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App of the Week – PeopleImport – Ultimate Data Loader

App of the Week – PeopleImport – Ultimate Data Loader

PeopleImport

 

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.

Check it out here!

 

App of the Week – Altify Opportunity Manager

App of the Week – Altify Opportunity Manager

Qualifying leads and opportunities can be an eternal struggle for Sales teams. There are a lot of complex variables to consider, and often imprecise qualification criteria. The end result can have you chasing down leads that either aren’t a good fit for you or aren’t really ready to buy. In the end, it amounts to wasted time, effort and resources. That’s why having a computerized opportunity managed can be such a help! This app’s customizable formulas, questionnaires and insights helps streamline the process, and give your reps a better path to follow.

Opportunity Manager coaches sellers in real-time to qualify effectively, research the relationship landscape, collaborate with customers, develop solutions that address business challenges, and competitive approaches that delivers a win-win outcome.

Check it out here!

 

App of the Week – Validar Lead Import with AnySource

App of the Week – Validar Lead Import with AnySource

 

Manually importing leads from various sources can be time consuming and generally a bit of a pain. Not only can they be difficult to keep straight for what is what, but also prone to user error as well. The more you attend events like seminars and conferences, or have a variety of leads that come in from outside of your online web forms, the more you need a tool like Validar Lead Import.

Validar Lead Import is the premier tool for managing, categorizing and importing offline lead sources, like leads from trade show exhibits and registration kiosks.

Check it out here!

 

App of the Week – Duplicate Check for Salesforce

App of the Week – Duplicate Check for Salesforce

Duplicates in your CRM are rarely a good thing. Luckily, it is such an important problem, that there are many different companies out there working to help you solve this probelm. Duplicate Check is just one of those. As the most downloaded de-duping app on the AppExchange, Duplicate Check does the job by comparing objects at the point of entry and allowing you to delete or merge dupes. It even works across objects, so that you can avoid entering new leads if they are already contacts!

Duplicate Check offers the most complete and extensive duplicate prevention tools. An all-in-one native application.

Check it out here!

 

Who Can See What in Salesforce Communities?

Who Can See What in Salesforce Communities?

When you need to work with a partner or partners, and want to do it through Salesforce, communities are the way to go. We have written before about how you can Enhance a Business Partnership with Salesforce Community – but to summarize, a Partner Community allows two or more businesses to share any specified Salesforce data, including, contacts, leads, accounts and opportunities.

Companies can use the Partner Community to increase transparency, communicate efficiently and push leads and deals through the Sales pipeline faster. Of course, one of the big considerations here is: what about the business info and data that you don’t want shared? After all, you love your partners, but that doesn’t mean you want to give them access to everything in your Salesforce org.

Naturally, Salesforce has a way to handle this, and it is done through user types. Partner communities contain various types of users who require varying levels of access. What users see depends on their user type and which tabs the administrator selects when creating the community.

And the varying degrees of access is extensive, meaning that you can pick and choose who can see or modify just about anything in the portal, from being able to see or modify the global header, to restricting certain information of the various users. This enables anyone with admin access to the portal, to fine tune exactly who can see what in Salesforce Communities, and ensure that anything you want to keep private, will stay that way without impacting the power of the portal.

For a complete list of user roles and standard permissions, click here.

 

-Ryan and the CloudMyBiz Team

 


 

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