10 Tips for Getting the Best Out of Your CloudWork Integrations

Whether you are a newbie or have been using the service for a while this article will help you get a better understanding of the integrations and learn some tricks which save time and increase the benefit.

As the number of subscribers to our service keeps growing every day, so are the number of questions and requests received here at in our Support team. Over the past months we have identified some patterns in the usage and have been laser focused on analyzing them and have adapted the interface and the features of the integrations in order to keep improving your experience with the platform. Continue reading

5 questions businesses need to ask before developing an API

This is a technical article that explains some of the things we do at CloudWork.

There has been an evolution in the API industry this year. While investors are chasing the market potential of application programming interfaces – with API management platforms like 3scale attracting sizeable new investment – the real industry evolution that is occurring is the awakening realization amongst businesses that APIs provide an opportunity to create a powerful new range of products and services.

Amongst business innovators, APIs are being talked about on a daily basis. While presenting at the Enterprise Conference and Expo, Sanofi Executive Brian Katz’s rebuked the creation of “crapplications” and encouraged businesses to “Instead of sharing proprietary internal data willy-nilly, expose it through secure application programming interfaces (APIs)”.

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How to Create an Evernote RSS Reader: Step By Step Tutorial

Evernote RSS reader 1Learn how to use app integrations to create an Evernote RSS Reader with these simple steps.

With Google’s imminent cancellation of Google Reader due in July, many business users are left with an information disconnect in their knowledge management systems. An RSS reader helps info-savvy business professionals to quickly scan headlines (RSS feeds) on any given topic, drawing on business websites, industry blogs and keyword alerts. How will you be able to keep on top of all of this information now?

On the other hand, there is probably an information disconnect in your knowledge management systems already. Perhaps you have been using an RSS reader to scoop up the latest information and industry data, and an app like Evernote to record your notes, research and new ideas. This can create an information gap as the info you come across in your RSS feeds fails to be added to your note-taking system. You can remember reading that great data point – but where exactly?

So how about combining your RSS reader with your note taking so that Evernote can be a central knowledge management hub for your business?

This tutorial will show you how to use our Evernote/RSS integration to turn Evernote into an RSS reader, and gives you hints on how to store your timely industry information so that it is always accessible. Continue reading

Marketing Automation for the Rest of Us: 6 App Integrations You Can Use To Personalize Your Marketing Now

marketing automationOnce you have started using a CRM app in your business, your thoughts begin to turn towards marketing automation. As more businesses add CRM and email marketing tools to their business operations, they begin to experiment with segmenting customers to allow for a more personalized communication.

Today’s business customer expects a more personalized experience. Research shared by Bernie Borges at Find and Convert found 2 in 5 consumers tend to unsubscribe from emails or unlike a Facebook page if they receive too many promotions that aren’t relevant to them. Poorly targeted promotional emails and communications reduces the likelihood of sales by 45%.

Marketing automation can feel like an overwhelming task for the average business, but it needn’t be as daunting as it appears. CloudWork’s integrations help you to break down your marketing workflow into manageable stages that can then each be automated. This technique lets you keep total control over your marketing workflow, while reducing the amount of duplicate data entry or administration support you need to resource to manage your communications. Continue reading

Field Service Optimization with Synchroteam

synchroteamGain the Field Service optimization advantage by using app integrations to smooth out your workflow and reduce double handling of data across your business operations.

Managing a Field Service office is one of the most difficult coordination tasks in business.

A typical Field Service Management workflow includes:

  • Responding to urgent customer requests
  • Allocating field service technician support
  • Matching technicians with the service equipment and repair machinery they need to do the job
  • Coordinating a mobile workforce
  • Keeping back-office systems up-to-date
  • …The list goes on.

On any given day, the average Field Service Manager feels like an octopus, juggling eight things at once. And then the phone rings with an urgent new task or a query about a job just completed…! Continue reading

Click and Connect: Cloud Data Integration Just Got Even Easier!

cloud data integrationHere at CloudWork, our primary goal is to help your business manage your cloud data integration needs. We want to offer you a great user experience and a straightforward, pragmatic approach to syncing and linking your data between your business app tools.

Our click and connect cloud data integration catalog is filled with actual business use cases. These are integrations that can be set up in three or four steps, with no complex coding or complicated data transfers.

We know you need app integration tools that don’t get in the way of your relationships with customers, your focus on quality, and your ambitions to innovate and stay ahead of industry trends when you next create service and product solutions. By using cloud data integrations, you spend less time on the backend administration and more time on your core business.

We are pleased to present some user interface design enhancements to help you get the job done quickly. If you are adding new integrations to your account, you will notice some new screens to guide you through the process. Continue reading

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