Salesforce.com Integration

 
 
Salesforce leads
 


Salesforce Leads - Automate Anonymous Website HotLeads into Salesforce.com with VisitorTrack®

Your website is a lead generation machine.  Now those anonymous website Visitors can be automatically routed into Salesforce for sales and marketing follow-up.  Just like HotLeads, your website's high-activity Visitors will be identified, then deposited into a corresponding Salesforce Account.           

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Here's how it works.

  • The Salesforce.com integration uses the same business rules as set in a VisitorTrack HotLeads settings to identify a high-value Visitor.  When this Visitor is categorized as a HotLead, an automated eMail Alert can be sent out.  In addition, this data can also be sent to a Salesforce.com account.

  • It's easy to set this up in VisitorTrack - and takes only a minute or two.

  • VisitorTrack will access the information for the business Visitor to your website, and track their actions.  Then, when they become a HotLead, a designated Salesforce.com account is accessed.    Access is enabled using the standardized Salesforce.com security protocols, and token.

  • VisitorTrack will analyze the Salesforce.com account to determine if there is a corresponding record - as a "Lead" "or as an "Account."  A de-duping process occurs.  If a matching Salesforce record is not identified, the Visitor record is deposited at the Account level. 

  • This valuable information will be inserted into Salesforce.com within seconds or minutes of the Visit to your website.

  • The following data fields are transferred automatically from VisitorTrack:

Company Name
Phone
Website
Type
Ownership
Ticker
Industry
Employees
Revenue
SIC Code
Billing Street
Billing City
Billing State
Billing Country
Billing Postal Code
  • VisitorTrack utilizes the "Force.com Web Services API Integration Platform" from Salesforce.  Your edition of Salesforce.com must allow for this API integration.  Current Salesforce products enabling access include "Enterprise", "Unlimited" and "Developer" editions.  For complete Salesforce edition information please click here.

Get Salesforce leads into your account instantly and automatically with VisitorTrack


 
   
 
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