Account Based Marketing (ABM) has been around since the 1990s, ever since marketers began to explore alternatives to mass marketing and focus on more customized campaigns targeted at a customer. Simply put, Account Based Marketing is a highly customized campaign where the sales, sales development, marketing and executive team work synergistically towards building engagement with […]
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If you are a Leadpal subscriber and want to add more licenses here is a step by step guide. Step 1: Goto www.appexchange.salesforce.com, click on login using your salesforce login credentials Step 2 : Click on My Account Step 3: You can see all the installed apps in your organization. Click on the modify subscriptions […]
read moreSalesforce to Quickbooks integration options
- 18
- May
- 2015
If you are looking to integrate salesforce with Quickbooks, we have compiled a list of various options currently available for integrations. If you need help with integration contact us at info@cm-focus.com Boomi Atmosphere The Boomi AtomSphere integration platform as a service (iPaaS) is 100 percent native cloud. It’s a shared-everything, multi-tenant platform that supports cloud-to-cloud, […]
read moreNew salesforce training on Basic Apex & Visualforce Development Training batches are starting on 04 Sep 2015 . BASIC APEX & VISUALFORCE DEVELOPMENT If you new to salesforce or a salesforce admin transitioning into development role this course is for you. This is an alternative to Dev401 course and can help prep for Certified Force.com Developer exam. Starting […]
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Leadpal in its latest release has an ability to auto convert of leads and define multiple rules to merge the converted lead into existing accounts. For example: If the lead has a personal email domain, like that of gmail, hotmail etc, then you would want the lead to checked against the dupe field of name […]
read moreLeadPal for Lead Auto Conversion and intelligence now available on Marketo LaunchPoint
- 07
- April
- 2015
We are please to announce our release of LeadPal for Marketo LaunchPoint. You can access LeadPal on LaunchPoint by clicking here http://launchpoint.marketo.com/cm-focus/1818-leadpal-for-leads-managment/ The key LeadPal features include Efficiently Use Linkedin by connecting with Lead using info at your finger tips Grab Company Information to Lead. Our screen would display on the lead from Salesforce.com Employee […]
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Leadpal is a top salesforce appexchange app which helps salesforce users to convert leads into Accounts, contacts and opportunities. Some of the new features of Leadpal for the lead conversion screen includes 1. Converting leads into Accounts, contacts and opportunities with recordtypes. 2. Customization of fields in lead convert screens 3. Convert leads and merge […]
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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 moreLeadPal : Mass assign Accounts while converting leads
- 19
- March
- 2015
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 moreLeadPal : Salesforce Lead Communication Continuity
- 19
- March
- 2015
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 […]
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Recent Posts
- Account Based Marketing – How Is It Different, and What Are The Best Tactics?
- Add new licenses or cancel subscription for Leadpal appexchange product
- Salesforce to Quickbooks integration options
- Online Salesforce Apex and Visualforce Development Trainings
- Merge and Auto Convert of leads into existing Accounts based on Rules : LeadPal
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