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CRM Best Practice #2 - Smart Linking
We've used smart linking to increase our user adoption and while most users make good use of it, our traveling sales staff love it. It's not so apparent that you can use Aplicor's Link Editor to create contextually sensitive data links between account or contact data and external web sites. By first querying the external web sites and then reviewing the browser URL text string, you can understand how they construct their search strings and then use Aplicor's "Field Codes" in the Web Link Editor to automate the process. After understanding the external web site search structure, copy the browser string text, then go to the Account page, click the LINK icon, select Add/Edit, select New, use a "URL" Link Type and paste the external web site URL string into the "Link URL" field. After that, just use Aplicor's "Field" dropdown to display the "Field Code" and copy the field code into the below "Link URL" string at the appropriate
spot. We've found some interesting uses for the contextually sensitive smart linking.
Company Performance - Link the Stock Symbol field from the account page to Google Finance to see your prospect or customer's current stock performance, news releases and financial information.
Directions - Link the account or contact address to Yahoo maps to get directions.
Weather - Link your account's zip code field to The Weather Channel to see local whether before you call or make the trip.
Credit Worthiness or Financial Position - Link the account name to Hoovers to see financial and D&B information.
WiFi Locations - Use this link to find the nearest WiFi location for breaks between client appointments
Client Entertainment - Link the account or contact's zip code field to find the nearest pub to your client.
Fuel Resupply - Use this link to find the cheapest gas while out making sales calls.
Energy Resupply - Link the account's zip code field to find the nearest Starbucks coffee shop (we have a few top producers who use this link a few times during the day while on the road).
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