Turn your Insights into Action within Qlik. Add tasks, Update opportunities, Create support tickets, Share insight, and more!. Actions make it quick to kick off the next step forward in their work smartly.

Do you use Qlik to analyse your user satisfaction and assure quality in Customer Service? Do you use Zendesk to manage your customer tickets?

In that case continue reading to know how to smoothly connect Qlik with your Zendesk support tool and create tickets easily from Qlik.

We will use Qlik, LLodi & Zendesk. If you use an integration tool like Zapier or Workato, you can also use it but is not required.

The extension provides the user with an interface to enter data directly from the dashboard, flow from discovery to action in a seamless gesture.

Checking the Zendesk API Documentation we can set up authentication and know the URL and parameters of our action, in this case “create ticket”.

Following the documentation instructions, we will create our LLodi Form with the fields we want to use. We are using only the required fields: subject, priority and body.

Integrate Qlik in your customer service workflows using LLodi, gives you a lot of possible actions, such as:

  • Create and edit tickets
  • Automate responses directly from the analysis
  • Creates a CSAT rating for a solved ticket
  • SLA prioritization
  • Keep sales and support in-sync
  • Integrate your support apps with your development tools
  • Predictive support system and automatically creates support tickets
  • And much more!

Being able to reach the right audience with digital marketing is basic to get customer engagement with your brand online. In marketing, less is more. The fewer messages each user receives, the more powerful it will become. Make each message count and learn how to get the most out of your marketing campaigns by targeting the right audience.

Use Qlik analytics abilities to segment smartly your contacts in Mailchimp. We can get data from different sources in Qlik to improve our knowledge about our contacts and blend data to reach insights that make the difference.

Create a dashboard and explore without limits using Qlik Associative engine, segment your contacts and organize them into a list in MailChimp.

 

We will use Qlik, LLodi & Mailchimp. If you use an integration tool like Zapier or Workato, you can also use it but is not required.

You must have LLodi Writer Extension installed in your Qlik Sense and LLodi Agent enabled in your server. See LLodi Architecture.

The extension provides the user with an interface to enter data directly from the dashboard, selecting the target contacts and choosing the list where they will be included.

LLodi Agent will solve the CORS problem request due to MailChimp does not support client-side implementation of their API using CORS requests due to the potential security risk of exposing account API keys.  LLodi Agent provides a server-side environment to make your requests safer and more powerful.

Checking the MailChimp API Documentation we can set up authentication and know the URL and parameters of our action, in this case “add a new list member”.

 

 

Following the documentation instructions, we will create our LLodi Form with the fields we want to use. We are using only the required fields: list_id, email_address and status. The id of our list is a path parameter, so we can use Dynamic Request fields to create dynamic URL in our forms.

 

 

Integrate Qlik in your marketing workflows using LLodi, gives you a lot of possible actions, such as:

  • Send personalized emails.
  • Create new campaigns.
  • Add contact to automation.
  • Send marketing campaigns from Qlik.
  • And much more!

 

 

These days whether you’re a start-up or a big corporation, every business needs tools to communicate quickly and effectively among its members. Instant Messaging (IM) is flexible: you can maintain chat conversations with different people or you can participate in a group conference session. Your online colleagues can be in the same building or on another continent.

IM tools, like Slack, Microsoft Teams, Flock, Hangouts or Salesforce Chatter, provide organizations more than communication, becoming a collaborative tool with features like file sharing, calls or screen sharing; working as a HUB that helps you to maintain your organization connected so you can get things done.

But if you want to be a Data-Driven organization, you will need the data from the analysis in your favourite IM tool to build a closed loop from data to action and LLodi can help you with this. You can get this data manually or you can enjoy the possibilities of integration and let LLodi work for you.

LLodi can drive your digital transformation by providing a tool that can connect Qlik to REST APIs and get the most of Business Intelligence where you need it.

Because of that, we want to give you the guidelines to work in Slack within Qlik, set notifications and alerts and know how to get the most of the Slack API to build distinctive messages, more useful and effective. All this post will be collect in our blog under the tag “Slack Tips”.

Slack is a cloud-based set of proprietary team collaboration tools and services. The name is an acronym for “Searchable Log of All Conversation and Knowledge”. Slack features include direct-messaging capabilities, document sharing, notifications and alerts, group chat and search.

Connect Qlik with Slack is really easy and we will help you to through the process. You can apply this guidelines to use other similar tools so pay attention although you don’t use Slack.

If you don’t have one yet, create your free LLodi account and join a Slack workspace, make your workflows smarter and save time of your team.

In this post you will find how to install and configure LLodi quick and easy.

Create and activate your LLodi account.

Download LLodi Writer Connector & LLodi Writer Extension from the “Downloads” section in the platform.

Installing LLodi Writer Connector

To install Custom connectors, you must copy the files from the zip into the directory:

C:\Program Files\Common Files\Qlik\Custom Data\QvLLodiConnector.

Using this path, the connector will be available both for QlikView and Qlik Sense.

Restart Qlik and begin to use QvLLodi Connector!

*Some versions of QlikView may not work in that path, in that case use:

C:\Program Files(x86)\Common Files\QlikTech\Custom Data\QvLLodiConnector.

To be able to use the connector you have to Create a new data connection in Qlik Sense or QlikView

 

Installing LLodi Writer Extension

 

Qlik Sense Server

Download the .zip file from LLodi platform

Open the QMC on your Qlik Sense Server

Import the .zip file in your extension tab.

You can now find LLodi Extension in your Menu Extension in Qlik Sense

 

Qlik Sense Desktop

Download the .zip file from LLodi platform

Extract the .zip file to your default extension folder in Qlik Sense. Usually documents/qlik/sense/extensions

You can now find LLodi Extension in your Menu Extension in Qlik Sense

QlikView Server

Download the .zip file from LLodi platform

You must copy & paste the content of the extension to the server manually, depending on the operating system:

Windows Server 2008:

  • C:\ProgramData\QlikTech\QlikViewServer\Extensions\Objects

Windows Server 2003:

  • C:\Documents and Settings\All Users\Application Data\QlikTech\QlikViewServer\Extensions\Objects

If you want, you can define an alternate installation path for your server extensions within the QMC (QlikView Management Console)

You can now find LLodi Extension in New sheet object/Extension objects if WebView is on.

 

QlikView Personal Edition

Download the .zip file from LLodi platform

You must copy & paste the content of the extension to the folder manually, depending on the operating system:

Windows 7:

  • C:\Users\[user]\AppData\Local\QlikTech\QlikView\Extensions\Objects

Windows XP:

  • C:\Documents and Settings\[user]\Local Settings\Application Data\QlikTech\QlikView\Extensions\Objects

You can now find LLodi Extension in New sheet object/Extension objects if WebView is on.

With LLodi Actions for Qlik® now your sales team can create and update records in Salesforce within the context of the analysis of accounts, opportunities, cases, tasks, etc. The clients that use data to boost their business can now access their Salesforce data from their analytical app and update them in real time.

If you don’t have LLodi yet, start today.

Actions that create tasks (cases, leads, campaings) in Salesforce.

With LLodi you can create tasks manually: you introduce the proper data in the form and launch the process. But another magical functionality of LLodi is the automatic creation of tasks, which can be performed as a function of the value of certain indicators or business logic variables, without the need of the user’s interaction:

  • Manual

You start by analyzing your data in Qlik app. Thanks to Qlik’s associative technology, you can perform several analyses as a function of different object selections. LLodi appears as another object in the dashboard, as it behaves just like the other objects and interacts with the selected data.

You can’t lose a second, when you discover a new idea you can create the task associated to it, without having to change in between tabs or copying data manually from one app to the other.

Some examples are:

– Analyze opportunities and assign tasks to go forward with the sales process.
– Detect how some clients have not been followed in the last few months. Create tasks to call them in the following days.
– See how sales previsions are low for the trimester and identify new possible opportunities to launch a qualification process start task.

  • Automate

Like every day, you access your CRM to see tasks and surprise!, there are tasks that were not created by you, but by LLodi’s intelligent system, driven by an analytical app. In this occasion, the tasks have been made to contact certain clients that are at risk of abandonment. But you also have other tasks to start with the client renovation process, for those clients whose contract will expire in the next 60 days.

If this does not feel magical enough, you can also see that the tasks have been notified by Slack, where all the team is talking and sharing their work.

And now, what?

Our objective is to have you working on your critical data just by discovering new ideas on Qlik.

In the next articles we will be talking about how to work with other CRM systems like Hubspot, Pipedrive, InfusionSoft, etc. As well as with other technical support apps, project management apps, or marketing apps.

If you don’t have LLodi yet, start today.

Nowadays, we have highly specialized tools to work with. This has undeniable pros and the power of this tools make our work stronger, but this myriad of solutions may add some delay to our decisions by switching between tabs, software or just by transferring insights from one app to another.

A business application is a collection of components that provides a business functionality that you can use internally, externally, or with other business applications. These business applications are used to increase or measure productivity and to perform other business functions accurately.

Thanks to LLodi we can create a business data-driven application, that allows you to increase the productivity of your team, by combining operational, integration and analytic capabilities in just one window.

As a proof of concept, we will show you our LLodi Pizza application, that we took to the Innovation Showcase at Qlik Qonnections 2018 celebrated in Orlando.

The use case is creating a sales application that allows the user to create an order based on the previous orders then receiving a confirmation email and being mentioned on Twitter.

We decide to use Salesforce as data source and as the CRM where we will create the orders and Workato as integration tool.

This business application will be located in Qlik Sense, using Qlik analytic capabilities to make our decisions, LLodi to turn decisions into actions and the integration power of Workato to run our workflow.

From the Qlik dashboard the user can design his order, taking decisions based on the previous orders stored in Salesforce. These days instinct is not enough, data-driven decision making help you to get advantage from your competitors. Data leads to insights that you can turn into decisions that improve your business.

Once you made your decisions turn it into actions couldn´t be easier with LLodi. Thank to our forms you can define your actions and get the required data directly from your Qlik app, you can also define some data entry fields to complete your insights with the user experience.

Using hidden fields, we can send to Salesforce all the information about the selected toppings and dough in our pizza and relate them to the applicable price book, we can also retrieve all the required personal data to create order, send the email and the Tweet.

There is no need to copy the information to one tab to another or even leave your Qlik dashboard; Directly from Qlik, working smarter and saving time (and money) in the process.

In this case we are using Workato to run our workflow, automating tasks and getting the work done faster.

But that´s not all, after doing your actions the extension can reload your data. “Close the circle” thank to our write-back capabilities and work always with updated data.

As you can see build a business application in Qlik with LLodi is easy, and provides you a boost in productivity and quickness, allowing your team to take advantage of new opportunities and improve the company’s efficiency.

Qlik Sense Salesforce: The Salesforce® Widget for Qlik® allow add opportunities, leads, contacts, and cases from your Analytic App. Supercharge productivity by creating an app that combine analytics and actions.

Design your first Salesforce Action creating your own Custom Form on LLodi Product and Workflow with a few clicks on Zapier.

Create a LLodi Free Account.

Zapier “Connect Your Apps and Automate Workflows” www.zapier.com

Zapier is one of the leading applications to automate easy-to-use cross-application workflows for both business and IT users. Ideal for developing simple processes (Zaps) with more than 750 applications.

Zapier offers a free trial for 14 days, which allows you to create any process without limits of steps or applications. https://zapier.com/signup

After creating the account, you have access to the platform in order to create your first Zap. In the Explore option, all possible applications that can be used are displayed. If you select Salesforce, you will see some pre-configured zaps and if we keep scrolling down, a box appears with the different actions that this connector allows.

A Zap can take several steps. If you create a Zap to be integrated into a LLodi form, in the first step you will always have to select the “Webhooks by Zapier” app.

In the “Choose Trigger” section mark the “Catch Hook” option – Continue
Set up Webhooks by Zapier Hook – Continue
The following screen appears, with the address “webhook url”. When you press OK, Zapier will wait for a test.

The address “Webhook URL” should be copied in the URL field of the Custom Forms that we are going to create. Add the name, the type, in this case Zapier and click on the insert button

If you know the fields to create the action, you can click on the gear and enter “Show form Fields” to add and configure the different fields that will later be used in the form and sent to Zapier.

If you do not know the fields, access the Zap in Zapier and select App in the second step, choose Salesforce and all available actions appear. Tag “Create Task”, click on the continue button (Zapier will ask you to connect your Salesforce account) and later a screen with all fields that you need in Salesforce will appear to create the task.

Cool, now you have all the information to create the form. It’s been quite easy, hasn’t it?

After creating the fields in LLodi, return to the Custom Forms screen and click again on the gear, on this occasion you will have to access the “Test Form” option of the gear to run the test. This process will connect LLodi and Zapier, and in the previous screen, you will be able to join each Salesforce field with a field of LLodi.

More help “Creating a Zap” in Zapier.

it’s time to add the extension on your Qlik platform and configure the new worflow.

FREE Workflow that includes use of our Qlik extension (available for QlikView and Qlik Sense) to register and then analyse how the end BI users find and discover insights, take actions and set their goals.

Business applications often lead a user to insights, but fail to provide a means to act on those insights. Users are often forced to access other applications or even take a series of manual, offline steps to initiate any sort of business change.

LLodi has addressed this issue for interactive business intelligence applications from Tableau, Qlik and Microsoft Power BI by adding in-app controls that empower the user to initiate real-time workflows with the click of a button whenever insights are discovered.

Watch this webinar to learn:

How BiyCloud’s LLodi service is improving analytic results for Tableau, Qlik and Microsoft Power BI users
How Scribe’s Request/Reply capability can be used to add real-time, event-driven workflows to your applications

Watch the On-Demand Webinar!

Now Qlik and Salesforce can be integrated like never before from your dashboard. LLodi allow users to perform new opportunities, change their status, add notes to accounts or create new tasks.

Sales Representative
Salespeople can now analyze customers and sales data to better pinpoint prospects for cross-sell and up-sell opportunities, promotions, etc. From your Qlik Platform, you will automatically create leads, tasks and opportunities in your Salesforce account.

Sales Manager
Sales managers analyze in their Dashboard the rate of achievement, status of opportunities, possible competitors, etc. and establish the strategy to follow, immediately integrated with their CRM system.

Customer Service
Exploring customer service communications allows you to discover new sales opportunities that will be automatically assigned to the account rep.

Marketing Automation
The analysis of the clients offers the possibility to carry out their segmentation, the identification of our client profiles, to develop marketing campaigns that are more focused on the needs of each client. Data analysis can generate Salesforce automation processes for marketing activities.