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Archive for the ‘Integration’ Category

Video tours of J!Salesforce

We’ve been excited to see the popularity of our J!Salesforce integration tool between Joomla and Salesforce.com (also available to all our Non-Profit Soapbox organizations!).  Some folks have been interested in seeing some videos to better understand what the tool can provide to Joomla Web sites.  Well, I made a little video tour of the administrator interface and the front-end search form builder to help provide a visual overview.  Grab some popcorn and enjoy the show.

J!Salesforce Search Functionality Video Tour

J!Salesforce Administrator Video Tour

 

Salesforce user? Supercharge your CRM with J!Salesforce and foundation funding

Does your organization currently use Salesforce? Are you looking to get the most from your Salesforce application through innovative customization or integration with your website? If so, read on for important news that could supercharge your CRM!

Connect your website with Salesforce through J!Salesforce

PICnet offers J!Salesforce, an elegant and powerful tool that integrates your Soapbox/Joomla! website with your Salesforce install. This tool provides:

  • connectivity between Soapbox/Joomla! and the Contacts object in Salesforce.com
  • Soapbox/Joomla! user registration with additional custom fields that auto-populate a corresponding Salesforce.com new contact
  • profile updating with Salesforce.com
  • search directory extension, providing a searchable interface of your Contacts object from Salesforce.com through your Soapbox/Joomla! Web site (especially useful for membership directories)
  • a user-friendly, customizable and templateable search form, results page, and detailed view page for Salesforce.com Contact records in Soapbox/Joomla!

Interested in implementing this on your site? Contact us today about tapping into the power of J!Salesforce.

Salesforce.com Foundation Grant Program: Technology Innovation 2010 Grants

Looking to expand your use of Salesforce? The Salesforce.com Foundation is seeking to fund innovative proposals through its 2010 Grant Program. Through this program, they are soliciting applications that meet the following:

Technology Innovation grants will be awarded to visionary nonprofit organizations to enable their innovative use and development of technology. Successful applicants will demonstrate how the enhanced use of technology will support and improve their ability to effect their social change mission. Project proposals must represent responses to clearly identified needs and must outline a realistic plan for replication to the global nonprofit community.

Strength in numbers: Collaborative applications for a common solution

At PICnet, we’re huge fans of Salesforce and the power it has to transform an organization’s relationship with its clients, donors, and partners. This is why we created J!Salesforce. This is why we plan to expand its feature set in the future.

This is also why we are doing more than simply passing on the good news about the Salesforce.com Foundation grant program. PICnet is currently reaching out to interested clients and other potential partners to facilitate a joint application that will center around expanding connectivity between Soapbox/Joomla! sites and Salesforce.  Our intention is to provide technical guidance to translate individual organizational goals into common coding tools in order to produce maximum benefit for multiple clients and an increased ability for the collaborators to submit a successful application that provides a “realistic plan for replication to the global nonprofit community.”

If you are interested in participating in this collaborative effort, please contact us today!

Not a Salesforce user but curious about becoming one?

Salesforce is the world’s most popular CRM.  What’s more, it is free to non-profit organizations through the Salesforce.com Foundation.  Check out their program today to learn more about how this robust CRM can enhance your organization’s work.

 

Wufoo forms smarter, more flexible, still don’t take out the trash

Tired of boring old static webforms? Feeling restricted by limited confirmation emails you can send after form submissions? Sick of taking out the trash all the time? Well, the gang at Wufoo has great news for you — they’ve introduced conditional logic and branching to make their webforms smarter and more effective!  Sorry – still waiting on that trash bit, though.

“Whoa, whoa, whoa, hold up. Whofoo? Conditional What?” For those of you out there asking yourselves these questions, let us take a step back. Wufoo is a super easy and affordable webform solution that we’ve found works well to fit many of our clients needs – as well as our own! As they’ve put it on their FAQ page:

Wufoo is an Internet application that helps anybody build amazing online forms. When you design a form with Wufoo, it automatically builds the database, backend and scripts needed to make collecting and understanding your data easy, fast and fun.

We at PICnet are big fans of Wufoo and the great work that they do over there. For more information on why you might want to look into using Wufoo (hint: 50% discount for nonprofits) check the Tips & Tricks in our Help Desk.

Wufoo recently announced some awesome new functionality to make forms even better. With conditional logic and branching, you can now:

  1. Set the form to hide or show fields based on a user’s answer in another field. For example, you could set it to ask the user for their spouse’s name only if they’ve selected “married”.
  2. Skip entire pages if they don’t apply to a user depending on their answers. Say somebody wants to pay by check for a purchase handled through the form, well now they can skip a credit card processing page you’ve setup.
  3. Create customized confirmation emails based on responses. For example, instead of sending everybody the same “Thank You” email, you could send one message to new members, and another to renewals.

Even better, they’ve managed to make constructing the conditional rules as easy as we could have ever imagined in our wildests dreams (trust us — our dreams about webforms have been wild). Want to learn more? Check out their conditional logic blog post for more information and how-to screencasts.

Not yet using Wufoo? Unsure if it’s right for you? Check out Wufoo’s site to get the get the lowdown.

 

The joys of invoicing – can Freshbooks help?

FreshbooksAs Non-Profit Soapbox continues to grow in popularity, our hours spent doing invoicing each month continues to grow as well. Our joy of working with QuickBooks seems to decrease proportionally with the swelling number of clients.

Being a company steeped in the Web, I began wondering recently if there’s a better way of managing our invoices. Currently, we have to manually use QuickBooks to create invoices and receipts, then PDF them, then email them. This ends up adding up to about 5 hours a month, which I’d rather have spent on new Soapbox innovations.

About 6 months ago I signed us up for Freshbooks, an online invoicing system well accepted by the Web 2.0 world. Freshbooks seems made for people just starting out with invoicing, and those that might not already be using QuickBooks. For instance, QuickBooks is our master accounting records, and where we record active clients. With Freshbooks, it seems like we’d need to duplicate our efforts by posting invoices in both our QuickBooks and Freshbooks.
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Basecamp and Joomla integration anyone?

Basecamp LogoWe PICnetters use Basecamp for project management and when we learned they had released an API and saw the interesting things people were doing with it, we thought, “hey let’s integrate”. Not because it’s cool (though the closer we get to Web 2.0 tools, the cooler we all seem here around the office), but because we saw a need, at least internally, for some extended functionality: easy time tracking and reporting.

Basecamp allows time tracking and it is very nice when checking off a task to record how many hours you spent getting it done. But sometimes we get so engrossed in our work we forget when we started. So, we built a sort of stop-watch application which allows us to punch-in, punch-out, write up a description then send it off to Basecamp.

Another pet peeve of ours is when we run over the number of hours we’ve dedicated to a project, and with several people contributing time to a project that can happen easily if the time isn’t closely monitored. So next up on the integration effort is to develop a warning system which will alert project managers when we’re nearing that limit.

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