Databox Partner Program
Databox Partner Program Leveraging Databox’s Salesforce Connector 8/23/17
Agenda for Today: 1. What’s Available? 2. Salesforce Query Builder Demo 3. New Features 4. Suggested Activities for You
Metrics naturally available Open Opportunities Count ˪ Open Opportunities Amount by Stage ˪ Open Opportunities Count by Stage ˪ Open Opportunities Amount by Opp Name New Leads ˪ New Leads by Industry ˪ New Leads by Lead Source ˪ New Leads by Lead Status Expected Revenue Converted Leads New Cases Closed Cases Avg Case Close Time
Opportunities Won Revenue ˪ Won Opportunity Revenue by Product Family Opportunities Won Count ˪ Opportunities Won Amount by Owner ˪ Opportunities Won Count by Owner ˪ Opportunities Won Count by Opp Name Opportunities Lost Count ˪ Opportunities Lost Amount by Owner ˪ Opportunities Lost Count by Owner ˪ Opportunities Lost Count by Opp Name
Lead generation from Template downloads
SALESFORCE integration benefits
integration
● Salesforce is the world’s leading CRM software and enterprise cloud ecosystem. It helps your business grow into a more streamlined, effective and efficient organisation across sales, service, marketing and more. ● Track a prospect, company, or person, set up parent/ child relationships, establish organization hierarchies, add deals, log calls, and more
Salesforce Essentials: Expected Value of Sales Pipeline
Pipeline
●
Identify the original lead source for closing opportunities
●
Accurately forecast your quarterly numbers against your sales goals
use this template
Agenda for Today: 1. What’s Available? 2. Salesforce Query Builder Demo 3. New Features 4. Suggested Activities for You
Salesforce Custom Query Number of Opportunities Logged
Custom Query: Number of Opportunities Logged OBJECT: Campaign
FILTER: Parent Campaign ID
METRIC: Leads in Campaign
DIMENSION: Owner ID
A B C E
D F
G H
I
J
A. Custom Query Name (required): Write a name for your custom query in this field. You will find this name/title as a metric option in the designer after saving the query.
A B C E
D F
G H
I
J
B. Query Builder Format (required): Builder: Databox QB formatting SOQL: Salesforce Object Query Language: similar to SQL
A B C E
D F
G H
I
J
C. Object (required): A type of record where data is stored that Salesforce uses out of the box. Examples:lead object, contact object, account object, opportunity object.
A B C E
D F
G H
I
J
D. Date Range: To display your data the way you like, you will need to choose a date range. Click on the "Date range" field and selected intervals will be enabled for a new metric.
A B C E
D F
G H
I
J
E. Compare With (optional): Select a date range to compare your previously selected interval to. Options are :None, Previous
interval
and Same
interval last year.
A B C E
D F
G H
I
J
F. Date Field (required): Select the object date to track Created Date: when the record was created Last Modified: when the record was last edited and saved Last Activity: when there were activities on the record (tasks, events, calls logged, emails, etc.)
A B C E
D F
G H
I
J
G. Data Type (required): choose the way to record your data Options are Total Values or Daily Values
A B C E
D F
G H
I
J
F. Metric (required): Select a metric from your connected Salesforce data source, such as Leads in Campaign. A metric can be used in combination with other dimensions or metrics, but only where valid combinations apply.
A B C E
D F
G H
I
J
F. Metric Operation (required): choose to SUM, COUNT, AVG, or get the MIN or MAX or your selected metric
A B C E
D F
G H
I
J
J. Dimension (optional): The dimensions parameter breaks down metrics by common criteria, such as by Owner ID (like in the example). When a dimension is requested, metrics are segmented by that value. If a query has no dimensions parameter, the returned metrics will provide aggregate values for the requested date range.
G. Advanced Options (optional): You can filter results by dimension or by metric. Filters can be combined using OR and AND boolean logic. Filtered queries restrict the rows that do (or do not) get included in the result. Each row in the result is tested against the filter; if the filter matches, the row is retained, and if it doesn't match, the row is dropped
Salesforce Custom Query Campaigns by Name
Salesforce Account
You can see that using Salesforce Object Query Language the variables and actions are similar, but in a different format
Salesforce Leads Dashboard
Where are your leads are coming from? Who owns your leads?
What stage are your leads in?
use this template
Agenda for Today: 1. What’s Available? 2. Salesforce Query Builder Demo 3. New Features 4. Suggested Activities for You
New HubSpot metrics to be released based on partner requests...
HubSpot Mktg: Most recent blog posts by traffic HubSpot Mktg: Most recent blog posts by CTR HubSpot Mktg: Views by Source Organic, All Time HubSpot CRM: Closing Deals by Amount by Pipeline HubSpot CRM: Closing Deals by Revenue
The Impulse Creative team is our first partner to use our sandbox environment to build the Teamwork connector It is now live on the Databox app
Integrations we’re currently working on
Integrations we’re planning on building, but access to
Add [email protected] to your account so we can build these connectors
Agenda for Today: 1. What’s Available? 2. Salesforce Query Builder Demo 3. New Features 4. Suggested Activities for You
Suggested Activities for You 1. Let us know what you think of the new connectors in our partner slack channel. 2. Create a Salesforce report and submit it to our template gallery 3. Play around with the Query Builders we’ve reviewed so far to familiarize yourself with the capabilities (Google Analytics, Facebook Ads, Google AdWords and Salesforce).
Databox Partner Program How IMPACT successfully rolled out Databox to their internal team
Agenda for Today: 1. What’s Available? 2. Salesforce Query Builder Demo 3. New Features 4. Suggested Activities for You
Metrics naturally available Open Opportunities Count ˪ Open Opportunities Amount by Stage ˪ Open Opportunities Count by Stage ˪ Open Opportunities Amount by Opp Name New Leads ˪ New Leads by Industry ˪ New Leads by Lead Source ˪ New Leads by Lead Status Expected Revenue Converted Leads New Cases Closed Cases Avg Case Close Time
Opportunities Won Revenue ˪ Won Opportunity Revenue by Product Family Opportunities Won Count ˪ Opportunities Won Amount by Owner ˪ Opportunities Won Count by Owner ˪ Opportunities Won Count by Opp Name Opportunities Lost Count ˪ Opportunities Lost Amount by Owner ˪ Opportunities Lost Count by Owner ˪ Opportunities Lost Count by Opp Name
Lead generation from Template downloads
SALESFORCE integration benefits
integration
● Salesforce is the world’s leading CRM software and enterprise cloud ecosystem. It helps your business grow into a more streamlined, effective and efficient organisation across sales, service, marketing and more. ● Track a prospect, company, or person, set up parent/ child relationships, establish organization hierarchies, add deals, log calls, and more
Salesforce Essentials: Expected Value of Sales Pipeline
Pipeline
●
Identify the original lead source for closing opportunities
●
Accurately forecast your quarterly numbers against your sales goals
use this template
Agenda for Today: 1. What’s Available? 2. Salesforce Query Builder Demo 3. New Features 4. Suggested Activities for You
Salesforce Custom Query Number of Opportunities Logged
Custom Query: Number of Opportunities Logged OBJECT: Campaign
FILTER: Parent Campaign ID
METRIC: Leads in Campaign
DIMENSION: Owner ID
A B C E
D F
G H
I
J
A. Custom Query Name (required): Write a name for your custom query in this field. You will find this name/title as a metric option in the designer after saving the query.
A B C E
D F
G H
I
J
B. Query Builder Format (required): Builder: Databox QB formatting SOQL: Salesforce Object Query Language: similar to SQL
A B C E
D F
G H
I
J
C. Object (required): A type of record where data is stored that Salesforce uses out of the box. Examples:lead object, contact object, account object, opportunity object.
A B C E
D F
G H
I
J
D. Date Range: To display your data the way you like, you will need to choose a date range. Click on the "Date range" field and selected intervals will be enabled for a new metric.
A B C E
D F
G H
I
J
E. Compare With (optional): Select a date range to compare your previously selected interval to. Options are :None, Previous
interval
and Same
interval last year.
A B C E
D F
G H
I
J
F. Date Field (required): Select the object date to track Created Date: when the record was created Last Modified: when the record was last edited and saved Last Activity: when there were activities on the record (tasks, events, calls logged, emails, etc.)
A B C E
D F
G H
I
J
G. Data Type (required): choose the way to record your data Options are Total Values or Daily Values
A B C E
D F
G H
I
J
F. Metric (required): Select a metric from your connected Salesforce data source, such as Leads in Campaign. A metric can be used in combination with other dimensions or metrics, but only where valid combinations apply.
A B C E
D F
G H
I
J
F. Metric Operation (required): choose to SUM, COUNT, AVG, or get the MIN or MAX or your selected metric
A B C E
D F
G H
I
J
J. Dimension (optional): The dimensions parameter breaks down metrics by common criteria, such as by Owner ID (like in the example). When a dimension is requested, metrics are segmented by that value. If a query has no dimensions parameter, the returned metrics will provide aggregate values for the requested date range.
G. Advanced Options (optional): You can filter results by dimension or by metric. Filters can be combined using OR and AND boolean logic. Filtered queries restrict the rows that do (or do not) get included in the result. Each row in the result is tested against the filter; if the filter matches, the row is retained, and if it doesn't match, the row is dropped
Salesforce Custom Query Campaigns by Name
Salesforce Account
You can see that using Salesforce Object Query Language the variables and actions are similar, but in a different format
Salesforce Leads Dashboard
Where are your leads are coming from? Who owns your leads?
What stage are your leads in?
use this template
Agenda for Today: 1. What’s Available? 2. Salesforce Query Builder Demo 3. New Features 4. Suggested Activities for You
New HubSpot metrics to be released based on partner requests...
HubSpot Mktg: Most recent blog posts by traffic HubSpot Mktg: Most recent blog posts by CTR HubSpot Mktg: Views by Source Organic, All Time HubSpot CRM: Closing Deals by Amount by Pipeline HubSpot CRM: Closing Deals by Revenue
The Impulse Creative team is our first partner to use our sandbox environment to build the Teamwork connector It is now live on the Databox app
Integrations we’re currently working on
Integrations we’re planning on building, but access to
Add [email protected] to your account so we can build these connectors
Agenda for Today: 1. What’s Available? 2. Salesforce Query Builder Demo 3. New Features 4. Suggested Activities for You
Suggested Activities for You 1. Let us know what you think of the new connectors in our partner slack channel. 2. Create a Salesforce report and submit it to our template gallery 3. Play around with the Query Builders we’ve reviewed so far to familiarize yourself with the capabilities (Google Analytics, Facebook Ads, Google AdWords and Salesforce).
Databox Partner Program How IMPACT successfully rolled out Databox to their internal team
