February 14, 2017
When a new Lead comes in, the ability of the right rep to instantly make contact is a critical success factor in winning their business.
|View post||Tags: ABM, Account, Lead, Lookup Helper|
November 8, 2016
For many businesses, converting Leads into Accounts, while important, is time consuming and can be error prone as it depends on manual User entry. Having the process automated will ensure...
|View post||Tags: Account, Lead|
Why spend tens of thousands of dollars on a Salesforce marketing automation tool when Lookup Helper, in addition to a few other applications (like Rollup Helper and MailChimp), can do the same thing for a quarter of the price?
|View post||Tags: Campaign, Contact, Lead|
May 7, 2015
Did you know that when you use Salesforce out of the box, there is no way to view Account information on the Lead page? Think about that for one more minute...if you are using Salesforce to sell business to business, you are mostly likely dealing with persons who work at...
|View post||Tags: Account, Industry, Lead, Lookup Helper|