Importing Leads in Salesforce
Streamlining the Process for Entering Leads in Salesforce
- Enhance leads automatically
- Search, select and import leads right in Salesforce
- Stop wasting time scouring the web for new opportunities
Salesforce leads form the backbone of their customers’ sales organizations, serving as the first step in the lead qualification and assignment processes. Companies using Salesforce import leads in a variety of ways. Some import leads into Salesforce automatically and in bulk. Others have reps entering in leads as they occur.
Either way, leads rarely come with a fully fleshed out company profile or contact information. More often than not, leads amount to a name and partial tombstone data (address and phone number). You may get a job title or a website address, but probably little else.
Scott’s Directories for Salesforce, the new Salesforce App Exchange App, now makes it possible to easily match leads to Scott’s premium data and greatly improve the process of importing data into Salesforce. This new information could include valuable aspects such as contact roles and responsibilities, company size and revenue, company parentage, and dozens of other fields.
Having instant access to fully-fleshed-out lead information allows reps to quickly identify the most suitable sales approach for the client, whether it’s choosing the right products or the right manner of presentation or contact.
It also allows managers to quickly assign and/or segment leads accurately, and it makes the general act of managing leads in Salesforce ten times easier.
Scott’s for Salesforce allows reps to prospect within Salesforce by providing unlimited access to Scott’s premium data for whatever market your company is focused on. So even if you don’t have a pre-established source for leads, you can still use Salesforce to import data quickly and easily without having to scour the web for information.
Having instant access to fully-fleshed-out lead information allows reps to quickly identify the most suitable sales approach for the client, whether it’s choosing the right products or the right manner of presentation or contact.
It also allows managers to quickly assign and/or segment leads accurately.
Scott’s for Salesforce allows reps to prospect within Salesforce by providing unlimited access to Scott’s premium data for whatever market your company is focused on. So even if you don’t have a pre-established source for leads, you can still research and import leads quickly and easily within Salesforce without having to scour the web for information.
FULL PRODUCT DEMO VIDEO
Here’s how it works
Simply install the Scott’s Directories app in your Salesforce instance and it will automatically add Scott’s premium data to your existing Accounts and Contacts, and then it will keep them up-to-date on an ongoing basis.
Unmatched or incomplete records can be matched manually with a single click—just pick from the list of possible matches to add Scott’s premium data to your Account or Contact profiles instantly.
Users can also identify new, high-value, prospects in the Scott’s database right in Salesforce using a variety of easy-to-use search filters and tools. You can search by company or by contact. And, once you identify the records you want, you can import them directly into your Salesforce instance either as Accounts, Contacts, or Leads.
All licensed Users have unlimited access to the Scott’s database, so you don’t have to worry about managing credit limits or overages for your team. And only unmatched records are brought into your Salesforce data import to avoid duplication or unnecessary storage costs.
You can add Users for as little as a dollar a day. And you can customize your data import in Salesforce in advance so that you only purchase the data that you really need.
For over 60 years, Scott’s Directories has served as the trusted source of Canadian business data for Fortune 500 companies, government agencies, thousands of small and medium-sized businesses, and some of the country’s largest learning institutions and public libraries.
Now it’s available in Salesforce too!
Spend less time trying to manage and enrich your data and more time actually selling. Call us today to find out how Scott’s Directories for Salesforce can automatically enrich your CRM data and give your sales reps the sales intelligence they need to succeed.
Scott’s Directory has been a great partner in assisting our national charity BullyingCanada in accessing up to date and accurate information about businesses and organizations across Canada, allowing us to form partnerships and lasting relationships to further our work.
We have used a number of the products available, and I can say with confidence that all of the Scott’s Directory line of products will meet the meets of businesses and organizations that are looking for accurate information related to corporate data.
The features of that the online database allow for very direct search criteria and provide detailed results.
We will continue to use their services for years to come!
Rabiya is great to work with. She responds to questions quickly and efficiently and if she doesn’t have an immediate answer she finds out quickly for you. Great to work with!
Rabiya is very professional and responsive…every time I need her help she always has time for me.
She is a great asset to have for an employer..Thank you Rabiya.
Scott’s Directory has been instrumental in helping us at Habitat for Humanity (Miss-Halt-Duff) connect with local businesses for partnerships. The search function allows us to narrow our search to very specific criteria to give us precise results while also providing us with key information on the business. It has made our outreach process much faster and simpler with easy ways to download and save our search results, and we look forward to continuing their services in future searches
We recently purchased a list that contained 2,200 manufacturers in Ontario with facilities over 33,000 sq ft in size. We were doing old fashioned mail-outs for marketing and have had results better than expected. We are looking at purchasing another list.
I’ve been using Scott’s Directories for more than 10 years now. Great product but the support you get is absolutely amazing. I recommend Bridget Wiley – incredible attitude and the willingness to help the customer no matter what. Thank you Bridget!
My company has been using the Scotts Directory for 30 plus years, first in the Printed edition, CD edition and now the On-Line edition. Scotts has been a valuable tool in expanding our business and an excellent resource for obtaining new companies and names. I would highly recommend purchasing the Scotts Directory for your business.
Rabiya provided my company with excellent service. She went above and beyond by assisting me with a complex migration project. I highly recommend Rabiya/Scott’s Directory to any company.
Easy to deal with. Great communication. It’s easy to isolate a list, and if I need help, they are around to support.
Was a brand new employee about a 10 weeks ago and I could tell that Scott’s Directory had far more bells and whistles than I was using. Decided to give their helpline a try. Upon calling, I was greeted by a kind and bubbly phone assistant named Rabiya. She taught me how to create and save company lists. That action alone saved me a lot of time. She would take a moment at the end of every call to point out a feature I was not familiar with.
- *For 1st Time Customers Only. Offer Ends March 31, 2023.
No credit card required