Imagine doing business without using Linkedin or Twitter, so difficult to get background and do your profiling, or even if you need to have some middle person who can either influence or introduce you to your Prospect. So why not leverage Linkedin, Twitter or any other popular networking website right within your CRM Application.
How is it possible? Well its due to the Web 2.0 features that allows mash ups, get data from external sources right into your CRMOD and vice versa.
How do you do? Well very simple, follow the simple steps mentioned below:-
1) Go to the Admin Link >> Application Customization >> Contacts >> Contact Web Applet
2) Create a New Web Applet and give it some name (for eg Web 2.0 , or Linkedin, or Profiling Tools :) )
3) Fill in the values for the other parameters:-
>Location : Detail Page
> Type : HTML
> In the Web Applet HTML section paste the following code:
<table> <tr><td>
<iframe width="500" height="350" frameborder="0" scrolling="no" marginheight="0" marginwidth="0" src="http://maps.google.com/maps?f=q&source=s_q&hl=en&geocode=&q==%%%Personal_ADDR_Address1%%%,%%%Personal_ADDR_Address2%%%,%%%Personal_CITY_City%%%,%%%PERSONAL_LIST_USSTATE%%%,%%%Personal_PROVINCE_Province%%%,%%%PERSONAL_LIST_ZIP%%%,%%%Personal_COUNTRY_Country%%%&ie=UTF8&hq=&hnear==%%%Personal_ADDR_Address1%%%,%%%Personal_CITY_City%%%,%%%PERSONAL_LIST_USSTATE%%%,%%%Personal_PROVINCE_Province%%%,%%%PERSONAL_LIST_ZIP%%%,%%%Personal_COUNTRY_Country%%%&output=embed"></iframe>
</td><td>
<iframe src=http://www.linkedin.com/search?search=&sik=1208482857531&keywords=%%%First_Name%%%+%%%Last_Name%%%+&sortCriteria=4 width="700" height="350"></iframe></td></tr></table>
4> Click on Save
Now you have create a related section, a Web Applet that will automatically search for Contact's details on Linkedin using the First Name & Last Name, & for Google Maps it will search for the Contacts address and pin points you the exact location.
Now all you have to do is expose this related section in your Contacts detail page, by clicking on Edit Layout link on the same page, adding the newly created web applet.
Sweet ain't it?
The above example was for Linkedin & google maps. Same can be done for Twitter feeds. How to do that ... coming soon :)
Do leave your comments/doubts. Hope this helps!
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Very helpful blog Kunal.
ReplyDeletePlease explain how I can display all my accounts in a certain location on a google map?
Thanks Kaaman, Glad that you find the Blog useful.
ReplyDeleteFor getting your accounts on to a Google map and be displayed, you would have to create a report with the accounts and addresses. Then you will have to write a javascript code, which you will put in the narrative section in the same report, which would get accounts displayed on the Google Maps.
does anyone else get that linkedin cannot be displayed in Frames?
ReplyDeleteGreat tip!
ReplyDeleteIm looking for how to create a Twitter feed and get that into CRM On Demand.
Hope you can help me as Ive stumbled onto a brick wall ;)