Use this page as your entry submission form. It will be used to describe the mashup scenario, identify the authors and to provide any other pertinent details.


Mashup Name

Cold Call Assistant!

Improve conversion ratio of closing sales and setting up appointments with Cold Call Assist!

Authors

Mark Madsen
Renat Khasanshyn

Scenario

The Cold Call Assist! makes cold-calling new prospects from Salesforce.com easier by gathering and displaying recent news about the company and their competitors, and provides a list of restaurants near the prospect's location along with a map for directions. 

This gives the salesperson relevant and current discussion points about the target business prior to the call, and makes it easy to suggest meeting for lunch or dinner in an area close to the prospect.


Mashup Usage

Salesforce.com is used to maintain a list of prospects and customers, as shown here:

When a new sales campaign is started, a list of prospects is created using the functionality in Salesforce.com, as shown here:

 
The contact list for the campaign is extracted from Salesforce.com using Apatar and displayed on a web page for the salesperson to review.

When a prospect is selected from the list, the primary competitors are displayed below along with news about the company and a list of restaurants near the prospect's address.

To prepare for the call, the salesperson can browse news related to the prospect or select a specific competitor and browse current news specific to that competitor.

If the call leads to a meeting, the salesperson can suggest a restaurant from the list of nearby restaurants provided. The restaurant list is linked to the prospect's address, and any restaurant can be dragged and dropped onto the map to highlight its location. The weather  forecast for the next several days is  also provided to help choose a day when the weather would be best for the appointment or to do a golf outing.

Mashup Wiring (Assembly)

 Script

  1. Create a new blank 3 row page
  2. Create and display a feed from ApatarForge for the Salesforce.com data
  3. Add an url generator to call Dapper and obtain a list of competitors for the company selected
  4. Add an url generator to call Dapper and obtain a list of restaurants for the zip code of the company selected
  5. Add and display a feed for the competitors
  6. Add and display a feed for the restaurants
  7. Add two Google News widgets and link them to the company selected, and the competitor selected, and set them up in an accordion control
  8. Add a Google Map widget and make the restaurants draggable

Content

Aggregators Used

The Data Sources (Content Owners) for this mashup are:

  • Salesforce.com

  • Google local search

  • Google finance

  • Google maps

  • Accuweather
The Content Aggregators used in this mashup are:

Resources Used
  1. RSS feed from Salesforce.com generated by Apatar
  2. RSS feed for restaurants by zip code and company competitors generated by Dapper
  3. RSS feeds for news generated by Google News widgets in QEDwiki
  4. Map generated by Google Maps widget in QEDwiki
  5. Accuweather forecast data displayed via the QEDwiki weather widget
.