How to sell Surf Force to your manager


We’ve all been there, you hear about a Salesforce community event, you check out the great sessions and amazing keynotes, you dream of the swag and your fellow trailblazers that will be there then crashing reality hits the prospect of selling the idea to your boss. They won’t go for it you think, well we have you covered. Here are some tips to get your bosses approval to go!

The Basics

First things first, Ask! It sounds silly but it never hurts to ask. Make sure you include the name of the conference a link to the site and all the details; where the conference is, when it is happening, and how much it will cost. Splitting out the cost so that your manager obtains a complete understanding of your ask and  if you can ride share with some of your Ohana add that in to your proposal, showing a willingness to reduce cost shows your manager your aware of expense. Here is an example (your version made need some tweaking) 

Airfare:                                                                                   € 150

Transportation (between airport and hotel*):               €  110 (Car rental at €50 & petrol at 60 round trip)

Pass/Hotel (2 nights)**/Meals:                                        €  185 (Based on shared Occupancy)

Total:                                                                                      €  545 (All In!!) 


Put yourself in your bosses shoes

A good salesperson knows their target audience, this is no different. Try to think about what your boss wants from this investment, and that’s what it is; they want something from it.

With that in mind, think of 2/3 points on what they get out of it. It could be bringing a project to a close, coming up with a solution for a problem the company is facing or new innovative ways to cost save. It all comes down to making the company more profitable. The fact that it’s 2 days with your Ohana and YOU will have a good time has nothing to do with it!

Baby Steps

Your boss may say no, maybe there is not enough budget. Try to come up with alternatives for example: room sharing with a friend or road tripping with some other attendees to keep costs low.

Cover your arse!

Some managers may worry that you fall behind on your work while you are at sessions, having a backup plan helps keeps your managers worries at bay. Tie up all projects and lose ends, agree to check in on your emails every day and offer to set some time aside to appear virtually.

It’s your job to make the conference seem as undisruptive as possible.

Sharing is caring!

When you get back from the conference offer to host a session with your team on what you learnt, share major takeaways, tips, and a set of recommendations to maximize the return on current investments in Salesforce.

We’ve put together an email template you can use when proposing Surf Force to your manager. If you need further information on logistics we have put together an FAQ

 

To:
From:

Re: Surfforce community event

I’m writing to ask for approval to attend a Salesforce community event,

Surf Force, September 22-23 in Bundoran Ireland. Experts from the Salesforce community will be on hand to share best practices, hands-on training, new innovations and a lot more. In addition to breakout sessions, the conference gives me the chance to problem solve with Community experts and partners showcasing integrated solutions.

It is the must be at event for Salesforce and High Tech professionals in Europe. Networking with the conference trade show vendors and the keynote speakers will prove to be invaluable for me. Please check out the conference website www.surfforce.co. I have been following the conference twitter stream @Surfforce and there is a lot of buzz about this event!

The cost to attend the conference will be the registration fee which inc hotel and meals, travel expenses. The total cost for the conference is <fill in the blank>. The detailed cost breakdown is listed in the paragraph below.

Here is my estimated breakdown of conference costs:

Airfare: 

Transportation to and from Hotel: 

Pass/Hotel/Meals:


Total :


I am confident you will see this as a worthwhile investment. It is an opportunity for me to network with many Salesforce experts, meet the keynote speaker, attend valuable educational sessions and gain specific industry knowledge. My attendance at this conference is a wise investment and will pay off for years to come.

Sincerely,