As is usual for Dreamforce, for whatever reason, the lines and crowds for the breakout sessions are much longer on the first day of the conference, then they lighten up after that. Not that it wasn't still crowded later in the week. On Wednesday, I tried going to a Google advertising session in the Palace hotel, and the line to get in ran more than the length of the hall on the main floor. I left for a bit, convinced that the session would be too full, then came back after the session began to discover that I was able to get in. It was crowded, but still a fair amount of seats in the room.

Einstein AI
This is the second year that Salesforce has been promoting their Einstein AI functionality. Einstein is more visible in Winter'18, but if you're using Salesforce Classic like we are, that functionality isn't available. This year, they've rebranded the Wave Analytics package as Einstien Analytics. They were also showing off some ability to configure Einstein's analysis parameters and build some advanced Einstein capability. For this reason, I sat through several data science and Einstein sessions, only to get to the part in one where they told you, "you need to contact your Account Exec" to enable this feature. In other words, "there is a cost to enable this, contact your AE to find out how much". Considering that Einstein is a carrot to enable the Lightning interface, I found it kind of funny to dangle the carrot, then take it away.

Put another way -- like Salesforce.com Portal -> Community or Wave Analytics -> Einstein Analytics, I'd have to say, "those are some nice features, but I don't think that management would agree to a doubling of our Salesforce costs just for that."

Creative Visualization, Design Thinking, and Drawing to Win
Perhaps the best sessions that I've sat through in a long time and probably the biggest surprises for me were sessions that I went to on Creative Visualization and visual story-telling,  Design Thinking and Drawing. Essentially, these sessions revolved around using visual imagery to present ideas and conceptual frameworks. They were an altogether unexpected bright light for me in an otherwise uninspiring Dreamforce week. With exercises like "draw the toast", these sessions were really engaging. What I found even more surprising was that many of these people came from a team at Salesforce that does exactly what they were presenting -- meets with customers and uses these visualization and drawing techniques to explain, define, and then craft solution plans for customers.

What's more, during the keynote interview with the CEO of IBM, Ginni Rometty, she mentioned that IBM has added a significant number of design teams (I don't remember the exact number). But, as you can see from this design thinking page on their site, design thinking is thematically important to IBM too. In that way, it feels like this is probably representative of a broader trend in business -- or at least in the software industry.

Dreamfest
Of course, what would Dreamforce be without the band / concert experience. As I mentioned in my post about last year's event at the Cow Palace, I couldn't imagine a band that would make me want to go to another Dreamfest event. This year, the band was Lenny Kravitz and Alicia Keys, and the event was held at AT&T park again. Last time they had the event there, the band was Greenday, it poured rain, and most people hung out in the stands trying to avoid the rain. This year, since the event was within walking distance again, I walked to the event just to check it out. Overall, the park experience was similar to the previous time at the venue -- ball-park food, VIPs directed to luxury box level, crazy crowds.

As I've noted previously, possibly the funniest thing about all of this is how surprisingly rudely selfish the Dreamfest concert crowd is. For example, there were huge lines backed up into the alcoves trying to follow designated paths down to the field. At the back end of this, the line became a mass, choking the walkway around the food stands. And yet, there was no give in the mob of people there, no flex to allow people to pass through the walkway. I've been to many other general admission events where the audience was far more polite to one another. It's something in the demographic of this audience. And, at the same time, you have to know that most of these people have been to concerts and events before, but they act like a ravenous mob being thrown a small, insufficient allocation of food -- a couple of steps away from a riot or a stampede.

Needless to say, between the food not being great, the crowd, and the music not really appealing to me, I left after three songs from the Lenny Kravitz set. Perhaps the best part of the night was walking back to the hotel, knowing that I didn't need to stand and wait with that crowd for a shuttle bus to arrive some time later than most would expect.

Keynotes
On the first day, I was on my way from one breakout session to another when I noticed a large line of people on Mission. They were queued from the corner on 3rd back nearly to the Metreon. Isoon realized that this was the line for the opening keynote that was still over an hour away. For the Michelle Obama keynote, I was in Moscone West and the event staff was already redirecting people from the two overflow keynote viewing areas there to the Marriott. It was probably ten minutes after that when I heard them saying the Marriott was full. Needless to say, I found the best way to watch most of the keynote presentations was from my laptop in my hotel room. While I occasionally had drop outs (thanks Hilton wifi), not having to deal with the crowds was a huge advantage. At the same time, it was a little disappointing to know that, when they had a give-away based on a "golden ticket" at the end of the Sales Cloud keynote, I was fairly confident that my hotel desk chair didn't have anything taped underneath it.

For all of the crowds, it's also worth noting that there was a stepped up security presence at this year's conference. You could see security staff at any event you went to, any gathering of people. In all, while it was an ugly reminder of recent events in the world, it was some comfort seeing all of the efforts that were done to ensure everyone's security. In all, it was present, but unobtrusive.

The Expo
In some ways, you had to feel bad for the companies exhibiting at the Dreamforce Expo. This year, the Expo was in the reopened South hall. However, the current layout (and, from my understanding of Semicon West in July, this will also be true through that time) has the only entrance to the show floor down near the 3rd Street side of the hall -- essentially, the 100 - 400 aisles in an event. It made going into the South hall kind of like venturing into a cave, with the far, 4th Street side feeling rather disconnected from the entrance. To make things more accessible, Salesforce opened one of the emergency exits near the 4th Street end out to the Howard Street "Dream Valley" and decorated it with a bit of artwork suggesting you were exploring a cave.

Additionally, most of the sponsors were relegated to using a standard inline 10x10 system, so you had rows and rows of partners, all struggling to differentiate themselves or display some sort of unique identity. Mostly, as somebody walking through, it was like walking through endless white wall partitions. As a result, I found myself spending little time there.

Conclusion
In summary, it was another event and another year. Most of the time, I found little joy in being there. Would I recommend it? Hard to say. There are certainly some interesting take-aways, but at the same time, I'm not sure how well it stacks up against the raw costs in terms of ROI (when you consider the astronomical cost of hotels -- ~$395/night -- and the full $1500 conference cost). When you add in the oversubscribed crowds, you'll probably find that you're asking yourself why you subjected yourself to this -- an even more common thought than, is this worth it.

Thursday, August 31, 2017

Yet Another Dreamforce FAIL

I've posted about this quite a bit on Twitter, but I felt it was time to put together a longer synopsis of the great FAIL that is Dreamforce registration.

First, background. I've been eight Dreamforce events over the years. There are upsides and downsides to the conference, but if there is one overarching theme for Dreamforce, it's oversized crowds overwhelming insufficient resources. And it's been that way at every Dreamforce I've been to. Sometimes it is simply an annoyance -- like long lines or the inability to get into a session. At other times, like at last year's Dreamforce Gala, it's kind of surprising that people haven't gotten hurt.

When you look at the history of Dreamforce, you see aspects where things evolve to address the crowds. Aspects like multiple locations for lunches and conference sessions reflect thoughtful efforts to address the crowds and adapt. Even the one year where they brought in the cruise ship as an additional hotel, while it may have been a failed experiment, was a step to addressing the oversubscribed hotel market.

Last year was the first year when I actually saw Salesforce change the conference web site to say that the conference was sold out. This happened a couple of weeks prior to the event (it's possible that it may have happened in year's past, but I didn't see it). Practically speaking, the conference was sold out long before that time, as the available hotel space was essentially gone about a day after registration was opened.

Salesforce has known about the sold out hotel problem for several years (thus, the cruise ship), but when you're using (and selling out) all of the available space, broadly, across the region. there are actual commodity limits that you face. And this brings me to the core strategy that Salesforce has employed in an effort to address this. Their strategy is essentially this:
"Surprise, registration is open!"
Last year, Salesforce introduced a tool that would email you as soon as registration opened. As it happened, I was at San Jose airport waiting to board an early morning flight when I received the email (6:05am), and I jumped through hoops to register before my flight boarded. I was able to book the Hotel Nikko (my preferred hotel) that morning. I also reached out to my colleagues, but they didn't register until that afternoon and the nearest good hotel they could find was the Hilton Financial District.

This year, we'd been planning to send a larger group to Dreamforce and help build some sales manager / power user / evangelists (over the years, one thing that we've found is that when our staff attends Dreamforce, it really opens their eyes to the much broader potential of enterprise software). So, the morning that I received the email announcing that Dreamforce registration had started, the first thing that I did was email my colleagues.

It's worth noting that this year's announcement and registration opening came on the Thursday, June 29th, right before what was for most people in the states, a four-day fourth of July weekend. Many people take the entire week of the fourth off and quite a few leave before that weekend arrives. Not only was this true for our staff, I later learned that our Salesforce AE was also out on vacation at that time. Again, remember the strategy:
"Surprise, registration is open!"
By the time I'd emailed my colleagues and gotten through the registration screen, I couldn't find the Hotel Nikko on the list. Part of the problem is that they way that the Dreamforce registration portal shows available hotels, it can be difficult to sort them. As I searched through the list, it wasn't just the Nikko that was unavailable, all of the Marriott properties in the convention center area were gone. I opted for the Hilton, knowing that some of my colleagues were Hilton loyalists (I used to be, but having "lost" hundreds of thousands of Hilton points multiple times, they're no longer a preferred choice).

While dealing with my own registration, I decided to text one of my colleagues to see if she'd seen my email. She replied via text, asking me to register her as she only had her phone and poor network access. One of the great failures of the Dreamforce registration process is that there is no way to register multiple attendees at the same time. This is also true for their room reservation system. That means that, if you want to make reservations for your entire team so that they can stay at the same hotel, you are hosed. By the time I'd finished my colleagues reservation, the Hilton was no longer an option and I had to put her in the Parc 55.

As the minutes ticked away, I realized that, if my colleagues that I'd emailed hadn't started the registration process on their own already, they were hosed. And if they were on vacation, forget about it. Since some of our colleagues were coming from the east coast, they needed hotel rooms -- commuting wasn't an option. In short, any plans that we might have had for a bigger, more useful Dreamforce -- hosed.

The Aftermath of Registration
As you can imagine, I was feeling pretty frustrated with Salesforce that morning. To have registered twice in succession and not be able to have our team in the same hotel? What's worse, it just kept eating at me, particularly as it became clear that my colleagues hadn't seen my email, hadn't registered, and were probably on vacation. I decided to draft an email to our Salesforce AE with a CC to ceo@salesforce.com. It was not a short email.

Of course, I didn't hear back from our AE until a week and half later, on Monday July 10. Like many of my colleagues, he was on vacation.

When it became clear that I wasn't going to get a quick response back from my AE, I turned to Twitter. I sent out my first tweet at 9:43 that morning. After numerous tweets that day, @Dreamforce began following my Twitter feed. I continued to post complaints about the process and my experience. On July 10th when our Salesforce AE replied, his only real response to the Dreamforce issue was, "Unfortunately, I have no control over the SF hotel market but I had clients last year that had success renting places on Airbnb or VRBO, so if you are still looking you could explore that as an option." 

I continued to post my issues about Dreamforce on and off again until, on Thursday July 27th, almost a month after registration opened, Salesforce's Twitter Customer Support team @asksalesforce replied to me asking if there was anything that they could do to help. They actually referred me to @Dreamforce, where they'd been following me the entire time (hats off to their team for actually trying to help).

But, in case you missed it -- or anyone at Salesforce is actually listening -- I'm still pissed off about the registration process. In this report card, you failed to meet expectations. To make it easy for you, here is a simple list of things that I think would make this better.
  • Why can't Salesforce Account Execs work with customers to understand their expectations and intentions for Dreamforce? Your internal team knows when registration will open. If they are intend to bring a block of users, why not create a select number of carve-outs for pre-registration and hotel booking? 
  • Why not let customers know when registration will open in advance of the date? That way, rather than being stuck with whatever situation you're in when registration opens, you can plan for it -- if it's important to you. Seriously, even concerts let you know in advance what day that tickets will go on sale.
  • Why not allow people to register and reserve rooms for up to four people? Dreamforce is better when it's groups of colleagues attending at the same time. And frankly, the idea that each user gets stuck with whatever hotel (as opposed to housing in groups) is just ridiculous.
  • The Promo code option in the registration on the first day is not helpful. I spent several minutes searching the Internet for a promo code to apply. If nothing else, allow people to apply one retroactively, since the housing block allocation is the problematic window.
  • There should be something like a waiting list for hotel rooms such that, if a reservation opens up at a hotel, you draw from the waiting list pool first. That way more people could have access to their preferred locations.
Frankly, I suspect that it's likely that Salesforce does provide carve-outs for their top tier customers. I'm sure that their sales teams also work closely with them to ensure that their needs for Dreamforce are met. What that says to me -- along with the "that's a bummer man. I don't control the San Francisco hotel market, so I can't do anything for you" response from our Salesforce AE -- is that there is a layer of customer lip service going on here. As customers, we matter in that way of "customers matter" slogans, but not in us, the guys who've been on the platform for over 10 years now, but who don't have hundreds or thousands of seat licenses. At Dreamforce last year, they gave us this 10 year customer award.

At the time, I couldn't help but notice the phallic shape of the award. It was probably the funniest aspect of Dreamforce last year, as I couldn't help but feel like it doubled as a reminder for all of the times I felt like I'd been screwed by Salesforce. But hey, I'm sure it wasn't intentional. 

Just for the record, it's now been over two months since registration opened. I'm still pissed off. And I still haven't heard anything from Salesforce except for the aforementioned contacts.

Wednesday, October 12, 2016

An Open Letter to Marc Benioff RE Dreamfest Logistics

Hi Marc,
First, let me say, thanks for replying to my tweet from the Dreamfest Event and thanks for requesting an email with details. While I know you requested an email, it seemed only fair to share aspects of it as a blog post since the whole thing started as a broadcast conversation.

First of all, let me start by saying that there are many aspects of Dreamforce that I think are great. I've been attending Dreamforce events since 2009, and I probably would have also gone to a couple of earlier ones, but I couldn't make it work. Not only have I always found the conference sessions to be helpful in gaining a much deeper understanding of the Salesforce platform, but it's also been a software/business/world eye-opening experience for the colleagues that I've brought to the event over the years. That being said, I've had my issues with Dreamforce over the years, like 2015, and my terrible Dreamforce 2013 that was so bad, I only came up for keynotes in 2014. As I've said in the past -- and once in a survey with your marketing people -- the biggest problem / challenge with Dreamforce is the crowds.

For all of the Dreamforce events that I've been to in the past, my gala concert count is far lower. Each year is different, but the biggest reason is logistics -- if you have to commute to the South Bay each night, staying late for a band after an exhausting day of running around for sessions is asking a lot. When I've stayed in the city, I've hung around for the band. At the same time, I remember seeing Stevie Wonder in the south hall of Moscone and thinking, firstly that the concrete walls and floors were the worst place that I've ever seen a band and, secondly, that it was only a matter of time before the size of the crowd overwhelmed the venue. Over the years, I've watched as the people and the venue grew, challenging the San Francisco landscape with a place large enough for the show. In that way, I think the Red Hot Chili Peppers was peak Dreamforce Gala. Closing off the Civic Center plaza was mind-blowingly awesome and, while it probably sucked for San Francisco that week, definitely ranked as one of the most amazing shows. Perhaps that contributed to making 2013 so disappointing. Last year, with the Foo Fighters, I actually considered going -- even though I was commuting -- until I saw where the event was located. While it was in San Francisco, it wasn't going to be an easy commute from the Moscone area nor back to the Caltrain for the ride home.

While I understand that this is a long opening, I want to provide a clear sense of history and, correspondingly, where my expectations and motivations were. This year, I registered on the first day of registration and secured a hotel room in the city. Despite having colleagues attending the conference, for various reasons, I found myself attending the Dreamfest event on my own. Prior to going, I was invited by our AE to use a special shuttle provided to SMB customers. After initially agreeing to that, when I discovered that the departure point for those shuttles was down in the Mission, I abandoned that plan. Instead, I walked down to Moscone West, figuring that there would be a number of shuttles there and that, traffic wise, it would be faster out of downtown than one of the hotel shuttles. I arrived at 7:00, thinking that I had left plenty of buffer before the 8:15 concert start. While the trip out of the city in traffic wasn't fast, overall we made good time, maybe 20 minutes or so, but by the time we got off 101 to make our way down to the Cow Palace, traffic was crawling. It felt like 15-20 minutes to travel a handful of blocks. I arrived at the event around 8:30, with U2 already having started their set.

While I've never seen U2 live before, I've seen a couple of their concerts on video in the past. When I saw the crowd and the way the event was set up, it was quickly clear that I would get no closer to the stage than the far back concession stands, and so I began, once again, watching a U2 concert on video using the large screen monitors near the back of the event. However, it quickly became clear that the actual audio was a second or two ahead of the video, and the irony of having had a better experience when I'd previously watched the video concerts struck me.

Leaving the Event
Around 9:30, I began wondering if I should just go ahead and leave, wondering whether there were early buses running back yet. By 9:40, I decided to head for the buses and was about out to the bus pick-up by 10:00. What I came across was a bit of a mess, to say the least. There were long, crowd control gates directing traffic through to the buses, but few people doing crowd control. You were supposed to follow these long crowd control gates (I was headed back to Moscone), but as you worked your way through them, you'd often see people climbing over them and jumping in front of you in line -- particularly since they weren't full and the "bus destination" on the street seemed so far away and, not even visible from the gates. As I started to get close to the street, more crowds, more people climbing over gates. In general, chaos.

I was standing behind the gates, on the sidewalk near the road, when the "first wave" of buses arrived (about the time the concert ended -- probably about 10:00). Rather than going through an orderly loading like was done back at Moscone West, suddenly people just started swarming toward the bus doors. It was forget about the crowd control gates, suddenly, people were three and four deep in the road trying to shove their way toward a bus door. Once the first buses were full and started to drive off, a handful of crowd-control people came through telling people that more buses would be coming and to wait where we were. Meanwhile more and more people kept streaming down the street. The crowd, from sidewalk towards the middle of the street, grew from 2-3 people deep to 6-8 to 8-10. Half the side of the roadway was filled with people standing around waiting to rush the buses doors when they opened.

There were some of us, sitting back, trying to behave with order, asking for guidance, but there were so few people. And the crowd was just getting more aggressive in trying to get buses whenever another row of buses would come through. At one point, the cops were there, attempting to help manage people getting into the bus door. Perhaps you've seen it all when you see a cop in SWAT gear trying to do people traffic control at a charter bus door. Meanwhile, with all of the crowd chaos, my thoughts kept going back to The Who concert in Cincinnati, hoping that somehow people would get this under control. Seriously. At times it felt like the crowd just might be that crazy.

The thing that really cracks you up though, that makes you think twice -- this crowd isn't soccer hooligans, it isn't "kids that don't know any better". The crowd is, theoretically, business people, professionals, grown-ups who've spent the day listening to stories of philanthropy and charity. And now, to watch them push and shove for buses. It's a reminder that crowds change people and that herds behave differently. Sadly, the whole thing also reminded me of the last Grateful Dead tour in 1995.

By 11:00, they started to try and control the people standing in the road, trying to push them back toward the sidewalk with yellow hazard ribbon, but it wasn't until about 11:10 when the cops started actually forcing people back that things started to move. Finally, I made it on the bus around 11:30 and back to the hotel. The finally funny part was that the bus driver dropped us off -- first stop -- at "The Hilton", but he was about a block away, across from Glide Memorial behind Parc55. Frankly, by that time, I was just glad to escape, but I was glad I wasn't one of the people from out of town trying to geo-locate using the map on the back of my Dreamforce badge.

Since the event, I've reflected on what was wrong and what should have been done differently. While I'm not someone who plans events on this scale, observation wise, I do have a couple of thoughts about what went wrong.
  • Too much unmanaged space between open areas and traffic controlled areas. By that I mean, there was a lot distance in crowd control gates with nobody there to manage the traffic and provide authoritative guidance. Like having one of those ribbon guides with nobody in line, people often believe that they can just jump ahead. 
  • Not clearly managed bus loading areas. At one point someone said they'll be loading at the cone. Then a bus pulled up 30 feet from the cone and a mass of people rushed the door from both directions.
  • The remote location. The Cow Palace is just too far away from San Francisco and from BART. When I checked with Google maps about walking to Balboa Park BART, it said 45 minutes walk. While finding an event location to handle the huge Dreamforce crowd is San Francisco is probably impossible, for myself, I wouldn't go to another event that isn't within walking distance.
While I waited for a bus to extract me from Daily City, I wondered if there was a band that I would be so interested in seeing that I would do another Dreamforce Gala again. At this point, I can't think of one.

Marc, I want to thank you for the conference and all of the effort that you and your team go through to make Dreamforce happen. And again, thanks for reply and the email request.

Thursday, September 24, 2015

Salesforce.com Email Gets a New Sync

As you know, many of us out in the Salesforce landscape have been struggling with the roadmap on Outlook and email Sync. I've written about it multiple times in the past. I've had a number of discussions with people about this issue, but nothing from Salesforce suggesting any real resolution.

In case you don't want to click the links, let me summarize the issue:
In recent versions of Salesforce for Outlook (the Salesforce-characterized path for adding email from Outlook into Salesforce), Salesforce changed the software so that it validates an Exchange back end. If you're using POP/IMAP on Outlook, Salesforce for Outlook doesn't work any longer (Salesforce will claim that non-Exchange was never "officially" supported). Outlook Connector (aka Original Outlook sync) also used to support POP/IMAP, but it's being EOL'ed with Winter '16.

In the lead up to Dreamforce, Salesforce sent out email about a new mobile app and Chrome plug-in that would be made available starting at Dreamforce. The app and plug-in would allow users to add email from Gmail to Salesforce. This product was revealed to be SalesforceIQ.

During Dreamforce I made multiple attempts to learn more about SalesforceIQ. Unfortunately, it seemed like the primary focus of the SalesforceIQ guys was to sell their SalesforceIQ for Small Business, a product that sort of falls similar to the Desk.com / Salesforce Service Cloud relationship. Since Salesforce.com recently acquired RelateIQ around this product, it's understandable that the team would be focused on promoting their original product, but it became a bit painful trying to get info about anything else.

On the fourth day, I finally found an open guy in the SalesforceIQ section, but when I asked him some questions, he didn't really know the answers and referred me to another guy with more expertise. I then got to watch another demo of SalesforceIQ for Small Business while I waited another 20 minutes.

But rather than go through all of what I went through, let me tell you about the product.

In Chrome with the plug-in installed, if you're using Gmail, it will pop a window on the side of your Gmail interface similar to the Salesforce for Outlook window. You can use this to add email to Salesforce and much more. However, if you add email to Salesforce with attachments, it does not handle those (according to the expert guy there).

There is another feature labeled "Feed" that will go through your inbox and recommend activities for you to follow up on. This is supposed to be the real strength of SalesforceIQ. Theoretically, if you're a sales guy, this will help remind you to contact the people you might have forgotten about. If you're somebody like me, it seems to work more as an added reminder to follow up with those sales people who've sent you random email trying to sell you things (e.g. conference sponsorship) -- a modern inbox version of "green elf has been eating all of the food lately".

One upside of this solution is that the Chrome extension works on both Mac and PC. The downside is that, if you've gotten used to using "Email to Salesforce", the BCC method of adding emails, you may find this provides less functionality.

Meanwhile back on the Ideas Portal...
You may recall the ideas portal thread RE POP/IMAP sync in Outlook. There are still no new updates to that thread. Further, if you have sales people that are used to using Outlook, this still doesn't address their issue.

SalesforceIQ is sort of a fix, but not really complete -- like a chair with three legs; you can use it, but you need to be careful. and it may not really be any help.

Wednesday, September 23, 2015

Salesforce.com Lightning Interface: Hipster Design for the Enterprise

I don't like the "flat" interface used by Apple since iOS 7. Don't like actually understates it. I hate it. It's even more frustrating that it's becoming ubiquitous, the pervasive language of the design world.

Add to that the frustrating trend (going back to Windows 8) of making the desktop more "mobile experience" like, and you now have, in a nutshell, the Salesforce.com Lightning experience.

In short, Salesforce.com has taken their perfectly workable desktop user interface and transformed it into something that resembles software you might use on your iPad, but it's the desktop interface. And, just as the iPad is sort of a lesser-than-desktop computer, the UI is a lesser than desktop experience as well.

Before we devolve into endless rant, let's touch on a few salient points:
  • The Lighting Interface is only being rolled out on the Sales Cloud in the Winter'16 release. That means a selected number of objects, Home, Accounts, Contacts, Opportunities and Dashboards will be available initially. 
  • If you use custom objects or you need to escape the Sales Cloud objects, you will be returned to the "Classic" interface. However, escaping isn't as easy as it used to be. The default switcher will no longer bring up access to Tabs, now the App Switcher is needed to get to those other objects. Got custom objects you normally access in the Sales Cloud. Bummer. You won't see them.
  • Lot's of stuff that you've gotten used to -- inline editing of records, drilling down into reports -- it's not available.
  • It's probably a helpful interface if you're business and sales model fits a select category and process, but if you're using Salesforce in a different way, it's sort of like "who moved my cheese" but worse.
But hey, "cool graphics" and dashboards that can go more than three columns.

In short, despite the hype, I don't see deploying this for quite some time. Perhaps you see it differently.

Dreamforce and the Oranges of Hieronymus Bosch

Note: I actually wrote this on the train leaving San Francisco on Tuesday night. Sometimes I sit on drafts for a bit, deciding whether I agree with what I wrote a couple of days later. This still seems amusing in the post-Dreamforce light.

Day one of Dreamforce 2015, come and gone. We came. We faced the crowds. We did some sessions. Ate some food. Drank some beverages. And we're done. No after-parties for us, we're on the commute circuit, tucked in with the workday masses and the Giants' game refugees that needed to leave early.

This Dreamforce is... like a post-apocalyptic Dreamforce. It's like some time in the past, that which was Dreamforce died and what we're dealing with now is the echo of Dreamforce. Maybe it's Benioff. A lack of involvement. A lack of interest. A Jumped the Shark sort of thing. This Dreamforce is many things, but it doesn't seem like one thing -- like the culmination of a Salesforce moment. This Dreamforce seems like there is no... community, no us, together. Instead, it is the Salesforce masses, drawn to the same location at the same time, with a similar clock, but nothing tying us together.
Today's Salesforce is not an echo of one more thing. Today's Salesforce is here's a bunch of stuff that I've kind of told you about. Perhaps the most (potentially) revolutionary change is a new interface -- something that, in reality, is six to nine months away for most users.

I've been to a bunch of these, so it's interesting to see the difference -- the change -- from the way that it's been. First, a few notes:
First of all, worst sound guys this year. I went to several sessions today where the speaker could barely be heard. The funniest one was at the Palace Hotel, where even though they had speakers to fill the back audience, it sounded like the presenters were using a bull horn from the front. About midway through the session, the sound guy woke up, turned up the volume and the mike started to feed back, only to see the speaker wander around the stage looking for a way to manage it like he was Jimi Hendrix. And it still wasn't very loud.
I sat through one session at a movie theater location where the sound was so miserable, it was like the speakers had no amplification. It was kind of funny because between the sound and the comfortable chairs, it was probably the best session for napping.

At the tradeshow/vendor/partner event, I was surprised to see how uncrowded it was. Relative to years past (and in tradeshow terms), it was dead. No crowds. Perhaps there were more outside parties. Perhaps it suffered from a lack of a coordinated introduction. Say what you will about Benioff's dog-and-pony presentations, it did serve to focus the crowd. Tonight's event seemed like an afterthought. The largest crowd that I saw was for Informatica, where they were giving away $10,000.
But more importantly, what's the take-away from all of this? Crowds? Fragmentation?

Honestly, I think that this is the story of... something.... that has lost itself. It doesn't really know what it's supposed to be -- except that it's annual and that there's a band. But other than that, it's lost. It doesn't know it's mission. It's many things, but it doesn't really know where it's going.

Tuesday, September 22, 2015

Dreamforce 2015 Post Mordem

So this year's Dreamforce has come and gone. It has been survived. For me, there were interesting aspects, a few added bits of knowledge and some learning. There were also the frustrating parts, many of which I wrote about on Twitter. The crowds, the lines, and sometimes the quality of the information resources.

As I wrote on Twitter, my number one take-away from Dreamforce this year is that it is oversubscribed. While Apple's World Wide Developer Conference sells out in minutes, they cap the number of attendees. With WWDC, they recognize that there's a limit on the number of people that they can support. In contrast, Dreamforce just keeps selling tickets. And giving away keynote and tradeshow conference badges. The inevitable result is that whatever extra buffer they try to build in to accommodate the crowds, there are always more. Every Dreamforce that I've been to has felt overcrowded and strained as a result.

This year is the first year that I attended the final Q&A with Marc Benioff and Parker Harris. I was curious whether there would be any discussion of the overwhelming crowds or features or anything meaningful. Instead, it felt like a semi-scripted feel good meeting that had lots of people saying the same message, "that they thought that this Dreamforce was the best ever". Kind of like an excited child working through a candy bowl and told, "you're going to have to stop when you get to one you don't like."

In sum, I would say -- not the best one ever by my measure, but I suppose it depends on how you measure best. It was certainly better than the pouring rain year, weather-wise. 

I'll follow up with posts on some specific Dreamforce topics:
  • The New Lightning Interface
  • Salesforce email sync gets a slight update
  • Maybe more...
Enjoy.

Monday, September 14, 2015

The Nightmare Before Dreamforce 2016

And it begins. Today is the first day of badge pickup at Dreamforce, and the best day to pick up the conference bag and miscellaneous crap that they want to send you home with. It's probably a good day if you're staying in a hotel. Checking in, getting settled. Maybe have some dinner before a few parties. It's the warm up before the chaos.

But it's a different world if you don't have a hotel or if your accommodations aren't close. If that's your story, you face a different fate. First, there's the trip into the city. Mine was punctuated by the impact of Monday Night Football with the 49ers at Levi Stadium. An Event at Levi Stadium means that parking is restricted in downtown Mountain View, and I needed to drive around for 30 minutes to find someplace that I could park. I took the train from Mountain View because I thought that would be my best chance to avoid the traffic around Levi Stadium -- I got caught in that after work once before and it was a nightmare.

Next, there's the badge pick-up. Dreamforce does pretty well with this, sending out an email this morning with your QR code. I always hate trying to find some email that I got months ago with my conference reg info. But after they identify you, then they want to ask about what hotel you're staying at. My only option was "local/don't need a hotel". Which isn't true, but the woman assisting with registration and handing out badges doesn't want to hear any of that. Regardless of what you might want to do for hotel, there's no room at the inn. Sure it's semantics and it's not worth arguing over. And yet, as I mentioned in previous posts about Dreamforce, when you over-subscribe the event, you transform the experience into one where tensions run high. It's like the way that more traffic increases stress on the road, increases road rage, and correspondingly increases stupid driving.

Asking whether I have a hotel when I don't have one is meaningless if you aren't going to do anything to change the availability of housing. You have my demographic information from registration. If I'm outside of a select area, you've got to expect that I don't want to commute.

Walking to pick up my badge today, this thought occurred to me, so I've already sent it out on Twitter. What's the difference between Dreamforce and Apple's World Wide Developer Conference? Apples WWDC sells out in a period of hours. Sells out. They don't take any more more attendees. There is only so much infrastructure, so much capacity. In contrast, they keep selling seats to Dreamforce. They keep giving away free keynote and party passes. Come one come all, if we can squeeze another buck out of this thing, it's all good. More people equals bigger than Oracle -- take that Larry! Dreamforce is oversubscribed. Salesforce approaches capacity like it's a cloud service -- more is good, we can always expand capacity. But San Francisco is oversold, overcrowded and taxed beyond it's capacity to handle this event. If this was a restaurant, you'd have to say -- I love having all of you, but I can't serve all of you.

And this is why I hate Dreamforce. And why I hate Salesforce for even charging me for this experience and taking my conference money. And for making me commute.

Thursday, August 27, 2015

Reason #17 Why I Hate Salesforce: Dreamforce

Yet Another Frustrated Salesforce.com post. Once upon a time, I used to think that Dreamforce was an incredibly valuable experience where people could learn about the incredible capabilities of the Salesforce.com platform and understand the future of software. Now, Dreamforce has become another grand FU to its customers. I say Reason #17, but I just made that up because I've lost count.

I really wasn't going to go to Dreamforce this year. Between the crowds and the lack of available hotel space, Dreamforce is kind of like getting enrolled in classes at Stanford, but being forced to commute every day from Fresno. Or Truckee. I've written about this in the past, both with my past experiences attending the conference and the frustrations trying to get back and forth to the event.

As bad as my previous experiences were, I knew that this year would be worse. When I lived in Mountain View, Caltrain was ten minutes from my apartment, so it wasn't impossible to grab the train to the city every day. When I moved to Campbell a year and a half ago though, all of that changed. Traffic makes just getting to Caltrain a pain in the ass. It's 30 minutes to get to the Caltrain plus the long Caltrain ride to the city.

Planning and the Corporate Sloth
As corporate decisions go, we always debate about sending people to Dreamforce. The corporate sloth moves slowly. The first unwritten rule of business is never commit to anything, and that is particularly true when it comes to things that involve spending company money or pulling company resources away from doing things like answering phones and stuff where you can see people in the office. Investment in things like training -- particularly on software that we still struggle with adoption on -- it's just crazy. It doesn't really matter that anyone that has attended has come back as an evangelist. We remain skeptical.

Inevitably, by the time our company makes a decision on Dreamforce, the nearest available hotel is in Fresno. Or Truckee.

Why Am I Going?
Last week, our account rep sent me a teaser sneak preview from Salesforce. At Dreamforce, they're talking about announcing an overhaul of the UI. Pages will be built differently. Lot's of stuff. It's one of those things -- if you work with Salesforce, this will probably be important to learn about. A necessary trip into the barrel. Because Salesforce hasn't found enough ways to make us, their customers, feel uncomfortable while they rifle through our wallets. Because help and training costs money, like luggage on an airline. Dreamforce, aspiring to be an airline-like experience. Without really going anywhere.

My last really positive experience at Dreamforce was when I went with two of my colleagues who were experiencing Dreamforce for the first time and we stayed in a hotel close to Moscone. But that was all the way back when Stevie Wonder was the band. Since then, I've been to several others, but long commutes and over-sized crowds to not equate to positive experiences.

Perhaps the funniest thing is, San Francisco is expanding Moscone to make it better for larger conferences like Dreamforce. It doesn't matter that the real problem with Dreamforce isn't conference space, it's hotel space. While I used to think it would be crazy to move Dreamforce to a different city, I think that the crowd has overrun the local. Perhaps Las Vegas would be better. At least then, when some of us don't go, it will be less crowded here.

I suspect that my hate for Salesforce will only grow during my upcoming, exciting week of frustration at Dreamforce. I can't wait.

Wednesday, October 15, 2014

Dreamforce 2015: Just Visiting

So we're headed up to Dreamforce today, getting ready to battle the conference crowds along with the bonus Giants' game crowd. Taking Caltrain again. If you remember my previous post, My Terrible, Awful Day at Dreamforce 2013, you'll probably have some sense of why I'm not looking forward to this.

This year, I decided to skip spending the money on the full conference pass. Instead, we're keynote and exhibits only -- adding to the crowd and not much else. We'll see how that works out. There's a part of me that feels like I'm missing stuff by not going to the full conference, but I think it's probably one of those things like not booking a United flight -- your gut telling you one thing, but your brain telling you the ROI isn't there. I shoulda used the Salesforce.com guy's ROI calculator.

Wednesday, July 16, 2014

10 Reasons I Can Skip Dreamforce This Year

I never wind up registering early for Dreamforce because I'm always a mix of one part skeptical that I'll go, one part skeptical as to who (if anybody) will attend with me, one part skeptical that I'll still be working with the platform in the same capacity, and two or three parts soured on the entire experience (adjust to taste).

Now, as the conference approaches, it's not too hard for me to find more reasons why it may not be worth me attending this year.
  • Considering that I was already researching hotels several months ago, I know that there isn't any available hotel space. That means commuting to the city and I now live 30 minutes further from San Francisco after moving out of Mountain View last year.
  • I've already been reminded of their loyalty to me as a customer when I was recently contacted by the phone sales guy offering me a 10% discount. The same sales guy told me that they still have access to great nearby hotels, and with shuttles, it shouldn't be a problem. Sales guys, Salesforce.com sales guys, or people telling me things that I know are miss-information -- I'm not sure which is worse.
  • I just got the email announcing the band for the Gala this year, and it's Bruno Mars. I saw his act during the Superbowl Halftime show and that was more than enough for me. At least if I do go to Dreamforce this year, I know one night I won't feel compelled to stay late.
I know that this is only three reasons, but it's three reasons that speak loudly to me when I wake up to find the Bruno Mars announcement in my inbox. Three big loud reasons not to go. And it makes me grumpy. Not feeling positive about the platform or about being a customer. Grumpy.

Add to all of that contract renegotiation, threats of price increases, and I'm not really feeling the love from Salesforce. Instead, I'm wondering how I would design an exit path from Salesforce for the company.

Then again, I didn't get the tele-sales guy's Dreamforce ROI calculator. That probably would have solved everything.

Monday, July 7, 2014

Salesforce.com Dreamforce Sales FAIL: A Comedy of Discounts

So I just got a call from a telesales guy at Salesforce. He wanted to see if we were interested in going to Dreamforce this year. I told him that we were considering it, but I still had my reservations and complaints from last year.

He then proceeded to offer me discount codes. It was near the end of the call by the time I got around to asking how much the discount was for -- 10% off the current price. Not exactly a mind blowing discount, but he was excited. In fact, he seemed a bit surprised that I wasn't more excited.

"Just 10%?," I asked.
"It's 10% off the current price, but we can give you more of a discount if you send more than five people," he responded.

I tried to convey my disappointment. As a long time customer that's been to five or so Dreamforce conferences and participated in several rounds of surveys, I actually felt a little insulted. "Is this the best you guys can do," I asked? "Perhaps I should just wait for someone to provide a better discount code."

At that point, he told me he would also send me their ROI calculator to help me better determine the ROI on the experience.

Why Some Sales Experiences Suck
Sometimes, as a sales guy, your job with the customer should be to do no harm. In this case, the experience actually reminded me of the ways that Salesforce.com has really been pissing me off lately. To start with, if you're going to take the time and effort of a direct sales call to my cell phone, you'd better have something exciting and meaningful that you're offering. It had better be special.

Those "special contact" touch points are limited access for a reason. When you turn it into a crappy sales call, you're not winning the hearts and minds of your customers.

The "sending me the ROI calculator" response to the "is that your best discount" question reeks of an un-empowered phone sales agent who isn't really allowed to go off script. In short, he has only one or two tools in his tool bag and doesn't seem to have any direction on when to refer problem calls up the management chain.

Yup, there's nothing like being a long-standing customer that's dropped into a customer service pool that treats you like statistical digit. Perhaps you may want to tweak your algorithm to include time served.

Customer touchpoint FAIL.

Wednesday, December 4, 2013

My Terrible, Awful Day at Dreamforce 2013

Each year, Salesforce.com's Dreamforce conference represents a mixed bag of experiences. On the one hand, it's an incredible opportunity to see a few of the ways that some of the world's top businesses are using software to evolve their businesses. And, if you work with the software, some of the breakout sessions can provide a great window into how to take advantage of certain features and functions.

At the same time, there is a dark side to entire Dreamforce experience, one that corresponds to crowds and capacity. There is a chaos that hangs over the event, a madness of conflicting schedules and oversubscribed sessions.

Back in the old days (that period when the year still had two zeros in it), the crowd helped contribute to the excitement. It was an era when there was still a lot of skepticism about the viability of the cloud and multi-tenant architectures. In that era, one of the most common question that I wound up having to answer was, "but really, who is using Salesforce.com?" In that environment, being in that sea of people was vindication.

These days, the crowd is more of a crowd than a bonding experience. What's more, instead of feeling like a giant user group, VIP passes and exclusive access options have turned the entire event into the equivalent of a crowded flight -- the people in first class get treated well, but most of us are stuck in the back with a middle seat, no leg room, and no recline.

Dreamforce is not like a traditional trade show in it's use of the convention center. Rather than many exhibits crowding a convention center floor, Dreamforce depends upon meeting rooms for technical breakout sessions. Each year, as the conference has grown, it's been surprising to see how the infrastructure has adapted to handle the expanding crowds broad agenda. Last year, when they closed off Howard street, held conference sessions in all of the surrounding hotels all the way to Union Square, and then blocked off the area around the Civic Center for the gala event, it struck me as a wonderful example of how San Francisco can come together and jump through hoops in an effort to host these kinds of things. In so many ways, the City is an amazing place.

And yet, for everything that worked well last year (other than what was probably a traffic nightmare for San Francisco), this year was marked by a conference out of sync with the city and the weather. With the November timetable, suddenly all of the outdoor overflow areas became unusable. Travel between downtown locations meant getting soaked between sessions. And while this year's gala event location at Pac Bell park had the potential to provide an well structured venue for an outdoor event, the predictable fall rain meant transformed the event into something into a gathering under the dry parts of the stadium to eat hamburgers and hot dogs, while watching some music on the television. Even the bus rides to the park were challenged with the traffic and the construction on Fourth street.

For the past three years or so, hotels in San Francisco sell out several months before Dreamforce. I knew it was bad this year when I was registering and the Dreamforce hotel interface was listing Hotels in Monterey. Another indicator is when the motels in the ugly parts of the Tenderloin/SOMA area are charging over $300 per night (it leaves you wondering what the people who wind up staying there end up thinking about San Francisco). Even funnier was when I mentioned the crappy hotel situation to our Salesforce account rep and he sent me a link to the housing page in the registration app (#worse-than-a-chatbot). So, invariably, I was forced to commute into the city from the South Bay each day. And while the hour or so commute on Caltrain isn't too bad, what it does add to Dreamforce is a lot of extra steps, the need to carry everything you need (or take back from the event), and it puts a serious damper on any evening events.

For me, the worst day turned out to be Wednesday. The third day of Dreamforce is a day that is punctuated with sponsored events and after-parties. But when you have the added commute to the overcrowded city, it can be a bit taxing. I decided to head out early that night and grab an express train home. Unfortunately, like many commuters that day, my trip home was hindered by a downed power line near the Hayward Park stop on the Caltrain line. I wound up standing in a packed train, waiting from about 6:50 until shortly after 8:00pm before we even started the journey down the peninsula. After a slow ride and a bus bridge at San Mateo, I finally arrived in Mountain View sometime after 10pm. I, like many of my fellow commuters, went home tired and unhappy -- questioning the wisdom of returning to the city for the last day of the conference (I ended up driving on Thursday, but I heard that Caltrain had another day of delays that morning).

Dreamforce: Too Big to Be Meaningful
As I've mentioned in the past, when you attempt to create an illusion of personalized experiences that are clearly generic scripted repetitions -- like the Safeway checkers reading your name off of the receipt like they know you -- it almost seems worse than doing nothing. It's like saying to the customer, "oh yeah, you are important to us, we value your business" with an accompanying satirical tone and an eye-roll. You're personalized customer experience is a mockery of personalized customer experience.

In may ways, that is what Dreamforce has become. In the old days of the conference, the entire experience was like a multi-tenant architecture. You sat, side by side, with your colleagues on the platform. Big companies, small companies, you shared an infrastructure and you shared the challenges of the crowd. You were just as likely to wind up sitting in the front row as you might be at the back of the venue. When you attended the event, you were part of a community.

Now, it feels more like you are part of a herd -- sorted, weighed, and routed as is most profitable. With VIP lines and exclusive access, you are often reminded that you are in economy class, not good enough for business or first -- despite spending what probably amounts to a premium, regardless of the size of your business. Yes, you are a customer, but as a customer appreciation event, this will leave you feeling like you are second class.

Consider this: in five years of attending the conference, only two of my five account representatives have made an effort to meet with me during the week of Dreamforce. If the customer-facing roots of your organization can't interact with your customers that have paid $1000 to come to your party, are you really holding a party for your customers? And can you really call yourself a customer-focused business?

Think about that. As marketers, most of us have considered road shows and customer events. We all understand the costs and the challenges. We've all consumed our share of free food and drinks at business events. Now imagine asking your customers to pay to come to your customer event. What kind of experience would you expect that they were expecting?

I used to think that it might be helpful to bring a team of attendees to Dreamforce; perhaps a couple of people from the sales organization, somebody from IT, and an exec or two. But considering how large Dreamforce has become, I've come to believe that, even if they were excited to participate and be a part of the crowd, the real benefits that they might have gained two or three years ago have faded, washed away in a sea of lines, generic experiences, and diverse business/software platform interests. Should I be battling with the people who might be there for Work.com? Or the developers who don't know about Heroku? Do I really need to hear another pitch on the latest version of Portal - now Communities -- when the pricing model is so disconnected from anything that makes sense for our business?

Would you pay $1000, then wait in line behind a thousand people if you could only ask one question? And, if you did all that, how would you feel about the experience if the answer that you received gave you less information than already got during your online research?

Can Dreamforce Be Saved?
This question is actually several questions rolled up into one.
  • Has the conference grown too large for San Francisco? 
  • Would it work better if it was relocated somewhere else that could handle the size of the event?
  • Has the conference itself become too diversified and lost it's focus?
  • Is there any way to make it effective in connecting with individual customers while hosting the massive crowds?
In many ways, I think that there are elements of Dreamforce that are intertwined with San Francisco. While a location like Las Vegas might be able to handle the large crowd, there is a reason that so many Internet businesses have found their home in San Francisco. The city speaks the language of software start-up and part of the dream in Dreamforce is a harmony with this world. And yet, there is little question that the San Francisco infrastructure is overwhelmed by the conference crowds. Housing, transportation, conference room capacity, all are being taxed beyond their limit during the event. Without limits, I expect the reality of the conference to just get worse and worse.

As for the diversity, there's always the dream of serendipitous interaction and the potential engagement with technologies and applications that you might not otherwise have imagined. And yet, when crowds become overwhelming, it's less about serendipity and more about traffic and road rage. Perhaps the bigger question is, what is a realistic take-away from this in-person experience?

So when you consider the world of modern marketing and making individual connections, it seems so antiquated to provide such a generic, impersonal experience. As the provider of the leading CRM platform, you'd expect the experience to be more personal. But perhaps that underscores the difference between the hype and the reality -- in the same way you'd expect Facebook marketing to be... better. Big data and algorithms are powerful, but they are hard-pressed to achieve something greater or overcome something as powerful as a long line or a frustrating commute.

And so, the spectacle will probably continue. And as it does, the evangelism will probably ebb -- or continue to ebb -- and instead of something amazing, it will become something amazingly horrible. My terrible, awful day at Dreamforce probably would have been better if all of the hotels in San Francisco weren't sold out and I was staying in the city and hadn't been stuck on Caltrain for over three hours. But without that Caltrain experience, I might not feel so compelled to ask is the entire experience really worth it?

Thursday, October 4, 2012

Adventures in Using Airbnb

Dreamforce was huge this year, so huge that, not only were the all of the hotels in the city sold out, it was difficult to find a room in the east bay and down the peninsula. When even the crappy hotels in the city are asking $500-$600 per night, it's usually translates into an exhausting week of sucktastic commuting. But I was determined to see if I could find something. After a positive experience staying in Maui this summer that we booked using VRBO, I decided to try searching alternative housing engines. I landed at Airbnb.

In case you aren't familiar with it, Airbnb is an online engine that helps broker transactions between people who want to rent out their space and potential renters. Unlike VRBO which seems pretty focused on vacation rentals, on Airbnb you'll find listings ranging from whole properties down to somebody's couch.

I've been following Airbnb from their early start-up days and I'd considered using them on several trips in the past, so I welcomed the chance to try the service. My colleagues were feeling a bit less adventurous and expressed skepticism. But for me, one of the advantages of trying Airbnb on this trip was that the I'm pretty familiar with San Francisco, so it's a easier to have a sense of the neighborhood that you might be staying. And, if the entire experience was a failure, I could always fall back on commuting.

My Airbnb Experience
Airbnb makes searching for a place easy. You can select your destination and dates, then filter the results by a variety of factors: shared housing or complete residence, price, etc. Another aspect of Airbnb is that it runs on a social framework, so before you can communicate with a potential renter to verify availability, you need to sign up for an account and become part of their social network. When you sign up, you also have the option of linking your Airbnb profile to Facebook, simplifying account and profile creation. Since I was just exploring the functionality, I opted to create a separate profile.

Building the profile takes a bit of time. Basically what they attempt to do is collect information in order to help verify your identity and better ensure that you're a trustworthy tenant. Unfortunately, this aspect of the process is one area that I found a bit frustrating with Airbnb. As I went through the initial set-up, I had to provide a phone number that Airbnb validated. Then, during a later session, the software insisted that I add a photo before it would let me continue. The result was that, each time I dove in to look for a potential place, it seemed to hit me up for another piece of info. If I were looking for a vacation place or were less motivated by the prospect of the commute, I would have dropped the service at that point.

Another frustration with booking a space was the number of times that spaces appeared to be available, then after contacting the lister, told that their space wasn't available. Some of the unavailable listings even indicated that the calendar had been updated that day. Needless to say, it added to the frustration. Eventually, I wound up sending out what almost amounted to a mass email blast to the listed spaces.

But perhaps the most annoying thing was something else that I swear I noticed in my search. Because I was searching over the course of a couple of days, I ran searches multiple times. Sometimes I would leave the browser window open and put my computer to sleep. Once, I swear I saw the listed prices refresh -- and increase -- leaving me suspect as to how their pricing engine works. While it's not uncommon for airlines and hotels to use cookies to dynamically price based on the visitor's behavior, when you see it happen, it really pisses you off. Now it could be that those pricing changes were implemented by the lister, but I'm skeptical to believe that a lister would increase the price of a listing on a space that was unavailable.

Once I got a space sorted out though, everything proceeded in a pretty straightforward fashion. I opted for an entire apartment rather than a shared space -- the idea of stumbling into a shared place after an evening of after hours Dreamforce events just didn't seem like a good plan. In the period before your arrival, Airbnb sends out a house manual and several alerts to remind you that about your upcoming stay. They also give you some early warning before they process the deposit charge. In all, their transaction processing communications were clear and well done.

That Eerie Do-I-Belong-Here Feeling
There was one other aspect of the experience that I found a bit challenging. In searching for places, I found a couple of reviews of some other places that mentioned the guest being interrupted in mid-stay by someone associated with the property saying, "you aren't supposed to be here." And while that may be an isolated incident, it planted a seed of concern in my mind. Add to that the experience of staying in a place where the renter still has all of their personal items out, and you're left with this haunting feeling that, at any minute somebody is going pop in and ask, "what are you doing here?"

I think that part of the reason that this happens is that you're essentially renting a space that somebody lives in. Contrast that with a vacation condo rental where there is typically an owner's closet where they lock all of their personal stuff up. At the same time, it does add to the personal experience of your stay -- depending upon how you are, that could be good or bad.

All in all, would I use Airbnb again? Probably. Would I describe it as a cost-effective alternative for business travelers? No. I think it's a good solution for a vacation, when you are more flexible with check-in and check-out times. However, as a vacation option, Airbnb provides an awesome way to live like a local. In that way, my visit to San Francisco was a great reminder about just how awesome the city is once you escape the tourist areas. Airbnb and my host really made that happen.

Thursday, September 20, 2012

Dreamforce 2012: Red Hot Chili Peppers were #Amazing

So last night was the Dreamforce gala event where they host a musical guest. This year they had the Red Hot Chili Peppers, and instead of playing in the echo-chamber nightmare of Moscone South, they closed off Civic Center Plaza and played there.

Using the Civic Center as a backdrop, the show featured an incredibly awesome display of lighting. While they flooded most of the surrounding buildings in blue, the played host to a series of visual effects ranging from video imagery and cartoon-like graphics to a deceptively simple illumination of the structure of the Civic Center building. Way cool.

The music was great too, but the bands that they choose for Dreamforce often seem like an contrast against the backdrop of an enterprise software demographic. So while the park was full, you had an odd assortment of experiencing the show -- everything from people singing along and dancing to guys standing around looking uncomfortable and trying to 'fit in'.

Wednesday, September 12, 2012

Dreamforce 2012 - Networking Tangents & the Mysterious Account Manager

With Dreamforce fast approaching, schedules are getting filled and calendars are getting booked. After several years of using the Salesforce.com platform and attending Dreamforce, one of the things that strikes me as quite funny is who uses the opportunity to meet with you and who does not. Sure, there's a long line of partners and other vendors who are anxious to meet you, but what about the Salesforce.com account manager and the staff that you actually work with -- theoretically...

Over the past years, I've had three account managers try to make arrangements to meet with me. Or rather, I've had two account managers try to meet with me during the event and one arrange a meeting/presentation near the end. At the same time, the two account managers who I did meet with have since moved on to work with Salesforce.com partners. Funny thing is, they continue to meet with me and probably will meet with me again this year.

Contrast that with some of the other account managers I've had to deal with over the years. These are the guys who consider sending a template bulk email as a customer touch. Some of these guys seem more focused on selling tickets to Dreamforce than to understanding our account. This is typically magnified by Salesforce.com's insistence on shuffling account managers every year.

One year, I was invited to a group reception event by my account rep -- a guy who I never met in person. In addition to not meeting him at the reception, I also didn't meet the 'customer success manager' that I was previously introduced to by email. In fact, the only person from Salesforce that I did meet was a nice account rep handling very small accounts in the Southwest. And, even though it seemed like I was sort of 'in the way' of her gathering with her colleagues and friends, she was still thoughful enough to chat and discuss my account with me. I found it a bit ironic.

Sometimes it makes you want to send a note:
Dear Mr. Benioff,
Here's one big reason why your product isn't a success in our account -- for as much know-your-customer as I would expect from one of the most amazing software products that I've used, you guys really don't seem to understand us, to interact with us, to have a strategic plan for our account...
But perhaps this is the larger aspect of the SaaS pyramid. When you're down at the base, you look a lot like scraps.

Monday, September 10, 2012

Ramp up to Dreamforce2012

We're closing in on that time of year again. Time for the clouds to come out and take over the city. It's the time when the wind swirls with marketing hype, where we stare up into the sky and dream about the possibilities. Visions of globally connected enterprises. Social work environments. Happy customers. Sales. More sales. And growth -- oh, glorious growth.

I know what you're thinking, "the political conventions came and went." Sadly, politics these days seems rather devoid of hope and vision. Or the promise of real innovation -- sort of like Oracle OpenWorld. Kidding.

But seriously, we're about a week away from Dreamforce, Salesforce.com's annual festival of technology summit meets dog-and-pony on steroids. It's 'the world is flat' with some marketing hype, the leading edge of enterprise software with some marketing hype. It's also parties and crowds -- amazing, exciting crowds. The crowds are a living, breathing answer to all of those skeptics in IT who said things like, "but really, who is using it?"

This year looks to be even more amazing (as you can expect a week of Benioff repeating), with sessions spread out over Moscone and hotels from the Palace to Union Square, the Red Hot Chili Peppers in Civic Center Plaza, and two or three after-hours block parties. At this point, the hotels in the city are sold out and you're hard pressed to find anything closer than San Mateo. Expect traffic in San Francisco to suck next week.

Sadly, as someone who has been to a few of these, I also know about the hangover. I know about the return to the real world, full of skeptics and naysayers. The return to real world problems like web-to-lead spam and the never-ending 'we can monetize that' parsing of services you've been used to having free access to for a long time. The joys of trying to overcome the unengaged account manager. I know that when I go back to the office on Monday, it will be another Monday, not the day that everything changed.

In that way, the experience is kind of funny. Whenever you get such a large crowd together with everyone focused on the same core topic, it's hard not to be excited, to feel pulled in and part of something larger. But organizational change -- enterprise change -- is a massive effort. It's a religious conversion that requires a baptismal tsunami.

But maybe this is the year when the technology and the cloud have become so mainstream that the writing is on the wall. Maybe this is the year that the waters surge. I know what you're thinking, but I can't help it -- I'm getting kind of excited.