Archive for the ‘workstreamer HOW TO’ Category

HOW TO: Get LinkedIn updates and more in workstreamer

By Amy Hawthorne May 28, 2010

Linkedin recently announced their “company follow” feature.  Cool, very cool actually.  Linkedin has lots of good insight for today’s business professional but with some much other content being created and promoted online we need a broader lens.  More perspective if you will.

If you like the follow company feature in Linkedin you are going to love the Twitter updates, published news, contact updates, recent blog posts, jobs data and so much more in workstreamer.

Don’t worry, you get great Linkedin insight in workstreamer too.  Once you’ve activated your Linkedin profile in workstreamer you will be updated with:

  • profile updates related to any company you are following
  • status updates for any connections at the companies you are following
  • 1st and 2nd degree connections at the companies you are following

To activate Linkedin simply click on the link towards the bottom left, ‘connect to Linkedin’. From there, you’ll be asked to provide workstreamer with your Linkedin username and password.

During the authentication process, you’ll have the option to tell workstreamer how many times it should run to get the Linkedin updates.  The default is once a day, we’ve found this to provide the best results.

Once you’ve completed the process, workstreamer will take you back to the main application page where you can begin watching for Linkedin updates and more for each individual company you are following.

New connections are made everyday, profile updates happen every hour and status changes are happening every minute.  Instead of waiting on your weekly email with a few updates, connect Linkedin to workstreamer and get updates delivered to you daily.

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TOPICS: business listening, its all about the data, sales intelligence, workstreamer HOW TO
 

HOW TO: Access Workstreamer as a tab in salesforce.com

By Jason Morio May 27, 2010

There will be much, much more coming in the area of using Workstreamer with salesforce.com and other CRM systems, but here’s a quick five-step tip to get access to your Stream from within your salesforce.com user interface:
  1. Go to the Setup link in salesforce.com:    
  2. On the left hand side under App Setup, click on Create -> Tabs and click the New button in the Web Tabs section:

  3. For the Choose Tab Layout step, you can choose either option but the 2 columns layout is probably best:
  4. Select the URL value for Tab Type, use Workstreamer as the Tab Label and set the Tab Style to Building Block to match the Workstreamer color scheme:
  5. Simply add the URL https://app.workstreamer.com to the Button or Link URL text box:

That’s it.  You should now have a Workstreamer tab in your tab display that will drop you right into your Workstreamer Stream (make sure you check “Remember Me” on the Workstreamer login page, too).

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TOPICS: @workstreamer, sales intelligence, workstreamer HOW TO
 

HOW TO: Connect salesforce.com to workstreamer for account updates

By Amy Hawthorne May 25, 2010

One of workstreamer’s powerful features is its ability to sync with your Salesforce account(s).  We’ve made it very easy for you to manage all or a subset of your Salesforce accounts within workstreamer.  Towards the bottom left of the workstreamer application, you’ll see a button that says ‘connect with Salesforce’.

After clicking that link, you’ll be taken to the Salesforce login page where you’ll be asked to put in your Salesforce username and password.

Once connected, when you begin following new companies in workstreamer, we’ll match those companies with the appropriate Salesforce accounts.  Assuming we find an appropriate match, we’ll begin to sync critical data from Salesforce to your respective workstreamer company accounts.

Once connected you can expect to see the following updates in workstreamer:

  • Account record updates
  • Opportunity updates or changes
  • New opportunities added to a followed account
  • Account activity history changes
  • A Note or Attachment has been added to an account

After clicking that link, you’ll be taken to the Salesforce login page where you’ll be asked to put in your Salesforce username and password.

More salesforce.com updates coming soon!

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TOPICS: sales intelligence, workstreamer HOW TO