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Tracey Keitt Salesforce consultant

Tracey Keitt is a Spanish Teacher for Charlotte Lab School in Charlotte, North Carolina. As an educator, he is excited by the idea of Salesforce slowly being incorporated into the world of academia — citing KIPP (which initially used Salesforce for its alumni tracking system in 2009, and later for measuring success in its students and alumni) as a pioneer in this regard. Tracey is currently certified in Admin, App Builder, Advanced Admin, and Sales Cloud; and looks forward to exciting things ahead.

My name is Tracy Keitt. I am a Spanish teacher currently. And I am working for Charlotte Lab School in Charlotte, North Carolina.

You currently work for education. Do you intend to work within the Salesforce ecosystem in the future?

I'm in a weird situation. I am actually trying to transition into the consulting side of things and maybe be an Admin/Dev eventually. So I do believe I will be leaving education shortly which makes me sad but I also see a connection there. I've been teaching for over 10 years. I've taught in South America and in the United States for public, private, and charter schools; and we desperately need systems and processes. If we don't have those the education system will fail. 

Schools like KIPP Education are already using Salesforce and that's awesome because when you look at Salesforce, it's a system that can actually boost productivity for students. It's beyond sales, services, and marketing — its core is efficiency and productivity.

So it's thrilling to see Salesforce slowly coming into the education world. And I would love to help make that connection.

Schools like KIPP Education are already using Salesforce and that's awesome because when you look at Salesforce, it's a system that can boost productivity for students. It's beyond sales, services, and marketing — its core is efficiency and productivity.

What were your goals when you started learning Salesforce and how did you keep motivated? 

My main goal when I started learning Salesforce was to position myself in such a way that in 10 or 15 years I have options to grow. I love tech and I've always used it as a teacher, educator, and trainer. So I wanted to make that transition into directly dealing with tech, and getting as many certifications as possible. And eventually try to get a job at a company here in Charlotte.

Do you currently have a certification?

I do. I have four. I'm certified as an Admin, App Builder, Advanced Admin, and I just got my Sales Cloud.

Note: Shortly after recording this interview, Tracey added another feather to his cap — the Service Cloud Certification. This makes him 5X Certified as of this article's publishing.

What would you say was the most challenging part in learning Salesforce?

The most challenging part by far is the time. You have to be dedicated and strategic with your time. I’ve been studying Salesforce since May 21st, and all the PDFs that Focus on Force provides are amazing. You just have to pace yourself so that you can be ready for those. The combination of Focus on Force and Trailhead was my go-to for studying. So it's a lot of dedication, time, and practice. 

What difficulties did you face while studying for your certification exams?

There are so many different nuances, right? It's not about memorization. You actually have to know how things work, and how multiple variables can affect it. Especially in Trailhead and the Superbadges. Try to figure out how they work, not what they are. Because you can state what they are but only doing so doesn't help you in the certs. At least that's what I found. 

For what certification/s did you use Focus on Force for?

I went after App Builder, Advanced Admin, and Sales Cloud all using Focus on Force. The first one I did not. I did not use it for Admin as I was not yet aware of your company at the time. But when I started App Builder, everyone said ‘Focus on Force — you have to do it.’ There's no way I would have passed without the Focus on Force content. There's so much to look at and Focus on Force helps to curate that. And you guys do a great job with that.

Note: Shortly after recording this interview, Tracey added another feather to his cap — the Service Cloud Certification. This makes him 5X Certified as of this article's publishing.

As an educator, would you say that having good communication skills is essential to one's career?

We have what are called soft skills and hard skills. The soft skill to be able to communicate ideas is indispensable because you can have all these great ideas in your head but if you can't get them out — what are they worth? You have to be able to communicate with the people you work with. You can have awesome skills but without communication skills, it's going to be very difficult. So yes, I think that communication skills are critical.

The soft skill to be able to communicate ideas is indispensable because you can have all these great ideas in your head but if you can't get them out — what are they worth? You can have awesome skills but without communication skills, it's going to be very difficult.

What advice would you give someone who is planning on starting a career with Salesforce?

Create a schedule. That's number one. Get milestones and timelines so that you can say ‘Hey, this is what I want to accomplish.’ I actually designed my own Google sheet that indicated how many PDFs are in each package that Focus on Force provides. Because you have to figure out how long it takes for you per page to do it, how many days you need to study, and how many days you need to review after taking all the practice exams.  So it's managing your schedule properly. 

Find that motivation wherever it is and reward yourself. I scheduled my exams right before my birthday, a camping trip, and a summer beach trip. I told myself, ‘Either I'm gonna have an awesome beach trip because I passed — or I’m not.’ This was how I motivated myself. I wanted to get to the beach and not have any worries. 

So, yes. Celebrate it and schedule it.

Find that motivation wherever it is and reward yourself. I scheduled my exams right before my birthday, a camping trip, and a summer beach trip. I told myself, ‘Either I'm gonna have an awesome beach trip because I passed — or I’m not.’ This was how I motivated myself.

What Certification are you studying for now?

Focus on Force currently provides practice exams and study guides for sixteen certifications

Focused and Certified: Tracey Keitt — A 4X Certified High School Spanish Teacher

Shortly after interviewing with Focus on Force, Tracey Keitt added another feather to his cap — the Service Cloud Certification. This makes him 5X Certified as of this posting. Find out why this high school Spanish teacher chose to be Salesforce certified; why he says Salesforce is beyond sales, services, and marketing; and why he says his holy grail for studying is a combination of Focus on Force and Trailhead.

Focused and Certified: Tracey Keitt — A 4X Certified High School Spanish Teacher

Focused and Certified: Jeff Weller — From Olive Garden To Being Able To Influence A Community

3X Salesforce Certified Jeff Weller is a Senior Salesforce Consultant/Business Solution Architect for Breama Inc. in Calgary, Elberta. He got his start a few years ago: looking for work, Jeff moved to the States where a friend of his introduced him to Salesforce. Check out how he is now able to influence an entire Canadian province, why he says being Salesforce certified gives you an edge (even without a college degree), and what skills he says are most important in a Senior Salesforce Consultant.

Focused and Certified: Jeff Weller — From Olive Garden To Being Able To Influence A Community

Why Do Small Businesses Need CRM?

The customer relationship management (CRM) system is an integral part of your company’s success. CRMs help you identify relationships, keep track of conversations, and measure the effectiveness of your marketing efforts. Unfortunately, many small businesses don’t know how to use a CRM or when they should invest in one for their business.

Why Do Small Businesses Need CRM?

What is the CRM process?

The CRM process is a business strategy that helps companies better identify and understand their customers. The goal of the CRM process is to improve the company’s marketing efforts, product development, customer service and sales.

What is the CRM process?

What Companies Use CRM?

Are you looking for CRM software? Wondering what companies use CRM? It’s important to know the top industries that depend on this type of service. A few examples are healthcare, education, retail and hospitality. This blog post will help answer some of your questions about how these different industries benefit from using CRM.

What Companies Use CRM?

What is a CRM workflow?

A CRM is a tool used by marketers to help manage their relationships with customers. It can be an invaluable asset in understanding your customer base and helping you plan the next steps in marketing campaigns, but it takes time and effort to really get the most out of this powerful software.

What is a CRM workflow?

What is CRM in banking?

In banking, CRM helps banks manage their relationships with existing clients as well as attract new ones by focusing on key issues such as customer retention and acquisition strategies. For example, one of the most important aspects of CRM for bankers is capturing information about current accounts so that they can offer better-informed advice and personalized products to these customers in the future. This means building up an extensive knowledge base about individual

What is CRM in banking?

What is Operational CRM?

Operational CRM is a system that offers marketing and sales professionals the ability to reach out to clients in real-time. This type of software streamlines customer experience management, providing everything from data collection tools for new customers all the way up to loyalty programs for repeat ones. Ensuring your clients are happy with their interactions with you is just one of the many benefits of this type of system.

What is Operational CRM?

Why is CRM Vital to Maximize Customer Engagement?

Talking about the customer service industry, we should know that customer engagement is not only a need; it’s a way of life. Your business thrives on your customers’ relationship with your brand. Customer engagement is the emotional connection between your customer and your business. Highly engaged customers buy more, promote more, and demonstrate more loyalty. Hence, providing a fine quality customer experience is an essential component in your customer engagement strategy.

Why is CRM Vital to Maximize Customer Engagement?

Key Tips for a Social CRM Strategy

The best way to get your social CRM strategy off the ground is by understanding what you want to accomplish. Knowing your goals will help you determine how often you should post and what content to share for maximum engagement. For example, if one of your goals is customer retention, it would be wise to engage with current customers on Facebook and promote offers and deals that might convince them to buy from you again in the future.

Key Tips for a  Social CRM Strategy