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 […]

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 […]

Komiko’s Account Insights – natively embedded in your CRM

 1. Introduction Komiko’s Account Insights provides the most effective and concise way to get information regarding an account. Same also exists for opportunities. Since Komiko is based on monitoring all customer facing people, the account insights will automatically provide a complete 360 degrees overview of all people engaged both from […]

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 […]