Project Management Tracking for Developers: Pivotal Tracker/Google Calendar Integration – Step By Step

project management tracking 1Pivotal Tracker is an A-class tool for software and app development teams. This online app is easy to get up and running and allows dev teams to assign tasks (“stories”) to appropriate teams, keep track of new ideas that can be implemented down the track, monitor backlogs, work on bug fixes, and manage new feature rollouts.

However, for managers wanting a quick overview and for client meetings focused on discussing project progress, dev teams can have a difficult time converting their Pivotal Tracker dashboard into a format that non-dev minds can get their heads around.

A Google Calendar/Pivotal Tracker integration can let you instantly create a data visualization of how your dev team is rolling out project activity across any given timeline: a week, a month, or for the full length of time to create a minimum viable product (hopefully, that means 90 days for your dev team).

You can use this timeline:

  • as a benchmark for future product development
  • to assess the resources involved in adding code for new features
  • to manage dev teams, or
  • to create a timeline for your clients to show them how an app dev project progresses day-by-day to build an online or mobile product. Continue reading

A Single View of All Your Leads – Salesforce Gmail Integration: Step By Step

salesforce gmail integration
You CAN build month on month business growth by keeping a global view of all your communications with new sales leads.

Our Salesforce Gmail integration automatically lets you keep records of all incoming and sent emails to your leads from within your Salesforce database.

You can even set up tasks in Salesforce so that your schedule is updated whenever you receive new emails.

At CloudWork, we encourage you to use CRM integrations as a key way to maintain an overview of all your business relationships. Now, more than ever, a successful business must be able to show a listening ear to their customers and be able to create a personal experience for every client. Customers want to feel that the businesses they buy from understand their needs and are flexible enough to adapt to their specific situation. Successful businesses are often taking a lean entrepreneur approach to their business model by creating a sense of personalization for each individual customer, while using business processes that can scale up and meet ever-growing demand.

Our Salesforce Gmail integrations are a good example of the resources we are creating for businesses to better manage their inbox and continually convert sales leads into new customers every month of the year. Continue reading

Be Obama! Improve Email Engagement with a MailChimp CRM Integration: Step By Step

mailchimp crm integration 0Dominate the competition! Use these MailChimp CRM integration tips to by improve the effectiveness of your email campaigns.

Despite the advances of mobile apps, video-on-demand, Facebook posts, Google Glass predictions, and a constant stream of tweeting, email remains one of the most effective customer engagement strategies available to businesses. It is so effective, it has even been singled out as one of the factors that helped Barack Obama sweep to victory for a second Presidential term in the US elections of November 2012. For ecommerce vendors, 2 out of every 3 email recipients who open an email usually buy – that is, around 67% of your engaged subscribers!

SaaS apps like MailChimp offer our businesses a sophisticated email marketing tool that can be up and running with a few clicks. Meanwhile, contact relationship management (CRM) apps are becoming the spinal column for any business’ operations, as more and more competing businesses take a lean entrepreneur approach that prioritizes creating a personalized experience for every customer.

With these two app tools, you can consistently build on effective email marketing strategies, and create a personal experience whenever you are in contact with a customer (be it via email, phone or in person). To achieve this, you need a MailChimp CRM integration that gives you at-a-glance information on which lists your contacts are subscribed to and whether these potential customers have responded to your previous email offers by opening and clicking on your links. Continue reading

Import Data and Sync Your Apps! Step-By-Step Part 2

import dataThe second part of our tutorial focuses on how to import data between Google Calendar and your other apps.

We have already looked at the best way to use a CSV import to copy all your existing contact data from one app to another. Part One of our tutorial focused on moving subscriber and customer data from apps like FreshBooks and MailChimp to a CRM app like Zoho CRM.

If you are getting started with apps integration, it sometimes makes sense to import all your existing data so your apps are in sync. Then you can use app integrations from our ever-growing catalog to keep all your data updated and connected going forward. You will only ever have to do this import data process once, and after that CloudWork will look after all your data syncing needs.

Now lets look at how to import data:

  • From a CRM, like Salesforce, SugarCRM, Zoho CRM, Highrise or Capsule CRM to Google Calendar
  • From Google Calendar to another app, for example, the time tracking app like Toggl. Continue reading

Your Automatic Basecamp Dropbox Backup: Step By Step

basecamp dropbox 1Connect Basecamp, Dropbox to backup files and save all your work automatically.

Basecamp is a great project management tool for small teams. Backing up your Basecamp project data is easy with the in-built data export tool, but what about all your project files and research? How do you save all the attachments you have added to Basecamp without manually copying them one by one into your cloud data storage? Continue reading

Set Up a CSV Import To Integrate ALL Your App Data: Step-By-Step

csv import 1Learn how to create a CSV import for all your retrospective data in this step-by-step tutorial. Keep all your data in sync when you use app integrations with CloudWork.

The great benefit of app integrations is that they help your business create a seamless workflow between business processes:

  • Customers buy something in-store and are automatically added to your contacts database and email promotional campaigns
  • Staff time spent at meetings is automatically recorded with the contact record so you can see how much service your business is providing to each client
  • New service requests are automatically added to your to do lists and project plans.

All of these app integrations remove the need for duplicate data handling and let you keep the focus on productive work rather than data entry and maintaining your data systems.

Our app integrations make sure you never have to duplicate data entry again: but what about all your current data? Continue reading

Sync Google Contacts with Your CRM and Business Apps: Step By Step

sync google contacts1Learn how to sync Google Contacts with your CRM application and other business apps in this step-by-step tutorial. We help you put customers at the heart of your business operations with these new CloudWork integrations.

All industries – from retail to 3D printing and everything in between – are currently grappling with the customer-centric nature of doing business. Today’s technologies and market innovations are creating the expectation for a personalized approach to each client’s needs. Business leaders across all sectors would do well to consider how to make use of insights from the lean entrepreneur to put the customer experience at the core of their business model. Continue reading

Goldilocks and the Chimp: MailChimp Reports to Evernote Step-By-Step

mailchimp reports 1Sometimes a business marketing campaign is time sensitive and in limited supply: A restaurant wants to offer a dinner promotion over the holidays, an event planner wants to invite guests to a function next weekend, an online merchant wants to move some overstocked items before the next shipment arrives…

But how many people has your promotion already reached?

Do you need to ramp up efforts, or have enough people seen your offer that you are sure to get even a modest engagement?

How do you balance additional marketing efforts against what you can deliver if suddenly everyone wants a piece of the discounted action? Continue reading

Manage Customer Service Workflow – The Desk.com Example

deskcom integrations 1Using CloudWork integrations, you can manage customer service workflow across your business processes: from initial request to on-site support resolution.

Customer service starts with managing your contacts from day one through to providing each customer with the timely, responsive service they need to help them stay focused on their goals. You want your business customers to get on with what they are doing – not spend their time managing their relationship with you. We have a range of integrations that can help your customer service workflow run smoothly. Let’s look at some examples using Desk.com as a central app. Continue reading