Salesforce implementation, workflow automation, and software integration for startups

Low Effort, High Impact

Solutions You Can Self Serve and deliver in hours or days

 

This page is a collection of the most common patterns of improvement I’ve implemented, but that you could also DIY.

Thematically, they are all lightweight effort, game changing solutions. They’ll work at any kind business, including yours.

 
 
 

Supercharge Your Focus

Use Zapier to Reduce Interruptions

  1. Avoid the massive cost of context switching created by Slack DMs. Turn requests in Slack into Asana tasks to be handled later.

  2. Block off your calendar for deep work. Automatically let Slack users know you’re busy when in meetings or deep work.

 

Sync emails and contacts from Gmail to Salesforce

 

As a reminder, it’s 2019.

Salesforce, the gold standard CRM, doesn’t automatically use your email to keep track of Contacts and conversations with them. Most people do it by HAND. This, to us, is crazy.

Worse, the 3rd party vendors that sell this feature charge hundreds of dollars, and then add on tons of bloatware to justify the sticker price. Yuck!

We decided this should be free, so we built it. (Note: you do need a paid Zapier account).

This tool will look for email addresses in the To: and Cc: lines of your outbound emails, find the matching Contact in Salesforce (or create one), and log the email as a Task against it.

Thats it… 2019, you’re welcome. Next up: Flying cars?

Example: This Contact and Task was automatically created from a Gmail message to partners@zapier.com

Example: This Contact and Task was automatically created from a Gmail message to partners@zapier.com

Note: we also handled for the most common concerns:

  • It won’t log internal emails (assuming your work colleagues all share the same email domain)

  • It won’t log personal emails (assuming they’re using a common consumer email provider like gmail.com, hotmail.com, or yahoo.com)

To access, just sign up for our newsletter below. You’ll immediately get instructions on this page to turn it on. We’ll never share your email and you can unsubscribe at any time:

 
 
 
 

Time Since Last Touchpoint

Supercharge your CRM

Last Touchpoint

Know the last time you had a conversation with a person, at a company, or about an Opportunity or Case. 
This package adds two fields: (Last Touchpoint, a Date/Time; and Time since Last Touchpoint, a summary of the days and months) to five Standard objects: (Leads, Contacts, Accounts, Cases, and Opportunities). The package includes automation that automatically populates this information when Email and Call Tasks are logged in the system.

Just click the Last Touchpoint link above or images below, install for all users, and add the fields to the objects you want them for.