prospect portfolio salesforce.com integration · prospect portfolio is a prospecting and...

Prospect Portfolio Salesforce.com Integration

April, 2013

1 LexisNexis Prospect Portfolio

How much time does your sales team spend trying to find quality leads?

• The average sales rep spends 5+ hours/week searching for relevant company or contact information

• Users of sales intelligence achieve 56% better lead conversion rates than non-users

• 73% of Best-in-Class companies effectively map their own products or services to their customers business challenges

• LexisNexis customers are 14% more likely to reach their sales quota than non-LexisNexis customers

Source: Aberdeen 2010 Analyst Insights

2 LexisNexis Prospect Portfolio

How Can Prospect Portfolio Help You?

Prospect Portfolio is a prospecting and relationship development solution from LexisNexis® that helps you find better leads, close more deals and grow your business by providing relevant, easy-to-access company and direct executive information. It helps you stay informed with targeted Alerts and news searches. It is available as a stand-alone web-based product or offers a range of integration capabilities to add Prospect Portfolio to your internal applications.

In addition, pre-built solutions are available for Salesforce®.com allowing you to generate and update account and lead data according to your specifications.

3 LexisNexis Prospect Portfolio

What does Prospect Portfolio Do?

Identify Prospects

Prepare for Sales

Calls

Stay Informed

Close Deals

Create targeted list of

companies or

executives

Gain insight into

prospect needs from

company, industry &

executive

“backgrounders”

Create Alerts on

prospects of interest

and key customers.

Use the market trend

data, financial

results, analyst

reports and more to

build your plan and

close deals.

4 LexisNexis Prospect Portfolio

Your Best Source for Business Intelligence

Valuable business intelligence and insight on companies and industries • 80 Million Companies

• 1,000+ industries

• 80 million executives, 25M with email/direct phone info

• 65+ sources you know and trust

Best-in-class financial sources and directories • Corporate Affiliations family tree

• Dozens of premium profile/directory and company financial databases

• SEC filings

• Disclosure financials and more

Leading news sources • Over 26,000 of the nation’s leading newspapers – from local dailies to national and

global news publications and databases

Proprietary legal sources • Mealeys Litigation Reports, cases, patents, trademarks, and more

5 LexisNexis Prospect Portfolio

Make your CRM a selling machine!

• Less time researching, more time selling

• Targeted prospect list-building on demand

• Export leads to Excel or upload to Leads area of Salesforce.com

• Custom alerts from 26,000+ news sources find the best “trigger” opportunities

• Most comprehensive information available: news, bios, industry info, contacts with email/direct phone lines, SEC/financials, company profiles, executive lists, family trees, competitors and more

• Coverage of 80M companies, 80 million executives, 1,000+ industries

• Data Enrichment - map & populate custom fields in Account and Lead records

6 LexisNexis Prospect Portfolio

Demo of Prospect Portfolio within Salesforce.com

7 LexisNexis Prospect Portfolio

Prospect Portfolio easily integrates with Salesforce.com

After your company subscribes to Prospect Portfolio, the Salesforce.com administrator at your company will need to log on and add the Prospect Portfolio tabs to your application. Then you can call your LexisNexis representative with your Salesforce.com organization ID.

Once your Prospect Portfolio and Salesforce.com ID’s are linked, you can download the Prospect Portfolio app from the Salesforce.com AppExchange Listing Page for LexisNexis by clicking Get It Now, shown below.

8 LexisNexis Prospect Portfolio

Salesforce.com Single Sign-on

A single sign-on provides both Salesforce.com and Prospect Portfolio access.

9 LexisNexis Prospect Portfolio

True database enrichment

Prospect Portfolio data appends Account Records, Lead Records, and Account

Records. With Lead data enrichment, organizations can:

• Cleanse company records in Lead area prior to converting into Account Records

for better database integrity

• Deliver business intelligence earlier in the sales cycle when sales team is less

familiar with the company and most likely to need additional information

10 LexisNexis Prospect Portfolio

Leverage Salesforce.com functionality better

Integrated Links in the Leads area allows users to better leverage Salesforce.com

functionality, including finding duplicate entries prior to account assignment

11 LexisNexis Prospect Portfolio

Custom Links added to Leads Records

Prospect Portfolio links are embedded in each Lead Record to help sales teams append

their Lead information with account details, contact details and business intelligence

snapshots.

12 LexisNexis Prospect Portfolio

Custom links added to Accounts Records

Prospect Portfolio windows are embedded in each Account Record to help sales teams

append their information with account details, contact details and business intelligence

snapshots.

13 LexisNexis Prospect Portfolio

Custom links added to Contacts Records

Prospect Portfolio windows are embedded in each Contact Record to help sales teams

append their information with updated contact details.

14 LexisNexis Prospect Portfolio

Custom Links: Update Account Detail

Compare details when deciding which elements of your existing Account data to add

or override with LexisNexis Account detail.

15 LexisNexis Prospect Portfolio

Custom Links: Update Contact Details

Compare details when deciding which elements of your existing Contact data to add or

override with LexisNexis Contact detail.

16 LexisNexis Prospect Portfolio

Custom Links: Update Lead Details

Compare details when deciding which elements of your existing Lead data to add or

override with LexisNexis Lead detail.

17 LexisNexis Prospect Portfolio

Learn More with the Company Snapshot through the custom Learn More link on the

Accounts, Leads or Contacts page.

Custom Links: Learn More

18 LexisNexis Prospect Portfolio

Use Prospect Portfolio inside Salesforce.com

19 LexisNexis Prospect Portfolio

Create a List of Companies or People from Salesforce.com. Your results can be

downloaded as a Spreadsheet with live links to the Company Snapshot or uploaded

into Salesforce.com Leads area

Create a List of Companies and People

20 LexisNexis Prospect Portfolio

News

Search Recent News to find leads

21 LexisNexis Prospect Portfolio

Upload a List

Enter in the provided box up to 200 ticker symbols/DUNS numbers/DossierIDs to

retrieve a list of companies or 10 ticker symbols/DUNS numbers for a list of

executives or, upload a spreadsheet for larger sets of data.

22 LexisNexis Prospect Portfolio

Set Alerts to watch for new opportunities

Set up alerts to notify you of key “trigger” events, such as executive moves, mergers,

financial updates and more, delivered by email or available to view online.