by Mike Walsh | Oct 30, 2018 | Blog, Salesforce-Apps-AppExchange
Honesty check. How many of Salespeople use LinkedIn and only LinkedIn to look for leads and new business? There’s no shame in raising your hand, after all, it’s an honesty check. What is important though is that you be honest enough to say, “if that’s where I get a lot of leads, why not get a better connector between Salesforce and LinkedIn?” Well, here it is. The LinkedIn Sales Navigator allows you to connect your favorite hunting grounds directly to your CRM and gives you the added benefits of insights, data and automatically updating records.
Without leaving their CRM, sales professionals can search for and view key insights on buyers, stay updated on relevant news and activities, find warm introductions via TeamLink, see recommended leads, and send InMails directly to contacts
Check it out here!
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.
by Mike Walsh | May 25, 2016 | Blog, Salesforce-Apps-AppExchange
Quickly finding strong leads and getting them into your CRM can be a tricky business. If LinkedIn is an important prospecting tool for your team, you know how time-consuming it can be to find the right leads, and then manually copy and paste their information into your CRM. Wouldn’t it be nice if you could quickly click a button, and have all the contact information you need ported straight into Salesforce? The team at RingLead has you covered with Capture!
Get freshly harvested contact data and build highly targeted lists from the best, most up-to-date source in the universe: The Internet. Automatically move your contacts into Salesforce, creating new and updating existing Leads and Contacts with zero time spent on data entry! Sales reps spend 30% of their time researching prospects everyday. With Capture, prospect research is shaved down to a few seconds, making your sales team drastically more efficient.
Capture works with Salesforce and a number of other CRMs, so this tool can be a powerful option for your whole team, no matter their system. Check it out today!
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.
by Mike Walsh | Mar 4, 2016 | Blog, Salesforce-Apps-AppExchange
Selling is hard. Nothing makes it harder than difficulty finding qualified leads. So you use all the tools at your disposal to track down the next valuable customer. When you find them, you need the ability to quickly add them to Salesforce so that you can go on selling. Wouldn’t it be great if there was a tool to let you quickly move a list of strong leads from LinkedIn directly into Salesforce? You should check out Contactly!
Contactly allows sales reps to create targeted lead lists on LinkedIn, find their email addresses and export everything with one click into Salesforce. You can create hundreds/thousands of leads with a few clicks and in a few minutes.
Check out this cool, new, free app today!
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.
by Mike Walsh | Sep 11, 2015 | Salesforce Tips
Image by Joelle Diane
You may have heard the sad news that Salesforce and LinkedIn are having some relationship problems and have decided to take some time apart. Their native social selling integration is being scrapped. This may not affect you, but if it does, you and your team are probably scrambling to find a solution that gives you quick and easy access to the LinkedIn info you care about most. Never fear, we’ve got a quick, easy, free solution to keep your team moving!
This solution is effective for many social media accounts, and can be a great way to bring basic functionality from all sorts of systems to your Salesforce users. Start by creating a custom link on your Contact object, label it whatever works for your team (I like “Search on LinkedIn”), then paste the following code in for the formula: https://www.linkedin.com/vsearch/f?type=all&keywords={!Contact.FirstName}+{!Contact.LastName}+{!Account.Name}. Add the custom link to your page layout, and now your users can search LinkedIn for customer information with the click of a button! Free and easy!
-Jared and the Salesforce Guys
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.
by Mike Walsh | Sep 11, 2015 | Blog, Salesforce-Apps-AppExchange
This week’s Tip of the Week provides a simple solution for the LinkedIn/Salesforce split, however, if your team is very accustomed to having LinkedIn information living in Salesforce, it may fall short of your needs. If you’re worried about this change, you’re not alone. But not to fret, LinkedIn has developed a robust tool to give you even more insights than ever before – the Sales Navigator.
LinkedIn Sales Navigator for Salesforce allows you to view LinkedIn information and Sales Navigator insights where you’re already tracking your other sales activity. Turn your contact records into rich profiles by seeing LinkedIn information directly within Salesforce.
This app is not free, but it is a powerful solution for getting robust sales insights in your Salesforce org. Check it out!
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.
