CRM manager Introduces New AppExchange Products for Salesforce Enhancement
CRM manager, software-as-a-service (SaaS) implementation and integration firm, continues to invest in the salesforce.com platform by developing two new applications, offered on Force.com AppExchange, that enhance both lead conversion and distribution.
These new applications enhance the value of salesforce.com by allowing companies to better manage large numbers of leads and route them to the proper sales representatives. These solutions will allow users to more effectively manage leads through the sales process, with the ultimate goal of converting them into actual clients.
Mass Lead Converter
This tool enables salesforce.com users to more easily manage leads. Users can simply select any account in the database, click, and the application automatically searches through the database for any lead information on that particular account. The application finds any leads that match that account name and combines them. This tool is good for companies with thousands of leads that are difficult to process. Account representatives with large numbers of leads to manage can use this to compile and convert them to one, easy-to-view location.
Advanced Lead Distributor
This is an advanced lead routing tool, which allows users to set various levels of sorting parameters. Users can handle lead lists of companies and contacts in an online directory, managing a lead table with hundreds of thousands of leads. Salesforce.com allows for the assignment of rules based on certain criteria. For example, locations can be used as sorting criteria, with all California leads routed to one sales representative. In another example, contacts with the same URL in their email addresses can be sorted together and sent to the sales representative handling that company account.
The Advanced Lead Distributor’s functionality evolved with use. Initially, for databases where all accounts were listed by email and website domains, users wanted a process that allowed incoming leads to be matched with existing URLs already in the database. Leads were cross-referenced via URL and routed to the correct sales representative.
Next, functionality was added that allows for the application of a series of different rules that when run, look for existing leads and check for duplications as new leads are entered into the database. With conflict resolution, a company that shares a domain with its subsidiary companies is moved to a "conflict queue," where the system administrator can manually sort and direct that lead to where it should go.
Finally, this tool also looks for personal email addresses, such as those created in Gmail and Yahoo, and sends them to an area where the administrator can review and route them to the appropriate company contact.
Manage Your Leads with AppExchange Tools from CRM manager
CRM manager moves from just implementing to producing enhanced SaaS solutions with its AppExchange offerings. The company’s AppExchange tools represent the "merit badges" of the lead management software development world. Creating new applications not only enhances lead generation but also create status within the industry.
"Based on the number of customers we have helped implement salesforce.com, along with the development of our platform services practice, we have seen the need for several unique solutions in the area of lead conversion and management. The AppExchange is the perfect place for these solutions, as they will benefit many salesforce.com users," said Mark Mangano, Vice President of Business Development at CRM manager.
New applications are the result of investments in the existing salesforce.com platform, and truly represent an example of enhanced customization. The company repeatedly works within its existing architecture to create tools with unique uses that also have mass appeal and commonality in trying to manage the lead generation process.