LizzardTech’s Top 5 Tips for Making the Most of Dreamforce

LizzardTech’s Top 5 Tips for Making the Most of Dreamforce
How to cut through the noise, stand out at Dreamforce, and have fun doing it.

This year was the first year that our company, LizzardTech Consulting, has sponsored Dreamforce. It’s been a busy year, and Dreamforce is the place to network, celebrate hard work, make connections, and yes, close new clients.

If you are a new, up and coming Salesforce Partner, we hope these five key takeaways will help if you decide to take the Dreamforce sponsorship plunge.

1. Stand Out from the Crowd

With 1,000’s of booths and exhibitors at Dreamforce, it’s important to come up with a way to differentiate yourself from the pack. We opted for a ‘peacocking’ strategy with flashy lime green company polos. This might sound tacky, but it is a sure fire way to stand out from the crowd and have people approach and ask you about your company and what you do. It’s also a useful way to stand out as you head around to different exhibitors. You’ll find that people are just as likely to meet you in the crowd, and make that mental recognition when they see your team at the booth. Next year we’re thinking bomber jackets.

Another way to stand out from the crowd is with your booth presentation and giveaways. We noticed other companies doing everything from giving out free massages all the way up to raffling off fancy and expensive items. It’s all about getting people to come to you and being noticed. Dreamforce is an opportunity to advertise and increase brand awareness.

The more people who hear about you or recognize you the better off you will be. Word of mouth can spread fast, so if you’re the ‘“cool booth’” with the fun games and awesome giveaways, people will seek you out. That said – you don’t need to spend a fortune on your booth – creativity goes a long way.

2. Make Friends – There’s Room For Everyone At The Top

Although the neighboring booths could be your competition, it’s important to socialize and make friends with them. Even in cut throat industries, collaboration > competition.

For one, it helps to pass the time by and keep things interesting. But also, the more friends you can make in this industry, the better. You never know when an important business or partnership opportunity can arise, and it can all start just from a simple hello and a smile.

Engaging and connecting with your fellow exhibitors is a great opportunity to share best practices, learn about what’s working and what isn’t, and when you get home, there’s an opportunity to leverage social content, host workshops and meetups together, and even kick over work in the long term.

3. The days are long, so make sure you’re comfortable.

Make sure to wear your most comfortable and supportive shoes on and we highly recommend paying for extra booth chairs. It’s not a luxury, it’s a lifeline!

Standing in the same place for 8 hours, can make for some really achy knees and feet by days end. You don’t want to be the person who misses out on one of the big after hours networking events, because you need to go back to your hotel room to rest your lower extremities. (If you have access, some standing desk/restaurant quality gel mats can be great to reduce pressure on your feet.)

The after hours events will offer some your best opportunities to network and make key business connections all the while unwinding, in a fun and relaxing environment.

4. Take turns staffing the booth and networking with the masses.

While it’s great to have a booth, you can sometimes go hours before talking to a potential business prospect. Don’t get us wrong, you’ll be talking to a lot of people passing by your booth, but many of them won’t be who you’re looking for in terms of expanding your business.

Dreamforce is crawling with potential prospects and it is important to have some foot soldiers wandering around mingling. Your company will maximize its Dreamforce efforts with the inbound booth traffic approach combined with an outbound networking in the masses approach.

5. Take notes – and keep track of the details so you can proactively follow up and help your prospects remember you

Dreamforce will supply booth sponsors with a scanner. The scanner is actually an old Galaxy S4 that runs an information capturing software coupled with NFC (Near Field Communication) technology.

Every person attending dreamforce will have a lanyard with a name badge around their neck (You can’t get into the event without it). The badge utilizes the NFC technology and when the scanner is pressed to the badge, it picks up the attendees contact and business information.

You will likely be talking to hundreds of different people and scanning their badges, so it is important to take detailed notes about them and your conversation. Nothing is worse than getting home from a long event like Dreamforce and completely forgetting who you talked to and what you talked about. (Pro-tip: people like talking about their kids, their pets, and their hometown. These are all great details to help jog memories and convert to a follow up call.)

After capturing the attendees information via a successful scan, there is a ‘notes’ section included with their information, which populates immediately on the device’s screen. Simply click on the ‘notes box’ and start typing the key information about that particular exchange. Keeping good notes is imperative so that later on, when your company is sifting through the list of attendee contact information, you can decipher who is who just by reading your notes.

When you get home? Make sure to follow up with everyone you spoke to no later than a week after the event has ended. The sooner the better!

We hope these tips help you make the most out of your Dreamforce experience!

Dreamforce first-timer?
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Are you studying for a Salesforce certification exam? If so, I am more than willing to help answer any of your questions! I have passed all of the following exams and will share strategies and resources for passing them:

  • Salesforce Administrator 
  • Salesforce Platform App Builder
  • Salesforce Platform Developer I
  • Salesforce Sales Cloud Consultant
  • Salesforce Service Cloud Consultant
  • Salesforce Sharing & Visibility Designer
  • Salesforce Data Architecture & Management Designer
  • Salesforce Application Architect
  • Salesforce Integration Architecture Designer
  • Salesforce Identity & Access Management Designer
  • Salesforce Development Lifecycle & Deployment Designer
  • Salesforce System Architect 
  • Salesforce Community Cloud Consultant
  • Salesforce Marketing Cloud Email Specialist
  • Salesforce Field Service Lightning
  • Salesforce Advanced Administrator
  • Salesforce Pardot Specialist

I’m also taking more exams – I’m working on passing them all, so if you don’t see your exam listed please check back periodically. I’m currently working on Marketing Cloud Consultant, Mobile Solutions Architecture and CPQ Specialist this month of October 2018. I’m also on the Journey to CTA and will be writing about that as well, I’m just waiting for my review board date from Salesforce!




It’s been a long road with a lot of bumps, but we are reaching the goals that we set out for ourselves back in April. Two of those goals were to reach Salesforce Silver Partner Status for the August 1st evaluation deadline and to be an exhibitor at Dreamforce ’18. If you want to know how we have made both of these things possible for a small but growing Salesforce Consulting company, continue reading.

We pushed hard to reach the Partner Value Score to become Silver Partners, and with a lot of hard work and determination we made it. We basically went from zero to Silver in a matter of 3 months. It was a combination of earning certifications by myself and other employees with two of us earning Architect certifications, doing some small win projects (even pro-bono work) to write some customer success stories along with CSATs and learning on Trailhead. I wasn’t so sure it would actually happen as the deadline approached and we were in our last week, but a few days before the deadline we gained enough points to cross the threshold and made it happen. A MAJOR accomplishment for a small company that was in jeopardy of losing their consulting partner status back in May due to lack of certified consultants.

Two weeks later we received a promotional email from Salesforce about Dreamforce ’18. I had inquired about being an exhibitor for Dreamforce back in April or May, and as the summer came around we still just didn’t have the budget. I emailed Salesforce to let them know it just wouldn’t be in our budget this year and turned my attention to just gaining Silver Partner Status and being an exhibitor next year, giving us another whole year to plan. By a turn of events it’s now happening – and at lightning speed. We became a last minute exhibitor with a promotional offer from Salesforce.

A day after we signed up to be an exhibitor I got the email that I was selected to be a Dreamforce ’18 speaker, in the partner track. I submitted a couple of ideas, but as of now I don’t know what I will be speaking on or when. We still don’t even have our booth number yet. We were thinking about rebranding a bit and doing a new logo, but since we weren’t going to be an exhibitor we pushed that down the priority list. Now that we are, we’ve been pushing for a bit of rebranding and are in the midst of creating a new logo. Once that is done, we still have a lot of work ahead of us! New pens, business cards, free giveaways for the event, updated website, social media etc…and the list goes on. We’ve never done anything like this before (except host our own monthly Salesforce Meetup, if you are in the Boston area check it out Boston Salesforce Meetup) and it is a complete whirlwind. I’ve reached out to some local women-owned businesses through a group that I belong to, Boston Business Women, to find some experts to help us prepare.

We are a home-grown Salesforce Consulting company, even partially family run, and have grown out of of the weeds of day-to-day Salesforce architecture and development. We have a heavy focus on architecture in everything we do from actual architecture to business analysis. We provide end-to-end customized solutions for Salesforce and hope to have certifications in ALL areas of Salesforce by the end of this year. We are looking to grow and expand our business to become a competitor in the market and the goals that we have reached in the past few weeks are major milestones in making that happen. If you are interested in becoming a part of this grown, don’t hesitate to contact us

-Melissa Shepard

President & CEO/CTO

P.S. check back for our updated logo hopefully in the next week or so and let us know what you think!!

• When

March 15, 2018

• What we’ll do
Happy hour to socialize and network in the Salesforce ecosystem. Come enjoy some drinks, free food and network with other Salesforce users and professionals.

• What to bring

• Important to know
There is free validated parking for Kinsale patrons in the Center Plaza Garage starting at 6pm. Max 3 hours, min $20 check. Just get your ticket validated at the restaurant.

Sign up here.

• When

Thursday, April 5, 2018

• What we’ll do
Happy hour to socialize and network in the Salesforce ecosystem. Come enjoy some drinks, free food and network with other Salesforce users and professionals.

• What to bring

• Important to know
There is free validated parking for Kinsale patrons in the Center Plaza Garage starting at 6pm. Max 3 hours, min $20 check. Just get your ticket validated at the restaurant.

Sign up here.

Thank you to those who joined us at our first monthly unofficial Salesforce meetup! We had a wonderful time getting to talk with prospective Salesforce users and other consultants and techs. We hope you can join us after work February 15th from 5-8 pm. We are looking to gather all types of users and professionals, and even those just curious to learn what Salesforce is all about! Let’s see how we can all help each other out within the Salesforce ecosystem. We will provide tasty food courtesy of the Kinsale Irish Pub and Restaurant, so come have some free grub, get a cold drink after a long day, and network with us!

Sign up!


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