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admin, Author at CM-Focus LLC - A Salesforce Training, Consulting and Product Development Company | Page 2 of 5CM-Focus LLC – A Salesforce Training, Consulting and Product Development Company

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, […]

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Spam Control in salesforce – Leadpal

if you are flooded with spam from your web2lead form, Use leadpal to make your web2lead form safe from spammers. You can download Leadpal from salesforce appexchange at https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B5LuWEAV

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Auto convert Leads in Salesforce

If you are salesforce user and are looking to auto convert leads, Leadpal helps you autoconvert leads based on rules which you can setup. This autoconversion can be setup for your web2lead’s or any leads You can download Leadpal from salesforce appexchange at https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B5LuWEAV

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Leadpal : Multilead Conversion for salesforce

If you are looking to convert multiple leads in salesforce, then leadpal is the tool you would want to use. You can convert leads to existing accounts and contacts based on certain rules which can be configured easily by you. You can download Leadpal from salesforce appexchange at https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B5LuWEAV OR can drop us an email […]

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Leadpal Release notes

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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 […]

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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 […]

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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 […]

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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

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Use Communties360 to integrate Twitter to your PartnerCommunity or CustomerCommunity

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

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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

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