Here is the step by step process for integrating Salesforce with SMBSmart.
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.