Productivity issues arise when you have duplicate leads in your CRM system. List cleaning and scrubbing for duplicates is a common but challenging task, and is often accomplished by exporting lists to spreadsheets, manipulating the data and then uploading the clean data back into your system. Assigning multiple leads to campaigns or activities and tasks, or any other mass update of leads or contacts, can be a time-consuming, multi-step process in Salesforce.
AppBuddy's solution makes it easy to cross reference leads and contacts in a single grid co you can quickly scrub them and eliminate duplicate entries. With grids created with GridBuddy, anyone in your sales organization or marketing ops team can quickly edit data, and then assign leads and contacts to Salesforce campaigns. Clean leads, properly assigned makes for faster lead distribution and quicker sales follow up.
AdRoll, the leading retargeting and prospecting platform, successfully automates many of their manual processes within Salesforce with GridBuddy. One of the processes they streamlined included an integration with their outreach efforts. As a result, they are experiencing exceptional user adoption, and their sales team can follow-up immediately with hot Leads or Opportunities at risk. Overall they seen faster lead distribution, follow-up, and conversions. In fact, their follow-up rate went from 25% to 100%, and they are doubling the number of appointments booked.
See how GridBuddy makes lead management more efficient in Salesforce. In this video, you will learn how to manage leads by creating tasks and filters while using the inline editing and mass update features.
Find out how AdRoll, the retargeting and prospecting platform of choice for over 25,000 advertisers worldwide, successfully automated many of their manual processes in their customer lifecycle using GridBuddy with Salesforce.