Blog & NewsRelease: Enrichment Service for Salesforce (CRM)
How does it work?
When an account or lead is created in Salesforce, this services automatically pushes intelligent financial, compliance, supply, or sales & marketing data into it. Based upon minimal data (ex. name, address or URL) the right Dutch Chamber of Commerce number is matched to the lead or account, so all the desired information is automatically added.
How does this benefit my company?
1. It optimizes the Marketing Automation process
When leads are coming in, you need reliable data for accurate follow up. Usually, data enrichment happens manually, which is way too time consuming. With this automated service, you can act upon rich and accurate information in Salesforce. Your Salesforce lead registry is now a clean set of priorities. So you can focus on building pipeline and closing deals, instead of manual lead enrichment.
2. It optimizes the Account Onboarding process
Accounts are often entered with limited data available. To enrich them, Salesforce users manually add extra information while onboarding accounts. Meanwhile, you can easily automate this process by using our service. The service connects with verified information of our data suppliers, which enriches your accounts with financial, compliance, supply and sales & marketing data. This ensures that your Salesforce records are clean to help your reps avoid tedious account research.
How to install the service?
This service is part of the API Connector. Download the API Connector and take the following steps.
- Select the service in the API Connector in Salesforce (choose leads, accounts, or both);
- Add your credentials;
- Choose the data you want to search with (ex. DUNS, CoC number, name, address);
- Choose the data you want to search for (ex. financial, supply, compliance, sales & marketing);
- Set the triggers (ex. Every time a new lead comes in your Salesforce via your online contact form);
How fast is this implemented?
You can install a fully operating service in Salesforce within 30 minutes.
What is the API Connector?
With the API Connector, Salesforce users integrate relevant information sources in their CRM system. This enriches your CRM with verified data of your choice. Whether you’re interested in financial, compliance or sales & marketing information; you are in charge. Instead of manually combining customer data from different sources and external suppliers, you operate this automated integration fast, easy, and all by yourself. The configuration of our connector is that easy, you don’t need any IT experience to operate it in Salesforce.
August 30th, 2018Request a test drive