Salesforce Leads & Contacts are Fully Integrated 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. VisitorTrack captures
business Visitors, and
enables a seamless transfer as Salesforce leads and
contacts.
VisitorTrack also integrates with your Microsoft
Outlook to provide seamless transport of Contacts
and details.
We've made it easy
to get companies and contacts from VisitorTrack into your
Salesforce.com account.
-
Easy Set
Up Supports
Multiple Users - Each SalesForce User can be tied to a
VisitorTrack user account
-
Create New Salesforce
Accounts - One-Click Export of Companies
as an Account
-
Create New Salesforce
Leads & Contacts -
One-Click Export of Record Details creates Leads or
Contacts
-
CRM Monitor -
Track your record exports and identify Salesforce transfer
status
Easy Set Up
In
just a few moments you can perform the one-time set up to tie your
Salesforce user account into a corresponding VisitorTrack user
account. And VisitorTrack can support each Salesforce user account
you have.
Create New Salesforce
Accounts
VisitorTrack tracks and identifies the business organizations
visiting your website. It's easy to move these Companies and
their details and create a Salesforce Account.
Just press
the Salesforce Export button at the top of the online report and the selected records will be exported as an
Account to
Salesforce.
The following data
fields (where the information is available) are transferred automatically from VisitorTrack:
|
Salesforce Account Field |
|
Account Name |
|
Industry |
|
Billing Address |
|
Phone |
|
Website |
|
Ticker Symbol |
Create New Salesforce
Leads & Contacts
VisitorTrack matches the
best Contact records and provides rich
details on the available executives matching your target preferences. It's
a simple step to move each / all of these Contact records into your
Salesforce account as a Lead or as a Contact. Just select the any or
all of the records and
press
the Salesforce Export button. Your records are dropped
right in as Salesforce leads or contacts.
The following data
fields are transferred automatically from VisitorTrack:
|
Salesforce Lead
|
|
Name |
|
Company |
|
Title |
|
Industry |
|
Address |
|
Phone |
|
Email |
|
Salesforce Contact |
|
Name |
|
Account Name |
|
Title |
|
Mailing Address |
|
Description:
Created by VisitorTrack |
|
Phone |
|
Email |
Salesforce CRM Monitor
VisitorTrack even provides a CRM monitoring tool
so you can view the exchange of data taking place from VisitorTrack
into your Salesforce account. This will display the activity
for the last 25 records transferred as Salesforce leads, contacts
and accounts.
Get
Salesforce leads into your CRM account instantly and
automatically with VisitorTrack
