Category Archives: Uncategorized

Integrating Salesforce with QuickBooks Online

Our other app, Breadwinner, just added the ability to now integrate Salesforce with QuickBooks Online!

We’re incredibly excited by this news. The current solutions available to integrate Salesforce with QuickBooks Online suffer from a lot of problems.

The current market leader is DBSync, but their problem is that DBSync was designed for QuickBooks Desktop. You can’t ‘tweak’ a program to make it magically work with an online version of QuickBooks too. So they shoe-horned their existing app and hammered it until it kinda-sorta-works. If you want to use DBSync for QuickBooks Desktop, it’s not a bad choice. But for QuickBooks Online? Ouch.

Zapier is another market leader, and has similar companies chasing it like Workato. They sync Salesforce with everything under the sun, including QuickBooks Online. Their strength is that they can sync to so many tools, but the result is a weak, shallow integration. And we feel that connecting Salesforce to Finance is one of the most important things you can do.

Breadwinner for QuickBooks Online includes a free trial and is designed to help you scale your business.

Salesforce with Twilio and FastCall

At Daddy Analytics, we call a lot of people, partly because our app does such a great job generating leads and revealing who our anonymous visitors are and creating Leads from them in Salesforce. (OK, enough of the shameless plug).

As we added staff we wanted a phone system that integrated beautifully with Salesforce, and we looked around and demo’d different solutions. The one we finally selected was FastCall + Twilio, and we are amazed at how well, how beautifully, and how simply it all works.

Twilio logo - call your Salesforce Leads with Twilio      Fast Call logo - Salesforce Lead Calling

What amazes me is that, had I asked for the system we now have some 10 years ago, or even 5 years ago, I think the price tag would have been in the thousands, perhaps tens of thousands. But instead we’re paying $20 per user per month to FastCall, and we’re paying line and per-minute charges to Twilio. Practically pennies.

When FastCall + Twilio is properly setup system, you simply click the little phone icon next to your Lead or Contact’s phone number while wearing a headset on your computer. A call is started to that person, and your call recording is also started. You speak to them, and when hanging up you even get to chose to categorize the call. For instance, you can Leave Message (VM), Leave Message in Person, Spoke to Lead, etc.

Upon hanging up, a new task is created, and best of all the recording of the call is saved on Twilio’s servers and is available with a single click. For people with flaky memories as myself, I never have to take long notes – a quick review of the call is enough to jog my memory. Of course, I can take notes, but I figure in a year they will have text transcription with this app.

While I use my headset as I prefer that, FastCall can also dial your mobile or landline if you prefer, and when you pickup, they start calling the other party.

A nice feature is that we get 5 caller-ID numbers to dial out from, which is handy, as it never hurts to look like you’re calling from California, or NY, if your prospect is in California or NY. Or London for that matter.

Some caveats – the setup can be complicated because you’re really setting up FastCall AND Twilio AND learning how to use and configure Twilio for the first time. I tried to do it myself, and managed to succeed after some frustration, but wish I had stumped up the paid setup option from FastCall. That said, this was still probably 10 times easier than setting up a local PBX from Avaya or something. And a wee bit cheaper.

We did look at other systems too. Synety seemed nice, though we didn’t go further than a quick demo install that encountered a hitch. Natterbox was comically inept at their sales, because when I called their number listed on their website it was redirected to a former employee’s mobile (oops). Their product might be amazing, but I never found out. And New Voice Media supposedly does some impressive things but they are target clients much bigger than startup like ourselves (they do great with giant call centers).

Anonymous Web Visitor Tracking

Daddy Analytics has an amazing new feature – anonymous web visitor tracking. We now tell you all the people who have been on your website but didn’t submit a form. Not only do we show you their location, and their company name / ISP, but we also show you how they came to your site, and what Organic / Paid search got them them.

After we show you this, we then allow you to create a Lead with a single click! That lead shows all the pages they visited, and also shows their first visit info if there was a prior visit.

OK – the real best of all feature. If they come back at a later day, we’ll show you their name in your list of web visitors. The ultimate in de-anonymizing your web visitors.

Daddy Analytics - Salesforce Anonymous Web Visitors

Salesforce Lead Source vs Campaigns When to Use Each

Wondering where your leads really come from? Daddy Analytics tells you.

Wondering where your leads really come from? Daddy Analytics tells you.

Figuring out when to use Lead Source or Campaigns can be tricky, particularly to new Salesforce Administrators.

The short answer is, use both but use them differently. The rule of thumb is that Lead Source should be high-level categories like “Events” or “Purchased Lists” while Campaigns can be incredibly specific, like “Spring 2011 Flyer Drop” or “Google Adwords – Competitor Keyword Campaign”.

Continue reading

Eliminating Web-to-Lead Spam using Daddy Analytics

I’ve written elsewhere about Web to Lead Spam, but a few Daddy Analytics users have asked me exactly how we eliminate Web-to-Lead Spam, so I wanted to write up a technical answer.

We don’t have a problem with this as we use a WordPress plugin called WordPress-to-Lead for Salesforce CRM, but based on how we setup one of our sister companies who use the standard Salesforce Web-to-Lead plugin, this is what we recommend.

Continue reading