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.

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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.

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