Category Archives: Company Update

Salesforce Report: Incoming Deals for the Next 3 Months

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Report Name: Incoming Deals for the Next 3 Months.
Purpose: To list out all open deals for the next 3 months by Sales Reps.
Related Records: All open opportunity records closing for the next 3 months.
Benefit: Sales Managers will be able to have a quick look at all their Sales Reps’ open deals for the next 3 months. Sales managers are able to look at their sales pace and analyse who is on the right track and who is not.
Screenshot:

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Salesforce Reports: Incoming Deals by Industry

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Report Name: Incoming Deals by Industry.
Purpose: To list out all open deals for current month by industries.
Related Records: All open opportunity records closing this month.
Benefit: With this report, the organisation will be able to have a quick look at all the open deals by industries for the current month. This basically assist the marketing to plan for strategies to help the sales in closing their deals; Industries may have different strategies.
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Bringing Together CRM And Student Management System

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In the education industry, it’s not always easy to incorporate the applications in used to work for your business model. We have seen many situations where there is a need to bring together both the CRM (Customer Relationship Management) and SMS (Student Management System) applications. The following scenario can be quite common within the industry which includes Registered Training Organisations (RTO):

  • there is one side to the business that allows you to track the sales pipeline on the number of students
  • there is one side to the business that allows you to report on enrolled students and compliance requirements

The solution we have implemented ensures that:

  • the information within both applications are available to one another
  • data flow automation between both applications
  • extensive reporting coverage

If you would like to know more about how you can seamlessly connect your CRM application (i.e. Salesforce) and your student management system (i.e. JobReady), check out our latest case study addition on our website!

Salesforce Reports: Product Sales Estimation

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Report Name: Product Sales Estimation.
Purpose: To list out all products in open deals for the next 90 days.
Related Records: Product records of open opportunities for next 90 days.
Benefit: With this report, the organisation will be able to have a quick look at the potential products sales for the next 90 days. This will also assist relevant parties to have an high level estimation and guideline in product ordering and allocations for the next 90 days.
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Checkout our RIO ReadyMade Report to own this report and other reports that may be of your interest!

Salesforce Tips: Applying Dynamic Content in Quote Template – Part 2

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In our previous blog, we talked about how you can utilise custom fields (i.e. Text field) to enable you to include dynamic content in your quote when developing Quote Template.

To be even more dynamic based on the Quote’s information, you may want to utilise the merge field instead. For example:-

Dear Johnny Walker,

It was great meeting you. Please see the following for the pricing details.

Where “Johnny Walker” is the quote’s contact person. Instead of having a custom text field where the quote creator need to manually type the name, we can utilise a formula field instead to construct the content where we can then include the merge fields through the formula.

In the example above, we can have a formula field that display the greeting portion and a separate custom text field to allow user to construct the quote introductory content. These fields can then be included in the quote template too!

Customizing Quote Template

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You may be using the Salesforce default Quote feature and you want to further customize the quote template so that it matches your requirement?

To do so, we can utilize the Visualforce page feature in Salesforce (Professional Edition supported) to create the quote template instead. With Visualforce page option, the quote template and its content can be further customize (i.e. by using HTML and CSS).

For example, following is a simple quote sample with customized background that is generated through the Visualforce page:

Additionally, emailing the generated Visualforce Quote to the respective contact or particular recipient is possible too. To find out more about this approach, check out our example posted here.

Salesforce Report: Product Sales

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Report Name: Product Sales by Industry
Purpose: To list out all products in closed won deals of the previous fiscal year by industries.
Related Records: Products of previous fiscal year.
Benefit: With this report, the organisation will be able to have a quick look at the products sales results of previous fiscal year based on industries. This report may assist them in evaluating the level of product acceptance among different industries.
Screenshot:

Checkout our RIO ReadyMade Report to own this report and other reports that may be of your interest!

Salesforce Report: Converted Leads

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Report Name: Converted Leads by Lead Source
Purpose: To list out all the converted leads for current fiscal year based on lead source.
Related Records: Converted lead records for current fiscal year.
Benefit: Marketing team will be able to fully utilise this report in order to assist them in lead generation trend studies and set up the right strategies. e.g identifying the most efficient lead source and set priorities.
Screenshot:

Checkout our RIO ReadyMade Report to own this report and other reports that may be of your interest!

Saasu REST API: Invalid invoice type error

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I have developed an integration tool for one of the customers to create a purchase order with invoice type “Money Out (Expense)” in Saasu via REST API. During the synchronization, I received the following error message saying the invoice type is invalid:

<?xml version="1.0" encoding="utf-8"?>
<tasksResponse>
  <errors>
    <error>
      <type>ArgumentException</type>
      <message>Invalid invoice type: Money Out (Expense).</message>
      <stackTrace>System.ArgumentException: Invalid invoice type: Money Out (Expense).
   at Saasu.OnlineAccounting.Service.Transactions.Invoices.InvoiceTypeService.Parse(Int32 fileUid, EntityType entityType, String invoiceTypeString)
   at Netaccounts.Ola.Rest.XmlSerializers.InvoiceSerializer.Deserialize(XmlReader reader, Object target)
   at Netaccounts.Ola.Rest.XmlSerializers.Serializer.Deserialize(String xmlFragment)
   at Netaccounts.Ola.Rest.XmlSerializers.InsertInvoiceSerializer.ParseElementData(XmlReader reader, Object target)
   at Netaccounts.Ola.Rest.XmlSerializers.InsertInvoiceSerializer.Deserialize(XmlReader reader, Object target)
   at Netaccounts.Ola.Rest.XmlSerializers.Serializer.Deserialize(String xmlFragment)
   at Netaccounts.Ola.Rest.XmlSerializers.TasksSerializer.ParseElementData(XmlReader reader, Object target)
   at Netaccounts.Ola.Rest.XmlSerializers.TasksSerializer.Deserialize(XmlReader reader, Object target)
   at Netaccounts.Ola.Rest.XmlSerializers.Serializer.Deserialize(String xmlFragment)
   at Netaccounts.Ola.Rest.RestTasks.TasksRunner.Execute(String xmlTasks)
   at Netaccounts.Ola.Rest.Handlers.TasksPostHandler.HandleRequestInternal()</stackTrace>
    </error>
  </errors>
</tasksResponse>

The first thing that came to my mind is that the invoice type is not supported in the customer region. This can be identified by looking at the Saasu API doc. However, this is not the case. After further studying on Saasu, I found that I need to have the “I am GST registered from” checkbox checked (can be found in Settings -> File Identity). Once I checked the checkbox, the sync just work like a charm :D