by Mike Walsh | Apr 16, 2018 | Blog, Salesforce-Apps-AppExchange
Turn your mobile phone into a contact importer! This app allows any mobile device to take a picture of a business card & instantly scan it directly into Salesforce as a lead or contact. Vision-e boasts a clean and simple interface and fast upload times. Take a pic of a card to upload, or scan QR codes, bar codes or voice scan.
With the click of a button, your business cards automatically scan to Salesforce. Vision-e Scan is the fastest and best way to import business cards into Salesforce.
Check it out here!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Aug 17, 2017 | Salesforce Tips
As a Salesforce consultant, a common question we at CloudMyBiz are asked is: How can leads from lead providers be pushed directly into Salesforce? Obviously, this solution will significantly increase efficiency, as users won’t have to manually parse lead info into the system. There are a number of options and a bit of custom development for each:
Development on the Lead Provider Side:
- Salesforce API (REST, SOAP) with User Authentication
This method involves using standard Salesforce API’s to integrate. The lead provider needs to format the field mappings of their leads to conform to the client’s standard layout. A user on the lead provider side would need to write integration and authentication code for the Salesforce integration to work. Salesforce has documentation to help with this procedure.
- Salesforce API (REST, SOAP) with Client Side Certificate Authentication
This method is the same as above, but the authentication key will come not from the developer, but from a trusted certificate authority. The benefit here is that less code is needed and a trusted provider will handle the authentication.
Salesforce has some basic documentation on this process:
https://help.salesforce.com/articleView?id=000240864&type=1
Development on the Client side:
- Custom API (REST, SOAP) without Authentication
This method will involve developers on the client side to write a custom API that can take the leads from many providers and map them correctly into Salesforce. This does require a force.com site to be configured, and there may be some development required on the side of the lead provider. This API will not be protected by an authentication key, so potentially, anyone could upload leads if they knew the API endpoint. This can enable leads to come in from many directions quickly and easily, but can also lead to junk data. Properly written restrictions and validations can prevent junk data. As the API is publicly exposed, it is Strongly Recommended that lead duplication checks and sanity checks be done regularly.
- Custom API (with authentication). Either User Authentication or Client Side Authentication
This method is the same as option 3, but with the addition of client developers creating code and formatting for authentication. The authentication is the same as listed in either option 1 or 2.
No API Option:
- Email services (Apex email handler)
If there is no ability or desire to connect to an API, on either the Lead Provider or the Client side, this option will allow leads to be pushed into Salesforce from an email. Developers on the client side will need to configure a Salesforce email address to receive leads, and then create an email handler that parses information from the email text or attachment into Salesforce. This option would require that all formatting remains constant for the mappings to work. There are Salesforce Apps which handle this specific sort of process.
EX: https://appexchange.salesforce.com/listingDetail?listingId=a0N3A00000EFoGaUAL
In the end, there are pros and cons for all of these options, and what you choose, all boils down to your company’s needs and what works best for you
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Aug 17, 2017 | Blog, Salesforce-Apps-AppExchange
Once you try this app, you will wonder how you ever navigated the sales process without it. This isn’t just a sales boosting app, but an intuitive AI program that will tirelessly reach out to leads, and prospect your sales pipeline. Once a hot lead is found, it will be smoothly transferred over to the real life members of the sales team, all without ever letting on that it was an AI doing the grunt work. Create custom settings and rules that the AI follows to give your customers the best possible service. Use this program to fill in the gaps that your sales team can’t quite cover. Need to supercharge your sales? Look no further than Conversica Sales Assistant.
The Conversica AI automated sales assistant reaches out to every single one of your leads, as many times and over as long a timespan as is required, and lets your salespeople focus on selling and closing deals instead of chasing down leads.
Check it out here!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Jul 14, 2017 | Blog, Salesforce-Apps-AppExchange
Using Googlesheets to build out a database of contacts, leads and other data can be a great Sales tool. Multiple people access the sheet and continuously add to it, effortlessly syncing your team and the sales process. However, what do you do about importing all that data into Salesforce? That is what the integration by Wokato is here to solve. This powerful app syncs the two platforms and will automatically update all data when either app is updated.
Workato is an enterprise-class, Integration and Automation platform that is trusted by over 18,000 businesses. You can integrate between GoogleSheets, through a bi-directional sync, without coding
Check it out here!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Jul 8, 2016 | Salesforce Tips
Leads are the standard starting point of all sales in Salesforce. Leads come in by the droves from the web, purchased lists, trade shows, and more, and your team works like mad to qualify and convert those leads into real opportunities, and better yet, sales. But the value of your leads doesn’t stop once they’re converted. If you learn how to leverage data from all your leads, even the converted ones, you can move beyond the mad rush and find ways to target the most valuable leads for even more closed deals.
Accessing data from converted Leads can seem foreign if you’re new to Salesforce, as you can’t access them from standard list views or even links, but it is actually quite simple. Using a standard Leads Report, you can view all Leads which have come through your pipeline. Add the “Converted” standard checkbox, summarize that field, group by Lead Source, and add a chart showing % converted by Lead Source to see which channels are bringing you the most qualified Leads. Using the standard Leads with converted lead information Report brings in Opportunity data for any of those Leads which have converted, so that you can now see both conversion percentage, and average and total amount won for any related Opportunities. Add custom formulas to give you even more valuable info, get creative, and soon you’ll be able to leverage this data to direct your team towards the most valuable Leads!
-Jared and the Salesforce Guys
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
