Expert Stories

10K Independents Week: How to Build a Salesforce Business You Love With Alex Scalzo

It’s Independents Week at 10K Advisors! We’re celebrating the 10K Expert Community and our mission to give people the freedom to do the work they love. Stay tuned to our blog for Q&As with some of our brightest independent experts as we explore what it takes to build a business, how to overcome doubt, and advice for other Salesforce experts with an entrepreneurial spirit. You can follow the conversation every day this week at #10KIndependentsWeek.

Alex Scalzo | Empodio | @empodio1

Q: Can you tell us a bit about your business?

A: Empodio is a boutique consultancy that focuses on Field Service Lightning. We founded Empodio having realized the misunderstandings surrounding Field Service on the Salesforce Platform. For starters, it’s far more specialized than many other product offerings and generally more difficult for new users to learn. It’s also relatively new to the market, so it’s been a learning process and adjustment for Salesforce and their partners to convey what it does and how to successfully implement. The opportunity for Empodio was figuring out how can we capitalize on this niche challenge and enable every organization’s field service journey.

Among the five Empodio core values, we are impact-oriented. Just as much as we want everyone who purchased the product to have the most possible benefit to their organization, it also means guiding customers on when not to purchase FSL. The biggest thing we see in the space is companies purchasing enterprise-grade software thinking it will solve their issues, but not entirely understanding what the product actually does and doesn’t do. Empodio sees FSL as a step by step process, almost like a video game. We guide customers on the journey and show how they can level up. It’s a major organizational transformation and we feel it is vital for our clients to know that from day one.

When David and I stepped out of our past careers, our goal was to create a consultancy we wouldn’t want to leave.

The traditional consulting model isn’t sustainable, and we recognize our consultants are human beings that deserve balance. This is our opportunity for disruption in the space – we want our team to feel they’ve been committed to professionally and personally. We’re passionate about challenging our consultants so they can further hone their craft in addition to learning to be their best selves. We hire, fire, sell, and decline deals based on our commitment to our values and mission; it’s something we owe it to our consultants and clients alike. 

Q: How long were you working in the ecosystem before you determined the mission and goal of your business?

A: I’ve been in the ecosystem since late 2016. I first worked at Bluewolf, which was a phenomenal experience. I was really lucky to work with incredible teams and people, traveling and meeting them at the office and in their homes. It was also my first snapshot of what “good” project work looks like. Bluewolf and Salesforce gave me true direction and was what I would consider the inflection point before founding Empodio. 

My positive experience at Bluewolf was empowering, but it ultimately wasn’t enough for me to stay. I realized the value of relationship building and empowering people, especially during the difficult transition of Bluewolf being acquired by IBM. During that transition, I learned I never wanted to work for a massive corporation and that there’s always room for options. You don’t have to sell out for the sake of being comfortable. Being uncomfortable is good, it means you’re growing. 

This all happened before Salesforce purchased Field Service Lightning, so my prior experiences shaped how we built Empodio – as both a service provider and an employer – with intention.

Q: What was your first “ah-ha!” moment before taking the first step to start your business?

A: Mainly, I realized a company’s sole purpose is to put its employees and clients alike in a position to be successful. I personally didn’t feel that was happening for me. Retrospectively, sure, I learned a lot about how that process was trying to unfold where I was(Rome wasn’t built in a day!), but it just didn’t feel quick enough for me. Going through that rat race without feeling I had a say in the direction of the company that I put time and effort into wasn’t going to work for me.

So in late May in 2019, I got a call from a former colleague and friend, David Longhini, about “doing something different” (founding Empodio) and the rest is history. I’ve learned more in a year doing this than in the entirety of my career because, quite frankly, there was no other option.

Empodio has shaped me permanently and changed the way I see both the industry and myself.

Q: Looking back, is there anything you would have done differently?

A: I was told by the Small Business Association that we essentially built Empodio backward, which is hilarious. While we were in a fortunate position to not stress over cost barriers, we had major directional issues. For example, I spent hours and hours building out HR policies and legal paperwork, when really that wasn’t necessary until way farther down the road. 

David and I also lacked sales experience, so I wish I would have started the way we’re running Empodio now. The first thing we should have done was to focus on branding and processes. I also think every successful entrepreneur would agree that every mistake and experience forces you to take direction and figure out the necessary solutions. Paralysis by perfection is a very real issue to be aware of, so it’s important to keep chipping away. 

Q: Can you offer any words of wisdom for Salesforce experts looking to start their own business?

A: Consulting is a young wise man’s game, and I’m a firm believer that wisdom can’t be taught (but you should always try). Someone once told me “you’re going to get a lot of advice and you’re going to read a lot of books, but your job as an owner is to be a sifter. Be that kid in the sandbox and sift for the things that will be the most valuable.” 

That single piece of advice helped me refocus from being distracted by all the shiny things. 

Jumping off is also the hardest part, but first, you need to establish your support network. I don’t think this is talked about enough. Entrepreneurs love telling people to just get out and get started but that doesn’t necessarily pay off in the long run. Talk to your loved ones and friends in the ecosystem or adjacent industry spaces. Understanding who you can go to for certain information will stave off burn-out, which is nearly inevitable for any entrepreneur. There’s going to be highs and lows, and the best way to find balance is to have a trusted network to turn to in those moments. It will create stability and sustainability that will propel you through it all. 

Also, there’s no template for being a successful entrepreneur. Don’t waste too much time listening to people who don’t know what they’re talking about, because everyone has an opinion about how to be an entrepreneur. Figure out what you like and consume content from trusted sources, because, in the end, you’re the one deciding what’s best for you. 

Imposter syndrome is real. Just know that this journey is a process and you don’t need to be stellar at everything in order to just get started. Who you are is what got you here, and where you want to go is the process by which your growth will happen. 

10K Independents Week: How to Build a Salesforce Business You Love With Ryan Mitchell

It’s Independents Week at 10K Advisors! We’re celebrating the 10K Expert Community and our mission to give people the freedom to do the work they love. Stay tuned to our blog for Q&As with some of our brightest independent experts as we explore what it takes to build a business, how to overcome doubt, and advice for other Salesforce experts with an entrepreneurial spirit. You can follow the conversation every day this week at #10KIndependentsWeek. 

Ryan Mitchell | M3 Cloud Consulting | @Ryanalewishes

Q: Can you tell us a bit about your business?

A: My company is M3 Cloud Consulting, and I’m an independent contractor in the Salesforce ecosystem. I founded M3 because we are a family of Salesforce professionals that enjoy helping companies get the most out of their Salesforce investment. 

The name M3 is inspired by my family (M3, three Mitchells) who also work in the Salesforce ecosystem, and we have a shared vision of all working together one day. My younger brother, the one who introduced me to Salesforce, and his wife are currently working in the Salesforce ecosystem and have been for the last ten years. 

Q: How long were you working in the ecosystem before you determined the mission and goal of your business?

A: I’ve been working with Salesforce for nearly ten years now, and as I learned more about what this platform provides and the different paths people can take, I immediately knew that consulting was the best fit for my personality. I came into the ecosystem with over ten years of experience in Education, and that, together with Salesforce, has helped me realize my passion for assisting people to achieve their program goals.  

I’m also a middle child and growing up, I was often looked upon to being a mediator and coming up with a solution for everyone to get along. So as I learned more about consulting, it felt like it was an excellent fit for my personality as we are often faced with business challenges and seek to find ways to solve them using Salesforce. 

Q: What was your first “ah-ha!” moment before taking the first step to start your business?

A: Seeing the need out there for people that care deeply about connecting with other people. I realize this is technology, but I look at this as a people-first industry. We thrive on connection, and that is important to our success. I enjoy connecting with other members in our community, especially in this day and age, where working from home can somewhat be isolating if you let it. We have a vast network of people out there able and willing to assist should you tap into your network. 

Q: Looking back, is there anything you would have done differently?

A: I feel like everything happens for a reason, and you have to trust the process and take it a step at a time. I’ve met so many amazing, supportive people that have come into my life to assist on the journey that saw things in me that I didn’t always see in myself. I was ready a lot sooner, I just didn’t know it, so if I could do anything differently, I would have believed that I can do this a lot sooner.  

Q: Can you offer any words of wisdom for Salesforce experts looking to start their own business?

A: You got this, believe in yourself, and don’t be afraid of making mistakes.

When we fail, we learn. We are equipped to handle anything that comes our way as long as we learn from our mistakes. 

Also, our ecosystem is very supportive and is here to help guide you along the way. I’d also say figure out what gets you up in the morning and what you’re most passionate about because your customers will feel that authenticity.

Celebrating 10K Independents Week: How to Build a Salesforce Business You Love 

Next week, 10K is celebrating what it means to be independent. Not only are we honoring our independence as a nation but also the entrepreneurial spirit and freedom embodied by our independent Experts in the 10K Community. 

10K Advisors was founded on a simple goal: Give people the freedom to do the work they love. Now, four years later, our 10K Community of independent Salesforce experts is 400+ strong and growing. We’re humbled that our original mission has resonated across the globe. From achieving a true work/life balance to building a business to call your own, we will continue to advocate for our Experts and provide them a support system to ensure they are successful in whatever they do. 

How to Follow 10K Independents Week

Next week, stay tuned to our blog for Q&As with some of 10K’s brightest independent Experts as we explore what it takes to build a business, how to overcome doubt, and advice for other Salesforce experts with an entrepreneurial spirit. You can follow the conversation at #10KIndependentsWeek. In the meantime, check out the 10K Advisors Story on our Vimeo. 

 

“Ask the Expert” Webinar Series: Why and When Do You Need a Salesforce Architect?

As the Salesforce ecosystem has expanded and evolved, so has the need for a Salesforce architect. An architect is one of the most requested roles in the 10K Community, not only because of the value they bring but also because they’re not easy to find. It isn’t easy to become a Salesforce architect (especially a certified one), and finding a great one who is a good fit for your situation is not easy either. 

According to our Salesforce Talent Ecosystem research, Salesforce architects make up less than 1% of the overall Salesforce talent pool.

While the supply/demand ratios are improving and the number of architects grew 43% YoY, the number of customers who need their help is increasing just as fast, if not faster. 

To talk about why that is, the value architects provide, and when customers should bring them into projects, we brought together a panel of three veteran Salesforce architects — Mike Gill, Joshua Hoskins, and Matt Lamb. These independent experts from three different countries have completed hundreds of successful Salesforce projects between them, and represent some of the best in the business. 

Click here to watch the full panel discussion, or read on for highlights.

What exactly is a Salesforce architect?

There are several different types of architects with new variations cropping up all the time. There are technical, solution, and delivery architects, those who focus exclusively on marketing, or business operations, and that’s just to name a few. While experience levels and focus areas can vary greatly, an architect is generally a seasoned expert who defines, designs, and executes solutions on the Salesforce platform. They can help to guide a company’s Salesforce vision, and act as a technical advisor throughout the entire engagement.

When is the right time to bring in an architect?

If you’ve ever built a house, chances are one of the first things you did (if not the very first) was hire an architect.

You don’t call them when the walls are going up, but instead, incorporate them into the design process from the onset. Consider your Salesforce project the house in this metaphor.

While we understand everyone’s needs and budgets vary, it’s wise to have an architect on hand in the beginning stages of any new project. Architects are not cheap but their value typically more than justifies those rates. This is why we’ll tell you if you have to choose, to bring them in at the beginning as this is where they are the most valuable. They can not only validate the type of technology you want to use, but also provide contextual insight and call out the risk areas of any plans while helping with design decisions about integration architecture or data migration strategy. 

Without an architect helping you make the right decisions in the beginning, you run the risk of blowing past your budget or timeline. Front-load that expertise as you’re building your plan and you will get the most bang for your buck.

Do I need to have a full-time architect?

An architect’s expertise is best utilized at the onset of a project to help save time fixing problems down the road. You may not need an architect who is allocated full-time for the entirety of the project, but consider keeping one on a fractional basis who can help keep things on track or advise you as problems arise (which they will). They don’t need to be there for the day-to-day, but having someone on speed dial or allocating a certain number of hours for oversight will save you time, money, and possibly relationships down the road. 

What are the attributes of a good Salesforce architect?

First and foremost, look for someone with applied experience. A good architect will be proactive and anticipate challenges before problems occur. Mike, Joshua, and Matt all shared that the first step they took as an architect was to find a good mentor. Your ideal architect is someone who can take input from your business and the technical side, weigh it against their knowledge from past projects, and identify the things they don’t know and how to remedy that. This also means being humble enough to admit when they don’t have all the answers,

A good architect can also effectively communicate with a range of people, understanding their needs and what they need to hear. Because architects interact with everyone from the C-Suite down to individual contributors, it’s important that they use the right vernacular. The best architects are those who listen, not just to what’s being said and by who, but to what’s not being said. Part of this is being able to read a room and pull out everyone’s concerns even if they aren’t offered up.

While it’s not required, it also helps if an architect has or has had development experience. An architect should be able to help developers with problems, confirm that their code is solid for scale and that it complies with Salesforce best practices. Ultimately, it’s the architect who will need to figure out how to fix a performance problem in production, so if an architect hasn’t spent time in Apex or any coding language, they’ll struggle to identify problems. 

With that said, a solution architect doing pre-sales work and helping the customer put together a high-level implementation strategy probably doesn’t need extensive coding knowledge. However, be wary of a pre-sales architect who sells a high-level vision to the project stakeholders without talking about resource needs to meet project goals. 

When don’t I need an architect?

At this point you may be wondering, “Well, if an architect is such a jack-of-all-trades, why wouldn’t I just hire them and no one else?” While an architect brings a unique combination of strategy and execution, having this role do everything that’s necessary on a project isn’t the most cost-effective way to get things done. Remember these are experienced in-demand roles, which command higher hourly rates than less experienced individuals. 

Beyond the price tag, sometimes you just need a specialist. Just as you probably wouldn’t hire the architect who designed your house to also act as the roofer, electrician, and plumber. If there is an extensive amount of development to be done, hire a developer. Most architects don’t want to write code all day for a project. And because it’s not their standard day-to-day job, they wouldn’t be nearly as efficient as someone whose full-time job is development.

Finally, one of the most appealing aspects of being an independent architect (which many architects are these days) is maintaining the ability to work on multiple clients at a time. That ability to work across projects not only brings a larger breadth of experience, it also presents a variety of new problems to solve. Most of the architects we have worked with are problem solvers at the end of the day, and people tend to do their best work when they are happy. 

Watch the full panel discussion below.

 

“What Would You Do If You Weren’t Afraid?” A Q&A with OpMentors Co-Founder Jocelyn Fennewald

“What would you do if you weren’t afraid?”

That’s a powerful question at any time, but especially during these uncertain, crazy times when a global pandemic is wreaking havoc on the global economy and making us rethink the way we work. Jocelyn Fennewald and Machell Enke were asked that question back in 2013 during a Women In Tech event at Dreamforce. A question that stayed with them throughout the event and eventually led to the founding of their company, OpMentors.

OpMentors is a full-service consulting firm that optimizes how businesses connect with their customers using Salesforce and FinancialForce. Jocelyn and Machell became one of 10K’s first community members, helping our clients implement and make full use of their cloud CRM and ERP systems. OpMentors has since become a valued customer as well, using other 10K community members to expand their capacity and utilize specialized skill sets.

In this Q&A with Jocelyn, who is also OpMentors’ Chief Strategy Officer, we get to hear her own journey from admin to entrepreneur, how she’s working with a contract workforce, and what keeps her going. Enjoy!

What was your inspiration to start OpMentors with your partner, Machell Enke?
Machell and I have known each other for 12 years. We first met at a bookkeeping company and then found ourselves working at an IT VAR based out of Chicago. We spent several years there building out the entire operations on Salesforce and associated applications such as FinancialForce. It took several years from “Hey, here’s this thing called Salesforce,” to having a fully-integrated front to back office solution, but during that time Machell and I became enthralled with the process of improving operational efficiencies.

While attending Dreamforce in 2013, the keynote speaker at the Women in Tech event asked a question to the audience: “What would you do if you were not afraid?” Machell and I spent the whole week at Dreamforce running that statement through our minds, and it eventually became our inspiration for OpMentors. We landed on the name OpMentors to always remind us to be those operational mentors that clients need when navigating through the murky waters of technology. Our logo is a lotus flower which represents integrity. That is our highest value in our business and how we operate.

How involved are you in day-to-day project delivery to clients? How do you balance that with building and guiding your own company?
It has been, and continues to be, an effort to balance working on the business and in the business. The first 3 years of the business, I was hands-on with every project. Today, I’m not as involved with the day-to-day delivery for each project, but work closely with our consultants and engagement managers to keep a pulse on projects and architect solutions with the team. My job is to bring together the right team members to deliver the best solution to our clients.

It has taken time and working with a business coach to learn to switch the mindset from tactical delivery to driving strategy for our business. Building a company takes planning, research and time to stay ahead of the technology curve. As a professional services company, we need to ensure our consultants understand all tools that are available to make a client successful. The only way we can do that is to dedicate time to this and make it a business focus.

How are you using independent contractors within your business?
We have a great mix of full time employees and contractors. The Salesforce ecosystem is so broad that no one person can know everything the Salesforce platform has to offer. We bring in subject matter experts to help us provide the best solutions to our clients.

This is why we work with 10K Advisors. Working with them allows us to quickly expand our team with trusted experts. I know the experts that work with us will have the same core values to deliver great results for our clients. This saves me time as a business owner to know I will have the right person in the right role when the needs arise, and it helps that I am not carrying overhead for experts that I would not be able to keep utilized long term.

What kind of skills do you think are most in-demand in the Salesforce ecosystem today?
In my opinion, the most in-demand skill is the ability to architect a full 360 degree solution for customers. It is not enough to just know how to do something in Salesforce, but the ability to know when, where and if you should do something for a client. Clients look to their consulting partners to be the guides in allowing technology to enhance their business and not tie them down to a heavy process. With all that the Salesforce clouds have to offer, having the ability to architect the right solution and mentor the clients through what is best is a skill that takes time and effort to master.

What is the most exciting project you’ve worked on with OpMentors, and why?
Do I have to pick one? In 6 years, I have had the ability to work with amazing customers across so many exciting industries. The client project that jumps out the most to me was from one of our first clients. They had FinancialForce PSA implemented, and asked us to come in for a health check and optimization. The client was in the technology space and understood the power of Salesforce and FinancialForce together, but they did not have a system administrator. Their controller was my main contact, and throughout our project, she learned the basic admin skills to support the business. Everytime she would figure out how to write a workflow, she would send me an email to tell me how excited she was! Most emails also came with a meme attached which always made me smile.

What’s the best part about owning your own business, and the hardest part?
One of the best things about owning a business is the sense of pride for each milestone that we achieve. While day-to-day things are hard, stopping to celebrate small milestones has become so important. When Machell and I hit our one year anniversary, I bought her a bottle of wine with a custom label that had our logo on it. Nothing fancy, just something to celebrate us. To this day we have not opened that bottle of wine. That part is always the mystery as to why we have not opened it. Each milestone we hit, whether it is an anniversary, project win, or a new hire we make an effort to stop, and celebrate what we have accomplished.

When you start a business and don’t know what the future holds, there is an excitement and nervousness in that. But seeing our business go from two of us to the team we have today gives me such a sense of pride. The hardest part about owning a business is learning how to unplug and rest. As an owner, there is always something to be completed, something to learn and enhance for not only our clients but the business. Not unplugging and taking a break will lead to burnout and that is never a good thing. I am thankful for Machell Enke for this. We watch out for each other’s burnout and encourage each other to take time off to recharge. I do find my best ideas come when I am relaxed and not forcing a solution.

Is there any advice you’d give to people looking to open up their own consultancy during these challenging times?
The times we are in are most certainly challenging for everyone. If you are looking to start up your own consultancy, take time to write down your thoughts, what your vision is and why you want this. It does not have to be polished or perfect, but writing it down gives legitimacy to why you want to do this. Of course, do your research, know what your strengths and weaknesses are, but at the end of the day, trust your gut.
You will never have enough data, time or money to feel the time is right, but trusting in yourself is never a bad thing. If you are not sure if owning your own consultancy is the right thing to do, start by working as a contractor. Working with the 10K team as an expert gives you an entry point that not many people have yet. Most importantly, starting a business (whether you are wildly successful, only have one client or fail) there are invaluable lessons and skills you can learn along the way.

Thanks Jocelyn!

If you’d like to hear other stories and tips about starting your own consulting business in the Salesforce ecosystem, join myself and our CEO Nick Hamm on our “From Admin to Entrepreneur” webinar April 7 at 11am ET. You can register here.

The Salesforce Independents Series: Meet lnes Garcia

It’s Independents Week and we’re celebrating by profiling successful entrepreneurs within the Salesforce community on the 10K blog. Follow along with us at #IndependentsWeek and #GoIndependent as we give a peek into each person’s journey to independence, lessons learned along the way, and advice for others who might be interested in joining the thriving Salesforce ecosystem. 

Ines Garcia
Agile Coach | Salesforce MVP

Tell me about your business.

I launched get:Agile to help organizations achieve an agile mindset. My mission is to demystify this concept and help my clients implement agile — using Scrum framework and Kanban elements — within their own Salesforce ecosystem. 

The name it says it all: Get Agile!, I’m helping organizations to become more agile whilst delivering Salesforce.

Why did you decide to start your own business?

Coming from business transformation background, as I became more enmeshed in the agile mindset I realized there was a real need to help businesses better embrace this concept especially within the Salesforce ecosystem and not only within development teams but across organizations. This process benefits the bottom line; in fact, adopting and becoming more agile has been proven to increase productivity.

In 2006 Salesforce made the switch from a waterfall approach to agile in order to improve productivity within a growing global engineering team. With that switch Salesforce increased productivity by 38 percent and major releases were completed 60 percent faster!

But as I assessed the industry, I was disappointed by the mass confusion or misuse of the agile concepts. Release dates were being missed or delayed, products weren’t being adopted to market, frustrated teams. I decided that enough was enough and that was time to have a wider impact on the Salesforce community. 

What advice can you share with others who might be thinking about embarking on a similar path?

Don’t do it for the money. In today’s market demand there isn’t much of a difference (at least in the UK and if set as limited company) and brings another layer of activities for one to do like raising invoices, having accounts up to date, expenses, insurance, pensions, medical cover, lead generation, etc.

Now, if there is a deep reason you want to do so, go for it! The Salesforce market has high demand for talent. Being an independent consultant gives me the flexibility to be able to support the community in so many means that I wouldn’t be able otherwise.

Also, take advantage of advice from successful members of the Salesforce community. For example one of the initiatives I support is the The Mentorship Central, a group within the Trailblazer Community that matches mentees with mentors. You’d be amazed at how many people are willing to share their experiences, lessons learned and advice to new folks interested in leaving their job to start a new exciting adventure. I am very focused, of course, on trying to help my mentees embrace agile mindset not only within their work but in life, as I believe and have seen the positive impact it can have.

What are the best parts of being a business owner? And what is the hardest part? 

Working for myself gives me the flexibility to support the community in the depth that I do, as well as the flexibility on how I do business.I conduct my business in a very honest and direct way and I hand-select the clients and projects that I work on. And because of my honest counsel I am able to directly see the impact I had on the organization. 

The most challenging part of being an “independent” is that there is constant change, uncertainty is all around us. But that is a good thing, it keeps you on your toes and grounded. We (as is the companies we work for, products, and the market) are constantly changing. Kaizen, a Japanese business philosophy of continuous improvement of working practices, personal efficiency, etc., is my motto.

If you could go back and give yourself one piece of advice from the future, what would it be?

I’m leaving you three last pieces of advice, whatever your journey is:

1. Value Individuals and Interactions over processes and tools;

2. Value Customer Collaboration over contract negotiation;

3. Value Responding to Change over following a plan.

We hope you’ve enjoyed our series this week celebrating “independents” within the Salesforce ecosystem. Read our previous posts from the week:

  • Why all successful entrepreneurs should have a “make your own lunch mentality”