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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.