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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!

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.