In this episode of the Salesforce Career Show, hosts Josh Matthews and Vanessa Grant are joined by a panel of experts, including Fred Cadena, Mike Mikula, Eric Cook, and Josh LeQuire to discuss effective strategies for planning a successful 2025.

From practical tools to personal growth insights, this episode covers how to set meaningful goals, optimize productivity, and navigate challenges in the Salesforce ecosystem.

Wherever you are in your Salesforce journey, this episode is packed with actionable advice on planning your year effectively, staying focused, and achieving your goals.

We talk about:

• Top tools for task management, goal setting, and personal organization.
• Insights into the Tony Robbins RPM (Rapid Planning Method) system.
• How to manage energy, focus, and time for peak productivity.
• Career development strategies, from networking to personal branding.
• Building accountability systems to stay on track with your goals.
• Using reflection and retrospectives to improve year-over-year performance.

Tune in to learn how to make 2025 your most productive and fulfilling year yet!

This episode is brought to you by Josh Matthews: thesalesforcerecruiter.com

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Chapters:

00:00 - Introduction and Setting the Stage for Planning

12:45 - Top Tools for Organizing Your Year and Enhancing Focus

27:50 - Evernote, OmniFocus, and Tech Tools for Productivity

42:15 - The RPM System: A Results-Oriented Approach to Goal Setting

55:30 - Energy, Focus, and Time Management for Long-Term Success

1:10:45 - The Role of Retrospectives: Learning from Successes and Failures

1:25:00 - Personal Growth in the Salesforce Ecosystem: Career and Life Goals

1:40:15 - Wrap-Up: Accountability, Fun, and Building a Productive 2025

Join Josh Matthews and Vanessa Grant for the Salesforce Career Show's year-end wrap-up, featuring an all-star panel including Theron Stanley, Peter Ganza, Janeen Marquardt, John Sisson and Josh LaQuire. Reflecting on a transformative year in the Salesforce ecosystem, this episode delves into the challenges and opportunities of 2024 while forecasting the trends shaping 2025.

This show was recorded live on LinkedIn. For video, visit https://joshforce.com/24WrapUp

From the rise of AI and AgentForce to evolving job markets and the critical role of business analysis, the conversation highlights actionable strategies for Salesforce professionals, hiring managers, and organizations alike. Packed with expert insights, practical advice, and career predictions, this episode is essential listening for navigating the Salesforce ecosystem with confidence.

They talk about:

• Reflecting on the challenges and triumphs of 2024 in Salesforce careers.
  
  
• Predictions for AI, AgentForce, and Data Cloud adoption in 2025.
  
  
• Practical advice for improving Salesforce implementations and avoiding common pitfalls.
  
  
• Strategies for job seekers to stand out in a competitive market.
  
  
• The growing importance of business analysis and process optimization.
  
  
• How hiring managers can identify top talent in the Salesforce ecosystem.

Whether you're a Salesforce professional, a hiring manager, or exploring the ecosystem, this episode offers valuable takeaways to prepare you for success in 2025.

Unlock the secrets to a thriving career in Salesforce as we transition from X Spaces to LinkedIn Live in our landmark episode. We're revealing the lucky winners of our Salesforce certification voucher contest and answering your burning questions about succeeding in the industry.

Explore the future of tech careers with us, and learn how AI tools like ChatGPT and Perplexity are not just buzzwords but essential components in securing your position in the ever-evolving tech world. We share practical tips on weaving AI into your daily tasks and discuss the creation of custom GPTs to provide tailored, project-specific solutions. With a focus on enhancing your soft skills, this conversation is packed with insights on staying ahead of the curve.

Join Vanessa, Fred, and myself as we unravel strategies for navigating the dynamic Salesforce job market. We tackle predictions for a post-layoff tech landscape and the implications of potential U.S. government reforms. From the rising demand for Salesforce's Data and Commerce Clouds to the value of adjacent skills like agile methodology and DevOps knowledge, we offer guidance on carving out a niche in this competitive field. Whether you're an industry veteran or just starting, this podcast is your guide to adapting and thriving in an era defined by technological innovation.

Ready to navigate the complex world of Salesforce partnerships? Join co-hosts Josh Matthews and Vanessa Grant as they sit down with industry veterans Bobby Dornbos and Theron Stanley. You'll gain insights into the evolving Salesforce ecosystem and learn how the influx of post-COVID consultancy partners is shifting the dynamics of service quality and partnerships. This episode doesn't just stop at what you know; it pushes boundaries with practical strategies for niche market success, emphasizing the importance of relationship-building skills and risk-taking.

Discover the secrets to sustaining a successful Salesforce consulting business. Our guests share personal tales of resilience and transition, offering firsthand advice on leveraging personal networks, continuous learning, and strategic marketing. The conversation broadens to the impact of AI, illustrating how cutting-edge tools can transform your efficiency and marketability.

Don't miss out on crucial advice on building your brand and pitching your skills, especially when AI knowledge is increasingly in demand. Whether you're a budding entrepreneur or an established consultant, the insights shared will equip you with the tools needed for career growth in the tech space. Prepare to be inspired by stories highlighting the power of community support, adaptability, and lifelong learning in the ever-changing Salesforce landscape.

The Salesforce Certification Voucher Giveaway is underway. Tune in for details on how to easily enter a chance to win 1 of 5 vouchers worth $400. The drawing is on December 4th, live.

And now, the episode:

Mark Mears, a luminary in leadership transformation, joins us to share his revolutionary "LEAF methodology" for purposeful growth in our latest episode. Discover how his remarkable journey in the food and beverage industry led him to champion a balanced approach to leadership that prioritizes both profit and purpose. We explore Mark's insightful perspectives on how aligning leadership models with organizational priorities can foster fulfillment and legacy-building.

We take a thought-provoking look at the role of organizational alignment and how small to mid-sized businesses can overcome challenges through effective communication and integrative approaches. Mark's experiences offer a unique lens on the interplay between misalignment and business outcomes, highlighting the importance of integrating the well-being of employees and the community into business success. We also reflect on how systemic issues, such as those in healthcare, can influence organizational dynamics and leadership effectiveness.

Our conversation goes beyond traditional management styles, emphasizing the importance of trust, community, and empowerment in transforming corporate culture. Personal stories from Mark illuminate the impact of a supportive work environment and mentorship on career development. In a world where younger generations seek meaningful work, we discuss how to foster belonging and psychological safety within organizations. Join us as we share gratitude with our audience and look forward to upcoming discussions on legacy-building leadership and Mark's forthcoming book.

Martha Hardy, Director of CRM at Pape Group, and her daughter Mariah Hardy-Spence, Salesforce Marketing Ops Manager, offer a unique mother-daughter perspective on optimizing CRM use and refining marketing strategies. Tune in for an engaging conversation about their working relationship within the Salesforce ecosystem, shedding light on both the challenges and rewards. Vanessa Grant also shares her inspiring journey into solo consultancy, a leap sparked by an unexpected layoff, illustrating the boundless opportunities that can arise from unexpected setbacks.

Explore the nuances of manager-employee relationships and how they can shape career trajectories. Together with our guests, we tackle the art of taking ownership of your career, emphasizing the importance of self-advocacy, mentorship, and choosing growth-oriented workplaces. Mariah's transition into Salesforce consulting serves as an inspiring case study in aligning one's career with personal passions and remaining open to new possibilities. Personalized one-on-one meetings, setting both professional and personal goals, and understanding the importance of flexibility in team dynamics are just a few of the key topics we cover.

Our dialogue doesn't shy away from the complexities of office politics and the balancing act of professional growth amid challenging manager-employee dynamics. We touch on the often-overlooked benefits of treating certain roles as "paid grad school," offering a chance to learn and grow professionally. With thoughtful insights and compelling anecdotes, this episode provides strategies for navigating career development challenges, fostering positive workplace relationships, and building a supportive environment for growth. Join us for a thoughtful exploration into thriving within the Salesforce ecosystem.

Ever wondered how the Salesforce community thrives against all odds? Promise yourself a journey into the heart of the Florida Dreamin' event, where resilience met opportunity amidst the challenges of Hurricane Helene. Join us as we share tales from our extensive journey within the Salesforce ecosystem since 1999, illustrating the power of uncovering true client needs through discovery questions. We also highlight the inspiring story of a summer placement that reveals how looking beyond resumes can lead to a perfect candidate fit.

Unlock the secrets to standing out in a competitive job market with stories of success and strategies for job search triumph. Hear about a transformative hire that defied initial expectations, emphasizing the importance of understanding both client and candidate perspectives. We'll explore the critical elements of a polished resume, a strong professional network, and the art of effectively communicating your value to hiring managers. The insights shared will empower you to navigate and master the ever-evolving landscape of Salesforce careers.

Prepare to embrace the future by mastering Salesforce skills and cultivating continuous growth. We delve into the impacts of AI on Salesforce roles and how to remain indispensable in an AI-enhanced environment. From exploring hands-on experience methods to identifying your ideal job strategy, this episode offers practical advice for staying agile and successful. Whether it's building a career in marketing, healthcare, or automation, discover how to align your ambitions with the rapid changes in technology and secure a position that truly fits your aspirations.

Ever wondered how the latest AI innovations can transform your career? Join us as we unpack the highlights of Dreamforce with our special guest, Brandon Stein, a leader in customer experience and strategic marketing with a storied career at Deloitte and Salesforce. Vanessa Grant shares her heartfelt moments of meeting friends and mentees in person, while Brandon recounts his eye-opening first ride with Waymo, a self-driving car service, alongside Josh Matthews. This episode promises a deep dive into the Salesforce ecosystem, enriched with personal anecdotes and expert insights.

The Dreamforce expo floor was a whirlwind of advancements and opportunities, particularly in Salesforce certifications. We delve into the AI Associate certification and the technical hiccups with the Krypterion test platform, featuring Reid's firsthand struggles as a techno-functional architect and product manager. Beyond the technicalities, we emphasize the importance of certifications in creating buzz around pivotal topics like AI. Vanessa and Brandon dissect the transformative power of AI in customer service and marketing, shedding light on its potential to revolutionize industries.

Dreamforce wasn't all smooth sailing, and we candidly address feedback and areas for improvement. From the exclusionary business email requirement for G2 reviews to the need for more leader-focused events, we explore how inclusivity and purposeful planning can elevate such gatherings. The discussion on Salesforce's latest AI innovation, Agentforce, underscores its groundbreaking potential for businesses and careers alike. Wrapping up, we stress the importance of adapting to digital transformations and maintaining robust professional networks, ensuring you're well-prepared for future Dreamforce events and opportunities.