Monday, March 13, 2017

(AI) meets the largest swatch of customer relationship administration (CRM) clients on the earth

Salesforce Einstein is now frequently accessible to all Salesforce consumers. Einstein is a man-made intelligence-primarily based (AI) assistant designed to leverage client relationship administration (CRM) statistics to help corporations find, predict, recommend, and automate improved company strategies.
introduced in September of closing yr, Einstein takes talents of Salesforce's deep learning, machine getting to know (ML), predictive analytics, herbal language processing, and photo processing to function a robotic account manager. as an instance, you can use Salesforce sales Cloud and Einstein to determine if the grownup to whom you might be pitching a product basically has purchasing vigour. Einstein will scan electronic mail interactions along with your contact to decide on up on phrases corresponding to, "Ask my boss" or "Run that up the chain of command" to will let you be aware of if you're wasting your time or now not. If Einstein sees these phrases, then it is going to warn you to the opportunity that you simply're not talking to a decision maker.
entrepreneurs will be capable of take skills of Einstein to automatically create crusade segments in response to old interplay records. for instance, Einstein can predict if a contact will open or click on via a message. Einstein will then phase your audiences to separate "window consumers" from buyers. Einstein will then advocate a unique kind of content material to deliver to window consumers to immediate a click on and a purchase order.
These are very general use instances that aim to simplify the ordinary initiatives of any CRM device. however, Einstein is also in a position to processing billions of statistics facets, repetitions, and images to aid you enhance your workflow. The tool is bendy and clever sufficient to will let you application certain automation and prediction outside of the standard CRM use situations. The device additionally learns from your use to suggest more advantageous workflows that are certain to your organization.
Are you able to See What I See?
Einstein isn't best text-based mostly. The device additionally leverages graphic consciousness to generate insights from photos. this is exceptionally constructive for analysis-based activities. Jim Sinai, VP of advertising and marketing for Salesforce Einstein, demoed a situation wherein a photo voltaic panel salesperson is set to contact a lead. within the process of getting to know the lead, the salesperson realizes he or she would not understand the lead's certain roof classification. With Einstein's photo recognition enabled, the tool can run a Google road View search based on the lead's address to pull a picture of the roof, appreciate the roof category, and notify the salesperson.
These styles of business-selected procedures may also be programmed as soon as to run across the total Salesforce suite for all clients, or they can also be run instantly every time a new lead is entered into the device. Einstein imaginative and prescient software programming interfaces (APIs) provide builders the potential to plug picture cognizance into any Salesforce-linked app to run these forms of procedures for well-nigh any use case.
Who gets Einstein?
All Salesforce purchasers gain entry to Einstein inspite of app or price tier. So, when you are simplest using Salesforce as your helpdesk application, you'll nevertheless be capable of leverage AI to enrich provider techniques. besides the fact that children, the extra information you tie into Salesforce, the more positive Einstein might be, Sinai stated.
Einstein's APIs may also be plugged in past the Salesforce suite itself to connect to third-birthday party apps and websites. This lets you pull information from your own e-commerce website, or your corporate email account, to assist Einstein make extra intelligent suggestions.
The CRM AI Wave

Zoho recently brought an AI-based mostly virtual assistant to its CRM tool. the new function, Zoho clever Assistant (or Zia), is an automation engine designed to deliver unprompted, information-based mostly ideas to earnings staff each time they are using Zoho CRM. confined to Zoho CRM, Zia is engineered to observe system usage anomalies, indicate ultimate workflows and macros, and recommend salespeople on when to contact a prospect, in accordance with Zoho Chief Evangelist Raju Vegesna. Zia generates tips in keeping with a salesperson's CRM utilization patterns, including what's been working smartly, what hasn't been working smartly, and what the sales rep can do to increase CRM use.
And, of path, there's IBM Watson, the granddaddy of ML and AI. Watson is basically a enterprise intelligence (BI) tool nonetheless it's additionally a digital agent, an e-commerce device, a advertising and marketing answer, and a game show contestant.
Gartner research predicts that 85 percent of consumer interactions can be managed with no human in the subsequent three years, and inside the subsequent year, digital assistants could be in a position to use know-how comparable to Einstein vision to appreciate consumers by means of the form of their faces.

Wednesday, March 8, 2017

Salesforce and IBM Infuse CRM with artificial Intelligence

via Shirley Siluk / excellent Tech information. updated February 27, 2017.

CRM large Salesforce has rolled out a few new consumer relationship management (CRM) equipment aimed toward enhancing americans's fitness and healthcare suppliers' effectiveness. the brand new releases build on the capabilities of the enterprise's health Cloud providing, launched early ultimate yr.
Unveiled on the Healthcare suggestions and administration systems Society (HIMSS) convention that wrapped up in Orlando prior this week, the latest Salesforce healthcare tools consist of cloud-based purposes for lead-to-patient conversion, risk stratification and advanced segmentation.
Salesforce also revealed that it might be increasing the variety of fitness Cloud partners it really works with over the coming months. these additional companions plan to bring greater than a dozen new apps to the health Cloud ecosystem, Salesforce said.
tools for Prevention, personalized Care
"a huge chance exists for healthcare suppliers who shed the historic, disconnected mannequin and redesign healthcare around the patient," Joshua Newman, Salesforce's chief medical officer and ordinary manager of healthcare and existence sciences, wrote in a weblog submit for the HIMSS management discussion board. "and that is the reason what CRM helps you do: have in mind the person in the back of the affected person in your highway to achieving meaningful medical and administrative outcomes."
probably the most new tools introduced to the Salesforce health Cloud is designed to assist caregivers and fitness coordinators extra with ease bring new patients into their companies. The lead-to-patient conversion device can combine the health Cloud with statistics from different Salesforce offerings in addition to from electronic fitness facts, facts warehouses, affected person registration programs or call facilities. aimed toward decreasing the time spent on facts entry and administration, the conversion characteristic also helps suppliers create customized care plans and map relationships with patients.
a further new health Cloud device, possibility stratification, adds analytics capabilities to support caregivers more suitable determine patients with the top of the line fitness risks as a way to supply extra targeted, preventative care. And the addition of superior segmentation will aid healthcare suppliers directly identify patient groups with particular needs, e.g., all senior sufferers with diabetes or all patients who've had knee surgical procedure within the outdated 30 days.
Optimizing Healthcare with Analytics
"At a time when healthcare charges are in flux and just one percent of the inhabitants accounts for over one-fifth of total US healthcare fees, or not it's time we use contemporary analytic suggestions to get as customized as viable when it comes to patient care," Arijit Sengupta, CEO of the Salesforce business BeyondCore, wrote the day gone by in a weblog publish. "this is how we are able to change healthcare; not through generalities, however through finding and intervening one after the other with extremely certain populations of sufferers."
received by Salesforce remaining yr for $110 million, BeyondCore worked with McKinsey & Co. in 2013 to analyze healthcare expenses for 30 million patients. One outcomes of that analysis helped discover a up to now unidentified difficulty concerning young women with diabetes who had been skipping their insulin to shed some pounds. by making the connection between this group of patients and hospital admissions for diabetic ketoacidosis, healthcare providers might present superior preventative care, Sengupta talked about.
Over the coming months, Salesforce also plans to introduce a few new apps to health Cloud through its AppExchange marketplace. They consist of Fitango for interactive and customizable well being plans; Relatient, which presents an Uber reserving tool to support patients get to healthcare appointments; and VSee, which makes it possible for providers to offer HIPAA-compliant video conferencing, patient self-scheduling and different capabilities.

Wednesday, December 28, 2016

Populate and Sign Buyer Representation Agreements from Salesforce

Managing your real estate agency via a CRM like Salesforce is a great way to maximize your sales efforts and keep your clients happy.  With tools to track new leads, manage deals, and communicate with current clients, Salesforce can keep your entire team on the same page.

With WebMerge, you can instantly take data from Salesforce and automatically populate all of your real estate paperwork.  From agreements to offer letters to closing documents, you can populate all these documents with the click of a button.

In this example, we’re going to show you how to automatically generate a buyer representation agreement from inside Salesforce and then we’ll send that agreement over to HelloSign for e-signature.

To get started, we’re going to setup the template for our agreement using a Word document.  Inside Word, we’re going to add our boilerplate agreement info then for the spots that we want to insert our client’s information, we’re going to use merge fields like {$FirstName}, {$Address}, etc.

Here’s what our buyer representation agreement template looks like:
 

Since we’ll be sending the agreement over to HelloSign for signature, we need to add a HelloSign signature tag to our template so that HelloSign knows where to embed the signature.  The signature looks like:    [sig|req|signer1]
 

Once we have our template finished, we need to upload it to WebMerge.  From the Documents page in WebMerge, click the New Document button and then enter a name.  On the next step, pick Office Document as the document type and then pick the file from your computer.
 

After you’ve uploaded your template to WebMerge, you’ll be taken to the Settings tab where you can modify various options like the type of file that is generated and the name of the file.  For this example, we’re going to generate a PDF and then include the name of the client in the file name.
 

Next, we’re going to setup the delivery of our document to HelloSign so that it is automatically sent to our client for signature.  From the Deliver tab, click the New Delivery button and select HelloSign.  After you enter your HelloSign API Key, you’ll need to pick the merge fields for the signer’s name and email address.
 

After we save our HelloSign delivery, we are done with the setup process in WebMerge and we’re ready to integrate our agreement with Salesforce using our managed package from the AppExchange.

Inside Salesforce, we’re going to setup a new WebMerge Mapping.  This Mapping tells Salesforce how to pull information from Salesforce and send it over to WebMerge so that it populates the template correctly.
From the WebMerge Mappings tab, create a New Mapping.  Go ahead and enter a name, then pick Contact as the Salesforce Object, then pick the Buyer Representation Agreement for the WebMerge
Document.
 

Continue to the next step and you’ll see the same fields at the top, but then we need to scroll down to the Field Mapping section.  This is where you’ll see a list of all the merge fields in your template and you’ll need to pick the corresponding Salesforce field from the dropdown on the right.
 

Once you have matched up all of your merge fields, go ahead and save the Mapping.  We’re ready to test the document!  Go ahead and open up one of your contacts and you’ll click the WebMerge button.
 

Once you click the WebMerge button, the data will be sent over to WebMerge and your agreement will be generated and sent to HelloSign.

Here’s what our agreement looked like ready to sign in HelloSign:
 

Congrats, you’re all done!  You can now instantly generate all types of real estate paperwork from your Salesforce account.  Can you think of any other ways you can use WebMerge to simplify your paperwork process?
 


Friday, December 16, 2016

Automatically Fax Court Filings from Salesforce using Phaxio

Filing your court documents are an important part of the legal process and can also be time consuming.  However, many courts still accept filings via fax and that can be a great way to save time.  Especially when you use a service like WebMerge to automatically generate the court documents and send them via fax service like Phaxio.

In this example, we’re going to show you how you can generate court documents with the click of a button from Salesforce and automatically fax them to the court using Phaxio.  We’ll be using our friends over at Zapier to help send the fax with Phaxio.

To get started, we’re going to setup our document (template) in WebMerge.  We’ll be using a Fillable PDF as our template.  This PDF will have a field for each piece of information we’ll be pulling from Salesforce.

Here’s what our document looks like:


When your PDF is ready, let’s upload it to WebMerge.  From the Documents page in WebMerge, click the New Document button then type in a name for the document.  On the next step, choose Fillable PDF as the document type and then pick the PDF file from your computer.


After you’ve uploaded your PDF, you’ll be taken to the Settings tab for your document.  On this page you can update things like the type of file that is produced and the name of the merged file.  For this example, we’re going to generate a PDF and we’re going to include the Case Number in the file name.


Once you’ve saved the settings, you’re going to be taken to the Deliver tab.  This is where you can define how you want the merged document delivered.  To send the document to Phaxio, we’re going to setup a new Webhook delivery.

But first, we need to setup a Zap in Zapier so that we can setup the webhook in WebMerge.  From inside Zapier, click the New Zap button.  For the Trigger, you’re going to select WebMerge and then pick New Merged Document as the trigger.


Zapier will have you authenticate your WebMerge account and then do a test merge.  They’ll give you a URL to enter for your webhook.  Take this URL and go back over to WebMerge and setup a New Webhook delivery.  Enter the URL that Zapier gave you into the webhook setup.


After you save the webhook in WebMerge, you’ll need to do a quick test for Zapier (to make sure everything is working).  Go ahead and click on the Merge tab in WebMerge and select the Manual Data Entry option.  This will give you’re a Form URL that you can enter test data and it will merge a document and send it over to Zapier.


After you’ve submitted the test, go back over to Zapier and finish the WebMerge trigger setup.  Next, you’re going to setup the “action” of the zap.  You’ll want to pick Phaxio as the app and then Send Fax as the action.


Zapier will have you authenticate your Phaxio account and then you’ll setup the fax settings by defining the fax number and then the file that you want to send over.  Go ahead and complete that step by adding the WebMerge field (click the button on the right).


Once you’ve mapped the fields, follow the remaining steps and then activate the Zap.  Now, you’re ready to setup that last piece of the puzzle and integrate with Salesforce.
If you have not done so already, please install the WebMerge managed package from the AppExchange and follow the setup instructions here.

Inside Salesforce, we are going to setup a New Mapping that will serve as the integration point between our Salesforce data and WebMerge document.  From the WebMerge Mappings tab, click the New WebMerge Mapping button.  We’re going to select the Case object and then pick our template that we just setup in WebMerge.


On the next step, you’re going to scroll down to the Field Mapping section on the page.  This is where you’re going to match up the Salesforce fields with the merge fields that are in your template.  For each merge field (listed on the left), go ahead and pick the corresponding SF field from the dropdown on the right.


After you have all of the fields matched up, go ahead and click the Save and Activate button at the bottom of the page.

Now, it’s time to run a test!  Go ahead and jump over to one of your cases and click the WebMerge button on the page.  This will take your case information, send it over to WebMerge.  WebMerge will populate our PDF and then send out the webhook which will deliver the document to Phaxio for faxing!

Here’s what our court document looked like after merging:


Congrats!  You can now send faxes from Salesforce using Phaxio with the click of a button.  Can you think of any other ways that you could use WebMerge to simplify your paperwork process?



Tuesday, December 6, 2016

Woocommerce Salesforce CRM Integration



The Woocommerce Salesforce integration Plugin is an indispensable tool to help you synchronize data instantly between Woocommerce and Salesforce. The plugin allows to synchronize register customers in Woocommerce to Lead in Salesforce, order in Woocommerce to Account and Contact in Salesforce.
Key features Woocommerce Salesforce CRM intergration allows sync following data:
  • Synchronize Registered customer from Woocommerce to Lead in Salesforce CRM
  • Synchronize Order from Woocommerce to Account in Salesforce CRM
  • Synchronize Order Products from Woocommerce to Salesforce CRM
  • Synchronize Order from Woocommerce to Salesforce CRM




Links and relevant references

Building E-Commerce Solutions with WooCommerce - Second Edition

Building E-Commerce Solutions with WooCommerce

E-Commerce Blueprint: The Step-by-Step Guide to Online Store Success

Monday, December 5, 2016

Collect Signatures for Contracts, Quotes, and Proposals using HelloSign


In today’s internet-driven world, the possibilities of improving your business processes are endless.  From marketing to sales to customer service, you can deliver a much better customer experience by leveraging online tool.

One great tool you can use to collect fast and secure e-signatures is HelloSign.  With HelloSign you can handle all of your signatures under one roof using a legally binding platform that allows your customers to sign documents from virtually anywhere.

Add WebMerge to your processes and you can automate all of your paperwork with the click of a button.  With WebMerge you can setup automation to populate templates with data from your favorite CRM, online form, internal system, etc to generate professional documents (contract, invoices, letters, and more).

Plus, you can instantly send these documents to HelloSign for e-signature without having to upload any documents or send out any links to your customers.  WebMerge and HelloSign handle everything for you!

In this example, we’re going to show you how to use WebMerge to generate a contract from Salesforce for a deal we have closed and then collect the customer’s signature using HelloSign.

To get started, we’re going to setup our contract template using a Word document.  Inside our Word document, we’re going to add our boilerplate contract details and then we’re going to add merge fields for the spots in our document that we’d like our deal information to go.

These merge fields are just like any other text in our document and look like {$FirstName}, {$CompanyName}, {$Amount}, etc.

Here’s what our contract template looks like:
 

Since we’ll be collecting a signature for this contract using HelloSign, we need to define where we want the signature to go in the document.  HelloSign has “Text Tags” that you can use to indicate the spot in the document that you want to place the signature (more info).  These text tags are just text and they look like:    [sig|req|signer1]
 

After we have our template finished, we’re ready to upload it to WebMerge.  From the Documents page in WebMerge, click the New Document button and then enter a name for the document.  On the next step, you’re going to pick Office Document as the document type and then pick the file from your computer.
 

Once you have uploaded your template, you’re going to be taken to the Setting tab.  On this page you’re going to be able to customize various settings like the type of file that is generated and the name of the file.  For this example, we’re going to be generating a PDF and then we’re going to include the name of our deal in the file name.
 

After we’ve updated our settings, we’re ready to setup the delivery of our document to HelloSign so that the contract is automatically sent out for signature.  Head over to the Deliver tab and click the New Delivery button, then select HelloSign from the list.

You’ll be asked to enter your HelloSign API Key (which you can find in your HelloSign Account), then you’ll need to define the name and email address of the signer.  We’re going to be using merge fields for the signer’s information because it will be coming from Salesforce.
 

After you have saved your HelloSign settings, you’re all done with the setup inside WebMerge and we’re ready to setup the integration with Salesforce so we can generate this contract with the click of a button.

If you haven’t already, install the WebMerge Managed Package from the AppExchange and run through the setup process.
Inside Salesforce, we’re going to setup a new Mapping for the contract we setup.  Under the WebMerge Mappings tab, click New WebMerge Mapping. 

We’re going to give the Mapping a name “Contract” and then we’re going to choose the Opportunity object as our primary object where the data will come from.  Then we’ll pick the contract template that we setup in WebMerge and continue.
 

Next, we’re going to be taken to a page where we can map the fields from our Opportunity object to the merge fields in our contract.  For each of the merge fields, you’ll need to match up the corresponding Salesforce field.  This tells the system how to send your data over to WebMerge so that it is placed in the proper spot in your template.
 

Once you have all of the fields matched up, go ahead and save and activate the mapping.  You’re now ready to merge a contract!

Go ahead and pick on of your Opportunities and then click on the WebMerge button on the record detail page.
 

When you click the WebMerge button, it will send the data from your Opportunity over to WebMerge, your contract will be generated, and then the contract will be sent over to HelloSign for signature.  It’s that easy!

Here’s what our contract looked like ready to sign in HelloSign:
 

Congrats, you’re all done!  You can now automatically populate all types of documents using WebMerge and collect signatures with HelloSign.  Can you think of any other ways that you could use WebMerge to simplify your paperwork process?
 


Friday, December 2, 2016

Automatically Generate Packing Slips from Salesforce Opportunities

With a tool like Salesforce, you can organize your entire sales process from lead to sale to delivery.  With its robust tracking and automation features, Salesforce can keep your entire team on point.

Another way you can improve your sales process is by using WebMerge to automatically generate documents like contracts, invoices, quotes, and more.  For this example, we’re going to show you how to automatically send a packing slip to your shipping department when an Opportunity in Salesforce is updated to “Ship Order”.

To get started, we’re going to setup the template of our packing slip using a fillable PDF.  Using a PDF editor, we’re going to add fields where we want the order information to go.  Here’s what our packing slip template looks like:
 

Once we have our template ready to go, we need to upload it to WebMerge.  From the Documents page in WebMerge, click the New Document button and enter a name.  On the next step, select Fillable PDF as the document type and then pick the file from your computer.
 

After we have uploaded our template, we’ll be taken to the Settings tab where we can modify various options like the type of file that is generated and the name of the file.  For this example, we’re going to generate a PDF and then we’re going to include the opportunity ID in the file name.

In our PDF, we have line items that we’ll need to pull from a list of line items coming over from Salesforce.  To do this, we need to use the Field Map which you can turn on under Advanced Settings.
 

Next, we’re going to setup the Field Map.  Head on over to the Field Map tab and you’ll see a list of all the fields in your PDF.  For the line items fields, we’re going to add merge fields like {$LineItems.0.Name}, {$LineItems.1.Name}, etc.
 

Next, we’re going to setup the delivery of our document so that it is automatically emailed to our shipping department for processing.  Under the Deliver tab, we’re going to edit the default email delivery.  For the To address, we’re going to enter the email address of our shipping department.  Feel free to change any of the other settings.
 

Once we have our email delivery finished, we’re done with the setup process in WebMerge and we’re ready to integrate with Salesforce.

For the integration, we’re going to use the WebMerge managed package that you can install from the AppExchange.

Inside Salesforce, we’re going to setup a new Mapping for our packing slip.  On the New Mapping page, we’re going to give the mapping a name and then we’re going to select Opportunity as the Salesforce object, then pick the Packing Slip document that we just setup in WebMerge.
 

On the next step, we’re going to match up all of our merge fields with the corresponding fields in Salesforce.  This tells the managed package how to pull data from Salesforce and send it over to WebMerge so that it is populated in the correct spot on our document.
 

So that our packing slip is automatically generated when the opportunity is completed, we’re going to use the Process Builder.  Go ahead and create a new process, and we’re going to monitor the Opportunity object and watching for a change to the status.
 

Now we’re ready for a test!  Open up one of your opportunities and then update the status to trigger your process builder to run.  The managed package will then send your opportunity information over to WebMerge and your packing slip will be sent to the shipping department via email.

Here’s what our packing slip looked like:
 

Congrat’s, you’re all finished!  You can now automatically generate all types of documents from your Salesforce org.  Can you think of any other ways that you can use WebMerge to simplify your paperwork process?