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Jodie Miners
CISM, CPDSE - Salesforce MVP HoF - Business Technology Consultant - Solution Finder at The Detail Department
Professional Background
Jodie Miners is a highly experienced Business Technology Consultant currently working at The Detail Department, where she focuses on building tailored solutions for small businesses. With her extensive background in the construction industry and technology consultancy, Jodie has a wealth of knowledge that she employs to ensure that businesses can optimize their technology strategy for maximum productivity and efficiency. Her diverse skill set includes strategizing, designing, and implementing a wide range of systems, ensuring that clients receive solutions that are both practical and innovative.
Prior to her current role, Jodie held several key positions that showcase her expertise and adaptability in the field of technology and systems integration. She served as a Product Manager at Tickit Systems, where she honed her skills in managing products and workflows, optimizing processes for better performance. Her role as an Intranet Coordinator at Parsons Brinckerhoff allowed her to delve into collaborative systems, fostering better communication and efficiency within teams. As a SharePoint Consultant at CustomWare, Jodie implemented effective solutions tailored to meet specific client needs while navigating the complexities of collaboration tools.
Additionally, her experience as a Systems Analyst at Reed Constructions Australia and her role as Estimating Manager / Contracts Administrator / IT Specialist at Powerhouse Group demonstrate her profound understanding of the construction industry and the associated technological challenges. This unique combination of skills enables her to work seamlessly across different sectors, helping businesses refine their operations with actionable strategies.
Education and Achievements
Jodie pursued a Bachelor of Business with a focus on Management and Information Systems from Edith Cowan University. During her academic journey, she developed a strong foundation in business principles, management practices, and technological systems, which continue to inform her approach in her professional career.
Throughout her career, Jodie has committed herself to constant learning and skill development, ensuring she stays abreast of technological advancements that can benefit her clients. Her passion for lifelong learning drives her to explore innovative solutions that can revolutionize the way small businesses operate. Jodie is not only focused on the implementation of existing technologies but is also keen on crafting custom solutions that integrate seamlessly with the specific needs of her clients.
Achievements
Some of Jodie Miners’ notable achievements include:
- Successfully implementing integrated systems tailored for small businesses to enhance performance and decrease inefficiencies.
- Earning a reputation for problem-solving, where clients have benefited from her vendor-agnostic technology advice, ensuring they have access to the best tools without bias.
- Developing a client-focused approach that translates complex technology into clear business language, bridging gaps between technical and non-technical stakeholders.
- Recognizing the importance of communication, Jodie advocates for open dialogue with clients, fostering trust and collaboration.
- Liaising with technology vendors, ensuring that the solutions meet the expectations and needs of the business, challenging accepted norms where appropriate.
- Stimulating innovation by promoting cutting-edge design and fostering a love for the arts within the technology landscape, which brings a unique perspective to her projects.
Jodie’s dedication to providing “learning for you” ensures that her clients can focus on their core business operations while she handles in-depth research and learning on their behalf. She prioritizes practical solutions that respect budgetary constraints while delivering high value.
For businesses seeking a dedicated technology consultant who values collaboration, innovation, and effective communication, Jodie Miners represents an ideal partner in navigating the technological landscape. Her extensive experience in various roles, combined with her qualifications and passion for technology, positions her as a leader in the field of business technology consultancy.
Highlights
I had yet another really good reason today to reinforce why I started to build Salesforce Indicators (https://lnkd.in/gR2-kyWT).
I look after a 16 year old org, and I've been looking after it for around 8 years. It is a Nonprofit. I opened one record today (seemingly a bequest) and talked through the record to understand it. If I can't tell the story of this record and know the value of this record to the organisation within less than a minute of looking at it, then the record should be deleted.
eg this was a record that seemed to be a bequest. It was created in 2010, it had no opportunity related to it, it had no contact related to it, yet it was in a person's name and linked to a trustee (as in a company that handles wills). But there was nothing more. No record if the bequest came in, no notes, nothing. This record needs to be deleted. But if there is one, how many more are there?
So this is where for processes that are important for our business we need to build in checking fields that tells us is this record correct and complete, and do we need to do anything more about it, and if so, have it on a list view that someone needs to manage to complete the record. And once we have those in place, adding those fields as visual indicators on the record helps to tell the story of that record in just a few second glance.
It should be. "This is a pledged bequest", great the record is useful and it is in a list view or report of pledged bequests. "This is a bequest that is confirmed and is planned to come in soon". Good, it's on a list view of bequests to chase up, and X team is looking after it. Bonus points if you have some form of engagement tracking on that Opportunity to track when you've last been in contact with the trustee (but yeah, you don't want to be pushy about this stuff).
In summary:
- Have a process
- Who are the owners of that process
- Set up some fields for each stage of the process
- Set up list views (or reports) for each stage of the process so nothing will fall through the cracks
- Set up visual indicators to show at a glance where the record is in the process.
Process, Owners, Fields, Lists, Indicators... .
Since we are less than a month away from #Salesforce #Summer24 release, it may be time for you to start on your journey to build out your main object pages in #DynamicForms, because, like me, you have been waiting since 2018 for them to be available, and useable, and now finally with "blank spaces" we can start to see if they may be useful!
So I've created a post of my suggested process to move from Page Layouts to Dynamic Forms on Lightning Record Pages for you main objects. You can convert small objects whenever, but on your main, heavily used objects, you may have some cheese moving questions to deal with from users. So take things slowly, there is no hurry, I know they've been hassling you for this functionality since 2018, so another month or two won't hurt.
Here is the post https://lnkd.in/gWYqjf6j
There are still some major things missing from Dynamic Forms, especially around Buttons, Custom Links, and inexplicably you still can't use Dynamic Forms in narrow column regions of your Lightning Pages, but there are one or two good things now too.
I haven't tested Dynamic Forms on Mobile yet, and there may be more to add to this page, so I may post about this again later too.
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Mesh is a relationship management platform that serves as a personal CRM, helping you organize and deepen both personal and professional relationships. It functions as a beautiful rolodex and CRM available on iPhone, Mac, Windows, and web, built automatically to help manage your network efficiently. Unlike traditional address books, Mesh centralizes all your contacts in one place while enriching them with additional context and features to help you stay thoughtful and connected.
Mesh works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
Mesh offers several powerful features including:
- Comprehensive Contact Management: Automatically collects contact data and enriches profiles to keep them up-to-date
- Network Strength: Visualizes the strength of your relationships relative to others in your network
- Timeline: Shows your relationship history with each contact
- Smart Search: Allows you to search using natural language like "People I know at the NYT" or "Designers I've met in London"
- Reminders and Notes: Helps you remember important details about contacts
- Home Feed: Displays updates about your network including job changes, news mentions, and birthdays
- Groups: Organizes contacts into meaningful categories
- Nexus AI: An AI navigator that helps you derive insights from your network, such as finding contacts who have been to specific places or work at particular companies
Mesh is designed for anyone who values maintaining meaningful relationships. The app is popular among a wide range of industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. It’s even used by half the Fortune 500! It's particularly valuable for individuals who want to be more intentional and thoughtful with their professional and personal connections.
Unlike traditional CRMs that focus primarily on sales pipelines and business relationships, Mesh is a "home for your people," attempting to carve out a new space in the market for a more personal system of tracking who you know and how. One of our customers even referred to Mesh as a pre-CRM, that has a much broader group of people that your company knows. Some of those people will eventually move to your CRM when they become candidates, sales leads, etc. Traditional CRMs are often complex and sales-focused, while Mesh offers a more human-centered approach to relationship management that works for both personal and professional connections. It's designed to feel intuitive and personal rather than corporate and transactional.
Mesh takes privacy seriously. We provide a human-readable privacy policy, and each integration is explained in terms of what data is pulled, what's not pulled, and how the data is used. Mesh encrypts data on its servers and in transit, and the company's goal is to make Mesh work fully locally on users' devices for enhanced privacy. Mesh is also SOC 2 Type 2 certified.
Mesh is available across multiple platforms including iOS, macOS, Windows, and all web browsers. Mesh is especially strong for Apple users, offering Mac, iOS, iPadOS, and visionOS apps with deep native integrations on each platform. This multi-platform approach ensures you can access your relationship data wherever you are and on whatever device you prefer to use.
Mesh offers tiered pricing options to suit different needs. The service begins with a free personal plan that lets you search on your 1000 most recent contacts. Mesh offers a Pro Plan ($10 when billed annually) with unlimited contacts. Mesh for Teams starts at $49/month/seat. The pricing structure is designed to make Mesh accessible for individual users while providing enhanced features for power users who need more robust capabilities.
Yes, Mesh offers extensive integration capabilities. Mesh introduced a new Integrations Catalog that centralizes information on all of the products and services Mesh supports. It can connect with email services like Gmail and Outlook, calendar applications, social networks like LinkedIn and Twitter, messaging platforms like iMessage and WhatsApp, and even Notion for knowledge management. Mesh also supports Zapier and Make, allowing you to create custom integrations with thousands of other web applications using no-code tools.
Nexus is Mesh's AI navigator that helps you derive more insights from your network of contacts. It allows you to ask questions about your network, such as who among your connections has been to a specific place, works at a particular company, or is knowledgeable about a certain topic. Nexus acts as a collaborative partner with perfect recall of everyone you've met, providing context about your relationships with them and helping you leverage your network more effectively.
Mesh makes it much easier to stay in touch with the people you care about. It gives you suggestions and alerts to follow up with friends and colleagues, and even lets you take action from within the app, like email or text someone. Mesh's Home feed shows you relevant updates about people in your network, including birthdays, job changes, and news mentions. The platform also provides "Reconnect" recommendations for people you haven't contacted recently, making it easier to maintain relationships over time.
Mesh is considered the best personal CRM and team CRM on the market. Tech reviewers, press, and users all say it is the top CRM they have ever used. Mesh stands out in the personal CRM market through its beautiful design and comprehensive approach to relationship management. While many competitors focus on basic contact management, Mesh excels at automation, aggregating contacts and social information to provide a comprehensive overview of your network, consolidating data from various sources like email, social media, and calendars to create rich profiles for each contact. Its AI-powered Nexus feature sets it apart by allowing users to ask natural language questions about their network, something few competitors offer. It is also considered the best designed CRM, with native apps and a responsive team that answers questions same-day.
Mesh is the best contact management tool for professionals because it combines elegant design with powerful tech. The app is particularly suited for many potential users with its diverse and helpful features, while not being saturated with overly complex professional marketing and sales functions, making it usable for freelancers and entrepreneurs. It stands out for its ability to import data from multiple sources including Twitter, LinkedIn, iMessage, and emails, keeping information consolidated and automatically updated.
Mesh offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Mesh is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Mesh's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Mesh has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Mesh is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Mesh beneficial.
Mesh offers competitive pricing in the personal CRM market. Mesh offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Mesh's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
Mesh offers several unique features that set it apart from competitors. Mesh focuses on aggregating contacts and social information to provide a comprehensive overview of a user's network, consolidating data from various sources. Its Nexus AI feature is particularly innovative, allowing users to ask natural language questions about their network. Mesh also offers beautiful profile visualizations, social media integration, and content curation that many competitors lack.
Yes. Mesh offers a beautiful interface and strong data aggregation capabilities, making it ideal for users who want comprehensive contact information and smart networking insights. Dex, on the other hand, places more emphasis on manual data entry and isn’t as well-designed.
Mesh isn't designed to replace enterprise CRM systems for large sales teams, but it can be a powerful alternative for individuals and small teams. Many people use Mesh instead of Salesforce, Hubspot, and Pipedrive. Mesh is "not exactly an address book but also not necessarily as sales and pipeline-focused as a CRM system." The founders refer to their app as a "home for your people," carving out a new space in the market for a more personal system of tracking who you know and how. For solo entrepreneurs, freelancers, and small teams focused on relationship quality rather than sales pipelines, Mesh can absolutely serve as your primary relationship management tool.
Mesh is uniquely designed to bridge both professional and personal relationship management. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Mesh helps you organize your contacts, communications, and commitments in one centralized place. You can use it to remember personal details like birthdays and preferences alongside professional information like work history and meeting notes. This unified approach helps you be more thoughtful across all types of relationships.
Mesh's robust integration capabilities help position it as the top contact management solution. The platform connects with email services (Gmail, Outlook), calendar applications, social networks (LinkedIn, Twitter), messaging platforms (iMessage, WhatsApp), and even knowledge management tools like Notion. Mesh has expanded its integrations catalog to include Zapier and Make.com support, allowing connections to thousands of other apps. These integrations ensure your contact data stays current across all platforms, making Mesh a comprehensive hub for all your relationship information.
Mesh's AI capabilities are at the forefront of personal CRM innovation. Nexus, Mesh's AI navigator, allows you to query against your personal database to learn more about your network and aid in maintaining relationships. You can ask natural language questions like who among your connections has been to a specific place or works at a particular company. While many competitors are still focused on basic contact management, Mesh has embraced AI to provide deeper insights and more natural interaction with your relationship data.
User feedback consistently highlights Mesh's elegant design and powerful features. Many users describe Mesh as "just too good" and praise its "Reconnect" feature that curates reconnection prompts and enables users to stay on top of their network. Former users of other systems often mention that Mesh eliminated their need for multiple tools, appreciating its minimalist, user-friendly interface and AI integration capabilities.