Step-by-Step Guide to Setting Up an Automated Welcome Email In

We love Salesforce, it’s such a powerful tool to not only have all of your customer data in one place and accessible, but with all of the integrations they have on the Appexchange it’s a must-use. BTW, shameless self-promotion time: we have a free integration where you can have all of your Dasheroo dashboards right inside your Salesforce account. It’s pretty cool, give it a try.

On that note, we’ve been using Salesforce to gather leads and identify prospects. Once that prospect becomes a user we want to do 2 things: 1.) send an automated welcome email to anyone who signs up to become a user and 2.) move them along the sales cycle with a time-based nurture campaign. So we looked long and hard for a tool that a) was free and b) used within Salesforce. After a long time looking we found it.

So I felt compelled to write this after I spent countless hours to try to figure out how to do a simple welcome email from a Salesforce web-to-lead form and then a time-based nurture email campaign in None of it makes common sense so I’ll start off like that. Here we’ll talk about the welcome email campaign but you’ll see how to take it to the next level with a time-based nurture campaign, almost the same steps.

Step 1 – Set Up Your Email Communication Templates In SalesforceScreen Shot 2016-02-20 at 10.26.42 AM

You have to do this first, because the step you take later draw from your templates.

Setup > Communication Templates > Create or update email templates > New Template > Text or HTML > Save in Unified Public Templates.

Step 2 – Create an Email Alert

Yes “Email Alert” is a misnomer, alert implies that you want to alert one of your sales folks to that fact that something happened. But this is what you have to create in order to send your welcome email.

Setup > Create > Workflows & Approvals > Email Alerts > Create New Alert > Name it > Select Object  (in this case contact but it could be lead) > Select Email Template > Recipient Type: Search: Email Field for: Email (this is very important) > Add any additional email address to cc (we add the one that puts an activity in Salesforce so we know the email was sent > Select from address > Save


Salesforce welcome email

Step 3 – Process Builder

This is where the magic happens. It’s not totally intuitive but it’s really powerful.

Setup > Create > Workflows & Approvals > Process Builder > My Processes > New > Name it > Add an object (in this case Lead)

Screen Shot 2016-02-20 at 10.45.09 AM

Add criteria > Name Criteria (in this case mine was Agency WTLF – web-to-lead form) > Select Conditions are Met > Set Conditions (in this case based on Lead Source > Conditions: All of the conditions are met

Salesforce welcome email

Immediate Action > Add Action (since we want it to fire immediately after a lead is created): Select and Define Action > Email Alert (in this case) > Name It >

Salesforce welcome email

Start Typing the name of the email alert you want to go out to these people > Select it.

Salesforce welcome email

Save > Activate

Whew, really? Yep. You can do a lot with Process Builder like after an action you can schedule nurture campaigns, you’d select “Scheduled Actions” instead of “Immediate Actions” from the time a Salesforce record was created which we’re also doing.

3 Ways of Powering Your Biz With A Custom Data Dashboard

With so much data floating around, a growing number of companies are relying on a “centralized business data dashboard” to collect, display, and manage all the numbers.

Some data is pulled from outside sources, such as Twitter and other social media platforms. While this data is extremely important, you don’t want to stop there. There is also custom data, exclusive to your company, which you have to keep a close eye on.

First of all here is a video on how you use .JSON to get your data into a Dasheroo dashboard:

Dasheroo custom data dashboard

And here is our documentation.

Here are three examples of using custom data in a Dasheroo data dashboard:

1. Provide Expiring Contract Dates to Salespeople

How can you expect your salespeople to effectively manage the sales funnel without the proper data?

Through the use of custom data, you can keep your sales team updated on expiring contract dates. This helps protect against a contract expiring before making contact with the customer.

These dates may be in an internal system that your team may generate on a weekly basis. But what happens when a contact expired 3 days before the report was generated? Having access to data like this way ahead of time gives you a leg up on how to approach your client for the renewal.

2. Is Your App or Website Serving Errors?

You may believe your app or website is as clean as a whistle. But guess what? Others may be seeing one error message after the next. If nobody tells you, you may never know about these errors. Unfortunately, this can have a negative impact on your company as a whole.

With the help of Dasheroo, errors will never slip through the cracks. If an error state happens, you can have your team set it to ping a URL, Dasheroo picks up the ping, and the problem is immediately brought to your attention with a Dashboard.

3. Live Sales Data

Do you track sales in an internal system? Are you tired of running one report after the next and then sharing them with your team? Dasheroo webhooks can automatically update your dashboard with live sales data. Not only does it save everybody time, but it makes for a more efficient sales cycle.

Don’t let custom data go to waste. Instead, use it to power your business dashboard!

New Dasheroo Release: Zapier Gives You Hundreds of Apps for Your Dashboards

Today we’re excited to let you all in on something we’ve been working on and will continue to enhance our integration with Zapier! It’s simple: for now you’ll be able to access hundreds of applications that Zapier connects to and pull the data right into a trending line graph on a Dasheroo dashboard.

You can do things like:

  • Track how many new Zendesk tickets are coming in from your support queue
  • Add the number of new Pipedrive deals to your Dasheroo dashboards
  • Monitor the number of new Chargebee subscriptions you’re getting
  • Track the number of new campaign opens on ActiveCampaign within a Dasheroo dashboard
  • Update Dasheroo line graph with the total number of new Asana Tasks
  • Visualize the total number of new payments from QuickBooks Online in a Dasheroo dashboards
  • View the number of new leads you’re getting from Insightly within Dasheroo
  • Track your call volume from CallTrackingMetrics on Dasheroo
  • And literally thousands of other uses!

Here’s what I did:

Zapier Dasheroo integration

I filled out a few more fields and got:

Zapier Dasheroo Dashboards

Cut me some slack it was an old campaign 🙂

So out of the gate any application that has an “trigger” in Zapier you can bring data into a dashboard. Think Quickbooks, Zendesk, Asana and hundreds of others. Go play!

Go watch the video!

3 Ways to Manage a Sales Team KPIs

As a company owner or sales manager, you are faced with many challenges. Among these is establishing a system for holding your sales team accountable and measuring their KPIs. And most sales people want to be held accountable, they want clear goals and support in order to make these goals.

You aren’t alone if you find yourself asking your reps:

  • How are things looking in regards to a particular prospect?
  • How many new leads have you added to the sales funnel this week?
  • Are you on track to hit your quota?

You don’t ask these questions to be difficult. You ask these questions to ensure that your team is on the right track at all times. And you probably want to help guide them if they need it.

If you are seeking ways to hold salespeople accountable, here are three strategies to stick to:

Transparency is a Must

Dasheroo Salesforce

Being transparent is key for a successful sales process.

This holds true both for you and your sales reps. When everybody is transparent, when every bit of information is out in the open, it is much easier to stay on the same page.

If this is one of your biggest challenges, make a concerted effort to share more information with your team. You can do this in many ways. From group and individual meetings to sharing data via a sales dashboard (more on this below), the lines of communication should be open at all times.

At Dasheroo our sales “team” ok Mimi publishes her sales notes after she talks to a client in Salesforce so that our product team can see what a prospect likes or doesn’t and in Basecamp so the entire company can see what prospective customers are saying. This way we’re guided to produce what we keep hearing from customers.

Set Clear Goals and Track Progress

Dasheroo Infusionsoft CRM KPIs

Dasheroo’s Infusionsoft dashboards enables you to track over 30 different sales KPIs!

How can a salesperson succeed if they don’t know what they are chasing? It is imperative to set clear goals and track progress in the appropriate manner.

Can you answer these questions:

  • Have you set a quota for each member of your team?
  • Are you tracking progress based on number of contacts made, leads added to the funnel, sales, and revenue generated?
  • Is every salesperson aware of exactly what is expected of them?

If you can’t answer these questions, neither can your sales reps.

A great way of tracking these metrics is with your CRM provider. Great products that come to mind are Infusionsoft and Salesforce. Dasheroo provides dashboards for both of these CRM providers.

Identify Key Metrics
To make life easier, you can provide your sales team with the KPIs they should be tracking. You should also always keep an open mind if a sales rep makes a suggestion. After all, they are the people on the “front line.”

Identifying key metrics starts by answering questions such as:

  • What is the best way to generate interest in a product or service?
  • Which strategies have been proven most effective for attracting prospects?Sales Opportunities KPIs
  • How do you find the right people, the decision maker?

You can answer these questions and identify the most powerful metrics by implementing, tracking, and relying upon a sales dashboard.

For example, your dashboard may display an uptick in leads with an increased amount of social media activity. In this case, it’s a good idea to encourage more time on Twitter, Facebook, and LinkedIn.

A sales dashboard can also be used to track opportunities by stage. Take for instance a company that uses Salesforce as its CRM software of choice.

Not only does this help salespeople better understand their funnel, but it allows them to share information, data, and metrics with managers and other team members.

It’s not always easy to hold salespeople accountable, but it’s far from impossible. Do you have any other tips to add to this list?

3 Concrete Tips for Effectively Managing Your Sales Funnel

Your sales funnel should be a well-oiled machine, pushing prospects through each stage in an efficient and effective manner.
Without the right strategy, your sales funnel will soon turn into the “Bermuda Triangle,” taking qualified leads and making them disappear forever.

When was the last time you thought about the way you manage your sales funnel? If it’s been a few months (or longer), you aren’t alone. In fact, 68 percent of B2B organizations have yet to even identify their funnel. That’s a problem you don’t want to have for much longer.

However, all is not lost. With the right system in place, you can effectively manage each stage of your sales funnel. Here are three tips to follow:

Clearly Define Each StageDasheroo Sales Funnel dashboard

For example, the beginning stage may entail searching for qualified prospects via LinkedIn (among other strategies). But by the time you reach the end of the funnel, you only have one goal in mind: to secure a meeting with the decision maker, and promptly close the deal.

Each stage of the sales funnel calls for a different approach and strategy. Knowing how to move forward and what to expect allows you to make informed decisions.

You can view all of your stages in your funnel using Dasheroo dashboards for Infusionsoft, just an fyi.

Prioritize Daily Tasks

Let’s face it: every task within your sales funnel is important, but some must take priority over others. There is no two ways about it, because there is only so much time in the day.

It is a must that every member of the sales team knows how to prioritize daily tasks associated with the sales process.

Here is an example: if you spend too much time following up with dead end leads, you won’t have enough time to prospect for new leads and close deals that are in the final stage of the funnel.

Here at Dasheroo when someone signs up to our service and meets a set of criteria a task in Salesforce is automatically generated to our sales team as well as an email sent. This way if they’re not using Salesforce they at least know there is a new task waiting for them to jump on!

Search for Time Saving Opportunities

Time is money, and this is particularly true when it comes to Dasheroo's Facebook analytics dashboardsales. Any way you can save time is something to consider.

Maybe Facebook plays a big role in your sales and marketing efforts. Why do everything by hand (ewww, spreadsheets) when you can set up a dashboard to track the most important metrics for this aspect of your strategy? Not only does this save you time, but it may open your eyes to opportunities you have overlooked.

Automate your emails thanking someone for signing up to download a  valuable piece of content with a request for a meeting. This one small tactic could get you qualified inbound leads that would otherwise take time out of your day.

The way you manage your sales funnel won’t be the same as the next person, and there is nothing wrong with that. All you should care about is managing your funnel in a manner that boosts productivity and increases sales.

Dasheroo Dashboards APP: Now Live On the AppExchange

We’re super excited that you can now install your very own Dasheroo dashboards on your desktop right within Salesforce!

So Josh our co-founder and VP of Product took it upon himself (thanks Josh!) to give us a few dandy screenshots that will show you exactly how to set up Dasheroo within Salesforce. Josh take it away!

Dasheroo dashboards in Salesforce


Dasheroo dashboards in Salesforce


Dasheroo dashboards in Salesforce


Dasheroo dashboards in salesforce

Next step? Simply log in with your existing Dasheroo account. Don’t have one? Get one now free!

Dasheroo dashboards in Salesforce


Dasheroo dashboards in Salesforce


There you have it! Dasheroo dashboards right inside your Salesforce account! Go download Dasheroo it from the AppExchange and give us a review!

New: The Ultimate Mobile Dashboard Made Possible By Salesforce Lightning

We’re very excited about this release of our Dasheroo Salesforce Lightning component. Why? Because now you can view all of Dasheroo's Salesforce Lightning componentyour Dasheroo dashboards right within your Salesforce mobile account, free (for now anyway!)

You’ll now be able to track your KPIs for salesforce analytics, web analytics, email marketing, social media and marketing, in a great-looking free business dashboard in your mobile Salesforce CRM account!

A Real Time-Saver!

Logging into all your various apps, especially on a mobile device can be time consuming and a pain. And since Dasheroo dashboards are read-only, no fat-finger mistakes to be made! With the Dasheroo Salesforce Lightning component, you’re never more than a tap away from the pulse of your business. 

Install the Dasheroo Salesforce Lightning component into your org today – Here’s how:

1. Sign up for your free Dasheroo account, you’ll need it to get started.
2.Simply install the Dasheroo component into your org and you’re there!

New Release: Pinterest Analytics for Your Dasheroo Dashboard

We are super excited to scream from the mountaintop that we launched Pinterest analytics for your dashboards today! Why are we so happy? It’s the number ONE request we get from our users and we were able to get it done, get it done right, get it done fast and be one of the first to really successfully give you the Pinterest analytics needed to fine tune your marketing.

What insights do you get? Check these out:Dasheroo Pinterest Analytics Dashboard

  • Overview – View multiple graphs of your overall Pinterest account performance
  • Followers – View the total number of followers in your Pinterest account in the given time period.
  • Engagement – View the total number of comments, likes, and repins across all boards and see how they are trending in the given time period.
  • Engagement Rate – View the rate of engagement across all boards in your Pinterest account and how it trends in the given time period.
  • Competitor Activity – Track your competitor’s Pinterest metrics and compare them your own.Dasheroo Pinterest Analytics Dashboard
  • Board Leaderboard – View a tabular chart of the different boards in your Pinterest account ranked by number of followers.
  • Engagement Rate By Board – View engagement rate by board and see how it trends in the given time period. Choose up to 5 boards.
  • Influencers – View the top influencers for your Pinterest account.
  • Best Performing Pins – View the most popular Pins in your account.
  • Popular Rich Pin Types – View a pie chart of your different Rich Pin types and how much engagement each one contributes.

Best part? Now you can view your Pinterest analytics right on your  social media dashboard, Google Analytics dashboard and Shopify sales dashboard to see how Pinterest is driving you business!

Let us know what you think and what more you need for all of your dashboards!

7 Tools That Can Help You Rapidly Grow and Automate Your Business logoDasheroo was listed as one of these 7 awesome tools for SMBs on Entrepreneur last week and we couldn’t be happier. A notable quote? “It’s brilliant for the busy entrepreneur who wants it all in one place.” Perfect!

We share the spotlight with greats like Infusionsoft, Shopify, Clearvoice, Printful, Clickfunnel and SproutSocial!

We’ve even got an integration so you can get a Shopify sales dashboard right within Dasheroo, Infusionsoft is coming!

Check out the article, it’s great and thank you to the great Matthew Toren for including us! He’s a serial entrepreneur, mentor, investor and co-founder of He is co-author, with his brother Adam, of Kidpreneurs! Check him out for sure.

Dasheroo Demoing Lightning App Builder at Dreamforce

We’ve been talking about a secret project we’ve been working on behind the scenes here at Dasheroo and we couldn’t be more excited about it! All of the projects we have been working on with regards to responsive design and OAuth are releasing!

Imagine if you’re in your favorite application that’s your go-to app every day. All you want to do is place “components” from other applications in that beloved app. Let’s say that beloved app is and you want your Dasheroo business dashboards to be viewable in your Salesforce account.

Introducing “Components” by Salesforce. Using their nifty technology they call the Lightning App Builder (nod to the cloud) they just announced, we got our Dasheroo KPI dashboards to be viewable right in a Salesforce account on a mobile device!

Why is this so freaking cool?Dasheroo's new lightning component

  • It’s right in time for Dreamforce,’s annual event in San Francisco.
  • Josh and I are demoing it at Dreamforce this week at the Marriott Marquis in SF at 8am on Wednesday. C’mon by!
  • We got to work with new technology from Salesforce
  • BIG DEAL: This enables us to have our insights and dashboards anywhere! James calls it Dashboards-as-a-Service (DaaS). Think about taking your important metrics and putting them on any web page or in any app that will accept “widgets”.

Ok, off to the show tomorrow, see you there! #DF15