November 10, 2016

Salesforce Integration for List Owners

Plug your data directly into Salesforce user organizations.

With our Salesforce integration plug-in, you can reach the fastest growing market for prospect data & compete directly with data.com. Deliver your data directly to the desktop of thousands of Salesforce users, helping them increase their effectiveness with cleaner more reliable contacts. Watch our short video previewdownload

Call or email us now to see a sample of your data in Salesforce 

Using our Salesforce integration plug-in, your data becomes directly available within a users Salesforce application to;

  • Display demographics, credit rating & limits, AML/KYC information, financial details and more, all within the account view.
  • Enhance Salesforce Accounts & Leads with demographics and channel information.
  • Create New Targeted Prospect Accounts & Leads
  • Automatic Scheduled Bulk Cleaning & Updating of Accounts & Leads
  • Automatic Scheduled Bulk Creation of New Targeted Prospect Accounts & Leads

If you are a credit rating agency, or AML/KYC provider that is interested in making your reports and data available in Salesforce click here 

Instant Prospects Direct Into Salesforce

Salesforce users will never run out of prospects when they have access to your database directly through our Salesforce Integration plug-in. Users can view the prospects that are available on your database by simply entering the criteria they want, such as location, industry, employee size and so on. Having reviewed the results, with a single click the user can add a prospect to Salesforce, either as an account or lead. If there are contacts available, these can also be added to the new account at a click.

Data Verification, Correction & Enhancement of Salesforce Data

Whenever a Salesforce user is in a company account or lead, the credit decisioning, AML/KYC, channel & demographic information that is available on your database for that company is displayed to the user, empowering their sales & decision making process. The user can then select the elements from your database that they want to use to correct or enhance their Salesforce account. This allows Salesforce users to use your accurate and comprehensive business information data to ensure that their own records are fit for purpose.

Bulk Prospects & Clean of Salesforce Data

Salesforce's bulk API allows the client to clean all or part of their Salesforce dataset on a scheduled basis. This means that any part of their data can be updated, corrected or enhanced using your comprehensive database. For example, accounts that have been added to Salesforce from website registrations can be corrected, missing channel information added, suppression flags such as gone-away flagged, and demographics added. This ensures that all records within Salesforce are kept fit for purpose, aiding productivity, compliance, and marketing ROI.

Data Mining in Salesforce

The data within Salesforce is diverse, covering information on accounts, opportunities, orders, contact history and so on. This current & historic data can provide an insight into customer behaviour now, and in the future. Through the use of advanced data mining techniques, analysis of this data can provide solid indicators on customer behaviour, such as their propensity to buy a given product, potential lifetime value, likelihood to churn, and many other factors that can be used to determine a data driven approach to marketing. By implementing data mining within Salesforce using the Blue Tahiti plug-in, organisations are able to base their decisions on actual historic & evolving customer behaviour, ensuring that better outcomes are far more likely.

 

Find out more about how your Salesforce customers would benefit and see how once they start you'll have them hooked here

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