Episode 9 - Reporting and Dashboards in Traction Rec

Episode 12 - 2026 Annual User Conferences

The Traction Rec User Conferences are back for 2026, and this year, we’re leveling things up. In this episode, Jordan and Maya talk about how our annual conferences are going bigger than ever, with fresh voices from new Traction Rec team members, expanded content (lots around AI!), and even more opportunities to learn from one another. With two major city experiences, deeper conversations across YMCA, JCC, and partner organizations, and the debut of our all-new Traction Rec Impact Awards, 2026 is all about connection, shared learning, and celebrating the people driving real impact in their communities. If you’ve joined us before, expect more; if this is your first time, this is the year to jump in. Don’t forget to engage in our community slack channels! Need access? Reach out to engagement@tractionrec.com Tune in, laugh with us, and get the inside scoop on what’s next!

Episode 11 - A Smarter Way to Get Help: The Community Support Agent

In Episode 11, Jordan and Maya are diving into one of the biggest evolutions to hit the Traction Rec user Community. The launch of our Community Support Agent (CSA), an always-available, AI-powered assistant built directly on Salesforce Agentforce - available to all of our customers now! This episode unpacks how the CSA is transforming the way your organizations access help, find answers, and keep your teams confident and moving forward. From step-by-step instructions to personalized guidance and case support, the CSA brings instant, 24/7 assistance right inside the online Traction Rec Community. We’ll walk through the core design principles behind the agent, the outcomes organizations are already seeing, and real-world examples of how the CSA clears bottlenecks, reduces time spent searching through documentation, strengthens adoption, and accelerates onboarding for new staff. You’ll also hear what early users are saying! From “it feels like having a coach” to “this has become my go-to tool”, and get a glimpse into what’s powering this behind the scenes, including Agentforce,and the Salesforce Einstein Trust Layer. Whether you’re a seasoned power user or just getting started with Traction Rec, this episode will help you imagine the possibilities: ✔️ Instant answers ✔️ Personalized steps ✔️ Guided workflows ✔️ Secure, permission-aware support ✔️ A knowledgeable assistant available anytime, anywhere If you’re curious about how the Community Support Agent can support your organization’s mission and momentum, tune in and let’s explore it together. Don’t forget to engage in our community slack channels! Need access? Reach out to engagement@tractionrec.com Tune in, laugh with us, and get the inside scoop on what’s next!

Episode 10 - Camp Readiness!

Summer camp may have just wrapped up, but planning for next year starts now! In this milestone Episode 10, hosts Jordan Williams and Maya Patel dive into Camp Readiness with Traction Rec. Exploring the tools and features that help organizations build better, more efficient camp experiences. From cloning programs and grouping campers to self-serve registrations, AI-powered support, and real-time dashboards, they break down how Traction Rec makes camp prep seamless for staff and families alike. Tune in for practical tips, fun memories, and fresh ideas on how to make your next camp season your easiest (and best) one yet! Don’t forget to engage in our community slack channels! Need access? Reach out to engagement@tractionrec.com Tune in, laugh with us, and get the inside scoop on what’s next!

Episode 9 - Reporting and Dashboards in Traction Rec

In this episode, we dive into one of Traction Rec’s strongest tools: Reports & Dashboards. Discover how organizations are saving time, unlocking insights, and making smarter decisions with real-time data. Plus, learn about our Reporting Add-On Package, an optional add on featuring over 300 pre-built reports covering finance, programs, camp rosters, and more - so you’re never starting from scratch. Learn all abouthow your team can move from spreadsheets to strategy.   Don’t forget to engage in our community slack channels! Need access? Reach out to engagement@tractionrec.com Tune in, laugh with us, and get the inside scoop on what’s next!

Episode 8 - A Sneak Peek at Automated Billing!

Buckle up, friends -  Automated Billing is coming very soon and its about to make your life way easier (and your cash flow way happier ). As summer winds down, Traction Rec is turning up the heat with a powerful new feature that lets you run billing on your schedule (& does the heavy lifting for you). Whether you’re collecting for memberships, programs, or childhood activities, We’ve got your back! In Episode 8, Jordan and Maya pull back the curtain to give you an exclusive sneak peek at Traction Rec’s next big feature release! In this episode: * Why “Set it and Forget it” might be your new mantra. * How to recover revenue from those pesky declined payments. * Error management that won’t stop the whole show. * Scheduling magic so you can skip weekends and holidays. It’s efficient. It’s flexible. It’s like your billing system just got a personality upgrade.  Don’t forget to engage in our community slack channels! Need access? Reach out to engagement@tractionrec.com Tune in, laugh with us, and get the inside scoop on what’s next!