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tak4hir0 · 4 years ago

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When you’re composing custom web components, you need to understand how events bubble up through the DOM because that’s how children and parents communicate—props down, events up. When an event bubbles, it becomes part of your component’s API and every consumer along the event’s path must understand the event. Whether you’re composing a simple or complex component, it’s important to understand how bubbling works, so you can choose the most restrictive bubbling configuration that works for your component. This article covers two composition patterns: static and dynamic, which uses slots. In each pattern, a child component that sits at the bottom of the composition sends a custom event up through the component tree. I’ll look at how the event bubbles for every configuration of bubbles and composed, so you deeply understand how to configure events in your compositions. NOTE: This article applies to working with Lightning Web Components on Lightning Platform and Open Source. Because Salesforce supports older browser versions that don’t fully support native shadow DOM, Lightning Web Components on Lightning Platform uses a synthetic version of shadow DOM. On open source, you can choose to use synthetic or native shadow DOM. When there is a behavior difference between the two, we call it out. Due to the synthetic shadow, when you use Dev Tools to look at markup in a browser, you don’t see the #shadow-root tag. Shadow DOM If you’re already familiar with shadow DOM and slots, skip to the first pattern: Static Composition. Web components create and dispatch DOM events, but there are two things about web components that make working with events a little different: shadow DOM and slots. First I’ll explain shadow DOM and then slots. Every web component’s DOM is encapsulated in a shadow DOM that other components can’t see. When an event bubbles (bubbles = true), it doesn’t cross a shadow boundary unless you configure it to (composed = true). Shadow DOM enables component encapsulation. It allows a component to have its own shadow tree of DOM nodes that can’t be accidentally accessed from the main document and can have local style rules. The shadow root is the top-most node in a shadow tree. This node is attached to a regular DOM node called a host element. The shadow boundary is the line between the shadow root and the host element. It’s where the shadow DOM ends and the regular DOM begins. DOM queries and CSS rules can’t cross the shadow boundary, which creates encapsulation. The regular DOM is also called the light DOM to distinguish it from the shadow DOM. Whether a DOM is a light DOM or shadow DOM depends on the point of view. From the point of view of a component’s JavaScript class, the elements in its template belong to the light DOM. The component owns them; they’re regular DOM elements. From the point of view of the outside world, those same elements are part of the component’s shadow DOM. The outside world can’t see them or access them. I'm just a regular paragraph element, I'm part of the light DOM <!-- The c-child element is part of the light DOM. But everything below #shadow-root is hidden, because it's part of c-child's shadow DOM. #shadow-root In c-child, I'm light DOM. To everyone else, I'm shadow DOM. Slots A web component can contain elements. Other components can pass elements into a slot, which allows you to compose components dynamically. When a component has a , a container component can pass light DOM elements into the slot. I can host other elements via slots Passing you some Light DOM content. The browser renders the flattened tree, which is what you see on the page. The important thing to understand is that the DOM passed into the slot doesn’t become part of the child’s shadow DOM; it’s part of the container’s shadow DOM. #shadow-root #shadow-root I can host other elements via slots // To the outside world, // I'm not part of c-child-slot shadow DOM // I'm part of c-container shadow DOM To c-container, I'm light DOM. When we use slots, even though the content appears to be rendered inside the slot element, the actual element doesn’t get moved around. Rather, a “pointer” to the original content gets inserted into the slot. This is an important concept to understand in order to make sense of what’s happening with our events. Events To create events in a Lightning Web Component, use the CustomEvent interface, which inherits from Event. In Lightning Web Components, CustomEvent provides a more consistent experience across browsers, including Internet Explorer. When you create an event, define event bubbling behavior using two properties: bubbles and composed. bubbles A Boolean value indicating whether the event bubbles up through the DOM or not. Defaults to false. composed A Boolean value indicating whether the event can pass through the shadow boundary. Defaults to false. import { LightningElement } from 'lwc'; export default class MyComponent extends LightningElement { renderedCallback(){ this.dispatchEvent( new CustomEvent('notify', { bubbles:true, composed:true }) ); } } Important Events become part of your component’s API, so it’s best to use the least disruptive, most restrictive configuration that works for your use case. To get information about an event, use the Event API. event.target — A reference to the element that dispatched the event. As it bubbles up the tree, the value of target changes to represent an element in the same scope as the listening element. This event retargeting preserves component encapsulation. We’ll see how this works later on. event.currentTarget — A reference to the element that the event handler is attached to. event.composedPath() — Interface that returns the event’s path, which is an array of the objects on which listeners will be invoked, depending on the configuration used.d. Static Composition A static composition doesn’t use slots. Here we have the simplest example: c-app composes component c-parent, which in turn composes c-child. We fire an event, buttonclick, from c-child whenever a click action happens on its button element. We have attached event listeners for that custom event on the following elements: body c-app host c-parent host div.wrapper c-child host The flattened tree looks like this: Here is a visual representation: Now we’ll look at how the event bubbles with each event configuration. {bubbles: false, composed: false} With this configuration, only c-child gets to react to the buttonclick event fired from c-child. The event doesn’t bubble past the host. This is the recommended configuration because it provides the best encapsulation for your component. This is where you start, then from here you can start incorporating other more permissive configurations, as the ones we’re about to explore in the next few sections, to fit your requirements. If we inspect c-child handler’s we find these values on the event object: event.currentTarget = c-child event.target = c-child { bubbles: true, composed: false } With this configuration, the buttonclick event from c-child event travels from bottom to top until it finds a shadow root or the event gets canceled. The result, in addition to c-child, div.wrapper can also react to the event. Use this configuration to bubble up an event inside the component’s template, creating an internal event. You can also use this configuration to handle an event in a component’s grandparent. And again, here are what the events are telling us for each handler: c-child handler: event.currentTarget = c-child event.target = c-child div.childWrapper handler: event.currentTarget = div.childWrapper event.target = c-child { bubbles : false, composed : true } This configuration is supported for native shadow DOM, which means it isn’t supported on Lightning Platform. Even for LWC open source, this configuration isn’t suggested, but it’s helpful for understanding how events bubble in a shadow DOM context. Composed events can break shadow boundaries and bounce from host to host along their path. They don’t continue to bubble beyond that unless they also set bubbles:true. In this case, c-child, c-parent, and c-app can react to the event. It’s interesting to note that div.wrapper can’t handle the event, because the event doesn’t bubble in the shadow itself. Let’s see what the handler’s have to say about the event: c-child handler: event.currentTarget = c-child event.target = c-child c-parent handler: event.currentTarget = c-parent event.target = c-parent c-app handler: event.currentTarget = c-app event.target = c-app It’s interesting to note that div.wrapper can’t handle the event because even if the event propagates from shadow to shadow, it doesn’t bubble in the shadow itself. Let’s pause here and notice that even though the event was fired from c-child, when it gets to c-parent and c-app , it shows the host as both target and currentTarget. What’s happening? Event retargeting at its finest. As the buttonclick event leaves c-child‘s shadow, the event gets treated as an implementation detail and its target is changed to match the scope of the listener. This is one of the reasons why composed:true flags should be used with caution, since the semantics of c-child‘s event and its receiver don’t match. c-child fired the event, but to c-app, it looks like c-app fired it. Using the { bubbles:false, composed:true } configuration is an anti-pattern. The correct pattern is for receivers that are able to understand buttonclick to repack and send the event with the proper semantics. For example, c-parent could receive the event from c-child and expose a new custom event, so that elements on c-app‘s light tree could understand. { bubbles : true, composed : true } This configuration isn’t suggested because it creates an event that crosses every boundary. Every element gets the event, even the regular DOM elements that aren’t part of any shadow. The event can bubble all the way up to the body element. When firing events this way, you can pollute the event space, leak information, and create confusing semantics. Events are considered part of your component’s API, so make sure that anyone on the event path is able to understand and handle the event’s payload if it has one. Finally, let’s explore the event’s values: c-child handler: event.currentTarget = c-child event.target = c-child div.wrapper handler: event.currentTarget = div.wraper event.target = c-child c-parent handler: event.currentTarget = c-parent event.target = c-parent c-app handler: event.currentTarget = c-app event.target = c-app body handler: event.currentTarget = body event.target = c-app Dynamic Composition with Slots Now we’ll explore how events bubble in compositions that use slots. We have a c-parent element that accepts any content via the special element. Using c-app, we compose c-parent and we pass c-child as its child. The code fires an event from c-child named buttonclick : handleClick() { const buttonclicked = new CustomEvent('buttonclick', { // event options }); this.dispatchEvent(buttonclicked); } The code attaches event listeners on the following elements: c-child host slot c-parent host div.wrapper c-app host body This is the flattened tree as it looks in the browser’s Developer Tools. Remember that when we use slots, even though the content appears to be rendered inside the slot element, the actual element doesn’t get moved around. Rather, a “pointer” to the original content gets inserted into the slot. This is an important concept to understand in order to make sense of what’s happening with our events. This view of the flattened tree shows you where the content passed into the slot really sits in the DOM. c-child is part of c-app`’s shadow DOM. It isn’t part of c-parent’s shadow DOM. With that in mind, let’s look at the results we get with all the different configurations. {bubbles : false, composed : false} As with the previous composition example, the event doesn’t move past c-child, which is where it was fired. This is also the recommended configuration for dynamic compositions because it provides the best encapsulation for your component. c-child handler: event.currentTarget = c-child event.target = c-child {bubbles : true, composed : false} NOTE: This configuration behaves differently when you’re using native shadow DOM with Lightning Web Components: Open Source. With native shadow DOM, the event doesn’t pass out of the slot unless composed is also true. With this configuration, the connectedchild event fired from c-child event travels from bottom to top until it finds a shadow root or the event gets canceled. In our static example, we mention how an event with this configuration bubbles until it travels from bottom to top until it finds a shadow root or the event gets canceled. Let’s explore what event.composedPath() has to say about this use case: 0: my-child 1: slot 2: document-fragment // my-parent shadow root 3: my-parent 4: div.wrapper 5: document-fragment // my-app shadow root As you see, it looks as if the event would be able to break out of my-parent‘s #shadow-root and bubble up outside, even though, composed is set to false. Confused? You should be. Let’s look closer. There is a “double-bubble” effect here. Because slotted content doesn’t really move things around but rather creates pointers from the light DOM and into a particular slot, when we fire the buttonclick event, the event gets to travel from both places, which creates a composedPath like the one we just saw. Finally here is what our event handlers tell us about targets: c-child handler: event.currentTarget = c-child event.target = c-child c-parent handler: event.currentTarget = c-parent event.target = c-child div.wrapper handler: event.currentTarget = div event.target = c-child Notice how div.wrapper‘s target is still c-child, since the event technically never crossed c-parent‘s shadow root. {bubbles : false, composed : true} Like simple composition, this configuration is an anti-pattern and it isn’t supported on Lightning Platform, but it’s helpful for understanding how events bubble in a shadow DOM context. The event bounces from one host to another host as long as they’re in different shadows. In this case, c-child isn’t part of c-parent‘s shadow, but instead part of c-app’s shadow, so it jumps directly to c-app. The event.composedPath() results also throws some interesting results: 0: my-child 1: slot 2: document-fragment 3: my-parent 4: div.wrapper 5: document-fragment 6: my-test 7: body 8: html 9: document 10: Window It’s showing that when we set composed:true, the event can break out of every shadow root. In this case, it doesn’t, since the bubbles property is set to true. Instead, it jumps from host to host. Targets: c-child handler: event.currentTarget = c-child event.target = c-child c-app handler: event.currentTarget = c-app event.target = c-child Again, it’s helpful to look at this view of the flattened tree to remember that c-child in the slot is just a pointer. {bubbles : true, composed : true} This is the “brute force” scenario, and like our static composition example, the event bubbles everywhere, which is an anti-pattern. Every element on the event’s composed path can handle the event. c-child handler: event.currentTarget = c-child event.target = c-child c-parent handler: event.currentTarget = c-parent event.target = c-child div.wrapper handler: event.currentTarget = div event.target = c-child c-app handler: event.currentTarget = c-app event.target = c-app body handler: event.currentTarget = body event.target = c-app Conclusion Events are part of your API. Be mindful of the API’s consumers. Every consumer along the event’s path must understand the event and how to handle its payload. Be mindful when setting the composed and bubbles flags, since they can have undesired results. Use the least disruptive settings that work for your use case, with the least disruptive being (bubbles: false, composed: false). And finally, remember that dynamic compositions using slots introduce an extra level of complexity since you have to deal with assigned nodes inside your slot elements. About the author Gonzalo Cordero works as a software engineer at Salesforce. Github: @gonzalocordero

#Salesforce

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cloudstackservices · 4 years ago

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Salesforce for Charities

What is precisely salesforce elevate?

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techahead · 4 years ago

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Top 8 eCommerce app development platforms to sell online

E-commerce is quietly and conveniently taking over our lives. Everything from clothing, groceries, electronics, and cars can be purchased online. This change was only amplified during the pandemic when more and more businesses and consumers shifted online keeping safety in mind. It is now very important for businesses to build a solid virtual presence in order to connect with the much larger consumer base out there.

To understand how exponential the rise of e-commerce has been, let’s look at numbers. In 2019, retail e-commerce sales worldwide amounted to 3.53 trillion US dollars and e-retail revenues are projected to grow to 6.54 trillion US dollars in 2022. In fact, according to reports, by the year 2021, worldwide retail e-commerce sales will reach up to $4.9 trillion.

With this increasing demand for e-commerce, it becomes essential to choose a platform that would best suit your business. The correct e-commerce platform could single handedly be a game changer for your entire online presence and sales. Before we understand the various e-commerce platforms that can be considered, it is essential to keep in mind certain aspects and expectations that come from an online shopping website:

User friendly

Easy backend and content management

Email marketing integration

Wish lists

Mobile friendly

Easy-to-use checkout

Easy payment options and integration

While these are only a few features, it is of utmost importance to remember to pick what suits your business the most. Seems like a daunting task? Don’t worry, we’re here to help. Here are some of the best e-commerce development platforms to consider:

Shopify

Started in 2004, Shopify is now one of the leading e-commerce solutions in the market with over 1 million businesses across 175 countries.

Shopify’s retailers cover a spectrum of sizes and industries. Everything you need is already integrated into the platform: from content marketing to storefront design to performance analytics. Once you have the basic setup, it’s simple to upgrade your store with some third-party extensions–or even change the shop’s code itself.

Site building features:

Unlimited product listings

Custom domains

Real-time sales statistics

Inventory tracking

AI/Personalization

Over 70 themes/templates available

Technical support through phone, email, live chat, documentation, video tutorials, webinars, and a community forum.

Dashboard

Product Reports

Export Reports

Google Analytics

Traffic/Referral Reports

BigCommerce

Founded in 2009, it provides businesses sophisticated enterprise-grade customization, functionality, along with brilliant performance with ease-of-use. Thousands of B2C and B2B companies and enterprises across 150 countries and various industries use this platform to create online storefronts for their businesses.

BigCommerce is an excellent e-commerce platform to use for beginners. In terms of usability, it compares well to its competitor Shopify, except that BigCommerce has more features out of the box so the learning curve is slightly higher. It also makes it easy to edit and modify SEO-related features like page titles and custom URLs. But the feature that sets it apart is its ability to sell in multiple currencies, which Shopify and other platforms lack. In order to build unique shopping experiences, BigCommerce supports a range of CMS’s, Headless Commerce capabilities, and DXP’s.

Site Building Features:

Dashboard

Product Reports

Export Reports

Google Analytics

Traffic/Referral Reports

Additional app integration customizations available

Magento

Magento is one of the most used open-source e-commerce platforms globally. It was originally released in 2009 and then replaced by Magento 2.0 in 2015 with an improved code base and more stability/usability features. Later, it was then purchased by Adobe in 2018, and now exists in two versions: Magento Open Source and Magento Commerce.

Magento is best for small-to-medium businesses that have already established demand, time, manpower, and skill to build their own site. It is a very powerful platform and boasts of a library of over 5,000 extensions. However, it requires a longer development time and a larger budget than most of its competitors.

Site Building Features:

Integrated payment, checkout, and shipping

Mobile-optimized shopping

Global selling

Catalog management

Extended Functionality via App marketplace

Instant purchase

Site search

Customization options available

Analytics

WooCommerce

WooCommerce is a free, open-source shopping cart plugin owned and developed by WordPress. Running on 30% of all stores on the internet, It is one of the most popular e-commerce options on the market.

WooCommerce is the best for small businesses that already have a site on WordPress or those who want to function on smaller budgets however still want a robust online store. It has thousands of third-party plugins and themes thus giving it a great deal of flexibility to accommodate most requirements.

Site Building Features:

Mobile-optimized shopping

Geo-location support

Catalog management

Inventory management

Shipping options and calculator

Search engine optimization

Coupons and discounts

Product reviews

Google Analytics integration

Similar to majority open-source e-commerce platforms, there is a steep learning curve attached with WooCommerce. Although its plugin is relatively straightforward to set up and install, users have to develop their own expertise using community forums and online help guides.

Squarespace

Squarespace provides drag-and-drop functionality and pre-built website templates to create their web pages. Squarespace is best for entrepreneurs and small business owners with basic e-commerce needs. The e-commerce platform is effective, but only as a partner to the main website builder. Businesses in need of more advanced online space or those that handle a large amount of inventory would be better off with more dedicated platforms.

Site Building Features:

Abandon cart auto-recovery

Digital products

Personalized products

Product import/export

Real-time shipping rates and tracking

SEO tools

Upselling and cross-selling

Gift cards

Automatic discounts

Limited integration options

SquareSpace has one of the easiest design interfaces in the market. It’s quite simple to assemble and modify your eCommerce platform no matter your experience level. However, there aren’t many add-ons available in the default builder, and there is no app store for third-party extensions which will limit the functionality of your eCommerce site.

Wix

Wix.com is a cloud-based website builder where users can create online stores through drag-and-drop tools. It is easy for beginners and resource-strapped business owners to build a compelling and functional website through an extensive range of templates and designs.

Even though its plugins can help extend the functionality, businesses with deep or complex product lines may be better off with a dedicated e-commerce platform.

Site Building Features:

Digital products

Product galleries

Shipping options

Discount codes

Inventory management

Abandoned cart recovery

Mobile-optimized

Payment options

Other functionalities available via extensions

Google Analytics integration

In-app analytics

Wix.com’s e-commerce functionality has most of what any business would require but it doesn’t scale as well as dedicated platforms like Shopify or Magento.

Big Cartel

Big Cartel is an e-commerce platform by artists, for artists. This SaaS site builder primarily focuses on creators who need a place to sell clothing, jewelry, artworks, photo prints. They are a platform that knows their niche and the builder itself is simple and uncomplicated and helps artists put their best foot forward.

Site Building Features:

Dashboard

Product options with different price points

Multiple selling channels

Online checkout

Limited tax calculation

Inventory management

Discount codes

SEO tools

Plugins available

Email support

Social media support

Recorded webinars

Big Cartel is very easy to manage. Its setup wizard does an amazing job of guiding you. With the help of this platform, you can get faster than sites like Shopify. However, Big Cartel has a very limited feature set and isn’t the right choice for businesses that sell a large volume of products.

Salesforce Commerce Cloud (Demandware)

Salesforce Commerce Cloud, which was formerly known as DemandWare, is an enterprise-level e-commerce platform that offers a complete range of capabilities and features that make it an excellent choice for multi-national companies that process millions of dollars in orders.

It is the best e-commerce platform for enterprise companies with complex needs. It’s a complicated but highly functional platform that has enough customizations to cover practically any business application, whether B2B or B2C.

Site Building Features:

Product and catalog management

Marketing and advertising tools

Customer segmentation

Site search

Guided navigation

AI personalization

Social media integration

Global scale

Responsive design

One-touch mobile payments

Multiple channels and retail locations

Customer targeting

A/B split testing

Commerce Cloud Endless Aisle

Full development platform including API support

As an enterprise-level e-commerce solution, Salesforce Commerce Support cloud offers depth and flexibility that most other platforms can’t match. It brings to the table a very steep learning curve that is best handled by experienced programmers, hired consultants, or by Salesforce developers themselves.

How can TechAhead help

TechAhead, renowned as one of the top mobile app development companies, has over 11 years of experience serving fortune 500 clients to high growth enterprises. The company has proven expertise in the IoT application development, and other emerging technologies and their integration with mobile apps and e-commerce. Our team is adept in all major e-commerce platforms and website development on the same. We understand the significance of each website and app we develop and work to make it a success.

TechAhead has vast technical and design expertise in not just developing websites and apps but also understanding the operational requirements. We assist you with your entire development journey. Get in touch with us and we will create an exceptional website for you that is scalable, and robust, and relevant.

Source: https://www.techaheadcorp.com/blog/e-commerce-app-development-platforms/

#ecommerce #ecommerce app

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teckview-blog · 5 years ago

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Salesforce Sales Cloud Lightning Professional

Salesforce is known as one of the first companies to offer customer relationship management (CRM) technology and helped make the concept known in the industry. Since then, Salesforce added to its impressive success by extending its offerings beyond CRM. The company's core product, Salesforce Sales Cloud (starts at $25 per user per month), offers plenty of CRM capabilities, and the prices scale up according to each tier's capabilities. Salesforce easily leads the market when it comes to cutting-edge CRM features and offers a deep suite of easily integrated Salesforce back-office apps and an impressive ecosystem of value-add partners, too. With these strong points, Salesforce earns an Editors' Choice honor in our CRM roundup along with Apptivo CRM and Zoho CRM. While the Sales Cloud is where the CRM product lives, we tested the version that costs $75 per user per month, which is called the Lightning Professional tier. This tier is deployed as a cloud service and includes Salesforce Lightning technology, which allows for deeper customization around each customer's unique workflows. The Lightning Professional tier sports a streamlined sales pipeline, lead management features, instant alert and best practice recommendation pop-ups, and improved drag-and-drop dashboard functionality. The company's Salesforce Einstein Analytics product uses artificial intelligence (AI) to automate time-consuming tasks that occupy sales teams, such as data entry, lead scoring, and forecasting. You can add Einstein to a Salesforce Lightning implementation for an additional monthly subscription cost. All that makes for a great platform, but Zoho CRM, another top pick, offers many of the same customization options and even some of the advanced features at a far lower cost. If you don't need all of the features Salesforce has, remember that the CRM space is large enough that it can pay to look around.

Salesforce Pricing

Salesforce started as a CRM company, but now has many different Software-as-a-Service (SaaS) offerings, which can make it confusing to get started. For this review, we tested Sales Cloud, the Salesforce automation and CRM software. Service Cloud is a separate product intended for running a customer service desk. Marketing Cloud provides email marketing and campaign management, Community Cloud enables customer self-service, and Einstein Analytics offers business intelligence and analytics. The Salesforce Platform lets you build apps without coding expertise, Lightning Data cleans leads and contacts, and Pardot offers marketing automation. Finally, Chatter is the social network for the organization. There are several tiers within Sales Cloud: Salesforce Essentials, Lightning Professional, Lightning Enterprise, and Lightning Unlimited. The Essentials plan ($25 per user per month billed annually) offers sales and marketing for up to 10 users. It comes with guided onboarding, account and contact management, opportunity monitoring, lead scoring and assignment, email and event tracking, customizable reports and dashboards, and mobile access. It's relatively basic feature-wise, so you should consider cheaper and easier-to-use options such as PipelineDeals or Zoho CRM if this is all you need. The Lightning Professional plan we reviewed ($75 per user per month with annual subscription) has no user limits and offers campaigns, customizable dashboards, products, quotes and orders, mass email, and role-based access for users. This plan is the one best suited for small businesses, and it has some advanced features, such as collaborative forecasts. Overall, however, it feels expensive compared with other software. Based on price alone, it's still tempting to go with the $12 per user per month Zoho CRM, though once you dig in, you'll find that there are some under-the-hood reasons that more than justify paying more for Salesforce. The Lightning Enterprise plan ($150 per user per month with annual subscription) is the company's most popular and shows why Salesforce is still at the top of the heap. Along with all of the features mentioned above, this level includes workflow and approval automation, report history tracking, enterprise territory management, profile pages, custom app development, and access to the web services API. The Enterprise plan also includes Salesforce Identity and Salesforce AppExchange. The former allows for single sign-on to all enterprise apps, and the latter is for creating a corporate app store.

The Lightning Unlimited plan ($300 per user per month with annual subscription) allows unlimited customizations, multiple sandboxes, custom apps, 24/7 toll-free support, and unlimited training. If you need Service Cloud, you can get it with the Unlimited edition.

Setup and User Experience

Salesforce offers a free 30-day trial of its software, which we think should be the industry standard. Sales processes can be complicated enough that you want sufficient time to step through all phases to be sure you are comfortable with how the software works. As with Insightly CRM, you don't need a credit card to sign up for the trial; if you don't buy a plan at trial's end, make sure you export your data. Salesforce has a robust import/export tool to simplify this process. To cancel your account, you need to contact your account manager over the phone. The good thing is that there are no cancellation fees, and you get a refund of the unused portion. After signing up for the trial, a prompt asks what your role in the organization is: sales representative, company owner, IT professional, sales manager, and so on. Answering this question helps Salesforce customize the product tour to show applicable features, which is a simple but powerful way to get users started. On the left-hand side of the screen is a tray marked Walkthrough, which lists tasks you should perform. These helpful pathways for new users include creating a custom dashboard, integrating with other apps, and managing your pipeline. The Getting Started tab also takes you to a video tutorial and a PDF of the user guide, as well as the links to download the mobile app from the App Store or Google Play. The Lightning dashboard is well organized, with menu options at the top in a tabbed interface. The Home tab displays the news feed, with updates and notes from other users as well as lists of tasks and scheduled activities. The bottom half of the screen shows a dashboard that you can customize via drag-and-drop. By default, you can see graphs showing your pipeline, number of open activities, and closed sales.

The bottom section of the page shows your tasks and calendar with scheduled events. You can customize this page completely, and move objects or add widgets to create a self-contained sales experience. The interface makes Salesforce easier to navigate and puts every aspect of the contact, lead, sales, and deal process in one place for business users. The rest of the menu is fairly standard: Contacts, Accounts, Leads, Opportunities, Reports, Dashboards, Chatter, Files, Products, and Forecasts. You can create new tabs to bubble up specific tasks to the top level, which is helpful if there are pages you go to regularly. A universal search bar is at the top of the screen. It's unobtrusive, so it doesn't feel like it's taking up valuable real estate.

Users and Contacts

As the administrator, you create new users under Setup. To do so, you need to provide the name, an email address, a username, and the user's role. Salesforce makes it easy to track the number of users you are allowed to have under your license. Admins can create users who use only Chatter and don't count toward the number of paid Salesforce users, which is an excellent cost-saving detail—you can have non-sales and marketing personnel using Chatter without driving up licensing costs. A bulk edit page is handy for creating multiple users at once with basic information. The new user's page notes whether the user can access data offline, use mobile devices, or have access to forecasts. The Color-Blind Palette on Charts checkbox is particularly clever—this is a company thinking about the best way to get data to all its users. You can define roles to restrict what kind of data each user can see and the sort of tasks he or she can perform. The admin also has a simple way to send a mass email to all the users, a useful feature if you need to, say, notify all employees of downtime.

If you integrate your account with Google G Suite or Microsoft Exchange, you will see all your contacts listed under the Contacts tab. There is a simple New Contact button if you want to create a new one manually, or you can import data from other sources via a comma-delimited file.

Salesforce Sales Dashboard

You can see contacts belonging to everyone across the organization in All Contacts, or look at your own list under My Contacts. You can easily click on users and add them to new opportunities. When you click on a contact to view the record, you see the contact information, all open activities, activity history, saved emails, and files attached to the record. The status update box for the news feed can also be used to add notes about the contact. You don't have to scroll to the bottom to see all the open activities; rather, you can hover over the quick links at the top of the record. Like the dashboard and everything else on this platform, this page's look is customizable. SugarCRM is the only other CRM software we've tested with this level of customization, although Zoho CRM comes close.

A big focus for Salesforce is its Einstein AI platform, which includes Einstein Activity Capture, Einstein Email Insights, Einstein Lead Scoring, Einstein Opportunity Scoring, and Einstein Forecasting. Activity Capture automatically pulls customer interactions from a user's email and calendar so entries are up to date. It also has a calendar manager for easy scheduling without switching between software. Email Insights uses natural language processing to surface emails, recommend responses, and bring reps to "inbox zero" much faster. Likewise, the Lead and Opportunity Scoring tools use machine learning to prioritize the user's time. Finally, Forecasting mines your Salesforce data to help your company see what's on the horizon. You can track accounts, leads, and opportunities under each tab. Salesforce provides a consistent interface for creating accounts, leads, and opportunities, making it easy to use the platform after the initial learning curve. Each tab points you to detailed reports so you can see status at a glance, which is a nice touch.

Lead Management

Salesforce also offers quality lead management. Creating a lead generates a task by default, but you can create other tasks and activities. You can also automate your workflow so that it always assigns certain leads to the same user or automatically creates tasks when you add new opportunities.

Sales and Lead Generation are two separate apps, although the UI is, as mentioned before, similar enough to make it easy to switch from one to the other. You also have access to the same data—the listing of leads, accounts, and so forth in the Sales app will be reflected in the Lead Generation app. The difference is in some of the tabbed features that are available. For example, the Sales app includes tabs for Notes, Tasks, and other activities, while the more narrowly focused Lead Generation app has one for Campaigns. Being able to filter your view to prioritize leads is essential. You can also see your list of leads either as a traditional list table or as a Kanban table, making it easy to move leads along your pipeline. A significant source of analytics is Sales Cloud Einstein Lead Scoring, which uses the Salesforce Einstein Analytics Platform to score each lead. It uses historical data from your company to discern success patterns. (To use Lead Scoring, you need to be using Sales Cloud Lightning.) Salesforce recommends that, in order for lead scoring to work, the company should have had at least 1,000 leads created in the past six months, with a minimum of 120 conversions. Sales Cadences let businesses create customized activity sequences to guide reps through the prospecting process. Lead scoring is especially useful for large operations, which can have higher-scoring leads (indicating a higher likelihood of conversion) sent automatically to more experienced salespeople. Smaller organizations can use the ratings to sort their lists of leads (available as part of Sales Cloud) and decide whom to contact first. Similarly, Einstein Opportunity Scoring keeps sales reps on top of low-performing opportunities. Einstein Opportunity Insights gives reps a close look at successful and at-risk opportunities.

Reporting and Third-Party Integration

Salesforce Sales Cloud Lightning Professional lets you have multiple dashboards, each assigned to its own data set. The Sales Executive dashboard can display the current pipeline by product family, recent sales activity, the biggest deals on the board right now, and neglected accounts. The Marketing Executive dashboard can focus on unspent marketing dollars and the current pipeline by account type. Users can sort the top three marketing channels by total value opportunities for each and leads driven in by campaign for the current quarter. Here you can create custom reports as summaries, tables, or matrices. In comparison, Pipedrive CRM offers a workflow-based dashboard geared specifically at the sales pipeline, showing a straightforward way to track deals and activities but without as many built-in features or reporting. Zoho CRM also does a good job of customizing the dashboard to display data analytics, but not to the scale that Salesforce does.

Salesforce Pipeline Board

Salesforce has one of the largest third-party app marketplaces. You will likely be able to integrate the CRM with every business app you use, including QuickBooks, RightSignature, and Zendesk. Launched in 2006, the Salesforce AppExchange now offers more than 5,000 available apps and, according to Salesforce, has facilitated more than 6.5 million business app deployments. At the Professional, Enterprise, and Unlimited tiers, there is also a wealth of add-ons available to layer additional functionality atop the business CRM experience. The SalesforceIQ Inbox gives users a suite of mobile and desktop productivity apps, including email and calendar integrations with smart reminders of pressing deals and leads. Einstein Analytics adds more business intelligence (BI) to the sales process with natively integrated dashboards showing quarterly and year-over-year performance, risk indicators, and forecast metrics through its pipeline trending functionality. Another useful add-on is called Salesforce CPQ (Configure, Price, Quote), an automated quote-to-cash engine for configuring products and pricing for cross-sells, up-sells, contract and proposal generation, and billing processing of invoices and payments. Salesforce Billing enables seamless subscription renewals, contract renewals, and flexible invoicing. The list of add-ons goes on and on, and they all cost somewhere between $25 and $75 each for the basic functionality. These costs can add up quickly on top of the premium you're already paying for Salesforce, but for specific use cases, the add-ons can make a valuable addition to your CRM capabilities. For social media, Salesforce has Chatter, its social networking platform. Chatter lets you set up a profile and update your colleagues on your status; a Share button sits at the top right side of the main page. You use Chatter to update project status or give other users notes on a lead, opportunity, or account. Nearly everything you can do on the website can be done on Salesforce's mobile apps for iOS and Android, which puts it head and shoulders above the competition. Insightly, for example, only lets you look up contact details on its mobile app. Salesforce's support options are stellar as well. You can fill out a form on the site, call the toll-free phone number, or look at the help tips dispersed throughout the software. You also have the option to log into Salesforce Success, a support portal that gives you access to training videos, webcasts, knowledgebase articles, and user forums.

Powerful for Small Teams

Salesforce Sales Cloud Lightning Professional may be more expensive than most other CRMs, but it creates a productive, collaborative CRM environment. Because it is so flexible, businesses can modify Salesforce to suit their needs and workflows, instead of having to adjust to an existing interface. Operating the service feels remarkably smooth, given the massive amount of power beneath the surface. It's not as modern-looking as some of its smaller competitors, but its top-notch features prove why Salesforce Sales Cloud Lightning Professional remains an Editors' Choice. If the price tag is holding you back, however, consider our other Editors' Choice, Zoho CRM, which offers many of the same features at a lower price. Read the full article

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ncmagroup · 6 years ago

Text

By Erika Desmond

Smart salespeople have known this for a while now: Email prospecting is one of the most effective ways to get in front of your potential customers.

If you’d like to join them, we’re going to make it easy for you.

While we don’t write sales email templates we’ve put together a collection of 100+ sales email templates and examples that you can use to close more deals. These templates aren’t ‘ready to go’, rather they are here for inspiration. Your biggest success will come when you study these examples, make them relevant to your business and turn them into your own.

Your Cold Emailing Rules

Make it about them, not about you

Keep it short, ideally 4 sentences max (make its interest and mobile-friendly)

Use language that’s conversational

The smaller the ask the easier to answer

Follow up, and follow up your follow-ups

Make use of the outbound email automation tools available to optimize your process

BUT beware of the pitfalls of Email Tracking (open rates are almost vanity metric, what you really care about is engagement)

The more personalized, the better (e.g. their name, company, industry, competitors, unique situation, reference a real case, the language they use offer a specific solution)

You ready? Let’s do this.

Note: If you send out documents (presentations, proposals) as part of your sales process, join thousands of salespeople who send and track documents with Attach.

Copy-paste your favorite email templates into Cirrus Insight or any marketing/sales email platform. You can also create your own templates and use Salesforce templates from Cirrus Insight.

Cold Email Templates

{Company Name} + {Your Company}

Hi {name},

My name is {name} with {Your Company}.

We help {specific company type} with {one liner}.

I wanted to learn how you handle {thing your company handles} at {Company Name} and show you what we’re working on.

Are you available for a brief call at {time options}?

{Company Name} + Smart Host

Hi Mike,

My name is Nick and I’m a co-founder at Smart Host. We help property managers optimize their pricing on marketplaces like HomeAway, VRBO, and Flipkey.

I wanted to learn how you currently handle price optimization and show you what we’re working on.

Are you available for a quick call tomorrow afternoon?

How to Export [company] Prospects from professional social networks and into your CRM

{name},

I’d like to discuss your lead gen efforts.

We’re helping other [industry] companies collect their prospects straight from professional social networks and import them directly into their CRM (adding phone numbers and email addresses).

Quick question: can you put me in touch with whoever is responsible for new prospecting and revenue generating tools at {company}?

Hi {name},

{myName} from {myCompany} here.

Companies make more sales with consistent marketing. {myCompany} can put proven sales tools into the hands of everyone who sells your product.

If that sound useful, I can explain how it works.

(source)

Hi {name},

I’m trying to figure out who is in charge of [leading general statement] there at {company}.

Would you mind pointing me towards the right person please, and the best way I might get in touch with them?

Hello {name},

What would it mean to your top-line revenue if you saw a 70% increase in contact rates, 50% improvement in closes and a 40% increase in quota-hitting sales reps?

Let’s find a few minutes to talk about how InsideSales.com is providing these results to our clients.

I’m available tomorrow {insert 2 times you’re available}. Can we sync up?

Hi {name},

I hope this note finds you well.

I’ve been working for a company called {my company} that specializes in X, Y, and Z. In thinking about your role at {company}, I thought there might be a good fit for your group.

Our {product name} has garnered a lot of attention in the marketplace and I think it’s something that your organization might see immediate value in.

Can you help me get in contact with the right decision-maker?

Looking for best [insert job area where you’d like to start] contact

{name},

I am doing some research on your company to determine if there is (or is not) a need for [insert your strongest pain point].

Could you please help me by pointing me to the best person there for a brief discussion?

Where shall I start?

{name},

I’m hoping you can help me, who handles the [insert pain point here] decisions at {company} and how might I get in touch with them?

[theircompanyname] and [yourcompanyname]

{name},

I’m sorry to trouble you. Can you tell me who makes the [insert pain point here] decisions at your company and how I might get in touch with them?

(source)

Appropriate person

{name}

We have a service that will help you [insert quick one-liner about the value your service delivers].

Would you guide me to the person responsible for [insert the relevant department or task your service empowers — “marketing, sales, pipeline building”] and let me know how I might get in touch with them?

{name},

We have a service that will help you [insert quick one-liner about the value your service delivers] and have helped similar businesses achieve XYZ results.

What’s the best day/time this week or next for a quick 15-minute conversation?

Looking for an Accountant

I was wondering if you were looking for more business customers?

I know the majority of small businesses are always looking for a great accountant and I’d be able to generate leads for you if this is something you’re interested in.

Are there any types of businesses in particular that make good clients for you?

Name

P.S. If you aren’t the right person to contact about this, please let me know

(source)

10 x {company} [result] in ten minutes?

Hello {name},

I have an idea that I can explain in 10 minutes that can get {company} it’s next [100 best clients].

I recently used this idea to help our client {competitor} almost triple their monthly run rate.

{name}, Let’s schedule a 10-minute call so I can explain. When works best for you?

(source)

Hi {name},

This is {salesrep} with RJMetrics. I just took a quick look at your site and noticed that {company} looks similar to many of the SaaS clients that we help every day.

I’m sure you’re already thinking about engagement metrics and ROI by acquisition source, but I’d love to get a sense for how you’re uncovering that data and share some insights we’ve learned along the way towards understanding the story behind your business.

If I’ve got the right person, can we connect in the next few days? If not, who would you recommend I speak with?

Appropriate Person?

Hi {name},

This is SDR with RJMetrics. Wanted to introduce myself, as {company}’s sales development platform looks similar to many of the businesses we work with every day.

While I’ve got your attention, we’d love if you guys gave RJMetrics a spin. Our clients are using us to do things like optimizing customer acquisition spend, understand drivers of CLV, and standardize reporting of KPIs across internal teams and investors.

I’m assuming you’re the best person for this – If not, who would you recommend I speak with?

Bookkeeping sucks, let us handle it.

{name},

Bookkeeping sucks, and you have a business to run. You created CompanyName out of a passion to do something great, unique, and game-changing. Not to spend your limitless talents and limited time on day-to-day bookkeeping tasks. AcuityComplete’s bookkeeping professionals want you to focus your time and efforts on growing CompanyName into an empire; not worrying about whether your books are reconciled correctly.

If your core business competency isn’t bookkeeping, let’s talk. I’d love to find out more about CompanyName and how we can help eliminate this headache for you.

Do you have any current issues that we can help answer?

Appropriate person

Hi {name},

I am writing in hopes of finding the appropriate person who handles multicultural media. I also wrote to Person x, Person Y and Person Z in that pursuit. If it makes sense to talk, let me know how your calendar looks?

VoodooVox helps increase the revenues of Fortune 500 companies by marketing to Hispanics. Each month we reach 25 million Spanish speakers with an audio message they must hear. We insert 30-second audio and SMS advertisements into phone calls made on calling cards. The benefit to users is they make their call free. The benefit for our clients is they can increase store revenue by providing text message coupons. Typical redemption is 3%. You can measure results online and with store sales. Advertisements can target specific ethnic groups and geographies. Some clients include Burger King, P&G and Chili’s.

If you are the appropriate person to speak with, what does your calendar look like? If not, who do you recommend I talk to?

(source)

Appropriate person

Hi {name},

I am writing in hopes of finding the appropriate person who handles online advertising? I also wrote to Quinn XXXX, Kristy XXXX and Rob XXXX in that pursuit. If it makes sense to talk, let me know how your calendar looks?

AroundYou helps increase the revenues and exposure of local companies by marketing directly to targeted and local traffic. Each month we reach over 240,000 Australians thru our site by profiling events, activities and things to do. We profile companies thru our featured listings, iPhone App and targeted Google advertising. The benefit to users is that they can search for their area free. The benefit for our clients is they can increase revenue and exposure by utilizing the featured listings and targeted traffic. You can measure results and statistics online. Your listing will target specific suburbs and postcodes. Some clients include The Herald Sun, Leader Community Newspapers, The State Theatre and The Art Gallery of NSW.

If you are the appropriate person to speak with, what does your calendar look like? If not, who do you recommend I talk to?

(source)

I am doing some research on ________ to determine if there is a need for KISSmetrics’ person-based web analytics platform. Could you please help by pointing me to the appropriate person there that may have an interest in a brief discussion?

For context – Here is a short infographic introducing you to KISSmetrics.

{infographic}

In advance, thank you for your help.

Who wants a Customer Success 1-on-1?

I’ll be honest, this is not “another sales pitch” from Sales Instead, I’d like to send you a 2-minute demo video of Gainsight’s Customer Success Management solution: http://vimeo.com/63709432

We are VC backed ($9M Series A) by Battery Ventures and our key customers include Marketo, DocuSign, Xactly, Jive, Informatica, YouSendIt, etc. One of our core value props is “Success for All” and we would like to offer everyone a 1-on-1 with our Customer Success experts to simply discuss best practices (reducing churn, structuring your customer-focused team, increasing up-sells, etc).

Who is the best person to speak with about Customer Success? Let us know if there’s someone else who heads up those efforts.

Hi Eric,

I understand you are the CEO at Single Grain, and given that our customers who used to use similar technology, a chat may be beneficial.

In short, we’ve created the sales automation salespeople have been craving by shoring up the shortcomings, filling in the blindspots, and reliving the frustrations of current solutions. The difference is obvious – see for yourself.

Are you available for a brief chat this week or Monday/Tuesday of next week?

Thanks

P.S. Feel free to compare us with others [link to comparison page]. We want you to 🙂

(source)

Researched Outreach Email Templates

Looks like we have plenty of things in common…

Hey {name}, Here are some commonalities between Yesware and TOPO:

Twilio is a customer (and also an integration partner now powering our click-to-call feature)

We are a Salesforce.com ISV partner, and it looks like Salesforce.com is a client of yours

Our Director of Sales, Mike Maylon is on the speaker’s list at the Saleshacker conference. He also used to work at Netsuite, another client of yours

Most importantly, we’re focused on driving results. Customers like Twitter, Acquia, and The Financial Times have seen a 25% growth in new business using our product. Customers choose our sales technology to accelerate their sales efforts.

Let’s explore how we can work together to help your customers share the same experience our customers have had since using Yesware. I can also share with you some more customer success stories and why our market-leading product is chosen by high growth sales teams.

When is the best time for you to connect? I would be more than happy to facilitate an introduction to Mike if that’s preferred by you.

Cheers, {name}

P.s.: it looks like your session title is TBD. If there is any data/information I can help provide you to strengthen your presentation, please let me know.

(source)

Introduction: {Your first name} <> {Prospect’s first name}

Hi {Prospect’s first name},

I recently came across {blog post title} that you/your company wrote/shared/posted on {social media platform}. {Topic of blog post} seems like an interest that we share. In fact, {one sentence comment on/reaction to blog post}.

I work for {your company} and we {your company’s value proposition}. {Referral} recommended I reach out to you with ideas on how to solve [problem your product addresses]. I’d love to get some time on your calendar to discuss these ideas and {topic of blog post}. Are you available for a 10/30/60 minute call on {date}?

I look forward to talking soon.

(source)

Question about the upcoming product launch

{name},

I read in the WSJ yesterday that you’re expecting to receive FDA approval for a new ulcerative colitis drug in the next few months. When that finally does happen, you’re going to want to get it into the market quickly. We recently helped another pharma company slash their packaging delivery time from 18 days down to just four days.

You can read how we did it at http://www.packco.com/casestudy.

Would you be interested in a quick conversation next Tuesday? Let me know a time that might work for you.

(source)

A few other experiments you can run to grow your email list

Hey {name},

Been a huge fan of your site since it first went up. Noticed you’ve been running several experiments to grow your email lists.

Here are a few lesser-used strategies that drives explosive growth:

– Members-only bonus area: You offer a lot of juicy bonuses to entice new signups. There doesn’t seem to be a way for existing members to also receive them right now. Think creating a members-only bonus area where existing subscribers can go to download your latest goodies would go long ways to build their long-term loyalty. – Behavior settings on your optin box: Noticed your optin-box still pops up for people who already subscribed. You can use a much longer-lasting cookie to stop it from annoying your existing subscribers.

I’ve been coding for the last several years with a focus on building viral growth engines. I recently coded all the backend for RoyalSee’s pre-launch campaign: [link]. They got 10K signups in 2 weeks.

Happy to lend a hand with future projects – let me know what you think.

(source)

New partnership?

{name},

You did an excellent job speaking at the recent 21st Century B2B Culture event – you have a great understanding of social business. Do you see social business working being effective in B2C?

I had a few ideas on how it could work in B2C that are related to your recent book (which I read). I help B2C SMBs use the internet to bring their business to the national market.

What’s the easiest way to get 10 minutes on your calendar Thursday to share how our market expertise can be mutually beneficial?

(source)

Hi {name}, I noticed you guys don’t have a commenting widget on your site. It’s actually something my company Wigeto provides emagazines for free to boost engagement. When you have a few minutes, I’d love to talk to you or the appropriate person about taking care of that.

(source)

I noticed on your website that XYZ is a customer. Congrats on getting traction with such an established brand, which is undeniably no small feat for an early-stage startup.I know from speaking with other founders that many, if not all, find it challenging to developing a repeatable selling process in a way that feels natural, comfortable and authentic without sounding “salesy”. The impact – inaction. Lack of a predictable pipeline and sales. In the past year, we’ve worked with companies like ABC and def to help them close more deals in less time without selling their soul and was thinking we might be able to help XYZ in this area as well.

I’m not sure if this is a fit for you folks, but if you’d like to learn more would you be open to carving out some time to explore?

Alternate ending: If you’d like I can send you a 2-minute demo so you can evaluate.

(source)

{name}, is your marketing automation tool working for you?

Hi {name}, I understand you may currently be using Pardot as a marketing tool, and I was wondering if you’re experiencing any difficulty with it. Pardot users often find that they need a more scalable solution as their business grows, and as a result, we’ve seen many customers switch to Marketo in recent months. These customers see immediate increases of 30-100% in productivity and a dramatic increase in leads – purely because they get much more capability in an easier-to-use package.

Why are Pardot users switching? Marketo removes the limitations that held them back – some of the major benefits that these customers have experienced with Marketo include: A much more productive, intuitive, and flexible interface for creating marketing campaigns (ranked #1 for user experience by independent analysts) Ability to quickly report on pipeline, revenue, and ROI by marketing campaign or channel Flexible lead scoring – which includes scoring models by product line or division, and automatic score reductions when your leads are inactive Drastically improved ability to leverage lead intelligence solutions inside your CRM For a limited time, we are also offering special pricing packages to make switching incredibly easy and attractive.

Please reply to this email or click here if you’d like to set up a time to talk about whether Marketo makes sense for your business. Or, learn more here.

Question about company plan to expand

{name},

I just read your interview in Mark-It News where you mentioned your company’s plans to expand your franchise operations by 35%.In the past year, we’ve worked with three other franchisors to drive significant traffic to their newly opened locations. On a comparative basis, same-store sales in the three months were up between 17 – 23% over previous launches.

Would you be interested in learning how we did this? I’m available next Thursday, May 6th. Give me time, and I’ll give you the details.

(source)

Referral Outreach Email Templates

Terry Fisher says you’re interested in better lead gen strategies

{name},

Terry Fisher told me today that you two were talking about how tough it is these days to get new leads in the door. It’s a big issue that all consulting companies face right now.

After looking at your website and registering for your white paper, I have some thoughts regarding where you may be losing people in the process. And, I’ve got some ideas you can implement fairly easily that should have a positive impact on lead conversion rates.

Let’s schedule 30 minutes to talk some more about this.

(source)

LinkedIn Outreach InMail Templates

(when connecting)

I would love to connect with you at some point and learn more about Converto.

Would be great to have a conversation around the websites we crawl that are adding and dropping your competitors like Adometry.

Best, Jason

Hi Ravi,

The article you shared on LinkedIn yesterday addresses a challenge that I’ve heard two sales directions mention this week. Your unique perspective would be beneficial for them to hear.

We help sales execs improve their reps success with a similar approach. Do you have 5 mins to speak on Wednesday or Thursday afternoon this week?

(source)

Intro?

Hi {name},

I was looking to get introduced to Johnny Dealmaker from Project X and saw you were connected to him. Not sure how well you’re connected to him, but if the relationship is strong, I’d really appreciate an intro to chat about ways to work with my Project Y.

Please let me know if you feel comfortable doing this and I’ll forward over a proper request for an introduction that you can forward to him.

(source)

Intro?

Hey {name},

Was hoping that you might be able to introduce me to Johnny Dealmaker at Project X?

I wanted to connect with him because our email list targets a similar demographic with limited overlap. Seeing as our products are non-competitive, I wanted to touch base to see if he was up for brainstorming ways to leverage our existing user bases to grow both of our lists.

We did this with Company R in the past, and both parties received a 15% lift in new subscribers.

Any help is much appreciated.

(source)

Follow Up Email Templates

First Follow Up

Re: [same subject]

{name}, is the below of any interest to you?

(source)

Re: [same subject]

Hi {name},

I didn’t hear back from you last week when I was looking for the appropriate person managing your [statement]. That’s not a problem.

If it makes sense to talk, let me know how your calendar looks. If not, who is the appropriate person?

5 Ideas for Starbucks using Twilio

Hi {name}, After sending my last email, I got really excited and wanted to share some ideas I had on how Starbucks could leverage Twilio:

Mobile app distribution – reduce friction by allowing your website visitors to download your mobile app by texting the download link to their phone. Our technology intelligently detects whether a phone is on iOS or Android OS and sends them to the right app store.

Picture message a coupon to your customers on their birthday. Why tell them how good a frap will be when you can show them the gooey ribbons of caramel?

New VIP service: text your order into your local Starbucks. Get your favorite thirst quencher sooner.

Picture message Starbucks coupons w/QR codes to your friends on special occasions.

Leverage geo-location services to MMS special deals to customers when they are in close vicinity to a Starbucks.

The possibilities are really endless.

I’d love to chat with you further about how other companies are using us, as well as chat more about how we can help foster Starbucks’ future innovative ventures.

What’s the best way for me to get 15 minutes on your calendar?

(source)

Re: [same subject]

Hi {name},

I just wanted to circle back on my email below re getting you a comments widget for your site. Are you free for a quick call on Monday or Tuesday? Across similar size partners, we’re seeing an average increase of 1 minute on-site with the addition of our widget.

(source)

Re: [same subject]

Hey {name}, how is it going? Can we schedule a time to talk this week?

(source)

Follow up to a first conversation

Re: [same subject]

Hi {name},

I really enjoyed our phone conversation [or meeting] earlier today and especially liked learning about your unique role at {company}. I understand the challenges you are facing with [challenges discussed] and the impact they are having on [insert personal impact].

As promised, I have attached [or linked to] the resources and materials that can help you better understand how we can help you solve [insert compelling reason to buy].

Please let me know if you have any questions. Otherwise, I look forward to talking with you again on [date and time].

(source)

{MyCompany} Call Summary

Great speaking with you today, {name}! I’m glad we agree on {MyCompany} would be a great fit for your team. Here are the top value adds we went over: {Special}

{Special}

Resources for Review: X Y Z

Action Items: {Special}P.S. {Special} — use this opportunity to link to case studies or third-party content your prospect may enjoy

(source)

Second Follow Up

Re: [same subject]

Hi {name},

Have you come across the “Information Security Community?”Check the group out: [link to Linkedin Group]

From our last discussion, this group looks to be filled with your target prospects that could ensure you reach your Q4 sales target. Some of the challenges expressed in the group are problems your team helps solve.

What’s the best way to get on your calendar for 15 tomorrow? I’ll show you the playbook on how to drive revenue from this group.

(source)

Re: [same subject]

Hi {name},

I have tried to get in touch with you to see if there is a mutual fit between our companies expertise and your goals around [statement].

If you are not interested or there is another person you would like me to follow up with, please let me know.

Would it make sense to invest 5-10 minutes to determine if there is a mutual fit between your [statement] and our expertise?

If not, who do you recommend I talk to?

[competitor X and Y]

Hi {name},

Just wanted to send you an example of how we’re working with [competitor X and Y] to deliver this solution. Check it out here [link to example].

So far the feedback has been extremely positive. Would love to get you guys up and running too when you have a few minutes.

(source)

Re: [same subject]

Drop me a note if you caught the email below {name}; I know you’re a busy man!

I’d love to talk a little bit more about {mycompany}, yourself, and any ways in which we can be collaborating. A phone call / Skype would be a pleasure.

Hope you had an excellent weekend,

Re: [same subject]

Hey {name}, we got some new press coverage [link]. I’d love to pick up on our conversation. When’s a good time to chat?

(source)

Next step?

{name}, I’m writing to follow up. I’m not sure what our next step is. Let me know what makes sense as a next step if any?

Thanks for your input.

(source)

Third Follow Up

Re: [same subject]

Hi {name},

I first want to apologize that we haven’t been able to connect recently. I feel like somewhere along the way I must have made it difficult to communicate or dropped the ball because for a while there it seemed like you guys were really excited about our offering. Apologies if this was the case.

I just want to open back the communication lines and let you know that I know you have a lot on your plate and if this is something that is no longer a priority, that’s totally cool – in fact as a startup, I completely understand! If nothing else, I’d enjoy the opportunity to hear what’s new on your end and maybe even get some feedback on how we can improve our offering.

Let me know if you have a few minutes next week to hop on a call.

(source)

Re: [same subject]

Drop me a note if you caught this {name}. Would love to chat some more about your sales / provide any assistance I can there. Discussing your plans for [your area of expertise] (even if it’s just advice I can pass on!) would be great too.

Hope you’re having an excellent start to the week.

Re: [same subject]

Hey {name}, can we hop on a quick call Wednesday 4pm or Thursday 11am?

Cheers, Name

PS: thought you might find this article interesting [link]

(source)

Re: [same subject]

{name},

When we spoke, I thought that I understood _______, but you haven’t responded. Did I misunderstand or has something changed?

After a Voicemail

Sorry I missed you

Hi {name},

Sorry I missed you on the phone today. I was calling because [explain your purpose].

My voicemail said I will try you again on [date and time] and you can always reach me before at [phone number].

(source)

Just Tried Your Line

{name},

I just tried giving you a call and left a voicemail. [call to action].Please give me a call back at {XXX-XXX-XXXX}, or send me a note if you get the chance.

Thank you!

(source)

Break Up

Re: {same subject}

Hey {name},

Haven’t heard back from you. Thank you for the opportunity. Can I put it on hold for now?

(source)

Thanks from {company}

{name} – I wanted to reach out to you one more time regarding _______. If I don’t hear back from you, I’ll assume that the timing isn’t right and I won’t contact you again.

If I can be of assistance, you can always contact me at the number below.

(source)

Permission to close your file?

{name},

We are in the process of closing files for the month. Typically when I haven’t heard back from someone it means they’re either really busy or aren’t interested. If you aren’t interested, do I have your permission to close your file? If you’re still interested, what do you recommend as a next step?

Thanks for your help.

(source)

Thanks from [company]

Hi {name},

I know we haven’t been able to connect, which usually means one of two things: Either the timing may not be right or you no longer have a need.

In either case, I want to respect your time so I’m going to go ahead and close your file.

Otherwise, if you would still like to talk, please call me to discuss next steps.

Thanks again.

(source)

Re: [same subject]

Hi {name},

I’ve reached out a few times regarding your sales prospecting strategies there at {company}. My guess is that we’re out of touch for one of three reasons: – You don’t see a fit – You have another solution to create predictable outbound prospecting numbers – You are secretly a superhero and have been too busy fighting crime to reply

If any of these are correct then they may be the exact reason why we should talk now…

(source)

Are you ok?

{name},

I reached out previously regarding {what you do} and haven’t heard back from you yet. This tells me a few things: • You’re being chased by a T-rex and haven’t had time to respond. • You’re interested but haven’t had time to respond. • You aren’t interested. Whichever one it is, please let us know as we’re getting worried!

(source)

Re: [same subject]

Hi {name},

I’ve tried to reach you a few times to go over suggestion on improving ___, but haven’t heard back which tells me one of three things: 1)  You’re all set with ____ and I should stop bothering you. 2)  You’re still interested but haven’t had the time to get back to meet yet. 3)  You’ve fallen and can’t get up and in that case let me know and I’ll call someone to help you…Please let me know which one as I’m starting to worry!

(source)

Should I stay or should I go?

Hi {name},

I know you’re busy. Just give me a 1, 2, or 3 —

1. We’ll pass on partnering with EVENT NAME this year, thanks for the offer!

2. We’re interested in the event, but it’s not a good time, reach back out to me in 1 month.

3. I’m interested — let’s talk!

Thanks!

(source)

Trial

SalesLoft Walkthrough

Hey {name},

Hope you are well. SalesGuy here, with SalesLoft (sales intelligence tool you are testing).

Would you like to connect for me to show you the ins and outs of our software? We would love for you to start Lofting at expert level in no time! How about sometime later this week?

Cheers!

Let’s get you lofting, Ryan

Hi Ryan,

Akoma with SalesLoft; I hope you’re doing well. I wanted to reach out and see if a prospecting tool such as SalesLoft might be on your radar? I’d love to learn a little bit more about your lead generation at Attach.

I’d be happy to take you through a high-level overview of our solution and show you some effective ways to find accurate and relevant leads, quickly add them to a list, discover emails and phone numbers, and push that data to your CRM.

Do you have some time on Friday or Monday? If so, propose a few times (timezone included).

SalesLoft + Attach = A Perfect Match

Hi Ryan,

Thanks for taking an interest in SalesLoft. I am excited to learn more about your lead generation/prospecting strategies at Attach. Happy to answer any questions that you might have about SalesLoft and show you a few best practices. Can we put something on the calendar for Friday or Monday?

Any thoughts?

Hi Ryan,

I wanted to reach out one last time and see if Attach has thought any more about implementing SalesLoft?

I would be happy to chat and answer any questions, do you have some time on Friday or Monday.

Let’s Talk KISSmetrics!

Hi Ryan,

Thanks for setting up your KISSmetrics account! Are you available for a quick chat to discuss KISSmetrics best practices to make sure you are getting the most out of your trial period?

Please let me know when you are next available and we can schedule a call.

Startup

John – my name is Tyler and I’m the CEO of Clever. My company has developed new technology that reduces the time spent doing SIS integrations by 80%.

I figured this might be of interest to you given the new middle school reading software Scholastic just released.

I’d love to get your feedback even if you’re not in the market for this right now. Do you have 20 minutes this week? It looks like I’m open Tuesday at 1 or 2pm ET if either may work.

Tyler

(source)

Looking for advice

Hi NAME,

I’m a first-time entrepreneur and I just started to build my product. I’m looking for experts in this space and several of my friends pointed me in your direction. So I was hoping you could give me your feedback before I spent too much time building something that nobody wants 🙂

Here’s my idea: I have a crawler that crawls millions of websites daily and can see who started a free trial with Mixpanel almost instantly. Do you think information like that would be valuable for somebody like KISSmetrics or I’m just wasting my time here?

Thanks in advance!

(source)

Other

Viewing content alert (e.g. opened an Attach link)

Re: [same subject]

Hey {name},

Last time we chatted, you requested that I get in touch in November. I may be a month early, but I figured it’d be worth checking-in.

Have you given any additional thought to the proposal? I’d be happy to do a quick review of it on the phone and answer any pending questions.

When’s a good time to talk?

(source)

Responding to a request to match competitors pricing

Subject: Re: demo follow up

No worries… the short answer is no, we aren’t able to compete on price against FooCorp.

The FooCorps’s of the world have spent a couple decades now in the race to the bottom and it shows. I have no doubt you can get their product (or a whole raft of others) for a few bucks cheaper than us.

Our product, Acme, is different. We’re designed to help improve your company’s performance in the critical area of XYZ. The ROI for doing that is enormous.

Now, not every organization sees the value in investing in XYZ. I get that. But if yours does, Acme is one of the most leveraged investments you can make.

Assume HelloSign does 5-6 transactions in the [XYZ field], that’s going to run 300-600k per year (so figure this is a $1-2MM investment over 3 years). The value of each transaction will be maybe 2-5x that if they’re done well, whereas a bad one we know can actually destroy value.

On the cost side, great transactions churn over at less than half the rate of low performing ones – which means if you do a better job at XYZ, you’ll save 10’s of thousands in new transaction costs as they stay longer. And on and on…

So ultimately if you think Acme will help you do this better – even just a little bit – the whole thing is peanuts. The cost difference between our product and the others, even less.

Look, FooCorp’s customers are switching to Acme in droves because we’re investing heavily in great customer service and innovation. Those things cost money but, as we see above, they drive tons of value so the market is happy to pay.

We’d love to have HelloSign on board as a customer and I’d be happy to have another chat with you or them if you think it would be useful. Let me know!

(source)

Sequence

First Email

How to import targeted professional social network leads straight into your {company} CRM

{name},

I’d like to discuss your lead gen efforts. We’re helping other {industry} companies collect their prospects straight from professional social networks and import them directly into their CRM (adding phone numbers and email addresses).

Quick question: can you put me in touch with whoever is responsible for new prospecting and revenue-generating tools at {company}?

(source)

Second Email

Re: [same subject]

{name},

Predictable Revenue author, Aaron Ross recently wrote this article: How Email Marketing Company WhatCounts Added an Extra 26% To Their New Sales Growth Rate In One Year (+ Their Favorite Sales App: SalesLoft).

I’d love to help you uncover whether you could do the same. How about a short call so I can understand your revenue objectives at {company} for {enter timeframe}?

(source)

Third Email

Re: [same subject]

{name},

I have tried to reach out a few times over the past week to go over your lead generation / prospecting strategies at {company}. I have not heard back from you and this tells me a few things:

1) You are all set with your current prospecting/lead gen strategies at{company}, and if that is the case please let me know so I will stop bothering you.

2) You are interested but have not had the time to respond.

3) You are being chased by a hippo and need me to call for help.

Please let me know which one it is as I am beginning to worry…

Thanks and I look forward to hearing from you.

(source)

First Email

Hi Drew,

My name is Jerry and I am the founder at Shipping Company. We work with organizations like Sears and Target to hold FedEx and UPS accountable. We track all your shipments, identify those which have been delivered late, and file claims on your behalf. You only pay when packaging tracking is credited to your account.

What would be the best way to get 15 minutes on your calendar to explore if this would be valuable to Company?

Cheers, Jerry

(source)

Second Email

Re: [first subject]

Hi Drew,

I’m sorry to trouble you again. At my company, Shipping Company, we give you real-time visibility of all shipments, identify those which have been delivered late, and obtain package tracking on your behalf.

You pay for performances so if we don’t save you money we don’t get paid. Who would be the person to speak to about this at Company?

Thanks, Jerry

(source)

Third Email

Re: [same subject]

Hi Drew,

Wanted to make sure you got my earlier message. I’d like to learn about the pains of package tracking at Company. If you are the appropriate person to speak with, what does your calendar look like earlier next week? If not, who do you recommend I walk to?

– Jerry

(source)

First Email:

Appropriate person

Hi {name},

I’m trying to figure out who is in charge of [leading general statement] there at {company}.

Would you mind pointing me towards the right person please, and the best way I might get in touch with them?

Thank you,

Looking for best [insert job area where you’d like to start] contact

{name},

I am doing some research on your company to determine if there is (or is not) a need for [insert your strongest pain point].

Could you please help me by pointing me to the best person there for a brief discussion?

(source)

Second Email:

Re: [same subject]

Hi {name},

I didn’t hear back from you last week when I was looking for the appropriate person managing your [statement]. That’s not a problem. If it makes sense to talk, let me know how your calendar looks. If not, who is the appropriate person?

(source)

Third Email:

Re: [same subject]

Hi {name},

I have tried to get in touch with you to see if there is a mutual fit between our companies expertise and your goals around [statement].

If you are not interested or there is another person you would like me to follow up with, please let me know.

Would it make sense to invest 5-10 minutes to determine if there is a mutual fit between your [statement] and our expertise? If not, who do you recommend I talk to?

(source)

Fourth Email:

Re: [same subject]

Hi {name},

I’ve reached out a few times regarding your sales prospecting strategies there at {company}. My guess is that we’re out of touch for one of three reasons:

– You don’t see a fit

– You have another solution to create predictable outbound prospecting numbers

– You are secretly a superhero and have been too busy fighting crime to reply

If any of these are correct then they may be the exact reason why we should talk now…

(source)

First Email

Revenue Growth

Hi {name},

My name is {salesrepresentative} and I’m with {sendercompany}, a [what you do].

We’ve worked with venture-backed startups to Fortune 500 companies like [companies you’ve worked with].

We take a different approach to grow companies and aren’t like [other companies in a competitive niche].

We move quickly and if we don’t think we can kick butt for you, we’ll be upfront about it.

Are you free for a chat this week or next about marketing? If so, please pick a time slot here: [link to book a meeting using scheduleonce.com]

(source)

Second Email

Growth initiatives

{name},

I wanted to see if you had 5-10 minutes to connect re [what you do]. We’ve been able to generate solid revenue for our clients and both are still fairly untapped.

Can you point me to the person that handles this?

(source)

Third Email

(name}

Hi {name},

We recently helped a startup [insert result] by [what you do]. Can you point me to the person that handles [what you do] to discuss further?

(source)

Fourth Email

Scaling customer acquisition

{name},

One of our clients was able to [improve metric by number] at half of their target cost per acquisition number. Is this something that might interest you right now? If so, can you point me in the direction of the person that handles this?

(source)

Fifth Email

Are you ok?

{name},

I reached out previously regarding WHAT YOU DO and haven’t heard back from you yet.

This tells me a few things:

• You’re being chased by a T-rex and haven’t had time to respond.

• You’re interested but haven’t had time to respond.

• You aren’t interested.

Whichever one it is, please let us know as we’re getting worried!

(source)

Inbound

Hi {name},

I noticed that you recently visited our {Page or Blog Post}. I wanted to quickly check-in and make sure that you were able to find the resource you were looking for? I also thought you might find these additional resources helpful:

– {link to helpful resource}

I actually also took a minute to look at your company, and I thought you might be interested in how your current performance compares to the industry benchmarks that we regularly see. Would you like to talk tomorrow at {insert 2 times you’re available}?

YES! Millennials can sell.

Hi {name}, Thank you for signing up to test drive Kapost. I recently read your blog post “Can Millennials Sell?”

As a millennial myself, this specific line really resonated with me, “Juxtapose this against your average Gen X salesperson who still speaks lovingly of the Blackberry’s tactile keyboard, who maintains maybe just 1-2 social properties, and who prefers the face-to-face meeting to the digital one.” My dad is a successful salesman who is still using a Blackberry and scheduling in-person meetings, ha!

My role here at Kapost is to see if I can answer any questions for you about Kapost, or clarify anything about our platform after taking a Test Drive.

Please let me know if I can provide you with any additional resources.

(source)

{name of downloaded ebook}

Hey {name}

What’s going on? I saw that you downloaded our {ebook /whitepaper/guide} — I hope that you enjoyed it or soon will.

If I can be of any help at all, please don’t hesitate to reach out.

Take care {myname} {mytitle} @ {mycompany}

PS: just connected on Linkedin

Subject Lines

Ben, loved your tweet yesterday (source)

Ben, love what you guys are doing at Datanyze (source)

Appropriate Person?

Right Direction?

Quick Question? (source)

[Mutual connection] recommended I get in touch. (source)

Ideas for [thing that’s important to them]. (source)

Question about [recent trigger event]. (source)

Question about [a goal they have]. (source)

Thoughts about [title of their blog post]. (source)

Have you considered [thought / recommendation]? (not your service!) (source)

(Name), quick question for you. (source)

[Referrer] said you might be able to answer this question.

Opening Lines

I noticed you … (source)

[Mutual connection] mentioned … (source)

I Saw that we both … (source)

I loved your post on … (source)

Congratulations on … (source)

Go to our website: www.ncmalliance.com

101 Sales Email Templates You Can Use to Close More Deals By Erika Desmond Smart salespeople have known this for a while now: Email prospecting is one of the most effective ways to get in front of your potential customers.

0 notes

astrea-it-posts · 6 years ago

Link

Smart vCard allows to import or export the vCard files from Salesforce. vCard is the file format standard for electronic business cards and even vCards are often attached to email but can be exchanged in the other ways.

#smart vcard salesforce application

0 notes

sastormsoftware · 11 months ago

Text

Exporting Attachments from Salesforce: A Quick and Easy Process

Exporting attachments from Salesforce can be a crucial task when managing large volumes of data or when transitioning between platforms. Whether you're migrating data, archiving important files, or just looking to streamline your processes, knowing how to effectively export attachments from Salesforce is essential. This guide provides you with the best practices and step-by-step instructions to make the export process smooth and efficient. We’ll cover various methods, including using Salesforce’s native tools and third-party applications, ensuring that you can choose the option that best fits your needs. With our expert tips, you can confidently handle attachments of all sizes and types, minimizing errors and maximizing efficiency. Learn how to quickly and securely export attachments from Salesforce, keeping your data organized and accessible. Whether you’re a Salesforce admin or a business user, mastering this process will enhance your data management capabilities and streamline your workflows.

#export attachments from salesforce

0 notes

salesforceblog · 7 years ago

Text

List of Salesforce sObject ID Prefixes

ID PrefixObject Type 001 Account 002 Note 003 Contact 005 User 006 Opportunity 008 OpportunityHistory 100 UserLicense 101 Custom Label 400 ApexClassMember 500 Case 501 Solution 608 ForecastShare 701 Campaign 707 AsyncApexJob 709 ApexTestQueueItem 750 Bulk Query Job 751 Bulk Query Batch 752 Bulk Query Result 800 Contract 806 Approval 888 Remote Access 000 Empty Key 00a CaseComment/IdeaComment 00b WebLink 00B View 00D Organization 00e Profile 00E UserRole 00G Group 00h Page Layout 00I Partner 00J OpportunityCompetitor 00K OpportunityContactRole 00k OpportunityLineItem 00l Folder 00N Custom Field Definition 00o OpportunityLineItemSchedule 00O Report 00P Attachment 00p UserTeamMember 00Q Lead 00q OpportunityTeamMember 00r AccountShare 00S Import Queue 00t OpportunityShare 00T Task 00U Event 00v CampaignMember 00X EmailTemplate 010 CaseSolution 011 GroupMember 012 RecordType 015 Document 016 BrandTemplate (Letterhead) 018 EmailStatus 019 BusinessProcess 01a DashboardComponent 01D UserAccountTeamMember 01H MailmergeTemplate 01m BusinessHours 01M AccountTeamMember 01n CaseShare 01N Scontrol 01o LeadShare 01p ApexClass 01q ApexTrigger 01Q AssignmentRule 01Q Workflow Rule 01r Visualforce Tab 01s Pricebook2 01t Product2 01u PricebookEntry 01Y CampaignMemberStatus 01Z Dashboard 020 EventAttendee 021 QuantityForecast 022 FiscalYearSettings 026 Period 027 RevenueForecast 028 OpportunityOverride 029 LineitemOverride 02a ContractContactRole 02c Sharing Rule 02i Asset 02n CategoryNode 02o CategoryData 02s EmailMessage 02Z AccountContactRole 033 Package 035 SelfServiceUser 03d Validation Rule 03g QueueSobject 03j CaseContactRole 03s ContactShare 03u UserPreference 04g ProcessInstance 04h ProcessInstanceStep 04i ProcessInstanceWorkitem 04k Outbound Message Id 04l Outbound Notification Id 04m AdditionalNumber 04s AsyncResult/DeployResult 04t Install Package 04v CallCenter 04W RevenueForecastHistory 04X QuantityForecastHistory 04Y Field Update 058 ContentWorkspace 059 ContentWorkspaceDoc 05X DocumentAttachmentMap 060 Portal Id 066 ApexPage 068 ContentVersion 069 ContentDocument 07E Sandbox 07L ApexLog 07M ApexTestResult 07M Apex Test Result 081 StaticResource 082 Data from Uninstalled Packages 083 Vote 087 Idea 08e CronTrigger 08s CampaignShare 091 EmailServicesFunction 092 Weekly Data Export 093 EmailServicesAddress 099 ApexComponent 09a Community 0A2 Change Set 0A3 Installed Package 0BM Connection - Salesforce to Salesforce 0C0 Holiday 0D2 OrgWideEmailAddress 0D5 UserProfileFeed 0D5 FeedItem/NewsFeed/UserProfileFeed 0DM Site 0E8 EntitySubscription 0EP Inbound Change Set 0J0 SetupEntityAccess 0PS Permission Set Metadata 0Q0 Quote 0t0 TagDefinition 0Ya LoginHistory 1dc MetadataContainer 1dr ContainerAsyncRequest 7tf TraceFlag CF00N Custom Field Id

#salesforce configuration #salesforce

0 notes

tak4hir0 · 4 years ago

Link

Sample command line utilities around the Salesforce Dependencies API implemented as SFDX plugin. The plugin is NOT a Salesforce supported project and release as a community project under open source licenses. Anyone is invited to help improve and extend the code. This project implements an SFDX plugin for the Salesforce Dependencies API. With the plugin you are able to analyze dependencies between Salesforce second-generation packages as well as dependencies between Salesforce objects deployed in your org. The plugin is meant for Salesforce developers and administrators trying to Analyze package and object level dependencies Untangle large monolithic orgs to split into smaller (more managable) orgs Indentify and extract base packages with shared objects Identify package level version dependencies The plugin does not automate any of these steps but uses graph technology to help navigate the complexities of a Salesforce org. The main output thus far is a set of D3.js force directed graphs used to visualize dependencies and recommendation actions. Note: Some commands directly need the Salesforce Dependencies API which is currently in open beta for production orgs but fully enabled for sandbox orgs. Please make sure your org has the API enabled or work with Salesforce support to enable it. Note: The Salesforce Dependencies API in its current form is limitted to return the first 2000 records of a full query only. As a consequence the plugin can only get the first 2000 objects and the dependency graph is incomplete. While we are wainting for the dependenies API to support full resultset pagination, treat this project as a starter project to a more complete solution. Install Install the Salesforce CLI (SFDX) npm install sfdx-cli --global Make sure you have the latest version npm update sfdx-cli --global Install the plugin via npm npm install dependencies-cli --global Test the plugin sfdx dependency returns Sample command line utilities around the Salesforce Dependencies API implemented as SFDX plugin. USAGE $ sfdx dependency:COMMAND COMMANDS TOPICS Run help for each topic below to view subcommands dependency:component Analyzes object level dependencies in your org dependency:package Analyzes package level dependencies in your dev project Authorize an org For production orgs use sfdx force:auth:web:login For sandbox orgs use sfdx force:auth:web:login -r https://test.salesforce.com returns You may now close the browser Usage The plugin implements two topics with a couple of commmands each: dependency |-component |---componentizer |---report |-package |---merge |---version The two topics help with two disjoint sets of questions where: dependency:component Analyzes object level dependencies in your org dependency:package Analyzes package level dependencies in your dev project Following are a details for every command to illustrate usage only. For detailed command descriptions use sfdx dependency:COMMAND --help dependency:component Analyzes object level dependencies in your org. All commands are based on the Salesforce Dependencies API and require an org connection with the -u, --targetusername=targetusername option. dependency:component:componentizer Return all leaf nodes in the directed component dependency graph. USAGE: ] [--json] The response lists the leaf nodes in the directed component dependency graph in a text form, grouped by object type. For example: CustomField: CustomerPriority(00N2E000008r3MxUAI) NumberofLocations(00N2E000008r3MyUAI) SLA(00N2E000008r3MzUAI) SLAExpirationDate(00N2E000008r3N0UAI) WebLink: View Campaign Influence Report(00b2E000001Yj9ZQAS) Billing(00b2E000001Yj9bQAC) Up-sell / Cross-sell Opportunity(00b2E000001Yj9cQAC) dependency:component:report Produces a dependency graph representing all object level dependencies in your org. USAGE: ] [--json] This command produces a DOT formatted output by default if no --json option is used. Following is an example output. X00N11000002qGqQEAU } DOT formatted output can easily be converted into a vector graph (SVG). You can either paste the output directly into this website for online rendering, or install software to build static or interactive SVG (using d3.js). 1. Render the SVG as dependency graph in an image requires Graphviz brew install graphviz produce the DOT graph file output sfdx dependency:component:report -u [alias|username] -r dot | tee graph.dot convert the DOT file to SVG graph.svg open the SVG directly in your browser (Google Chrome works best) open -a "Google Chrome" graph.svg Following is a small example of a static SVG produced with this process. 2. Render the SVG as d3-force graph There are two options to launch the D3 graph, using either a pre-deployed Heroku app or running the app locally. 2.1 Use the Node.js app deployed at https://sfdc-mdapi-graph.herokuapp.com produce the graph in JSON format sfdx dependency:component:report -u [alias|username] --json | tee graph.json open the browser with https://sfdc-mdapi-graph.herokuapp.com and load the produced JSON file to render open -a "Google Chrome" https://sfdc-mdapi-graph.herokuapp.com 2.2 Run the Node.js app locally start the local Node.js server npm start & produce the graph in JSON format sfdx dependency:component:report -u [alias|username] --json | tee graph.json open the browser with http://localhost:8080 and select the produced JSON file to render open -a "Google Chrome" http://localhost:8080 to kill the local Node.js server use npm stop Here an example of an interactive force directed D3 graph rendered with the above process. The force directed graph supports actions to navigate a large graph better, including: filter and selection by node type filter and selection by node name show/hide labels freeze the graph simulation recenter the graph expand the graph for readibility collapse the graph to identify center of gravity remove individual nodes remove a connected graph for a given node expand the fully connected graph for a given node export filtered subgraph Using D3.js technology is an attempt to manage large graphs more easily. In addition, one can pass flags to the SFDX plugin directly to apply query filters based on type and thus reduce the output. dependency:package Analyzes package level dependencies in your development projects. All commands expect a 2nd generation Salesforce project with one or multiple package.xml. dependency:package:merge Merge multiple package.xmls to create one base package.xml containing only those objects available across all packages. This function computes the intersection of multiple first generation packages. USAGE: ] [--json] This command produces a properly formatted package.xml as the result of the merge operation, for example: dependency:package:version Analyze version dependencies for packages deployed in your org using the 2nd generation development process. The command is required to run from within the SFDX project development folder and needs an org connection with the -u, --targetusername=targetusername option. USAGE: ] This command produces a DOT formatted output: X04tB0000000KAekIAG } To render the output as SVG use the instructions at Render the SVG as dependency graph in an image. Following is an example of a package dependency graph with version details. Build and Debug There are two options to A) build and deploy the sfdx plugin or B) build the node.js application for local testing. Option B is interesting only if you want to maintain different versions, one deployed as SFDX plugin and another one for development testing. Build time is equally fast for both options. A Build the SFDX plugin Uninstall the existing plugin sfdx plugins:uninstall dependencies-cli Build and install the plugin from the project root folder sfdx plugins:link ./ Optionally: in case of errors due to missing dependencies, install them with npm --save Test the plugin sfdx dependency B Build the node.js application for local testing Run yarn clean in the project root folder yarn run clean Optionally: run yarn install in case you used npm package installer to manually install packages yarn install Build the code using npm run scripts in the project root folder npm run-script build Test your changes with a local bin/run script bin/run dependency C Debug the SFDX plugin (with VSCode) Run the plugin in debug mode --dev-suspend Attach VS Code Debugger to D Debug the node.js application locally Before linking the plugin to Salesforce CLI run NODE_OPTIONS=--inspect-brk bin/run dependency Attach VS Code Debugger to Troubleshooting ERROR running dependency:component:componentizer: sObject type 'MetadataComponentDependency' is not supported. Explanation: This error indicates that your org does not have the metadata dependency API enabled. The API is still in beta for production orgs as of release Summer`19. Resolution: Contact your Salesforce support and provide them the to work with. Salesforce support should enable the Enable MetadataComponentDependency API perm for your org. ERROR running dependency:component:componentizer: No AuthInfo found for name Explanation: This error indicates that you forgot to provide the -u flag needed for the command execution. The SFDX plugin attempts to use the default user id but requires dedicated authentication info. Resolution: Supply the option with the command. ERROR dependencyGraph::retrieveRecords().err sObject type 'CustomField' is not supported. Explanation: This error happens with certain orgs where not all metadata object types are supported for query with the tooling API. The error is not fatal and a graph will be produced to STDOUT including all supported metadata types. The error logged to STDERR includes details for the query in question, for example: dependencyGraph::retrieveRecords().query SELECT Id, TableEnumOrId FROM CustomField c WHERE c.Id In ('00h0M00000FoNWnQAN','00h30000000i0DcAAI','00h300000012QrnAAE','00h300000012oWtAAI','00h3000000133AJAAY','00h30000001MDH9AAO','00h30000001OIu3AAG','00h30000001OKZ1AAO','00h30000001OLxMAAW','00h30000000gnhbAAA') limit 2000 Resolution: Contact support to investigate the settings for your org and enable the failing metadata type queries.

#GitHub

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nicholasmesngr · 7 years ago

Text

15 Best CRM Software for Your Business 2018

Best CRM Software for Your Business – 15-best-crm-software-for-your-business-2018

Are you looking for better ways to grow & manage your business? CRM (Customer Relationship Management) software can make all the difference. Whether you are searching for a highly robust CRM solution or a simple version of it designed for your small business enterprise, there is always a perfect CRM software choice for you.

When it comes to managing your business, keeping up-to-date with your potential as well as existing customers, leads, and prospects turns out to be a vital task for any business out there. In such a scenario, reliable CRM (Customer Relationship Management) systems can help you in managing your business effectively through tracking all the tasks related to your customers –right from handling emails to calls, visits, deals, the progress of the sales, and so more.

If you are looking out for the best CRM software tools out there, we have compiled a list of the top CRM software solutions that you can consider making use of in your operations. Here are some:

Apptivo:

This turns out to be a comprehensive CRM offering an easy way of managing your schedules, contacts, communications, tasks, notes, and much more. In addition to this, if you go forward with availing the free account of the software, then also you will receive proper project management tools along with invoicing, basic order tracking, estimates, a help desk, and field service management. The premium version of the software comes for $8 and provides ample storage (3 GB per user) along with additional benefits including e-commerce integration, bulk emails, Google Drive, business apps, Dropbox integration, and so more.

Bitrix24:

Just like Apptivo, this CRM software tool comes with a powerful suite of useful business tools including the ease of instant messaging, collaboration, project management, employee management, document handling, document scheduling, and so more. The immensely generous free account setup of the Bitrix24 CRM software tool allows support for around 12 users and offers 5GB of storage. In case you require more storage, the special Plus account by Bitrix24 offers support for 24 users along with 24GB of storage for $39.

Batchbook:

If you are looking for some great communication system with the help of a robust CRM solution, then the Batchbook CRM software is the ideal solution for your business. With the help of this software solution, you can create a customized contacts database and extend with the necessary details that you like, perform effective tracking, emails, tweets from customers, and so more. The mobile view offered by the software ensures that your site appears appealing on any device. Moreover, the SMS & Email notifications make sure that you never forget anything important related to your business.

Nimble:

Referred to as the “social butterfly of small-scale enterprises”, the Nimble CRM software tool allows you to manage teams, customers, and social contacts on a single screen. With the help of the lightweight platform offered by Nimble, all the online conversations from Twitter, Facebook, Instagram, and email become easily visible. The CRM platform is easy to use as well. Nimble can help you go online automatically for collecting useful data from the contacts. The Nimble CRM software also comes with smart search tools that help in locating the necessary data along with filtering & sorting of your contact list for your overall ease.

HubSpot:

This is probably one of the best CRM tools that you will come across out there. The HubSpot CRM software stands out from the rest with respect to its unique pricing model. The software offers no exceptional “free” plans & no array of other additional accounts to configure. On the other hand, this software tool comes entirely free of cost and you are required to pay only for extra marketing or sales modules. This turns out to be the ideal solution if you are running strictly on budget. With this tool, you are able to create companies & contacts database effectively with unlimited storage space –as much as you need (up to 1 million companies & contacts).

Capsule CRM:

Capsule CRM stands out from the other CRM tools as it is aimed at focusing on the basics –collaboration, contact management, scheduling, task management, and sales pipeline. All of these tasks are implemented progressively with the help of some additional features offered by the CRM software tool. With this tool, you are able to track the social media of your potential customers, link emails & documents to the respective records, organize the contacts & tag them, view the schedule, create tasks in the calendar, and so more.

InStream:

This CRM software tool is a specialized contact, sales management & relationship automation software tool. The CRM is known for offering detailed customer’s contact management along with additional social media integration features that aid you in staying in touch with the tweets, emails and calls of the customers. The tool is relatively easier to use owing to the ease of integrations offered by the CRM system. The specific Business plan is one of the best-value plans and offers around 10GB of storage with up to 25000 contacts, full support, and daily reports.

Insightly:

This is an impressive CRM software tool that focuses on effective project management for your business. In addition to managing the sales pipeline productively, you are also able to set dedicated milestones along with assigning tasks & schedules, attaching notes & files, defining a proper task schedule, producing reports, and so more. Insightly is known to be offering enhanced contacts management along with mass email support & social media integration to help with your business management.

Streak:

This is a lightweight CRM software tool. It is simpler than most of the competition around. As such, small-scale business enterprises and startups can learn the operation of this software tool easily and with no hassles. With the help of a single or two clicks, you can view or group related emails, track & add customer status, include notes, and much more. The specialized “Boxes” feature of the tool can help you in defining where you stand in sales & other pipelines –making it easy for everyone involved in your business to stay updated about the overall progress.

Zoho CRM:

Offering a flexible solution, the Zoho CRM software tool comes with a lengthy list of features including contact & leads management, social media integration, sales & marketing automation, task scheduling, web forms management, and so more. In addition to this, the CRM system can also be integrated with several other Zoho products including web forms, project management, and customer support. The mobile apps by Zoho CRM allow you to gain access to the data in an effective manner.

Pipedrive:

This is another excellent CRM software solution that helps in organizing your leads & customers in an organized manner. Moreover, it also offers a clear overview of the overall sales process and encourages you to focus on other vital tasks of your business. You can make use of the CRM software solution to manage the sales pipeline of your business efficiently. Some of the key features of this software tool include simplified data importing & exporting, productive timeline viewing, sales reporting, email integration, viewing & managing contact history, and much more.

Nutshell CRM:

This CRM application is easy to set up & use. The application also offers exceptional onboard assistance along with professional customer support services. One of the primary features that make this CRM software tool stand out from the others is its attractive & user-friendly dashboard wherein you can view & manage the upcoming tasks, contact history, activities, and meetings in a comprehensive manner. Some of the key features of this tool include seamless lead relationship management, collaborative environment, customized sales processes, calendar syncing, and creation of bulk email templates.

Velocity 365:

If you are in search for a citizen engagement system for streamlining several government processes towards ensuring quicker & efficient rendering of specialized services to the end customers, then Velocity 365 CRM software tool turns out to be the ideal option. Right from offering the citizens with customized self-service for reaching out to different departments to specialized integrations, pre-configured tools, and so more –the Velocity 365 software tool can help you remain at the notch of your business at all times.

Bpm’online CRM:

This serves to be a unique CRM tool as it is able to combine customer data with specific business process management solutions & tools. With the help of this tool, you can coordinate the diverse activities of different departments including sales, customer support, and marketing teams. Some of the primary features of this tool are administrative tools, customizable reports, document management, and so more.

Salesforce CRM:

This software tool allows you to record & track all the customer details at a single platform towards nurturing more leads in an effective manner. The mobile apps for this tool allow obtaining real-time data from customer reports & user-friendly dashboard.

Make use of these leading CRM software tools for your business! For more lead generation tools and reviews please visit http://citlyleadspro.com.

The post 15 Best CRM Software for Your Business 2018 appeared first on City Leads Pro.

source https://cityleadspro.com/15-best-crm-software-for-your-business-2018/ from City Leads Pro https://cityleadsprofl.blogspot.com/2018/07/15-best-crm-software-for-your-business.html from Ellie Connely https://ellieconly.tumblr.com/post/176167534997

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ellieconly · 7 years ago

Text

15 Best CRM Software for Your Business 2018

Best CRM Software for Your Business – 15-best-crm-software-for-your-business-2018

If you are looking out for the best CRM software tools out there, we have compiled a list of the top CRM software solutions that you can consider making use of in your operations. Here are some:

Apptivo:

Bitrix24:

Batchbook:

Nimble:

HubSpot:

Capsule CRM:

InStream:

Insightly:

Streak:

Zoho CRM:

Pipedrive:

Nutshell CRM:

Velocity 365:

Bpm’online CRM:

Salesforce CRM:

Make use of these leading CRM software tools for your business! For more lead generation tools and reviews please visit http://citlyleadspro.com.

The post 15 Best CRM Software for Your Business 2018 appeared first on City Leads Pro.

source https://cityleadspro.com/15-best-crm-software-for-your-business-2018/ from City Leads Pro https://cityleadsprofl.blogspot.com/2018/07/15-best-crm-software-for-your-business.html

0 notes

jasmineprston · 7 years ago

Text

15 Best CRM Software for Your Business 2018

Best CRM Software for Your Business – 15-best-crm-software-for-your-business-2018

If you are looking out for the best CRM software tools out there, we have compiled a list of the top CRM software solutions that you can consider making use of in your operations. Here are some:

Apptivo:

Bitrix24:

Batchbook:

Nimble:

HubSpot:

Capsule CRM:

InStream:

Insightly:

Streak:

Zoho CRM:

Pipedrive:

Nutshell CRM:

Velocity 365:

Bpm’online CRM:

Salesforce CRM:

Make use of these leading CRM software tools for your business! For more lead generation tools and reviews please visit http://citlyleadspro.com.

The post 15 Best CRM Software for Your Business 2018 appeared first on City Leads Pro.

Source: https://cityleadspro.com/15-best-crm-software-for-your-business-2018/

from City Leads Pro https://cityleadspro.wordpress.com/2018/07/22/15-best-crm-software-for-your-business-2018/

0 notes

cityleadspro · 7 years ago

Text

15 Best CRM Software for Your Business 2018

Best CRM Software for Your Business – 15-best-crm-software-for-your-business-2018

If you are looking out for the best CRM software tools out there, we have compiled a list of the top CRM software solutions that you can consider making use of in your operations. Here are some:

Apptivo:

Bitrix24:

Batchbook:

Nimble:

HubSpot:

Capsule CRM:

InStream:

Insightly:

Streak:

Zoho CRM:

Pipedrive:

Nutshell CRM:

Velocity 365:

Bpm’online CRM:

Salesforce CRM:

Make use of these leading CRM software tools for your business! For more lead generation tools and reviews please visit http://citlyleadspro.com.

The post 15 Best CRM Software for Your Business 2018 appeared first on City Leads Pro.

from City Leads Pro https://cityleadspro.com/15-best-crm-software-for-your-business-2018/

0 notes

kelsusit · 8 years ago

Text

Google Apps for Work (G Suite) 2016 review

[Editor's Note: What immediately follows is a rundown of the latest developments and features Google has added to Apps for Work (G Suite) since this review was first written.]

October 2017

Add-ons for Gmail were launched, which let users access certain features of popular apps right from within their inbox, including the likes of Asana, QuickBooks and Trello.

Google Calendar on the web benefited from a redesign to make it look more like the mobile app, and some new features including the ability to manage multiple calendars side-by-side.

Google made it easier to compare and contrast different G Suite editions, and the firm also made it simpler for users to switch their subscription between these different editions.

A new version of the Google Contacts app emerged on Android, which introduced action buttons under a contact’s photo to start a chat or make a call, among other new features.

Hangouts Meet now allows G Suite Enterprise customers to use a dial-in phone number to join a meeting (audio-only) when out and about, if they don’t have an internet connection.

September 2017

Drive File Stream is now available to all G Suite customers, a desktop app which allows for easy and convenient access to all your Google Drive files on demand.

Google improved the Jamboard app to make it easier to use on your mobile device, and to allow users to present a jam to a meeting directly from their phone.

Google Sheets users have gained the ability to customize their headers and footers, and to choose from a range of predefined options (such as page numbers, dates and so forth).

Google Slides got some nifty tweaks including a new range of add-ons, plus integration with Google Keep, allowing you to drag notes directly from the latter into the former.

Gmail’s Email Log Search feature in the Admin console now allows admins to track the delivery of emails sent by users in their domain, and see the current status of those messages.

Google’s Jamboard finally went on sale in the UK (after being available in the US and Canada) with an asking price of £3,999.

August 2017

Google made its Contacts app available to a wider range of devices – basically to all hardware running Android 5.0 or better (including Samsung, LG and Motorola devices).

Google’s collaborative whiteboard, Jamboard, is now on sale in Canada for CA$6,949 (as opposed to just the US). With any luck it will come to the UK soon, as well.

Google boosted the collaborative powers of Docs, Slides and Sheets with the introduction of a new system that clarifies which version of a document collaborators are working on.

Following the introduction of anti-phishing security measures in the Gmail app for Android, those same capabilities that warn of suspicious links have arrived in the iOS app.

Google has made data loss prevention (DLP) functionality available for content stored in Team Drives (this feature came to Google Drive back at the start of this year).

July 2017

Google has tweaked the default apps which appear in its app launcher, so it will highlight more useful apps off the bat, such as Gmail, Google Drive and Docs.

Google Drive has been tweaked so employees can share files stored in Google’s cloud with folks who don’t have a Google account, providing admin permissions allow this.

Google’s Jamboard (collaborative digital whiteboard) now allows for duplicating objects, offers easier object selection, and boasts a new keyboard that supports ‘glide typing’.

G Suite benefited from the introduction of a new recruiting app: Hire lets employers keep tabs on potential candidates and allows for scheduling interviews and the like.

Hangouts Meet now offers a live chat function, so meeting participants can send messages or links in real-time, with a chat history available for the duration of the meeting.

June 2017

Google announced the imminent launch of a Backup and Sync app which automatically backs up files and photos from a PC onto Google Drive. The enterprise version will follow later in 2017.

G Suite admins benefited from the introduction of automatic provisioning for six new apps: Asana, Dialpad, Freshdesk, Lucidchart, RingCentral, and Smartsheet.

Google has extended the ability of G Suite admins to restrict certain users from creating Team Drives, and this functionality will be available indefinitely (instead of expiring in 2018).

Gmail admins received the ability to notify internal mail senders with an informative warning when a message gets quarantined due to an issue with compliance policies.

Google Vault was graced with a number of new features to make retrieving data a more accurate process, including detailed metadata for files exported from Google Drive.

May 2017

Google’s Jamboard, the massive collaborative digital whiteboard, went on sale in the US on May 23. You need a G Suite plan to use the 55-inch board which costs $5,000 (£4,100).

The Quick Access feature, which attempts to intelligently highlight the files you might need before you’ve even searched for them, arrived for Google Drive on the web.

Smart Reply – Google’s nifty system which automatically suggests quick responses to emails, in order to save you the effort – is coming to Gmail for Android and iOS.

Google added pre-integrated single sign-on support for 9 more third-party apps, including Asana, Dialpad, Evernote Business, Expensify, Keeper, Pagerduty and Trello.

Gmail on Android received a boost in security with the introduction of anti-phishing checks to warn users when they click on a suspicious link in a message.

April 2017

New settings were introduced in the admin console to allow for better management of users’ offline access to Google Docs, Sheets and Slides files.

Google Sites was improved with the introduction of the ability to add a logo to your site, which the app will intelligently scan for colours, and offer to use them across your theme.

For those firms that use Google+, which became part of G Suite last autumn, admins now have access to improved enterprise-focused reporting on adoption and engagement.

Google Cloud Search is now available as an iOS app (it was already on Android). The app offers a machine intelligence-powered, unified search experience across G Suite.

Google began the rollout of a refreshed Google Accounts login page, which has a new look and feel that’s designed to be consistent across phones, tablets and PCs.

March 2017

Gmail on the desktop has been improved so that when you receive a message with a video attachment, you’ll be able to preview the clip from right inside your inbox.

As part of an effort to better integrate G Suite with Salesforce, Google made it possible to export a Salesforce Opportunity List View directly to Sheets in order to bulk edit data.

Google announced that Jamboard, its giant digital whiteboard – billed as the ‘ultimate freeform collaboration experience’ for G Suite users – will be out in May costing $5,000.

Google launched a fresh app, Meet by Google Hangouts, a videoconferencing solution for businesses that allows for video calls with up to 30 group members.

G Suite saw the addition of the Google Keep app, an Evernote-style note-taking effort which you can now access from a sidebar panel in Google Docs.

February 2017

Google clarified that Hangouts users won’t be able to make video/audio calls in Firefox 52 due to plugins being disabled for security reasons, but it’s actively working on a solution.

Google Drive users can now view password-protected Microsoft Office documents in Drive, in read-only form – and this works for Gmail attachments, too.

Sheets (and its mobile apps) now supports the ability to rotate text within a cell, plus Google introduced new border styles and improved accounting number formatting.

Google also changed Sheets on the web so users can link to specific cell ranges, so for example it’s now possible to create a linked table of contents for your spreadsheet.

Want to insert videos directly from Google Drive into Google Slides presentations? You can now do exactly that, with a number of options to pick from such as autoplay.

Google Cloud Search was brought to G Suite, offering bolstered search functionality across the productivity suite, and machine intelligence-powered recommendations.

January 2017

Google added enterprise-grade controls and visibility to G Suite, including improved data control with Data Loss Prevention measures, and more scope for analytics.

It became easier to create documents and the like from templates, as the latter can now be accessed directly from Google Drive (rather than having to go into the G suite apps).

The mobile apps for both Google Docs and Sheets got a number of new features, including the ability to insert headers/footers, plus improved manipulation of images.

On the security front, Google made the decision to block JavaScript (JS) file attachments in Gmail (alongside the already barred EXE, BAT and MSC attachments).

Google made it easier to create group chats for teams in Hangouts, allowing for the easy creation and naming of ‘placeholder’ group chats which can be swiftly shared.

December 2016

Basic Mobile Management was introduced to G Suite, which lets admins implement basic security on iOS devices with no need for the user to install an MDM profile.

Google Sheets received some tuning, including a new setting to keep a limit on iterative calculations, and some interface improvements were made with the Android app.

Gmail has been improved to make ‘bounce’ messages – the notifications users receive when an email fails to be delivered – more easily understandable and informative.

Google bolstered the Explore feature (introduced in September) by making it dead easy to insert citations as footnotes in Docs, Sheets and Slides.

Finally, this past month, we discovered that G Suite is only half as popular as Microsoft’s Office 365, at least according to one survey of European enterprises.

November 2016

The mobile apps for Google Docs, Sheets, and Slides had a ‘trash view’ introduced whereby you can now see and restore previously deleted files.

Google opened up applications for the Early Adopter Program for the Team Drives feature in Google Drive, a new and more robust way of sharing files between teams.

Slides was tweaked to enable users to be able to save in the OpenDocument Presentation (ODP) file format for compatibility with the likes of LibreOffice and OpenOffice.

G Suite has introduced custom templates for Docs, Sheets, Slides, and Forms, so you can set up your own specifically tailored templates for colleagues to use as needed.

The overhauled Google Sites has been rolled out to all G Suite users, boasting a refreshed design, six new themes, and the ability to track performance with Google Analytics.

Google pushed out a new Gmail app for iOS with major changes including an improved design, better search functionality, and an ‘undo send’ option to retract email mistakes.

October 2016

It was announced that the Google Drive desktop app won’t be supported by Google for Windows XP, Vista or Server 2003 as of the start of next year, January 1, 2017.

The voice features of Docs got a serious boost, with the introduction of new commands to format text, and do things such as inserting links and comments.

Google teamed up with Slack so users of the team-focused messaging solution can directly import files from Google Drive, or create new documents from within Slack.

Google also announced that those using aged versions of the Google Drive desktop app should note that support for versions 1.27 or older will be discontinued in February 2017.

Google Docs now lets you include page numbers in the table of contents you can create for a document.

Google introduced integrated search functionality for Gmail, Calendar, Groups, and Drive on the web, meaning that search results will be pulled from across all of these.

September 2016

Google has renamed Apps for Work as G Suite, which the company says better reflects the software's mission in terms of putting the emphasis on real-time collaboration.

Docs, Sheets and Slides witnessed the introduction of a new Explore feature consisting of intelligent assistants that help you craft better documents.

A new Quick Access capability was brought to Google Drive. It uses machine learning to automatically surface files it thinks you'll need next based on your usage patterns.

Google rolled out a new offer for users of its productivity suite, with a free 60-day trial of Chrome device management which is good for up to 10 devices.

Google Drive made searching easier with the introduction of natural language processing, meaning that you can phrase your search in everyday conversational terms.

Google announced a partnership with Box whereby the latter will be integrated with Google Docs, allowing users to edit documents directly from Box's cloud storage.

August 2016

A new Google Hangouts Chrome extension was pushed out allowing for multiple chat windows to be incorporated into one, and making more chat content readily visible.

Google introduced a 'Cast…' function in the main menu of Chrome, and this can be used to share the contents of a browser tab – or the whole desktop – into a Hangout session.

Forms received a new feature which allows the insertion of images into surveys, so you can now do things like have a multiple choice question with pictures for answers.

The Android apps for Google Docs, Sheets, and Slides were improved to make it easier to create tables and better looking charts.

A couple of security tweaks were applied to Gmail, the most important of which is that the webmail service will now issue a warning about a link if it leads to a known malware site.

Inbox got integration with Trello and GitHub, so Trello users will receive a summary of what's new with projects, and GitHub denizens will get a summary of code changes.

Google Drive's preview feature was improved to make viewing previews of stored files a slicker experience, with a cleaner UI and better zoom functionality.

July 2016

Google introduced a new scheme to help train employees on its productivity suite, with the system designed to act like a 'virtual coach' to help users learn when IT staff aren't around.

Google tweaked the Admin app for Android to let delegated admins (and not just super admins) use the software to access functions while out and about.

Google gave the Admin console some attention in terms of two-step verification, allowing admins to view the real-time status of where each user is in the 2SV enrolment process.

Apps for Work is apparently being muscled out by Microsoft's Office 365, at least if sentiment from Redmond's Worldwide Partner Conference is on the money.

Google launched the new Quizzes feature in the Forms app, designed to allow teachers to easily create and mark assessments for students.

June 2016

Google Springboard was announced, a search tool (currently being tested) that can be used to quickly find things across Google Apps, plus it makes proactive recommendations.

Google Sites got revamped with a new preview version boasting a simple drag-and-drop design which is more intuitive, and support for real-time collaboration was introduced.

A 'new and notable' section was introduced to the Google Apps Marketplace, in order to highlight the best third-party apps available to businesses.

The Android and iOS apps for Google Docs and Sheets gained the ability to edit content in Print layout view, and to edit existing conditional formatting rules in Sheets.

Google tweaked Docs, Sheets and Slides so notifications of comments made not only arrive via email, but you can also get a notification on your Android device or web browser.

May 2016

Google announced its new Spaces messaging app designed for small groups – but there's no news as yet on when (or indeed whether) it will come to Apps for Work.

At Google I/O new APIs were introduced for Sheets, giving developers a "new level of access" to some of the most popular features in the app.

New APIs were also brought to Slides allowing developers to easily push data from other third-party apps into Slides for maximum convenience.

Google revealed that Android apps will be available for Chromebooks, and this opens up more productivity possibilities including using the Android version of Microsoft Word.

Google integrated its BigQuery service with Google Drive, allowing users to query files directly from Drive, and save query results from the BigQuery UI directly to Google Sheets.

Google Slides benefited from a new Q&A feature that lets audience members submit questions to the speaker directly from their mobile devices during a presentation.

The Synergyse service was fully integrated with Google Apps, a virtual assistant that helps train users in the various apps and was previously a Chrome extension.

Google Drive and Evernote were integrated, allowing Evernote users to seamlessly access any file on Drive.

April 2016

Google Apps for Work received two new certifications: ISO 27017 for cloud security and ISO 27018 for privacy.

A new 'Find a Time' feature arrived in Google Calendar for Android, allowing mobile users to find convenient times for meetings when they're on the go.

Google's scheme of providing Apps for free to medium-sized firms who want to migrate over but are locked into an Enterprise Agreement was extended until the end of 2016.

Reminders pitched up in the web version of Google Calendar, and said reminders will sync across browsers and mobile devices.

March 2016

The Google Admin app received bolstered mobile device management capabilities, allowing for admins to handle security breaches even when they're out and about.

Research into the most-used business apps on the web ranked Google Apps for Work in fourth place – behind Office 365, Salesforce.com and Box.

Google launched its #maketime website, which aims to help you prioritise how you spend time during work hours, and highlight how Google Apps for Work can save you time.

Google expanded support for its Identity Platform to cover logins for far more third-party apps in the Google Apps Marketplace, including Office 365 and Facebook at Work.

A whole bunch of new templates were added to Google Docs, Sheets and Slides.

February 2016

Gmail's existing Data Loss Prevention features got a boost with the addition of OCR for scanning attachments and additional predefined content detectors.

Google also gave Gmail the ability to flag email accounts that it deems 'insecure'.

Google Docs was enhanced with voice typing, allowing users to dictate to their word processor, and also access editing and formatting commands.

Google Forms gained support for add-ons and the ability to edit Apps Scripts, plus work and education-related templates were introduced to the home screen.

The Gmail for Android app received support for rich text formatting, and an option for one-tap instant RSVPs was introduced.

January 2016

Instant comments were introduced to Google Docs, allowing users to click a simple icon to add an immediate comment to a document.

The ability to add comments arrived in the Sheets and Slides apps for both Android and iOS.

Google further bolstered the Sheets Android app with the ability to open and edit CSV and TSV files, along with additional files supported for import and export.

Google Calendar for Android and iOS apps was graced with smart suggestions that pop up suggested event titles, places and people.

Search became more powerful across Google's productivity suite, so when users search from Docs, Sheets, and Slides home screens, they get results from across all three apps.

Google rejigged device management in the Admin console, categorising the various settings to make everything easier to find.

Now move on to Page 2 for our full review and detailed look at what Google Apps for Work offers, including an evaluation of features, pricing, and ease-of-use.

Also check out our guide on how to achieve 'Inbox Zero' in Gmail (and Outlook)

Darren Allan contributed to this article

For decades, the gold standard of office productivity software has been Microsoft Office – it inherited IBM's status as the technology nobody got fired for buying. But while Office is undoubtedly powerful, many of its users don't use many of its features. So why pay for things your organisation doesn't use?

That's the rationale behind Google Apps for Work, or G Suite as it is now known. Where Office tries to do everything imaginable, Google's suite is much more basic. That said, it's much more powerful than it was when the package debuted in 2006, but the emphasis on simplicity and speed remains.

Apps and pricing

Google Apps for Work (G Suite) is organised into four categories spanning eleven products. Under Communicate you'll find Gmail, Hangouts and Calendar; under Store there's Google Drive; under Collaborate there's Docs, Sheets, Forms, Slides and Sites; and under Manage there's Admin and Vault. That final one is designed to archive corporate email in organisations that have to retain data for regulatory compliance.

And as ever, the pricing is refreshingly simple. The base product is £3.30 ($5.66) per user per month, and the Premium version is £6.60 ($11.32) per user per month. If your organisation is an educational establishment, Google also has a version for you: Google Apps for Education is free.

While we're on the subject of free apps, you can of course get Gmail, Docs, Sheets and other Google apps for free – so why spend money? The short answer is that the paid-for version gives you more storage, management, and the ability to use your own domain – so emails come from @yourcompany.com instead of @gmail.com.

Users on the base version of G Suite get 30GB of storage, which is twice the amount of the free products, and users on the Premium version get unlimited storage, while you also get improved admin controls and the Vault email archive. Both the base and premium versions come with HD videoconferencing via Hangouts and 24/7 phone, chat and email support.

Slides, Google's presentation module, covers the basics well enough

How does it compare to Office?

Google's main rival here is of course Microsoft, and Redmond's Office 365 comes with a number of price tags attached depending on which version you want and how many users you're planning on giving it to.

Microsoft has cut the price of Office 365 to make it more competitive, and it now comes in four tiers: Office 365 Business Essentials, which is £3.10 per user per month; Office 365 Business, which is £7 per user per month; Office 365 Business Premium, which is £7.80 per user per month; and Office 365 Enterprise E3, which is £14.70 per user per month. The first three plans are limited to a maximum of 300 users per year.

The most basic version of Office 365 offers web-based versions of Office apps, 1TB of storage per user plus a 50GB email inbox, unlimited online meetings and HD videoconferencing, plus business-focused social networking for collaborating across departments.

The next step up, Business, offers full Office apps for desktop, laptop, tablet and smartphone along with 1TB of storage, but not the extra 50GB email inboxes. If you want that and the desktop/mobile apps too, you'll need Office 365 Business Premium. As with Google there's 24-hour web support and phone support for "critical issues".

One deal-breaker here might be compliance: Microsoft's compliance tools are limited to the Enterprise product, which is twice the price of Google Apps for Work Premium.

Setup

The sign-up process takes mere seconds and once you've created your account you'll be taken to the Admin Console. This has eight key options: users, company profile, billing, reports, apps, device management, security and support.

It's possible to add users in two ways – manually, or by uploading a CSV file containing multiple user details. Once you've done that you can then specify which apps they can use, so for example you might want to let users access email but not Google Hangouts. You can also disable unwanted apps globally.

One of the most interesting sections here is Mobile Device Management, which enables you to mandate passwords and Google Sync on user devices, to encrypt data, configure Wi-Fi and to enable or disable automatic syncing and the device's camera.

You can also remotely wipe devices either manually or automatically if they haven't been synchronised for a specified period.

Sheets is Google's equivalent of Excel

The Admin Console also contains some additional tools: group creation, third-party apps, domain management and settings for other free Google services such as Google Analytics, AdWords, Google+ and Google App Engine.

The optional Vault, which doubles the per-user price from £3.30 ($5.66) per month to £6.60 ($11.32), is designed for organisations that need to retain email and chat data and other digital information for regulatory compliance.

You can set data retention options globally or based on particular dates, groups or search terms, search the archive using the familiar Google search field, and you can audit the data and export it for further analysis. It doesn't store all communications, however – any chats marked off the record aren't stored.

If you're not sure whether you require Vault or if it isn't currently necessary, it's possible to upgrade to the with-Vault version from within your Google Apps for Work (G Suite) Admin Console.

Create: Docs, Sheets, Slides and Sites

Google's apps come in two forms – cross-platform, browser-based apps and mobile apps for iOS and Android. Microsoft's mobile OS isn't supported beyond Google Sync for mail, contacts and calendars.

It's worth noting that the browser apps only use local storage if you're using the Chrome browser or Chrome OS, although the standalone Google Drive desktop app keeps everything in sync if you prefer a different web browser (and of course Gmail is widely supported by desktop email software and mobile email apps). The features available offline differ from product to product and platform to platform.

Docs, Sheets and Slides are Google's equivalents of Word, Excel and PowerPoint, although a more accurate comparison would be to Apple's most recent iWork apps – the emphasis is on simplicity and ease of use rather than power features.

That's particularly apparent in Slides, which also appears to prize simplicity over making presentations that don't look absolutely awful.

We wouldn't want to craft a massive, complicated manuscript in Docs, but then that isn't what Docs is designed to do. It's a fast and user-friendly way to create everyday documents and to share them with colleagues and clients. The companion Drawing app adds functions such as WordArt-style text effects, simple image creation, diagrams and flow charts.

It's a similar story with Sheets, which covers the most common Excel functions (including pivot tables) but doesn't have the power of Microsoft's offering. It is improving, though, and now that it supports Google's App Script add-ons it's possible to automate workflows and develop custom apps – although it's still way behind Microsoft here.

There are two additional apps for creating content: Forms, which as the name suggests is for creating and completing online forms, and Sites, which can be used to create shared pages on the intranet or public internet. Sites is a template-driven affair and while it won't give professional web designers any nightmares, it's an effective way to publish web content without any knowledge of web content creation.

Docs is a fast and user-friendly way to create documents, and share them with no fuss

Collaboration and compatibility

Online collaboration has been baked into Google Apps from the outset, and sharing documents with colleagues or clients is effortless. The Revision History panel tracks changes and there's a separate panel for comments, which can be notified via email as well as in the app.

Sharing is a one-button affair, with options including public, anyone with the correct link, anyone within the organisation, or sharing only with a specified group of people. These options only apply to unpublished documents, however – anything published via the Publish to the Web option, which makes an online copy of the current document, is publicly available.

In addition to the obligatory Microsoft Office formats, Google Apps also supports documents including Open Document Format, Rich Text Format, PDF, plaintext and zipped HTML. Spreadsheets can be saved as CSV and tab-delimited files, and presentations can be output in SVG and PNG formats.

The big selling point here is importing rather than exporting, however – it's useful to be able to bring non-Google documents into G Suite and make them editable and collaborative.

Google Apps also includes Google's Hangouts service, which you can make available for text, voice and video calls with anybody or limit conversations to just those people who are members of the same organisation. Hangouts can be shared with up to 15 people and used for video chat, presentation sharing or screen sharing.

We liked

Google Apps for Work (G Suite) is very competitively priced and easy to administer. While the various apps aren't quite as fully featured as power users might like, they're more than adequate for most everyday office work.

We disliked

The apps may be too simple for some organisations, and not everybody loves Google's software interface – although it's much better than it used to be. You also might not be comfortable with the thought that your company's communications are being scanned by Google.

Final verdict

Rather than be all things to all men and women, Google's suite is content to cover the basics and to cover them well. It's fast, lightweight and works on a wide range of devices, and it's both easy to use and easy to administer.

If Google's apps cover the features your users will need every day, it's a very compelling product for SMEs – and with 30 days to put it through its paces without providing any billing details, it's a product you can test risk-free.

Google Apps for Work (G Suite) 2016 review

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