Thursday, January 27, 2011

Salesgenie.com and salesforce.com

This week we used both salesgenie.com and salesforce.com to pull down leads (salesgenie) and upload them into a contact management software (salesforce). Leads can be purchased or just acquired through natural interaction. I meet a lot of people and save their business cards so I can contact them later. I talked about how in my program I then transfer information into Exact Target, send emails and track back to salesforce.

These types of marketing automation programs often require transferring files in CSV (comma separated values) and we showed how to create those files in excel and work with them. This process may seem like a thankless task but is often how we get set up to do the marketing programs that we need to implement. Is there a better way?
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