Chris Eustace

It seems like everywhere you look, a new integration with ChatGPT is created.  And now, it’s in your CRM and Marketing Automation systems.  Hubspot has released an Alpha of their latest integration.  For fun, we decided to ask ChatGPT what it though of ChatSpot – Hubspot’s new integration with OpenAI’s ChatGPT.

“ChatSpot.ai is an incredibly powerful tool for businesses looking to optimize their content and improve their content marketing strategy.”
While only in its alpha stage, ChatSpot.ai is still one of the most cutting-edge CRM tools we’ve seen thus far. By using the power
from ChatGPT and HubSpot CRM ChatSpot.ai has the ability to:

• Org-wide calculations
• Create Google Sheets/Slides based on queried data
• Ai generated photos
• Query using Speech-to-Text
• Intersect queries with data from ChatGPT
• Writes emails based on database info

For the full intro, we recommend you watch the video Darmesh Shah and team have put together.  You can find it below:

HubSpot has also created “Content Assistance” which is still
currently in its private beta stage. When it is released to the
public, HubSpot claims that it will generate:

• Blog ideas
• Outlines
• Verbage
• Marketing tools
  As always, if you have any questions, please feel free to reach out
  using the form to the right.

Having previously developed a custom integration with Zipwhip, we saw the need to port the integration to a new API since Zipwhip was acquired by Twilio.

While Twilio makes a great product, we found that Plivo had some advantages:

• User-friendly interface
• Ability to create custom logic through flows
• Plivo offers a nice interface as opposed to Twilio which is only API based
• Flexibility to create custom inbound actions based on salesforce data
• More cost efficient
• Single-user sendng
• Stored credentials
  

Are you looking to integrate text messaging with salesforce?  Planning to leave Zipwhip because of the acquisition?  Feel free to fill out the form to the right and we would love to discuss working with you.

As many of you know, salesforce is now retiring their Outlook Connector for salesforce

How does Einstein Activity Capture compare to how Outlook sync works?  Are there any additional costs?

Einstein Activity Capture is included in your salesforce license cost.  However, there are a few drawbacks to using EAC.

• EAC does NOT use standard object (Activities, Events)
  • This causes problems in the following ways:
    • Difficult reporting – not following the standard Task/Event/Activity process you are likely reporting on today.
    • Migrating away from EAC after implementing will cause you to lose your old data
    • There is a limited storage of activities – 2 years worth – historical reporting is limited.
• Here at Eustace Consulting, we recommend Groove.  It has a very minimalist interface, with loads of other tools to boot!
• If you’re interested in discussing the differences between the 2, or want a demonstration, feel free to reach out – we’re happy to help!

Salesforce.com is requiring all salesforce logins to have Multi-Factor Authentication (MFA) enabled by February of 2022.  What does this mean for you?

• Eustace Consulting will require their own login to your salesforce instance (no more sharing logins with your admin!)
• We can assist in evaluating your security and user needs and plan how MFA will be rolled out within your organization

• • Assist in selecting your MFA Verification method
    • salesforce authenticator
    • Third-party authenticators
    • Physical USB security keys

• • Ensure that users can register and login for MFA, eliminating any problems or difficulties
  • Monitor feedback, track MFA usage, and perform MFA maintenance and upkeep when necessary.

We are happy to work within your existing block of time or allow for a one-time smaller hourly purchase to assist getting you set up.  You can do so by Clicking this link and filling out the form

As always, we appreciate your business and support!

Are you in the medical or Healthcare industry and are currently using salesforce.com? We’ve recently worked with a few medical tech companies that are and had the need to integrate the National Provider Identifier database (NPI) (https://npiregistry.cms.hhs.gov/) with salesforce.com. Lucky for us, NPI has an open API (Application Programming Interface) and can easily interface with salesforce.com!

What is the NPI? The NPI is a Health Insurance Portability and Accountability Act (HIPAA) Administrative Standard. An NPI is a unique identification number for covered health care providers, created to improve the efficiency and
effectiveness of electronic transmission of health information. Covered health care providers, all health plans,
and health care clearinghouses must use NPIs in their administrative and financial transactions.

Looking to automatically have medical professionals imported into salesforce as prospects? Looking to fill out your salesforce data with more accurate and up-to-date information for your healthcare providers? We have the experience and know-how to assist!

Feel free to fill out the form to your right and we’d love to show you the work we’ve done and assist you in the process.

Salesforce CPQ. You’re curious about it. Your salesforce reps have been telling you about it and you’re unsure what to make of it.

We’ve been implementing salesforce CPQ since back in the days of Steelbrick. If you’re looking for a partner to implement or improve your CPQ or CPQ+ implementation, we’re here to help.

That being said, CPQ is not a one-size-fits-all product. Often times companies are working with a smaller list of products without much complexity. Or maybe there are one or two parts of CPQ that could really help in your sales process, but you can’t bite off the cost of the whole product. We have worked with may companies to develop, on the salesforce platform, a CPQ process without purchasing and having the recurring subscription of the entire CPQ product.

Looking for a demonstration on how we’ve implemented CPQ or even a custom CPQ process? We’re happy to show you. Fill out the form to your right and we’ll be in touch!

Our latest case study for Imfeld and Imfeld on salesforce communities is up! For this project we took over the project from another team, implemented the necessary functionality and even built a box.com connector for seamless filesharing! Read more about it here.

Somehow, we’ve hit a big milestone here. 10 years ago, I quit my job in corporate America. It all started by responding to salesforce craigslist ads, hanging flyers in the gym for computer repair, and even pondering starting a dog walking business.

All in all, I can’t thank the innumerable family, friends, partnerships, clients, employees, contractors, and people that were willing to go out on a limb and have faith in me and what we can accomplish together

Below is a snapshot of some highlights over the last 10 years. While it doesn’t quite highlight everything, it’s fun to look back and see how far we’ve come. To continued success and happiness!

While we’ve had a salesforce community for a few years now, one of our favorite things to promote here at Eustace Consulting is transparency.

When becoming a customer of Eustace Consulting, you will be granted a login to our community portal.

Need to:

Review your proposal?
Pay your invoice?
Review your project hours and how they are being leveraged?
Download the hours for more scrutiny?

Have other ideas about implementing a community portal?  Box.com Community integration?  Looking to extend your partner network to allow them to submit leads and update deals to keep your pipeline up to date?  All of this is possible with salesforce communities.

You can find all of that here and more in our community portal.  Have a look at the video below for a brief tour of what our portal can do for you.