Here is the step by step process for integrating Salesforce with BuzzBoard.
1. Go to Salesforce AppExchange and search for SMBSmart.
- Now click on SMBSmart from the list. This will open SMBSmart app listing page.
- Click on the Get It Now to have the free version installed.
2. The authentication window is displayed. Click on Log In.
3. In the next step, click the Install in production button if you want the app to be installed on production/live environment
Click Install in sandbox button, if you want the app to be installed on Sandbox/test environment.
4. In the summary screen, select the I have read and agree to the terms and conditions checkbox and click Confirm and Install.
- You will be redirected to the login screen of the environment (Production or Sandbox).
5. Log in to your Salesforce account with the admin credentials. The Install SMBSmart screen is displayed.
- Select Install for Admins Only radio button (recommended) and click Install to continue with the installation.
6. Approve the access and click Continue to complete the installation.
7. Once the SMBSmart app is installed, a confirmation page is shown.
- Click on Done to configure the SMBSmart integration. The user will now be directed to Configuration section.
8. A welcome message is shown to the user.
- Share your Business and Contact Information and click on Save.
- Activate the integration between Salesforce and SMBSmart by clicking on the Activate Salesforce button.
- You will be automatically redirected to the BuzzBoard Admin page.
- Click on Activate.
- Now you will be redirected to the Salesforce Login page.
- Enter the Salesforce Admin Credentials that were used to install the SMBSmart App. This completes the activation of Salesforce.
9. The Configuration section has the following:
- Select the product type – Enrich
- Enrich: This product type will allow you to enrich your Salesforce records (Leads/Accounts) with BuzzBoard information.
- Have smarter conversations – Get a complete profile of your leads and accounts automatically and keep them updated.
- Select what objects you would like to sync from Salesforce to BuzzBoard
- If you enable Lead, then the Leads will be enriched from Salesforce to BuzzBoard.
- If you enable Account, then the Accounts will be enriched from Salesforce to BuzzBoard.
- Sync Profile from BuzzBoard into Salesforce as
- If you select Lead, then the Profiles added in BuzzBoard will be synced as a Lead in Salesforce.
- If you select Account, then the Profiles added in BuzzBoard will be synced as an Account in Salesforce.
- Duplicate Management
- If you select Salesforce, the default Salesforce duplication logic will be applied when the Profiles sync from BuzzBoard to Salesforce.
- If you select BuzzBoard, then the default duplicate logic of Salesforce and the BuzzBoard duplicate logic that you set up would be applied when the Profiles sync from BuzzBoard to Salesforce.
- Background Enrichment
- If enabled, when the Lead/Account is created, edited or refreshed/viewed they will automatically get enriched with BuzzBoard data in the background.
- BuzzBoard Rich Profile
- If enabled, when the Lead/Account page is accessed, you see a BuzzBoard Profile section on the right hand-side. It will give the profile of the business that has 100+ signals.
- Field Mapping
- The fields are pre-populated, you can make necessary changes, if needed and click Submit. Success message is displayed.
- Similarly, you can do map the fields for account in the Account tab.
- Click the User tab to navigate to the Salesforce active users list.
Select the user and the BuzzBoard instance from the Available BuzzBoard Instances drop-down.
Click Add/Sync user to enable BuzzBoard Sync.
- After the users are synced, you can view the synced user list in BuzzBoard Users tab.
Note: – Add/Sync User Criteria:
If the selected user has the same email address in both BuzzBoard and Salesforce, the user will be mapped. However, if the email addresses are different, BuzzBoard will create a new user.
- Click the User tab to navigate to the Salesforce active users list.
- To edit the Lead/Account layout for users synced to BuzzBoard, drag and drop the items into the page.
- Drag and drop the BuzzBoard fields (BuzzScore, BuzzBoard Audit Link, BuzzBoard Category one, BuzzBoard Category Two, etc.) to the layout.
- Similarly, drag and drop the BuzzBoard Buttons (Sync to BuzzBoard) to the layout.
Enable BuzzBoard Profile
- To enable the BuzzBoard Profile on the right panel follow the below steps:
- Step 1 – Go to Leads
- Step 2 – Click on a lead to view the Leads details page
- Step 3 – Click on Set-up
- Step 4 – Click on the Edit Page
- Step 5 – Go to Custom – Managed section on left
- Step 6 – Select BuzzBoard Panel and drag it to the right panel
- Step 7 – Click on the Save and then Done
Configure BuzzBoard Duplication Logic
- Go to Settings > Salesforce > Deduplication Filter.
- A Deduplication page is displayed, where you can set the conditions for Lead or Account.
- You can build your custom Duplicate logic
- To add more fields to your condition, click on the Add Row button.
- Similarly, to add more filters, click the Add Filter button.
Understanding the SMBSmartHere is a detailed explanation that will help you understand the SMBSmart signals. SMBSmart consists of the following sections. Each section has a score associated with it on a scale of 0-100:
Business: This section gives you the details of the business.
- The BuzzScore: Each signal in BuzzBoard is assigned a specific weight. The BuzzScore is calculated on a scale of 0-100 based on the presence/performance and absence of these signals across various sections in Digital Marketing Report.
- Business Name: Name of the business
- Address: Address of the business
- Website: Website of the business
- Contact No: Phone number of the business
- Summary: Description of the business
- Locations: No. of locations of the business
- Business Age: Tells how old the business is
- Employees: No. of reported employees of the business
- Estimated Spend/Mo: Estimated Advertising spend per month
- Annual Revenue: Annual Reported Revenue of the business
- Model: This describes the business model (B2B, B2C)
- Category(s): Category of the business
- Revenue Seasonality: It is a period during which the sales shoots up. It could be because of seasons, holidays, events, etc.
- Page Language: The language of the content on the website of the business.
Category: This section gives you insights about the category.
- Category Name: Names the category the business is in.
- NAICS NAICS Code of the category.
- Category Insights: This section breaks down the various insights into categories that help organize the information for you.
- Avg. Revenue/Business: The Average revenue of the business.
- Peak Sales Month(s)/Season: This specifies the months during which sales shoots up due to factors like festive seasons, holidays, events, etc.
Social Media: Social media is an essential platform to not only reach new and potential customers but also to have a direct interaction with the existing ones.
- Social Score: This is a cumulative score that indicates businesses social media presence.
- Facebook Business Page: A Facebook page is a public profile specifically created for businesses, brands, causes, and other organizations. Unlike personal profiles, pages do not gain 'friends' but 'fans' -which are people who choose to 'like' the page. Pages can be used for sharing pertinent information with potential customers through statuses, links, events, photos, and videos. This information appears on the page's timeline as well as on personal news feed of whoever likes it.
- Facebook Likes: The count of likes for the Facebook Business page.
- About Facebook: This gives the business details.
- Twitter Business Account: Twitter business account is an effective social media marketing tool for your business.
- Twitter Followers: The number of followers the business page currently has.
- Tweets: The tweets posted by the business in the last 90 days.
- YouTube Channel: A YouTube channel can be used to post videos - for e.g., a demo, work, a video resume, etc.
- Twitter Friends Count: The number of users the business is following.
- Twitter Likes: The number of times a tweet has been liked.
- Twitter Last Engagement: Date and time when the most recent tweet was added on the page.
- Twitter Description: Summarized view of what is the business about and the products and services it offers.
- Twitter Posting Frequency: The average frequency of posts by the business on the page.
- Twitter Average Posting Count: The average number of monthly posts by the business.
- LinkedIn Company Page: LinkedIn is a business and employment-oriented social networking service that operates via websites and mobile apps. A LinkedIn Company Page helps others learn more about your business, brand, products and services, and job opportunities.
Commerce Tools: Commerce Tools are the necessary tools to set up an e-commerce or online store and manage it.
- Commerce Score: Commerce Grade is the grading given to the group of technology signals used for the purpose of the business.
- Premium Calculator: This helps visitors to calculate loan premiums, mortgage payments, refinance and more.
- Shopping Cart: A shopping cart helps consumers to select products from the inventory, review their selection, make necessary modifications or additions and purchase them.
- Reservation: Restaurants and Hotels use this to help their visitors book a room or a table through their website, based on the availability and customer preference.
- Online Ordering: Online-ordering feature helps visitors to place takeaway and delivery orders with the restaurant, through the website.
- Finance: Financing, credit, pre-approval options on a ecommerce site.
- Inventory Search Form: An Inventory Search Form is used for filtered searching on the website for specific items.
- Estimates Page: This gives an idea about the timeframe and budget of the product/service.
- Promotions: Promotions refers to offers, coupons, combo deals, etc. help increase sales for a specific line of products and services that the business wants to promote.
- Schedule: This virtually closes calls without even using any e-commerce tools.
- Buying Page: This page lists services such as inspection, appraisal, negotiation, etc.
- Selling Page: A selling page lists the products and services the business has to offer. Other businesses/visitors may also put up their own listing for sale through the business' website.
- Rentals page: This page that lists property rental options.
- Menu: In a restaurant, a menu is a list of food and beverage offered to the customer. For some other businesses, it may be a list of services offered to the customer.
Technology Stack: This indicates the list of technologies the business is currently using.
Category Insights: This section breaks down the various insights into categories that help organize the information for you.
- Category: Names the category the business is in.
- Technology Trends: This indicates the current technology trends being used in the category, whether it’s social media, SEO, or other technologies.
- Statistics: This breaks down the known firmographics data for the category, kind of like demographics help in the study of people.
- Peak Sales Months/Seasons: This specifies the months during which sales shoots up due to factors like festive seasons, holidays, events, etc.
- Top Advertising Media Used: This indicates how a business spends on the top advertising platforms for the category.
PremiumSMBSmart consists of the following sections. Each section has a score associated with it on a scale of 0-100:
Competitors: Digital health and its resulting effectiveness are relative. Compare the business’ digital health with its competitors to highlight areas that need attention to gain market share.
Advertising: Advertising is delivering paid promotional content through the internet to reach a target market.
- Advertising Score: This indicates the score considering the business spend on various text and display ad platforms.
- Google Ads: Google Ads is Google's online advertising program. Through Google Ads, you can create online ads to reach people exactly when they're interested in the products and services that you offer. You choose where your Google Ads ad appears, set a budget that's comfortable for you, and easily measure the impact of your ad.
- Google Adwords Spend: This indicates the Google ads spend budget.
- Display Ads: Display advertising is advertising on websites or apps or social media through banners or other ad formats made of text, images, flash, video, and audio.
- Native Ads: Native advertising is a type of advertising, mostly online, that matches the form and function of the platform upon which it appears.
- Tech Spend: This indicates the companies spend on marketing automation, emails, etc.
- Ad Exchanges: The total number of networks used by this profile to publish the ads. Ad Networks connect advertisers with publishers and their relevant content.
Digital Security & Compliance: Contains all signals necessary to check whether the website is secure or not.
- Security Score: This indicates the score based on website security, malware presence, SSL usage, etc.
- Secure Website: This indicates if the website is secure by checking the SSL certificate presence.
- Malware Presence: This checks if the website is infected due to malware presence.
- Vulnerable Plugins: This checks if the website has any vulnerable plugins for WordPress version it is currently on.
- Secure Form: Secure Form is used to prevent bots from automatically submitting forms with SPAM or other unwanted content on the websites.
- SSL Certificates: This checks if the website has SSL certificate installed correctly.
E-commerce: Indicates whether the business is selling products on its online platform.
- Shopping_Cart: This indicates the shopping cart presence on the business website.
- Payment Gateway: This indicates the payment gateway(s) the business is currently using.
- E-commerce Platforms: This indicates the list of E-commerce platforms the business is currently using.
- E-commerce Tools: This indicates the list of E-commerce tools the business is currently using.
Technology Stack: This indicates the list of technologies the business is currently using.
IndustrySMBSmart consists of the following sections. Each section has a score associated with it on a scale of 0-100:
Multi-Screen Compatibility: A website is multi-screen compatible when it can be accessed and viewed easily not only on a desktop system but also on hand-held devices like mobile phones and tablets.
- Mobile Friendly: Mobile-friendliness of a website refers to its ability to display accurately on both desktop or laptop computers and mobile devices (phone or tablet), with user-friendly navigation.
- Responsive Design: A responsive web design is an approach that involves the design and development of a site such that it responds to the user’s behavior and to the screen size, platform and orientation of the device being used. Responsive design is a combination of flexible grids, layouts, images and intelligent use of CSS media queries.
- PageSpeed Score: Score based on "page load time" (the time it takes to fully display the content on a specific page) or "time to the first byte" (how long it takes for a mobile browser to receive the first byte of information from the web server).
SEO: SEO stands for ‘Search Engine Optimization.’ It is the process of getting traffic from free, organic, editorial, or natural search results on search engines.
- SEO Analysis Score: Indicates the overall health of the website's SEO. This is a derivative of all elements in the section.
- Domain Redirection: Domain Redirects are an answer for domains to send their traffic and search engine bots to unique URLs, webpages develop multiple or duplicate URLs for various reasons.
- Robots.txt: A robots.txt file is used to prevent search engine crawlers from accessing specific pages or directories where the websites shouldn't be indexed.
- Sitemap.xml: XML sitemaps contain the list of URLs that are available for indexing and allow the search engines to read webpages intelligently.
- Headings Included: The header tag, or the <h1> tag in HTML, will usually be the title of a post or an emphasized text on a webpage. It will usually be text with the largest size that stands out amongst other header tags like an h2, h3, h4, etc.
- Image Alt Text: Sometimes search engines cannot read images, so it is helpful to provide alternative text called "alt-tags". The Alt tag is probably the most important image Alt Text factor, Alt stands for an alternate.
- Rich Snippets: Rich snippets is the term used to describe structured data markup that website operators add to their existing HTML.
- SEF URL: SEO Friendly URLs (or search engine friendly URLs) are human-readable URLs of pages on the website that make sense to both humans and search engines.
- Sitemap.html: It is a bulleted outline text version of the site navigation.
- Domain Age: Domain age refers to the time period that a website has been registered and active.
- Title Tag Compliance: A title tag is the main text that describes an online document and is displayed on the top left of the window. It is the most important on-page SEO element. Each page should have a unique/keyword optimized title tag within 100 characters.
- Location In Title: Including the business' location in Title Tags.
- Unique Title: Perfect title tag on a page is Unique to other pages on the website. It minimizes any duplication, especially on larger sites.
- Meta Description Compliance: The meta description is a type of hidden information on a webpage, a 160 character snippet, a tag in HTML, that summarizes a page's content.
- Frames Excluded: Frames is the use of multiple, independently controllable sections on a website, which can cause difficulty in navigation. Web Pages need to have their frames excluded in order to get indexed properly.
- Flash Excluded: Excluding Flash or Flash code from a website. Flash on a webpage increases its page-load time and is not always compatible with all browsers.
- Text Content: Text content is important not only to communicate with the visitors, but it also helps get the website indexed and ranked by the search engines.
- Backlinks: A backlink, also called an "inbound link" or "incoming link," is created when another website creates links to the business' website in its pages.
- Trust Flow: This metric analyzes how trustworthy a site is by measuring its quality.
- Moz Rank: MozRank represents a link popularity score and authority of a website or blog.
Keyword Analysis: Keyword Analysis lets you know whether the keyword(s) are powering the website's URLs on search engines results or not. If they do, at which position in a bunch of search results?
- Keyword Analysis Score: This indicates how well the website ranks on search engines.
- Google: The ranking of the business website on Google search engine.
- Bing: The ranking of the business website on Bing search engine.
Content Analysis An analysis to examine whether the website has the necessary information and content to engage its visitors.
- Content Analysis Score: Indicates the overall health of the website's content. This is a derivative of all elements in the section.
- Local Phone Number: A local phone number helps users and search engines know that this is a local business.
- Address on Homepage: Presence of local address on the homepage lets search engines and visitors know that this is a local business.
- Map & Directions: A map lets search engines and visitors know that this is a local business and directions help customers find your business location easily.
- Contact Us: A page on the business' website where contact details or forms are mentioned.
- Testimonials: A testimonial is a person's written or spoken statement extolling the virtues of a business' product or service.
- Insurances Accepted: Information about insurances accepted (either on the Home page or through a dedicated page) helps customers to make decisions.
- Certifications: A certification is an official document attesting to a status or level of achievement in the business' areas of expertise.
- Blog: A blog (short for weblog) is a personal online journal that is frequently updated and intended for general public consumption.
- About Page: An About Us page helps to communicate with your visitors and tell them about the company, what it does, its vision etc.
- Services Page: A Services page is where a business outlines its offerings.
- Business Hours: Business hours specify the hours and days of operation of a business.
- FAQ: Frequently asked questions (FAQ) lists questions frequently asked by users, usually about different aspects of the website or the business' services and products.
- New Cars Page: A Page to display photos and information about new cars on sale.
- Used Cars Page: A Page to display photos and information about used cars that are on sale. This element is specifically meant for Car Dealers or Used Car Dealers.
- Search form on Home Page: Filtered search option is very helpful to users.
- Twitter feed on Home Page: Check the following keywords/phrases in homepage content.
- Newsletter: A newsletter is a regularly distributed publication generally about a topic that is of main interest to its subscribers.
Infrastructure Robustness: An analysis to examine the website’s speed and elements that impact its performance.
- Infrastructure Robustness Score: Indicates the overall health of the website's infrastructure. This is a derivative of all elements in the section.
- PageSpeed: Score based on "page load time" (the time it takes to fully display the content on a specific page) or "time to the first byte" (how long it takes for your browser to receive the first byte of information from the web server).
- Wordpress: WordPress is the most popular open source Content Management System (CMS), used by approximately 75 million websites. WordPress is free to install, deploy, and upgrade.
- Google Analytics: A web analytics service that tracks and reports the website traffic.
- Server Response Time Time taken to load the necessary HTML to begin rendering the page from Server, subtracting the network latency.
- No Page Redirects: This refers to not having any Page Redirects that trigger an additional HTTP request-response cycle and delay page rendering.
- Caching Enabled: Caching helps the client determine if and when a web server can reuse a previously fetched response.
- Image Size Optimization: Image size optimization is about how to best compress an individual image and finding the optimal settings for the image along with many dimensions such as format capabilities, the content of encoded data, quality, pixel dimensions, and more.
- File Compression: File compression allows you to store and back up significantly more data. It helps to effectively post files on a webpage for someone else to download.
- Prioritize Visible Content: Prioritizing the visible content of a webpage (that users see on their screen before they scroll), also referred to as "above the fold" content.
- Sensitive Information Security: This refers to SSL (Secure Sockets Layer), which is the standard security technology for establishing an encrypted link between a web server and a browser. This link ensures that all data passed between the web server and browsers remain private and integral.
Local Business Presence: The presence of a business on popular local online directories that guide people to find local services and in turn help local businesses to reach and win more customers.
- Local Business Presence Score: This is a cumulative score that indicates businesses presence on the local directories.
- Local Business Presence: This indicates the presence of the business on the local directories Google Maps, Citysearch, YP.com, Bing Local, Here Maps.
HR & Organization: This card indicates the current employee satisfaction as well as the technology used by business for various administrative functions.
- Employee Size: This gives the employee count in the organization
- Employee Rating: This is the average rating of the organization on various parameters like work/life /balance, salary/benefits, job security/advancement, management, culture, etc.
- App Tracking System: It checks whether the organization is using an application that enables the electronic handling of recruitment needs.
- Employee Reviews: Reviews given by employees on Indeed.
- Open Positions: Total number of open positions listed on Indeed for the business.
- Recently Posted (Indeed.com): Recently open positions on Indeed.com.
- Payroll & Benefits: Does the organization have payroll platform to keep the payroll processes in place?
Communications: Indicates revenues, strategy, and platform appropriateness.
- Telecom Score: Indicates the telecom cost and usage.
- Telecom Carrier: Specifies the telecom carrier used by the business.
- Use of VOIP/Analog/Mobile: Business is using VOIP, analog or mobile phones.
- Data Usage: It is the amount of data exchanged across the business. Data usage is checked on various signals like number of employees,technological infrastructure, etc.
- Video Calling Platform: What video calling platform does this SMB use?
- Email Platform: Indicates if the business is using any of the email platforms.
- Contact Center/Help Desk: Contact center is a central point from which all customer contacts are managed. This checks if the business is using contact center platforms to manage customer queries.
Digital Maturity Score: Cumulative score that indicates businesses tech and business savviness.