How to solve Salesforce Lead Management challenges using automation

1. Salesforce Leads Management Challenges
 Time to research a Lead before contacting them is time
consuming
– Underutilization of publically available info
 Lead Conversions causing duplicate accounts/contacts
 Time Consuming to Convert Leads
 Unable to assign Leads in a efficient and load balanced
manner to reps

2. Solution is LeadPal for Saleforce
 LeadPal is product for managing Leads
– Convert up to 85 Leads with a single click
– Auto convert based on a set rule or multiple rules
– Match Leads to existing accounts using a set rule
– Post Messages to Linkedin groups with a single click
– Lead Research at your Fingertips
– Do Round Robin Lead Assignment
– Import Linkedin Connections as Leads

3. Convert Multiple Lead with a single click
View Demo

4. Auto Match Leads to Existing Contact/Accounts
Reduces Duplicate significantly
Allow you to auto convert based on set of rules also

5. Lead Research at your finger tips
Reduces Duplicate significantly
Allow you to auto convert based on set of rules also
Reduced Lead Research time by over 200%

6. Do Round Robin Lead Assignment/ Import Linkedin
Connections
Reduces Duplicate significantly
Allow you to auto convert based on set of rules also
Reduced Lead Research time by over 200%

7. Questions
 Contact us at info@cm-focus.com for a free trial
 Appexchange Download links