Use Case 1: Automating Manual Imports into Salesforce

We’ve talked about the general philosophy of centralizing data in Salesforce, and the advantages and challenges of making your CRM system your analytics platform and “single source of truth.” In this series of short blog posts, we focus on some of the use cases of apps to integrate data into Salesforce, both obvious and surprising.

What do you do if you want to integrate data into Salesforce, but don’t have the budget or IT resources for a data integration platform?

In many cases, someone in marketing is armed with CSV files, and manually imports data into Salesforce on a daily or weekly basis.

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After all, Salesforce provides import wizards for Leads, Contacts or Accounts. And for importing data to other objects or custom objects, the Salesforce dataloader (or newer tools like Dataloader.io or Jitterbit) works pretty well.

But what happens if you forget to run the import, or are out sick?

And how much time are you spending preparing the CSV files, doing manual imports on a daily or weekly basis?

A new class of enterprise applications, like those Salesforce apps published by CloudAmp, make it simple to automate the importing of data into Salesforce. These apps also provide the data model (objects and fields) to receive the data, as well as reports and dashboards to display and make sense of the data.

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These apps typically use modern webservices APIs, as well as OAUTH, so you can install them and get the automated data imports up and running in just a few clicks. Data is imported directly from the source into Salesforce, with no configuration or data connectors needed. And when data is being synced to Salesforce automatically, you can schedule reports or dashboards to be refreshed and/or emailed just after the import schedule, resulting in reporting that always shows the latest data with no human intervention needed.

For a small monthly subscription you not only save a lot of time, but the quality of your reports and completeness of your data improves as well. So put down those CSV files, and go check out the AppExchange today.

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Feb 6 Salesforce Integration & Analytics Meetup

We had a record crowd for our February 6, 2013 Salesforce Integration & Analytics Meetup — more than 75 people showed up for networking and to see two demos of the latest Salesforce analytics technologies.

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Thanks to Woopra for sponsoring the event, providing the food and drinks, and demoing their new Salesforce integration. Woopra’s ‘Customer Analytics” — the merger of web analytics and CRM data — is definitely worth checking out.

I was also able to demo CloudAmp’s Analytics Dashboards, and gave a live demonstration of how the app integrates Google Analytics data directly into Salesforce and displays it in native Salesforce dashboards and reports. Videos of both demos are embedded below.

Thanks to Rackspace as usual for allowing us to use their Racker Rally Room at the San Francisco office, much appreciated.

The videos below are by Aline. For all your video blog needs contact her at 415 377 0245

John Whiteside, Woopra

John Whiteside is VP of Sales at Woopra. Mr Whiteside brings experience in Salesforce Integration and Analytics from positions at IBM, Cast Iron Systems and Boomi. Mr Whiteside was also Founder at DSLnetworks, one of the first ISP companies to deliver nationwide broadband access to enterprise companies.

John Whiteside will be demoing Woopra’s new Salesforce integration. Woopra is a real-time customer analytics service that provides solutions for sales, service, marketing and product teams. The platform is designed to help organizations optimize the entire customer lifecycle by delivering live, granular behavioral data for individual website visitors and customers. It ties individual-level data to aggregate analytics reports for a full lifecycle view that bridges departmental gaps.

David Hecht, CloudAmp

David Hecht is Founder of CloudAmp LLC, a Salesforce application, analytics and dashboard company focused on helping marketing and sales professionals improve their inbound funnel. David has been a Salesforce user and administrator since 2002, and has managed sales teams and inbound marketing organizations using Salesforce at startups such as Cloudkick and GoGrid. He is a Salesforce Certified Administrator, and is also the organizer of the Salesforce Integration & Analytics Meetup, a networking event and new technology showcase held every other month in San Francisco.

David will be demoing his CloudAmp Dashboard for Google Analytics, a Salesforce app which lets you easily see top level web traffic metrics from Google Analytics, directly in Salesforce in a standard dashboard. It was released in December 2012.

Great Marketing Slogan

I see this truck parked in front of a produce store at 23rd st and Mission a few times a week, and it makes me laugh every time I see it. “Superior Quality, Service & Price, Without Sacrificing Honesty.” What a great, everything and the kitchen sink marketing slogan.

Whoever wrote this slogan sure doesn’t subscribe to the “less is more” school of marketing.

If you have “superior quality, service and price” do you really need honesty? 😉

GreatMarketingSlogan

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