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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.

Business changes every day, but there are some answers we need to resolve daily. ¿Do I have some pending Issues? ¿There’s any transaction waiting for my approval?

Streamline your day with Qlik and LLodi, let the information come automatically to your preferred Slack channel, set data alerts and invest your time in what really requires your attention.

In this post, we are going to show you how to achieve that, in an easy and quick way.

Sales Channel in Slack

We are going to use our LLodi Writer Connector that allows you to do actions directly from your Qlik Script anytime the app is reloaded, we can leverage the Qlik logic to make our automatic messages smarter and get the information we need when we need it.

We already show you how to Use Slack as your Qlik Alert Center in a previous video, but today we introduce to you our new feature “Direct Payload”. Enabling Direct Payload sends your Qlik Script as it is, so you can add format, indentations and spaces that won’t be trimmed.

Weekly report Script

We can schedule a weekly report in our sales channel, we get the values directly from our data model and we can even modify our message to the team depending on the results so far. We are going to use only Qlik language therefore you can get the most of Qlik Associative engine and logic capabilities.

Let’s take a look at the Script:

SELECT *

FROM Slack

WITH GUID xxxxx-xxxxx-xxxx

WITH FIELDS ( {

“username”:”LLodi Sales Assistant”,

“icon_url”:”https://pbs.twimg.com/profile_images/836639005387161600/P5WRI7RU_400x400.jpg”,

“channel”:”sales”,

“text”:”Hey Team! Find your Weekly Report. For more info: <www.llodi.com|Sales Dashboard>. $(WeeklyMessage)”,

“attachments”:[

{“fallback”:”Weeklyreport fallback”,

“color”:”good”,

“fields”:[{

“title”:”Global:”,

“value”:”*Outbound Mails:* $(CurrentWeekMail), *Previous:* $(PreMail), *Increment:* $(IncrementMail)%”,

“short”:false},

{“value”:”*New Prospects:* $(CurrentWeekProspects)C, *Previous:* $(PreProspects), *Increment:* $(IncrementProspects)%”,

“short”:false}]

},

{“fallback”:”WeeklyReport fallback”,

“color”:”red”,

“fields”:[{

“title”:”Katy Liss:”,

“value”:”*Outbound Mails:* &(NoMail), *Previous:* $(AggrMail), *Increment:* $(IndividualIncrementMail)%”,

“short”:false},

{“value”:”*New Prospects:* $(NoProspects), *Previous:* $(AggrProspects), *Increment:* $(IndicidualIncrementProspect)%”,

“short”:false}]}]})

WITH CONFIG (directpayload “true”);

You can copy this snippet in your script and begin to use it today as a reporting solution. If you don´t have LLodi yet you can create a Free Account and begin your journey!

We are combining the Direct Payload feature with the formatting options from Slack to add more context to our message, making it more useful and effective. We built the structure of our report and then the connector fills it with updated data directly just before sending it to Slack.

Take your team to the next level and become a Data-Driven company, providing them with the answers they need before they have to ask the question. Automate your reports with Qlik and LLodi Writer connector, working smarter and saving time (and money) in the process.

 

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.