Our team returned from another successful Dreamforce last week – and what a week it was!

Dreamforce is the user conference hosted by Salesforce in San Francisco every year. It’s also the largest sales and marketing event in the country, with over 150,000 attendees from many of the verticals that we serve. It’s important for us to attend to engage not only with the great people at Salesforce, but also with many of our customers and prospects about our products and services.

We called the Westin St. Francis home for this year’s conference. The Westin housed the nonprofit community and the Salesforce.org sessions. We arrived on Monday and took our place in the Salesforce.org Lodge next to some of our amazing friends and partners in the nonprofit space, such as Cloud For Good, Idealist Consulting, and Classy to name a few. After setting up our booth space and getting the Money Ball ready (more on that later), we were ready for the week to begin.

The conference officially kicked off on Tuesday. It was a day filled with great meetings and talking with customers and prospects at the booth. We also unveiled the aforementioned Money Ball. As you probably know from reading this blog, we believe in helping our customers make better decisions by giving them more information about the wealth of their prospects. We gave customers and prospects the chance to increase their own wealth by pulling bills from our Money Ball. Many fished out $1 bills but some lucky individuals pulled out $5’s, $10’s, $20’s, and even a $50 bill. After rave reviews, we’re excited to keep the Money Ball going at future events.

Tuesday evening was packed with some fun-filled activities. We were graciously hosted by Salesforce in a special event honoring customers of 10+ years. In addition to having a featured product in the App Exchanges, we are also loyal Salesforce customers and have been for many years. The event was hosted at a speakeasy on Market Street and was a great way to start the night. After that party, we closed the evening co-hosting a casino-night party with our partners at Silverline CRM in an effort to engage with our financial customers and prospects.

Wednesday started bright and early – we cohosted a breakfast for the Nonprofit industry with our friends at Appirio. We were able to attend some sessions throughout the day, which were great. This was highlighted by the main event of the conference. In the afternoon, we were lucky enough to get great seats for Marc Benioff’s keynote, where he discussed the trends in the industry and the outstanding direction for Salesforce’s future. Marc’s vision was inspiring, and we’re happy to be a part of it as a customer and partner.

The rest of the day was somewhat normal…if you consider going to see U2 a daily occurrence. They rocked the conference with an amazing show. 

Thursday was a day for us to share with the community. We started by co-hosting another breakfast with Appirio, this time focusing on the Retail industry. After the breakfast, we rushed back to the Westin at 8 am to cheer on our very own JB Rauch as he competed in Salesforce’s Demo Jam – a fun competition where 6 companies have 3 minutes to demo their solution in front of an audience. While we didn’t win the Demo Jam, we were excited to demo our awesome products to the nonprofit community.

JB didn’t have a very long break. At 4 pm, he was back on stage, this time with our partners at the United Way and Sierra Club. They talked about the power of wealth data and how it can be used to drive better fundraising efforts. We were really excited to hear all the great use cases of WealthEngine at the United Way and Sierra Club – they did a wonderful job engaging with the audience and talking about how they use our platforms.

Within the madness of all of our activities, we also managed to launch a new product – On Demand Screening. On Demand Screening is a solution that integrates your online donation process with the WealthEngine platform to instantly screen your online donors as they interact with your site. We feel that it’s an outstanding solution that can help nonprofits from missing opportunities and to better personalize the donor experience.

On Friday, it was time to wrap up. We closed the booth, checked out of our hotels, and headed to the airport to fly back home and to reality – somewhat dreading all the emails that were waiting for us when we got back into the office. 

It was fun. It was exhilarating. It was exhausting. But overall, it was a success of a week. We were happy to talk to current and future customers about the great ways that WealthEngine can help drive success for them. We can’t wait to do it again next year!

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