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?
3 comments:
Tools like these are more useful than traditional database programs, such as Microsoft Access because they utilize cloud computing.
More and more people are utilizing multiple technologies for mobile computing, which is where these types of programs are advantageous.
In answer to your question, a better way to go about marketing automation would be for the two companies(Salesgenie and Salesforce) to collaborate, so as to cut out the Excel middleman and make leads directly downloadable into Salesforce.
Sounds like a great idea!
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