Webinar slides: How do Salesforce Admins use RealZips for Salesforce

14
How do Salesforce Admins use RealZips? WEBINAR

Transcript of Webinar slides: How do Salesforce Admins use RealZips for Salesforce

How do Salesforce Admins use RealZips?WEBINAR

Life of the Salesforce Admin

• Daily pain: Find data | Reporting | Ownership.• How do we get CRM data better organized?• We built RealZips to avoid getting punched!

Use RealZips to instantly add Zip codes and 3,000,000 points of GeoData across Salesforce

RealZips Feature Benefit

Enrich CRM Data Speed up sales, marketing and admin workflows

Manage Territories Empower the organization with shared territory data

Route Leads Connect instantly with prospective customers

Align Ownership Assign customer records to the right sales people

Identify Potential Rank geographic areas based on market potential

Target Locations Run activities in areas with top potential. Close more deals

Track Performance Identify key metrics driving marketing and sales success

Mobilize Sales Use actionable sales intelligence in the field

Manage territories on a Zip code level;

Sales team members, support team, and channel partners.

Add GeoData to Views • Everyone can check ownership

• Make calls by time zone• Sort data by county

Display GeoData on all records.Provide instant owner check for all Salesforce users.

Set up powerful Lead Assignment Rules in minutes, not days.Help sales connect faster with customers.

Reassign leads, accounts & contacts to right owner in minutes, not weeks. Improve trust in your organization’s CRM data.

Unique view of all business data by zip code

Add customized business and demographic metrics to every Zip code.

Show potential by city, county, metropolitan area, and sales territory.

Enable your field team with action lists, territory structure, and maps

Give your team reports with geographic structure and actionable icons.

Stop the pain. Start free trial: RealZips.com