Prevent Account and Opportunity Owned by Partner in salesforce

Prevent Account and Opportunity Owned by Partner in salesforce

Prevent Account and Opportunity Owned by Partner. Leadpal helps you to streamline your deal conversion process in your salesforce environment.  For more information contact us at info@cm-focus.com .

read more

LeadPal : Salesforce Linkedin Connectivity

1) Connect on Linkedin with the Lead.  News about the company from Lead 2) Grab Company Information to Lead.  For example our screen would display on the lead from Salesforce.com Company Description: Salesforce is the Customer Success Platform. Our social and mobile cloud technologies—including our flagship sales and CRM applications—help companies connect with customers, partners, […]

read more

LeadPal : Salesforce Lead Communication Continuity

Display existing contacts and accounts related to lead so there is a continuity in the conversation/interaction with the lead. For example if account had opportunities the lead can be passed on to account manager If there are duplicate contacts that already exists it will be displayed so they can be cleansed right away Take a […]

read more

LeadPal : Mass assign Accounts while converting leads

Use Leadpal to mass convert leads into accounts and contacts. Now you can mass assign Accounts while converting leads. Here are other features of Leadpal 1) Connect on Linkedin with the Lead.  News about the company from Lead 2) Grab Company Information to Lead.  For example our screen would display on the lead from Salesforce.com […]

read more

Leadpal Release notes

Post Image

Leadpal version 2.44 release notes Added new formula field in Accounts to capture the website domain name Enhanced the Bulk Convert to include option of changing the Accounts in all rows of Leads in one go. Added new tab on Leads to show leadpal intelligence Links for search for company related news in Google News […]

read more

How to reduce Channel Conflict through Deal Registration

Most companies while trying to grow business would eventually try channel marketing to achieve their goals. With every new channel partner, there is always a chance of conflict with existing partners and internal sales teams. This channel conflict needs to be moderated as soon as possible to have a successful channel marketing program. One of […]

read more

Branded Mobile Application For Partner Relationship Management (PRM)

Today, sales is all about closing deals quicker and faster with accurate and current information. In the age of smartphones and tablets, most sales teams need to be up to date with latest information regarding your product while talking with the client. Hence there is a need to have a mobile application for partner relationship […]

read more

Use Communities360 to enable branded mobile portal

Use Communities360 to enable branded mobile portal from mobile devices as well as deal registration from mobile devices

read more

Use Communties360 to integrate Twitter to your PartnerCommunity or CustomerCommunity

Use Communties360 to integrate Twitter to your Partner Community or Customer Community

read more

Use Communities360 to share your google drive documents with customers / partners

If you are using google drive to store your documents and would like share with your customers or partner in salesforce you can use the communities360 application. Please watch the demo below

read more