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West Linn, Oregon, United States
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3K followers
500+ connections
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Articles by Brian
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Blockchain fixes the 2 Fatal Flaws of Modern Capitalism
Blockchain fixes the 2 Fatal Flaws of Modern Capitalism
Our modern society is riddled with paradoxes. Solving one thing often creates unintended consequences and problems.
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Dear Innovators: Let’s eliminate merchant processing fees.May 11, 2020
Dear Innovators: Let’s eliminate merchant processing fees.
Card processing fees are between 2 – 5% of total retail sales; that’s enormous! In this very direct blog, I’ll share…
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Why recording processes in CRM is the wrong approach.Feb 7, 2019
Why recording processes in CRM is the wrong approach.
You shouldn't record processes in CRM, you should do processes in CRM. The article title may have been click-bait but…
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Influence -> Enforcement: Software and Life lessons from ApttusApr 9, 2018
Influence -> Enforcement: Software and Life lessons from Apttus
This might not seem relevant, but I support strict gun and environmental laws. However, even I know that laws alone…
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Judging Your Enterprise SoftwareMar 25, 2017
Judging Your Enterprise Software
Judging the quality of your enterprise software implementation can be very difficult. Changes in business results can…
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5 things you DIDN'T know you could do with Salesforce reportsMar 19, 2017
5 things you DIDN'T know you could do with Salesforce reports
The Salesforce reporting engine is not a full-fledged Business Intelligence (BI) tool. However, with Salesforce…
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A Simpleton's Guide to High Value CRM Systems for Sales TeamsFeb 8, 2017
A Simpleton's Guide to High Value CRM Systems for Sales Teams
Let me start with a disclaimer. This is my first LinkedIn article.
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Activity
3K followers
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Brian Goldberg posted this#AI converts a product manager into an entire product team.
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Brian Goldberg posted thisThank you Citizens' Climate Lobby for the opportunity to speak with my congressperson's team! A surreal, amazing experience!
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Brian Goldberg shared this4 years ago this JPEG sold for $2,800,000. What will we look back on in 4 years from now and intuitively understand is completely ridiculous?
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Brian Goldberg posted thisHappy to report I'm officially starting my Environmental Economics Masters at the James Lind Institute!
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Brian Goldberg posted thisHas any SaaS company considered funding advocates/consultants inside clients instead of building giant success and pro services orgs? Might be an order of magnitude more efficient.
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Brian Goldberg shared thisThe future of healthcare is proactive. Take a look at #Slalom insights on the future of hyper-personalized and secure treatment. My question to you: Will an increase in proactive, personalized, and digital care change business models and drive more organizations towards care + coverage?
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Brian Goldberg shared thisThis is the #1 app on the Apple App Store. It’s called Rednote and it’s the Chinese version of TikTok.
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Brian Goldberg liked thisBrian Goldberg liked thisI was laid off from Snap Inc. last week as part of a reorg and reduction in force. In six months, I drove an end-to-end ML lineage migration, designed a parallelized cloud backfill system that cut runtime by 21x, resolved a production outage in a single day, and built the validation framework that secured cross-org sign-off for a director-visible cutover. I'm looking for a software engineering role where I can continue to do serious work. If you know of something or can make an intro, I'd genuinely appreciate it; feel free to DM me or pass my name along.
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Brian Goldberg liked thisBrian Goldberg liked thisSuccessful implementations don’t happen by chance. They are the result of a disciplined, transparent, and client-first approach - the philosophy behind our 'secret sauce’. At reSolved, this approach has guided every client engagement and shaped our success over the past 20 years: 1. Open & transparent communication 2. Best practices that combine agile + waterfall 3. Rigorous onboarding and scoping methodology 4. Flexibility to adapt to our clients' needs Technology is only part of the equation. How it’s implemented is what drives long-term success. If you're planning your next implementation, learn more about our approach: https://re-solved.ca/ Follow reSolved for insights on technology strategy and digital transformation. #DigitalTransformation #TechnologyConsulting #Implementation #reSolved
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Brian Goldberg liked thisBrian Goldberg liked thisIt's an exciting time at STG! We continue to grow and are hiring a Software Engineering Leader. Looking for someone either local or willing to relocate to Portland to lead and actively contribute to the development of our SaaS platform. Do you know a SE Leader interested in joining a small, growing company that's fun, collaborative, and moving fast? Check out the job description here: https://lnkd.in/g9tMhMHC LI message me or send me an email: [email protected].
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Brian Goldberg liked thisIts happening.Brian Goldberg liked thisJUST SHIPPED: Chainlink 24/5 U.S. Equities Streams brings the ~$80T U.S. equities market onchain. https://lnkd.in/eAyZd7au Fast, secure stock and ETF data is now live across 40+ chains—24 hours a day, 5 days a week. Trusted by Lighter, BitMEX, ApeX Protocol, and more. 24/5 equity pricing enables a new class of onchain markets. Perps, spot, and prediction markets can now operate beyond traditional trading hours, powered by Chainlink.
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Brian Goldberg liked thisI'd be hard pressed to find an advisor who I'd rather work with than David Reibstein.Brian Goldberg liked thisA Partnership Decades in the Making: Welcoming Professor David Reibstein We are honored to officially welcome Professor David Reibstein as an Advisor at IIBD. While Dave's academic pedigree speaks for itself, he has been a foundational partner for IIBD for over 20 years. His insights have been instrumental in the evolution of our SABRE simulation, and this formal advisory role marks an exciting new chapter in our collaboration. How this elevates our offering: Curriculum Precision: Dave's expertise ensures that every feature of the SABRE simulation is directly mapped to critical strategy learning objectives. Customer-Led Innovation: His feedback helps us translate real-world market needs into our product roadmap. Academic Excellence: We are continuing to bridge the gap between world-class research and practical, hands-on training. Please join us in welcoming Dave to the team! #Strategy #MarketingStrategy
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Brian Goldberg liked thisI've supported over 1500 executives work through IIBD's SABRE simulation and I believe simulations/gaming is the best way to learn. There's nothing better than to be able to make mistakes in a simulated world so that you can take your learnings to the real world.Brian Goldberg liked thisWe are thrilled to announce that Taka Yokoyama has joined as President at IIBD Ltd. Taka is a seasoned leader who brings a wealth of experience across multiple industries and company scales. Known for his unique ability to relate with and communicate with all levels of organizations, Taka is the perfect fit to lead our next chapter. Why this matters for our partners: Enhanced Strategic Depth: Taka’s experience strengthens our ability to bridge the gap between high-level strategic planning and boots-on-the-ground execution. Expanded Capacity: With Taka at the helm, we are immediately increasing our capacity for workshops, professional training, and high-impact team-building competitions. Academic Excellence: Since 2021, Taka has served as an advisor to IIBD and a teaching aid for Professor David Reibstein at The Wharton School Executive MBA program, ensuring our methodologies remain at the cutting edge of business education. Please join us in welcoming Taka to his new role! We look forward to the growth and innovation he will bring to our clients and our team. #Strategy #StrategicPlan #MarketingStrategy
Experience & Education
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Licenses & Certifications
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Climate Change and Sustainable Investing
EDHEC Business School
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Apttus Quote-to-Cash
Apttus
Issued -
Honors & Awards
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President's Award
VSP Global
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Values in Action Award
POS Portal
Values in Action: Innovation and Entrepreneurship Winner for January 2013.
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15 people have recommended Brian
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Niranjan Limbachiya
TryGrounded AI • 37K followers
The night before a major Salesforce go-live…... Everything looked ready. Until a critical workflow failed during final UAT. Lead routing broke. Automation rules misfired. Dashboards showed incorrect data. One small configuration change - big business impact. That’s where structured Salesforce testing makes the difference. At KiwiQA Services, we don’t just test screens. We validate workflows, integrations, roles, automation rules, and performance - end to end. Because Salesforce success isn’t just about implementation. It’s about confidence at go-live. If you're rolling out or optimising Salesforce, let’s make sure it works exactly as your business expects. #SalesforceTesting #QualityEngineering #CRMTesting #AutomationTesting #KiwiQA
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Tornubari Koboo
Georgia Institute of… • 3K followers
Continuing my Salesforce Data Management series, I just released a new video: How to Import Accounts into Salesforce using Inspector Reloaded. This walkthrough covers step-by-step how to set up and import Accounts quickly and efficiently. Watch it here: https://lnkd.in/eXHhBAuy #Salesforce #DataManagement #SalesforceAdmin #DataLoader #SalesforceInspector #CRM #SalesforceCommunity #SalesforceTips #DataQuality #SalesforceTraining #SalesforceForBeginners #SalesforceExperts #DataTransformation
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Stas Dunayev
Advanced Communities • 10K followers
Agentforce has it's own advantages but you can also use any other LLM layer by introducing Salesforce MCP server. We have created an open source Apex Salesforce MCP SDK so you can create your own Salesforce MCP server with just few lines of code. Very simple example that was created in few hours - the user asks for available services and books an appointment using chat and "human" language. All done with MCP + Anthropic Claude(but any other MCP client can be used). See demo below and start creating your own MCP servers now.
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Arovy
6K followers
Do you have a #Salesforce 📖 Data Dictionary that's accurate, adopted, and maintained over time? Ben McCarthy from Salesforce Ben explains why undefined metadata is the silent killer of AI and analytics initiatives, and why Arovy is "the most advanced Salesforce Data Dictionary solution."
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Brad Banyas
Outsource Management Inc… • 10K followers
Stuck waiting for contract approvals? You're not alone. It's a process that should be swift but often isn't, plagued by endless emails, vague rules, and bottlenecks. Manual methods can extend negotiation times by 20-30%, as per IACCM. Automating contract management in Salesforce can cut your sales cycle by 24%, as found by the Aberdeen Group. OMI's solution simplifies Salesforce #contract approvals, eliminating guesswork and expediting the entire process. This streamlines contract generation, routing, and approvals, ensuring your deals proceed smoothly. #Salesforce #ContractManagement #crm #revenue
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Aaron Godby
5K followers
Salesforce Agentforce is powerful. But without MuleSoft to orchestrate the data and actions across your stack, you’re giving your agents the same fragmented view your support teams had before. Swivel chair isn’t solved just because you added an AI agent. If your systems aren’t connected, you’re just swivel chairing between agents instead of screens. Agentic AI only works when it's grounded on the right data and when it can act. That means APIs. That means integration. That means MuleSoft. Thanks to Jeff Mains for having me on his podcast!
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Brian Johnson
OSI Digital • 2K followers
Why Your Salesforce Org Feels Slow, Expensive & Hard to Change CFOs and COOs often face rising Salesforce license costs, paying for unused features, slow sales cycles, and service teams drowning in manual work. Poor forecasting, failed AI pilots, overlapping tools, and growing technical debt make it hard to scale, improve efficiency, or plan for modernization. Without a clear roadmap, low adoption across teams keeps Salesforce from delivering the ROI your business expects. Key Issues You Need to Solve: • Rising license costs and paying for unused features • Slow or broken sales and service processes • Poor data quality blocking AI and reporting • Redundant or conflicting automation and technical debt • Low adoption and poor user experience How OSI Digital Can Help: We provide a rapid, expert-led assessment that uncovers where Salesforce is costing more than it should, identifies broken processes, data gaps, automation conflicts, security risks, technical debt, and UX issues, then delivers a prioritized plan with top issues, quick wins, and a high-level modernization roadmap. 📅 Register for our webinar to learn how to Fix Your Salesforce: Unlock Speed, ROI, and AI Readiness – March 19: https://lnkd.in/gjhHhDwa
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James Burgess
Application Perfection Ltd • 14K followers
Accidentally giving away too much user access to your Salesforce data? Does any of the following sound familiar? See more on why this can be such an issue, what native Salesforce options offer, and why you may need better options for moving forward on our blog: bit.ly/3wcRtCt
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Hilal Khan
982 followers
Why Your Salesforce Org Feels Slow, Expensive & Hard to Change CFOs and COOs often face rising Salesforce license costs, paying for unused features, slow sales cycles, and service teams drowning in manual work. Poor forecasting, failed AI pilots, overlapping tools, and growing technical debt make it hard to scale, improve efficiency, or plan for modernization. Without a clear roadmap, low adoption across teams keeps Salesforce from delivering the ROI your business expects. Key Issues You Need to Solve: • Rising license costs and paying for unused features • Slow or broken sales and service processes • Poor data quality blocking AI and reporting • Redundant or conflicting automation and technical debt • Low adoption and poor user experience How OSI Digital Can Help: We provide a rapid, expert-led assessment that uncovers where Salesforce is costing more than it should, identifies broken processes, data gaps, automation conflicts, security risks, technical debt, and UX issues, then delivers a prioritized plan with top issues, quick wins, and a high-level modernization roadmap. 📅 Register for our webinar to learn how to Fix Your Salesforce: Unlock Speed, ROI, and AI Readiness – March 19: https://lnkd.in/grpKmDdy
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Quivr CRM
220 followers
Salesforce can feel like a beast—especially for smaller advisory firms. Josh shares how Quivr CRM creates an easy gateway into Salesforce with a templated system that works right out of the box. No heavy customization. No extra time investment. Just the structure advisors need to get up and running fast. 🎥 Hear how Quivr helps firms get the benefits of Salesforce without the overwhelm. 👉 Watch the full clip #UserSpotlight #QuivrCRM #AdvisorTech #FinancialAdvisors #FinancialPlanning #AdvisorEfficiency #TechForAdvisors #FinTech
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Dynamic Specialties Group
2K followers
Remember when your Salesforce org was shiny and new? It worked great for a small team, handling a few reports and some quick automations. Fast forward: more users, more data, more fields, more flows, and suddenly your org feels less like a system and more like a Jenga tower. Good news—you don’t have to rebuild from scratch. With the right architecture, governance, and naming conventions, you can scale Salesforce to match your growth. We wrote about how to do it (without the panic projects): https://hubs.li/Q03Fh9sk0 #SalesforceOrg #SalesforceCrm #SalesforceScalability #SalesforceGovernance #DynamicSpecialtiesGroup
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Eric Pilon-Bignell
Salesforce • 6K followers
Some more exciting news around Salesforce acquiring Regrello, and I think it’s another great move into an agentic future. This isn't just about automation. Regrello's "agentic" AI can build intelligent, dynamic workflows on its own. It's about giving business processes a brain. For those of us in the industry, this is another game-changer. It means a future where AI handles the complex, manual tasks, freeing us up for more strategic work. #Salesforce #AI #Acquisition #Regrello #BusinessAutomation #FutureofWork https://lnkd.in/g94HbBsg
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WhiteRock
2K followers
If Salesforce feels harder to use than it should, it might be time for a health check. Small issues in setup, usage, and data tend to compound over time, quietly impacting adoption and reporting. Here’s how to assess the overall health of your Salesforce org: 👉 https://hubs.la/Q044nWzN0 #Salesforce #CRM
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Randy Wandell
Vantage Point • 2K followers
What if you could add custom AI prompts to any Salesforce object without writing a single line of code? What if switching between GPT-4, Claude, Gemini, or any other AI model was as simple as updating a dropdown in setup? RecordIQ can. Metadata-driven AI that adapts to your needs, not the other way around. Finally, AI that speaks your business language. Link in Comments
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Kevin Flynn
KFLYNN CONSULTING • 7K followers
We talk a lot about the Salesforce Economy & IDC white paper. $6 for the Partner vs. $1 for Salesforce. Partner; $1 & $2 (co-sell ACV / RVP) $3 & $4 (innovation & optimization) $5 & $6 (MSP - staff aug - support). Here is the revised must read 2025 white paper; https://lnkd.in/gb8dEVzt
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AutoRABIT
56K followers
Most #Salesforce risks don’t make themselves obvious. That’s why they’re so dangerous. At Dreamforce 2025, AutoRABIT is carving out private space for strategic 1:1 conversations on the exposures hiding in plain sight: misaligned profiles, overlooked integrations, inconsistent data access. Even the most mature orgs are surprised by what they’ve missed. Let’s talk about what it means to get proactive before blind spots become liabilities. https://bit.ly/45KKoHN #Salesforce #CRMStrategy #DataSecurity #Dreamforce2025
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Robert Ng
Pharmacy Quality Alliance • 1K followers
🧹 When to Refactor Your Salesforce Org: Signals, Risks, and a 30-Day Cleanup Plan Every Salesforce org eventually gets messy. Too many fields. Too many automations. Too many “mystery reports.” How do you know it’s time to refactor? Look for these signs 👇 🚨 Signals - Too many Profiles & Permission Sets - Flows, Process Builders, and triggers colliding - Page layouts overloaded with fields nobody uses - Reports that don’t match reality - Users going back to spreadsheets ⚠️ Risks if You Wait - Bad data = bad forecasts - Slower projects due to clutter - User frustration → low adoption - Higher admin/dev costs to maintain chaos 🗓️ 30-Day Cleanup Plan Week 1: Audit with Optimizer + inventory fields/reports/automations Week 2: Align with GTM leaders on must-haves Week 3: Consolidate automations, clean fields/layouts, reduce Profiles Week 4: Validate in Sandbox + communicate changes to users ✅ The payoff: faster adoption, cleaner data, reliable reporting, and more agility for future projects. 👋 Is your Salesforce org overdue for a cleanup? I help RevOps teams untangle clutter with 30-day refactor plans. Flat-rate consulting. Predictable outcomes. 📅 Book a free 30-min consult at https://lnkd.in/emEp_DFM Read more at https://lnkd.in/gYFdEMNA #Salesforce #RevOps #SalesOps #SalesforceAdmin #CRM #DataQuality #Automation #Consulting
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Joshua Karrasch
Dynamic Specialties Group • 10K followers
Remember when your Salesforce org was shiny and new? It worked great for a small team, handling a few reports and some quick automations. Fast forward: more users, more data, more fields, more flows, and suddenly your org feels less like a system and more like a Jenga tower. Good news—you don’t have to rebuild from scratch. With the right architecture, governance, and naming conventions, you can scale Salesforce to match your growth. We wrote about how to do it (without the panic projects): https://hubs.li/Q03Fh8VW0 #SalesforceOrg #SalesforceCrm #SalesforceScalability #SalesforceGovernance #DynamicSpecialtiesGroup
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Barbara Costello
Constellation Research, Inc. • 951 followers
.@Salesforce revamps Agentforce pricing with Flex Credits: What you need to know https://bit.ly/4jV1JTU Salesforce is evolving its Agentforce pricing from a model based on $2 per conversation to a more flexible credit model. Ultimately, customers will be…
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