Increasing Stakeholder Buy-In Without Lifting a Finger

Increasing Stakeholder Buy-In Without Lifting a Finger

Stakeholder buy-in is all about motivating your people. Everyone knows that proper communication and management of priorities is important to motivating stakeholders.

Yet, the dismal reality is that many project managers fail to overcome the handicaps. In fact, 52 % of marketing teams report that they frequently miss their deadlines. How can we set up a project from the beginning so that our problems don’t compound down the road? Read more »

FLO of the Week: Zendesk and Salesforce

FLO of the Week: Zendesk and Salesforce

Although there is a built-in connector between Salesforce and Zendesk, there are important limitations. The built-in Salesforce connector pulls in Zendesk information as a static, visual widget, whose data points are not manageable by Salesforce. Further, this information is not a formal Salesforce object, like a case, and cannot be manipulated by Salesforce. Read more »

Flo of the Week: Automatically Sync Workfront and Jira

Flo of the Week: Automatically Sync Workfront and Jira

This week’s FLO is presented by Derek Adams, CSM.

Often marketing teams need to call on web development resources to complete projects like landing pages. The problem is that both teams use different project management tools. The marketing and project management teams use Workfront, while the developers use Jira.

Because of these separate tools, task management often falls through the cracks. Project managers often rely on Read more »

4 Ways Customer Success Can Increase The Close Rate of Upsells

Increasing Close Rate of UpsellsSo, you’ve already designed your success milestones with our handy checklist. This has illuminated the path to qualifying more customers for an upsell. Now your question is- how can I increase the close rate for these customers?

As a CSM, you remain a big part of the conversation. Here are some ways customer success can get involved with the upsell to vastly improve the success rate.

Read more »

[New Offering] Announcing A Free Slack-Salesforce Integration, Powered by Azuqua

 

IntegrationHeader_SalesforceSlack 2Stay up-to-date with Salesforce activity in your Slack inbox.

Announcing a powerful, free integration between Salesforce and Slack, powered by the Azuqua engine.

Use the app to automate a Slack message the instant a field is changed in Salesforce. This means you can send a message whenever:

  • a new lead is assigned to you
  • a Salesforce record is updated
  • a new lead is created

Read more »

3 Ways CSMs Can Increase Your Upsell Opportunities

Increase Upsell Opportuntiies (2)You only improve what you’re measuring, and upselling is no different.

In order to increase your upsell opportunities, consider your most profitable customers. What characteristics do they have in common? If you don’t know, ask your customer success team, as they are most heavily involved in your customer’s outcomes.

Here are three ways to codify these characteristics into achievable success milestones. Your CSM’s job should be to nurture your customers towards reaching these milestones. By doing so, you will demonstrate your product’s value, promote long-term success, and ripen your customer for the upsell.

Read more »

Automated Conditional Notifications and Reminders for Smartsheet

Ensure that your projects move smoothly and with greater effectiveness when notifications are sent and received on time.

Using Azuqua, you can build workflows that automate these notifications in real time and ensure you have an efficient, scalable and customizable solution.

Using Azuqua + Smartsheet, you can automate targeted notifications and alerts in real time.

In Smartsheet, when a user makes an update, Azuqua can automate the sending of notifications in real time. User initiated tasks can be, but are not limited to the following:

  • New Row added to a sheet
  • Update to a cell in a particular column
  • Any update to a row in Smartsheet
  • New comments added to a row

And more….

Stop performing manual tasks and join the many who have taken that next step and turn your company into a more responsive and effective enterprise today.

Dynamic Lookup and Automated Copy-Paste for Smartsheet

Eliminate repetitive manual tasks and turn on greater user efficiency across sheets.

Using Azuqua you can build automated workflows to perform this lookup and copy-paste functionality enabling you to spend more time on value added activities.

With Azuqua + Smartsheet you can automate lookup of data from one or many sheets and copy-paste the located data to the desired locations.

In Smartsheet, when a user makes an update, Azuqua can automatically use the data from that row to locate matches to that data in one or multiple different sheets. If a match is found Azuqua can copy-paste that data back into the sheet where the update occurred. User initiated tasks can be, but are not limited to the following:

  • New Row added to a sheet
  • Status changes from a dropdown list
  • Values changes to any cell of a row

And more…

Stop performing manual tasks and join the many who have taken that next step and turn your company into a more responsive and effective enterprise today.

Automated Timestamp Logging for Smartsheet

Automate the capturing of timestamps at the start and end of tasks in Smartsheet to make your projects auditable.

Use these timestamps to calculate and gather the time-to-completion for tasks enabling you to then use that information for benchmarking, reporting, budgeting and resource allocation.

In Smartsheet using Azuqua, when a user initiates a task or marks a task as done, Azuqua can automatically log that time event for you. User initiated tasks can be, but are not limited to the following:

    • New Row added to a sheet
    • A checkbox being ticked
    • Status changes from a dropdown list
    • Changes in color symbols or picklist options

And more…

Stop performing manual tasks and take that next step and turn your company into a more responsive and effective enterprise today.