Embed Komiko’s Visualforce into Salesforce Lightning Account Layout

Requirement: Validate Visualforce components powered by Komiko are available in Salesforce. There are two alternatives to embed the Komiko VisualForce. Recommended – Use page template of <Header and One Column> Others e.g. <Header and Right Sidebar>. Will be described in a separate help article. Here are the instructions to enable Komiko […]

Email w/ Komiko – Templates and Signature Block

Templates Open the Email interaction, by clicking on reply or new email. Type the text that you’d like to be part of the template. And then click on the save template icon. Give the template a name. Done! To pick a template, click on the <Templates> button and you’ll get […]

Salesforce Leads – dynamic follow-up countdown

Recent Salesforce’s survey found that sales people spend more than 20% of their time in updating their CRM. It gives them 4 working days week, and 1 day full of joy, happiness, data entry and admin stuff. And since it spreads across all working days it makes every day not that fun and […]

New Engagements – Never miss an account or a lead

 1. Overview You attended a conference and managed to collect quite a few business cards.  Right after the show you started reaching out to these people by sending them emails. But…you forgot updating your CRM. Which is not that surprising. Like many of us, your focus is on getting business and […]

Embedded UI control in your native CRM – Account health and more

1. Introduction To minimize any workflow changes Komiko enriches the existing CRM UI. Komiko adds fields to CRM which can enrich existing UI and be used to extend existing reports and dashboards. In addition, you can also embed Komiko’s UI controls providing additional insights. The embedded UI is optional and can enrich your […]

Account 360 degrees – For real

How many times have you wished that you could get a complete view of your accounts? Komiko will provide this information for all your accounts right when you set it up. Don’t wait. The data is posted into your CRM so you can see it in the native CRM UI as well […]

Connections aka Account/Opportunity Team

To get a complete overview of your relationships with an account or opportunity, Komiko will automatically identify the account or opportunity team. It is based on email and meetings exchanged with the account and the opportunity. The information is updated natively into your CRM (Salesforce or Dynamics) so you’ll see it […]

Contacts – Get more active contacts and reduce clutter

Komiko monitors mailboxes and automatically keeps CRM up-to-date and data rich. 1. Identify active contacts During initial setup Komiko will scan through historical data (1 month, 6 months, etc) and mark every contact with statistics, including: Last inbound date and sender Last outbound date and sender Last and Next meeting and organizer Calculate K-Score and […]

Leads Overview – Salesforce

1. Overview Komiko introduces a new view to the native Salesforce experience. The view includes basic Salesforce fields enriched by data coming from Komiko. 2. Leads overview by Komiko Leads overview by Komiko includes the following additional properties: First outbound – The date when the first email was sent to the lead. In […]