Account

Salesforce to Pardot Integration

April 15, 2016 admin

Challenges :

1. Integrate Salesforce with Pardot. Use the Email Market to be connected with client.
2. Use Landing Pages to get the input form filled from users.
3. Use Script with Forms to show the content as same as website form.
4. Assign Owner to Prospect when synced from salesforce
5. Use Drip Campaign for prospect according to their activities on website.

Purpose	1. Use Pardot to get the Prospect form website. 2. Get filtered Leads to Salesforce. 3. Using Email Marketing for Business. 4. Make aware of Product selected in website. 5. Send Subscription related information using Drip.
Application	Salesforce Pardot
Version	Salesforce (Professional) Pardot ()
Information	Salesforce <> Pardot
Volumes	~80/day
Process	1. Salesforce to Pardot integration (Bi- directional) 2. Pardot Prospect sync to salesforce 3. Assign Owner in Pardot. 4. Create Landing Pages 5. Create Forms and Scripts 6. Create Drip Campaigns 7. Email Marketing 8. Use Dynamic Content
Schedule	Every 15 minutes
Complexity	Medium – High

GRIDBUDDY AND SALESFORCE INTEGRATION

February 25, 2016 admin

Challenges :

Users today need to access information quickly and intuitively. But, a common problem experienced by many users is that it takes too many clicks to get to the information they need and to update records. That’s a frustrating experience for users that creates a major adoption roadblock.

Benefits :

1.The grid structure provides a much-needed way to visualize and update data.
2.Gridbuddy is native to Salesforce and gives users the integration they need to manage data without Excel.
3.This is all about consolidation and not having to drill down to multiple levels with multiple clicks.

Purpose	Gridbuddy for Salesforce displays data in an Excel-like form from a parent-level page, which eliminates the need for multiple page loads to edit related data, and you can edit up to 5 related objects in the same view. This means users can edit related data faster and easier on one page.
Application	Gridbuddy
Version	June 2016 – 4.9 / 4.9.0
Information	Salesforce > Gridbuddy
Volumes	~10/Days
Process	1.See Related Data in One View 2.Work with Relevant Salesforce Data 3.Act on Multiple Records at Once
Schedule	Manually
Complexity	Medium

Account GRIDBUDDY Saleforce

Geopointe and Salesforce Integration

February 10, 2016 admin

Challenges :

While this may seem basic, it’s extremely important when it comes to addresses. Just
compare US addresses to the UK, Spain, Russia, or Chile. There is very little uniformity in address fields and formats. Some countries write the street name first; others start with the building number.Rural areas may not have a defined address, but rather use a descriptive distinction (a crossroads or an estate name, for example). These minute details are important to the structure of the address, and how the geocoder interprets it.

Features :

1.Geographic Searching
2.Geo-Analytics
3.Routing & Optimization
4.Actionable Data
5.Salesforce1 Ready
6.Lightning Ready
7.Geocoded Data
8.Data set Management
9.Shape management
10.Drawing Tools
11.Inline Editing
12.Create Record
13.Check-In & Check-Out
14.URL Parameters

Purpose	Geopointe is used for proximity searching,optimized routing, territory management,boundary layers, demographics, check in & more. 1.Maps of Your Data anywhere In The World 2.Advanced Routing, Optimization & Navigation 3.Territory Management, Geo-Analytics & Advanced Visualization against Big Data
Application	Geopointe
Version	12.29.4 / 12.29.4
Information	Salesforce<>Geopointe
Volumes	~20/Days
Process	1.Fill Address in salesforce 2.Click on Map button. 3.Geopointe will create Geocodes and store the codes in Geolocation Fields.Then show address by geolocation fields. 4.Address Mapping depends on Geolocation Fields by On Record or Off Record setting.
Schedule	Manually
Complexity	High

Account Geopointe salesforce

Marketo for Salesforce

January 4, 2016 admin

Challenges :

1. Generating steady stream of raw leads and nurturing these raw leads to become qualified sales opportunities.
2. Increase in average cost per lead.
3. Decrease in number of sales opportunities created.
4. Lead Scoring Implementation to assign scores to leads on basis of Demographic and Behavioral model.

Purpose	1. Use Marketo to establish a systematic, automated nurturing infrastructure and more effectively develop leads into sales opportunities. 2. To better capture leads and track lead lifecycles. 3. Multi-phase lead nurturing program to move raw leads through sales pilpeline. 4. Effective Email Marketing. 5. Easily create visual reports and dashboard. 6. Lead scoring implementation model.
Application	Salesforce Marketo Lead Management Marketo SalesInsight
Version	Salesforce (Professional) Marketo()
Information	Salesforce<>Marketo (Bidirectional Syncing)
Volumes	~70/day
Process	1. Salesforce to Marketo Integration (Bidirectional). 2. Creating Campaigns (Smart and Batch) for Email Marketing. 3. Creation of Reports and Dashboard to visualize Data Records. 4. Lead Scoring Implementation on basis of Demographic and Behaviour model using Smart list and campaign runs on leads.
Complexity	High

Account Marketo salesforce

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Salesforce to Pardot Integration

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GRIDBUDDY AND SALESFORCE INTEGRATION

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Geopointe and Salesforce Integration

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Marketo for Salesforce

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