Adding Komiko’s Dashboard Tab to Salesforce

Here is the way to add Komiko’s dashboard tab to Salesforce classic UI. It includes 7 steps. Go to setup and find <Tab>. Click on Create Tabs. 2. Click on New web tab. 3. Select full page width 4. Name the tab e.g. Komiko. Then select Airplane color and change the […]

General Data Protection Regulation (GDPR)

What is GDPR? “The General Data Protection Regulation (GDPR) (Regulation (EU) 2016/679) is a regulation by which the European Parliament, the Council of the European Union, and the European Commission intend to strengthen and unify data protection for all individuals within the European Union (EU). It also addresses the export of personal data outside the EU. The General Data Protection Regulation GDPR […]

From Insights to Action – Boost your productivty

Komiko addresses the two main pain points of any CRM including Salesforce: Keep it data rich – by not relying of people to update Salesforce Get data in context – know who is who in each account and opportunity, and find any email, meeting, document, task, case that was exchanged. […]

Enrich your Salesforce Customer Success and Sales Reports

Komiko allows you to enrich your existing salesforce customer success and sales reports. Here is a naive Salesforce Pipeline Report. It includes basic information taken from the opportunity object. You can easily tell what opportunities are expected to be closed in each month, who owns each one, the amount, etc. […]

Add Komiko Interaction Chart to Salesforce Standard Account Layout

Requirement: Validate Visualforce components powered by Komiko are available in Salesforce After logging into Salesforce, navigate to Setup > Customize > Accounts > Page Layouts > Account Layout > Edit (screenshot). In the editor section at the top of your page, scroll down to reveal “Visualforce Pages” and identify you have […]

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 […]