{"id":127,"date":"2016-11-13T13:30:58","date_gmt":"2016-11-13T12:30:58","guid":{"rendered":"https:\/\/bluemind.purpl-web.com\/?p=127"},"modified":"2019-10-15T11:35:52","modified_gmt":"2019-10-15T09:35:52","slug":"bluemindsalesforce-integration","status":"publish","type":"post","link":"https:\/\/bluemind.purpl-web.com\/en\/bluemindsalesforce-integration\/","title":{"rendered":"BlueMind\/Salesforce Integration"},"content":{"rendered":"

Being open source is one of BlueMind\u2019s strengths. It allows it to integrate with other bricks and IT applications, in particular CRM software such as E-Deal and Salesforce.<\/p>\n

Here is a client case study illustrating the integration of BlueMind with the CRM software Salesforce.<\/p>\n

<\/p>\n

Integration with Salesforce essentially involves:<\/p>\n

\u2022\u00a0The synchronization of BlueMind data with Salesforce data,
\n\u2022\u00a0The CRM being fed the email messages in connection with current business,
\n\u2022\u00a0simple and easy access to the CRM\u2019s contacts and companies in the BlueMind Contacts application.<\/p>\n

This client has been using BlueMind for over a year and its sales teams use Outlook with BlueMind. Sales staff must, from Outlook, interact and feed Salesforce. Communications with prospects and clients essentially go through email.<\/p>\n

In the course of their sales work, users themselves currently identify the email communications that are useful to the CRM software. They therefore need an easy way to enrich the CRM using their emails\u2019 data. New user interfaces are needed for this as well as for organizing, sorting and qualifying the information received by email.<\/p>\n

Having looked at several Outlook plugins, we chose LinkPoint Connect for Salesforce. Unlike the plugin provided by Microsoft, it does not require the presence of an Exchange server. It is therefore fully compatible with BlueMind.<\/p>\n

Configuration of the plugin<\/h1>\n

Outlook is already configured to use the BlueMind connector for Outlook, which is described here: The Outlook connector.
\nThe LinkPoint Connect for Salesforce plugin must then be installed in Outlook. In terms of configuration, all that is required is the SalesForce log in credentials.<\/p>\n

Outlook\/Salesforce synchronization<\/h1>\n

By default, the plugin synchronizes events, contacts and tasks between SalesForce and Outlook. Through the Outlook for BlueMind connector, this same data (events, contacts, tasks) is automatically synchronized with the BlueMind server.<\/p>\n

\"bluemind-salesforce_01\"<\/a><\/p>\n

Using the LinkPoint Connect plugin<\/h1>\n

This plugin enables the following scenarios:
\n\u2022\u00a0You receive an email message about a business lead or sales opportunity: you can simply attach it to an opportunity.
\n\u2022\u00a0This message is expected to lead to interactions in the future: set up an appointment, get back to them, send information, etc.:\u00a0 You can set up an action straight from Outlook which will be added to the CRM and fed back to the BlueMind Calendar or Tasks application.
\n\u2022\u00a0You want to contact one of your prospects in the CRM database. You can, in BlueMind, look for their contact card, send them an email message or, if you\u00a0use unified messaging (such as BlueMind \u2013 Xivo), call them through a simple click.<\/p>\n

Connecting a message to a contact<\/h2>\n

Say you are connected to BlueMind and SalesForce as John Doe<\/em> and you receive an email from John Smith<\/em> initiating a sales lead. If that person is not known to the CRM software, you can simply create a contact for them (and their company if necessary).<\/p>\n

Once it is created or if it already exists, the plugin displays a pane showing its contact card and related information. In this pane, you can:
\n\u2022\u00a0access the full contact and company card, in SalesForce:<\/p>\n

\"bluemind-salesforce_02\"<\/a><\/p>\n