Converting Leads

Without a doubt, leads are the most ubiquitous of records within any organization. It might seem that an unfathomable number of leads pour into your organization everyday, but many of the leads that you get can already have information that correlates them to preexisting contacts or leads. So what can you do about this? Our solution comes through converting those leads into contacts, either automatically or en masse. An organization that functions efficiently is also one that controls their lead pipeline the best. We can help you get started towards better lead management.

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  • Automating lead conversion in Salesforce

    Automating lead conversion in Salesforce

    If your sales reps fail to follow-up on leads, ignore leads after an account is created, or just want to work accounts, auto conversion of Salesforce is a great option. Lane Four is entirely based upon the Data.com matching and duplicate rules provided by Salesforce, making it 100% native and built directly into the platform. […]
  • Reporting on Leads and Contacts in Salesforce

    Reporting on Leads and Contacts in Salesforce

    Say certain qualified data exists on lead record and other qualified data on the contact record in Salesforce, you’d need to create separate reports or dump the data to Excel. Lane Four has a bridge between these two data sets so you can easily report on leads and contacts in a single easy to deploy […]
  • Lane Four Vs. LeanData

    Lane Four Vs. LeanData

    Lane Four is a powerful 100% native application designed to help you: Route leads to the right person at the right time Assign leads to an account owner or team Use fuzzy logic matching between leads and accounts Other companies like Lean Data suggest this is impossible with native Salesforce tools. Sign-up for a demo […]
  • Save Yourself Some Time with Lead Conversions

    Save Yourself Some Time with Lead Conversions

    Tedium is never in short supply when it comes to dealing with technology, cloud databases in particular. The act of pointing and clicking, then waiting and repeating, is usually what drives people nuts. Luckily, there are ways in Salesforce to minimize this frustration, but where does it all stem from?