Importing leads and contacts into Salesforce can be quite the hassle. Whether you are working in marketing or sales, having a large list imported accurately into the system is absolutely critical. However, if you don’t have the right controls ready to go, you can unfortunately end up causing extra work for yourself by creating duplicates. Even more challenging is what you do with that list after it is imported, and how you connect those leads and contacts to your campaigns, and leave them in an actionable state to follow up on! With all of these considerations, you need to make sure you have a quality data importer to make the process as easy and efficient as possible.
With PeopleImport you can import lists into Salesforce without creating dupes, update existing records, create new ones only when you want, and automatically link Leads and Contacts to Campaigns and assign Tasks.
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.