People who receive leads from LEADpiper can now “move” the lead they receive by email into their CRM with the push of a button. First-time user of the feature can enable this feature by providing a one-time authorization to connect with their CRM. The feature is currently available to users of Salesforce.com and OppTuna.
Tag Archives: features
LEADpiper has a new delivery option – send leads directly into recipient’s CRM
Posted by editor on August 1, 2011
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LEADpiper now provides auto-pilot option for use with trusted lead sources
Posted by editor on August 1, 2011
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Users of LEADpiper now have flexibility to process leads in different ways based on which source they come in from. Leads from trusted sources may optionally be sent out automatically as soon as they come in, using prescribed distribution rules. For others, leads can be queued up and qualified before distribution.
Save LEADpiper “import schemes” to save time
Posted by editor on April 21, 2011
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LEADpiper users who routinely import spreadsheets from one or more sources can now save “import schemes” for future use. A saved scheme remembers which columns of the spreadsheet to keep and which to discard, and what names to give those to be imported. When a previously saved scheme is called back for a recurring import, it uses the stored information to make the import a one-click process. A saved import scheme can also be used to automatically add useful meta data to leads coming from a particular source, like a source name or a campaign name.
LEADpiper gets a new “distribute” screen
Posted by editor on April 21, 2011
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Improved LEADpiper content search
Posted by editor on April 8, 2011
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One of LEADpiper’s great features is that it searches through content of leads and look for keywords to identify the correct market each lead belongs to. With “custom fields” added to the target of search, LEADpiper can now search through any and all parts of a lead’s content to determine the appropriate market it belongs to, and better locate the “match” to send it to.
4theFile integration in OppTuna
Posted by editor on January 20, 2011
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OppTuna Pipeline History
Posted by editor on May 18, 2010
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channelSUITE is now ready to power your Dealer Locater!
Posted by editor on May 21, 2009
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channelSUITE now offers multiple easy integration methods to get additional value out of its channel partner database. The new tools let channelSUITE customer leverage its channelADMIN partner database to drive the “dealer locater” feature on its company website, allowing their website visitors to find contact info for your partner locations in a specific geographic area. You can choose to provide search by country, by state/province in US or Canada, by US zip code (with a user-selectable search radius), and optionally filter search results by partner or location “tags” appropriate to your business (vertical specialty, product authorization, etc.). Multiple integration methods are provided ranging from simple (HTML iframe include) to fancy (AJAX inline content update or XML web service call).
new channelADMIN function for managing partner recruits!
Posted by editor on May 21, 2009
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The latest addition to the channelADMIN gives companies a systematically managed pipeline for applicants and recruits of their channels. An important channel success factor is the continuous addition of qualified, productive partners into your network of distributors. channelRECRUITS provides you with the means to systematically keep track of leads and/or applications for new partnerships, facilitate team work on applicant credentialing, remind designated staff to move applications through the process, and maintain electronic records of all applications and resulting actions. Feature Highlights.