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Accidental Salesforce Admins

Accidental Salesforce Admins

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Accidental Salesforce Admins is the podcast for problem-solvers, change-makers, and the go-to leaders managing Salesforce in their organizations. Hosted by Robert Sur, Co-founder & CEO of Delegate, this show dives into the unique challenges faced by accidental Salesforce admins and provides a roadmap for success. Through the lens of the Deep5ive framework—Outcomes, Humans, Technology, Capabilities, and Rhythms—you’ll learn how to create meaningful change, align priorities, and lead teams with clarity. Each episode features actionable strategies, real-world stories, and lessons to help you not just get things done but get the right things done. Subscribe today to discover how to bridge gaps, connect the dots, and lead with vision.Copyright 2025 Delegate Economía Marketing Marketing y Ventas
Episodios
  • Why Data Alone Doesn’t Drive Results (with Paul Pacun, vablet) | Ep. 15
    May 21 2025

    Too many teams still believe the myth: more data equals better decisions. But when your field teams ignore your tools and CRM adoption stays low, it’s time to ask a different question—are we helping people understand the data or just piling it on?

    Host Robert Sur sits down with Paul Pacun, founder of Vablet, to explore how sentiment lives in behavior, not surveys—and how true sales enablement starts with listening. With 15 years of experience turning real feedback into business-ready tools, Paul shares how a tablet placed on a patient’s lap sparked insights that helped drive smarter content, better sales conversations, and CRM updates that actually happen.

    They unpack how refining data—like turning sand into silicon—requires clarity, context, and constant feedback loops. If you’ve ever rolled out a tool no one used or been asked to build a report no one reads, this episode will hit home.

    👤 Guest Bio

    Paul Pacun is the founder of Vablet, a field sales platform designed to work in the real world—where reps can work offline, automate CRM updates, and close business without fighting their tools. For over 15 years, Paul has transformed live field feedback into sales enablement solutions that reduce friction and support business leaders.

    🔗 Paul on LinkedIn

    📌 What We Cover

    • Why collecting more data won’t make your teams smarter
    • A real-world story of 5,000+ media views and what they revealed about sales behavior
    • Why true sentiment is found in content engagement, not optional survey buttons
    • How “media view” metrics can offer more authentic insight than intent data
    • The myth of full adoption and why finding early champions is key
    • How Chipotle’s watch app inspired smarter UX through user intent
    • A better way to name roadmap projects: lead with the problem, not the tech
    • How pivoting from doctors to pharma saved a launch
    • Why asking “what sand do I need to give you to build the next chip?” changes the admin’s mindset
    • Why even a 99-page PDF can be improved by tracking what people actually look at

    🔗 Resources Mentioned

    • Vablet (field sales platform)
    • ClearSlide (competitor reference)
    • Salesforce
    • Marketo
    • Pardot
    • Marketing Cloud
    • Chipotle watch app
    • Starbucks AI demo app
    • Oura Ring
    • Demofest
    • Delegate — delegate.team/accidental

    Más Menos
    24 m
  • How Do We Make AI Actionable—Not Just Aspirational? W/ Rich Radford : 14
    May 14 2025

    Boardrooms everywhere are buzzing about AI—but few know where to begin. In this episode, host Robert Sur welcomes Rich Radford, VP of Client Solutions at Seanergy.ai and a self-proclaimed “recovering accidental Salesforce admin.” Together, they confront the gap between AI hype and meaningful execution.

    Rich shares firsthand stories—from healthcare systems using AI to book appointments and chart patient notes, to a VP of operations discovering their company was tapping only 10% of AI’s potential. They examine why most companies are stuck in inertia, how fear of failure and fragmented data holds teams back, and what real readiness for AI looks like. You’ll hear what happens when leadership gives permission to fail fast, and how one Fortune 500 firm is turning 58,000 employees into AI bot managers—complete with employee numbers.

    For Salesforce Admins navigating AI adoption, this is your blueprint for making the leap from aspirational to actual.

    👤 Guest Bio

    Rich Radford is VP of Client Solutions at Seanergy.ai. A veteran technologist with experience across cloud, security, and AI, Rich has implemented ERPs, consulted on Salesforce and marketing automation, and now builds AI-driven business solutions. A former accidental Salesforce admin himself, he now helps clients unlock strategic potential through practical AI use cases.

    🔗 Connect with Rich on LinkedIn

    📌 What We Cover
    • How to close the gap between AI hype and real execution
    • Why most companies only tap 10% of AI’s current potential
    • The HP program training 58,000 employees to build AI bots with employee numbers
    • What makes AI adoption succeed—push, pull, and focused execution
    • Case study: AI agents that schedule medical appointments and reduce no-shows
    • Case study: Doctors using AI to chart conversations with 30% more throughput
    • Why company inertia, fragmented systems, and regulatory fears are blockers
    • How to know if your company is ready for AI—and what to do if it’s not
    • The importance of small, measurable proof-of-concept projects
    • What AI readiness really means: cross-functional teams, clean data, and executive buy-in

    🔗 Resources Mentioned
    • Seanergy.ai
    • ChatGPT
    • Epic and Athena (EHR platforms)
    • ZoomInfo
    • Google Ads
    • Facebook Ads
    • Berkshire Hathaway (mentioned in context of AI investment discussion)

    Más Menos
    25 m
  • The Roadmap Isn’t for You—It’s for Them : 13
    Apr 23 2025

    Ever feel like your roadmap is just a wish list no one reads? Host Robert Sur explores why execution often breaks down, not because of lazy teams or chaotic leadership, but because the operating system is invisible. In this solo episode, Rob shares why most Salesforce roadmaps get ignored—and how to turn yours into a tool of influence. Learn how a roadmap becomes more than just a tracker when it’s tied to business outcomes, made visible, and creates strategic pull. Rob breaks down what high-functioning teams get right, including how to make leaders want to reference the roadmap, the role of change discipline, and why the best roadmaps manage attention, not tasks.

    📌 What We Cover

    • Why invisible plans lead to execution breakdown
    • The dangers of roadmaps that are too long, too technical, or too static
    • How to make your roadmap a shared decision-making tool
    • What it means to create strategic pull with leadership
    • Real-world examples of high-functioning roadmap practices
    • The Deep5ive framework questions to assess roadmap readiness
    • The “one in, one out” change discipline that forces trade-offs
    • How to know your roadmap is finally working

    🔗 Resources Mentioned

    • delegate.team/accidental

    Más Menos
    8 m
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