prospect portfolio salesforce.com integration · prospect portfolio is a prospecting and...
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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.
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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
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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
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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
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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
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News
Search Recent News to find leads
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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.
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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.