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.

 

Asana <-> Salesforce Integration

 

We highly recommend you use Asana for Project Management, not Salesforce. You should absolutely integrate them, but the bad news is there’s no good off the shelf integration†.

The good news is we’ve built one for you! Even better - you can deploy it without any engineers, just a Zapier account and a dream.

Asana Salesforce Integration.jpg

Design

Asana is the best tool for the job of Project Management, but you need Salesforce to connect it to other core customer data (Accounts). So, our source of truth for customer data fields will be Salesforce. For everything else, it’ll be Asana. This means we’ll create projects in Salesforce, and manage them in Asana.

Integrations

Salesforce -> Asana

We’ll need:

Asana -> Salesforce

We may decide that a small amount of information needs to go back in the opposite direction. Don’t get greedy, sync as few fields as possible. To do this we need:

Thats it!

Need help? Reach out to us: help@museoperations.com

Footnotes:

Asana tells you to get to build it with Tray.io, which starts at around $600/month. That’s about what it costs for 60 users in Asana. Talk about taking a leap!

††This requires a paid Zapier plan, which is easily worth the cost. Note that I’ve chosen to make tasks in Asana (vs projects). I recommend this for high volume processes, where your agents will want to see many at a time. For larger, lower volume workflows, you’d rework everything to create projects in Asana.

Sidenotes:

If we had to rank our favorite SFDC integrations to set up before we built the above, it’d go:

  1. Truly

  2. A bunch of decent ones and a few bad ones

  3. Gmail (though, we built a better one)

  4. Integrating my face with a brick wall

  5. There must be more things

  6. Asana