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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.

What Is Marketing Automation?

“Marketing automation is a category of technology that allows companies to streamline, automate, and measure marketing tasks and workflows, so they can increase operational efficiency and grow revenue faster.” Marketo Source.

ActiveCampaign combines all aspects of email marketing into a single and easy-to-use platform. Seamlessly create beautiful and engaging emails, send them to your segmented subscribers, and see what interactions and reactions occur in real time! Email marketing remains one of the best marketing options for positive returns on your investment.

With the Associative engine at its core, Qlik Sense lets you discover insights that query-based BI tools simply miss. Freely search and explore across all your data, instantly pivoting your analysis when new ideas surface.

Now with LLodi for ActiveCampaign, Qlik users will be able to optimize marketing strategies from your Qlik App: creates and sends a new campaign, updates an existing deal, creates a new contact or updates an existing contact, create a new deal and adds a note to a deal.

Design your first ActiveCampaign 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 ActiveCampaign, 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 ActiveCampaign and all available actions appear. Tag “Create Campaign”, click on the continue button (Zapier will ask you to connect your ActiveCampaign account) and later a screen with all fields that you need.

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 ActiveCampaign 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.

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.

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.