Belmar Bytes

Belmar Consulting

Belmar Bytes is brought to you by the team at Belmar Consulting. We explore business, leadership, technology, and all things Salesforce.

  1. 4월 23일

    Episode 35: Simplifying Nonprofit Payments with Devan Moodley of Pllenty

    In this episode, Scott Billows sits down with Devan Moodley, CEO and co-founder of Pllenty, a Salesforce ISV revolutionizing how nonprofits handle complex payment workflows. A "reformed banker" with deep roots in capital markets and corporate finance, Devan shares how he transitioned from the corporate world to solve a massive pain point: the disconnect between high-cost payment services and the lack of actual advisory support. Since its inception in 2016, Plenty has filled a critical gap in the Salesforce ecosystem by providing enterprise-level security, scale, and pricing control. Key topics discussed in this episode include: Solving the "Payment Pain": Why nonprofits struggle with fragmented data, record-batching, and manual reconciliation. Salesforce as the Source of Truth: The power of integrating the full payment lifecycle directly into your CRM to save staff hours and increase ROI. The Importance of Support: Why having a partner who answers the phone is often more valuable than the technology itself. The Future of AI in Payments: How pattern recognition and predictive analytics are poised to change donor engagement and process flows. Navigating Scale: A look at how organizations can transition from 100 to 1,000+ employees by leveraging best-in-class tools. Whether you are a nonprofit leader looking to streamline your donations or seeking better payment rails, Devan offers a masterclass in why specialized partnerships are the key to long-term success.

    32분

  2. 4월 16일

    Episode 34: Empowering the Next Generation: A Conversation with Wendi Campbell of JABC

    n this episode of Belmar Bytes, host Scott Billows sits down with Wendi Campbell, President and CEO of Junior Achievement BC (JABC), to discuss the critical role of financial literacy and entrepreneurship in today’s world. With a history spanning 70 years in British Columbia, JABC was the first international charter of Junior Achievement outside of the United States and now reaches over 90,000 students annually across the province. Wendi shares her journey from a three-decade career in financial services to leading a non-profit dedicated to equipping youth with "life skills" like budgeting, investing, and career readiness. The conversation explores how JABC is combating financial misinformation on social media and addressing the decline of entrepreneurship in Canada through hands-on, experiential learning. Key highlights from this episode include: The Three Pillars: How JABC delivers essential education in financial health, work readiness, and entrepreneurship for students in grades 3 through 12. The Company Program: A deep dive into JABC’s flagship 12–16 week program where students ideate, fund, and launch their own businesses under the mentorship of business leaders. TechWorks: Insights into the annual high school symposium that sparks interest in technology careers through hands-on workshops. Operational Excellence: How JABC utilizes Salesforce as a "single source of truth" to drive efficiency and collaboration across their development and program teams. The Multiplier Effect: The long-term impact of JABC programs, including data showing that graduates are 50% more likely to start a business. Whether you are an educator looking to bring these programs into your classroom at no extra cost or a business professional interested in volunteering, this episode offers a compelling look at how we can better equip the next generation for success.

    30분

  3. 4월 9일

    Episode 33: From Order Takers to Orchestrators: Navigating the New Salesforce Partner Era

    The days of the "off-ramp" are over. In this episode, Scott Billows and Matt Hui discuss the most significant change to the Salesforce Partner Program in 15 years: a shift toward long-term customer success. They explore why the traditional "break-fix" support model is being replaced by "Hypercare", a managed service that moves partners from simply taking orders to orchestrating high-value growth. Learn how this new era of partnership is designed to remove organizational friction and ensure your technology remains irreplaceable.

    28분

  4. 4월 2일

    Episode 32: Beyond Fee-for-Service: Predictive Analytics and the Shift to Value-Based Care

    The healthcare landscape is shifting from "doing tasks" to "delivering outcomes." Dr. Eleanor Castillo Sumi explains the five-year journey of CalAIM and what it means for the future of community-based organizations. We explore the transition to value-based contracting, the power of predictive analytics, and how smaller organizations can position themselves as equal partners in a changing system. Learn why optimizing your data today is the only way to transform your organization’s impact tomorrow.

    35분

  5. 3월 26일

    Episode 31: Doing More with More: The Era of the AI-Enabled Organization

    In this episode, Scott Billows and Matt Hui break down the shift from CRM as a "system of record" to a "system of action". Drawing from recent leadership meetings in Toronto and Vancouver, they discuss why organizations are moving away from hiring more headcount and instead leveraging technology like Salesforce Agentforce to 1X, 2X, or even 3X their output. Discover how "digital workers" can help your team diversify revenue and stabilize operations without the burnout.

    26분

  6. 3월 19일

    Episode 30: From Spreadsheets to AI: Future Proofing Public Healthcare

    What happens when a public health system faces a billion-dollar budget cut? You innovate. Tom Zazueta, COO, explains how Valley Health Foundation is using technology as a "force multiplier" to offset funding gaps and better serve the safety net of Santa Clara County. This episode explores the future of AI in the non-profit sector, specifically how tools like Agentforce allow leaders to "ask their data questions", and the importance of finding the right strategic partners to achieve mission-critical milestones. The Transition: Moving from for-profit tech startups to the non-profit sector.The Tech Stack: Implementing Salesforce (Experience Cloud), NetSuite, Slack, Asana, Rippling, and Ramp.The ROI of "Self-Investment": Reframing overhead costs as essential tools for community impact.Advocacy as Scale: How the foundation helped pass a tax measure to return $1.65 billion to the local healthcare system.

    37분

  7. 3월 5일

    Episode 29: AI in the First Inning: Displacement, Evolution, and the Future of Enterprise Software

    As we hit the three-year mark of the current AI cycle, the debate surrounding the "replacement" of enterprise software and knowledge workers is reaching a fever pitch. In this episode, Scott Billows and Matt Hui break down the current state of artificial intelligence, arguing that we are still in the "very early part of the first inning". They dive into the trending fears that AI will eradicate SaaS giants like Salesforce, explaining why these tools remain essential foundations as systems of record and compliance. The conversation also shifts to the "knowledge worker," debunking the idea of total job replacement and focusing instead on how AI is supercharging productivity, increasing the "surface area" of what organizations can achieve, and raising the high watermark for quality and human judgment. Key topics discussed include: The "Vibe Coding" Trend: Why AI replaces tasks, not entire professions, and how job descriptions for developers and consultants are evolving.Real-World Adoption: Why AI pioneers like OpenAI and Anthropic are still hiring human Salesforce administrators and software developers.The "Output vs. Expectation" Cycle: How increased efficiency leads to higher complexity and a greater need for human accountability and trust.Practical AI Wins: A look at how the Belmar team uses tools like Google Gemini and automated transcriptions to streamline content strategy and customer communication.

    28분

  8. 2월 5일

    Episode 28: Building the Foundation: How Alberta Cancer Foundation Modernized 20 Years of Data

    From waking up at 3:00 AM to process donations to tracking campaigns in real-time, Leslie Stewart joins the pod to discuss the Alberta Cancer Foundation’s move to Salesforce. Scott Billows and Leslie Stuart dive into the challenges of untangling "Frankensteined" legacy systems and the massive benefits of cloud adoption.  Whether you are a fundraiser or a systems director, Leslie’s advice on process mapping and data hygiene is a must-listen for anyone looking to modernize their nonprofit’s tech stack. Episode Highlights: Mitigating Risk: How a CFO and leadership team drove the decision to overhaul critical systems.Real-Time Results: Shifting from reactive, 24-hour delays to watching donations and campaign success in real-time.Platform vs. Application: Why growing organizations should choose platforms that allow for innovation rather than "in-the-box" applications.Future-Proofing: Preparing data foundations today for the use of AI tomorrow.

    32분
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Belmar Bytes is brought to you by the team at Belmar Consulting. We explore business, leadership, technology, and all things Salesforce.

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    Belmar Consulting
  • 방송 연도
    2021년 - 2026년
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    35
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    Belmar Bytes