gokubi.com

I just published my applicaiton for Rapid Lead Conversion and Online Payment Importing. Check it out!

What is Lead Conversion? Leads is a holding area in Salesforce.com. You can import people as Leads, and then decide if you want to make them real Contacts. You may have a lot of names from a petition, where many of them won’t turn out to be real Contacts for you organization. You may also drop people from your newsletter sign up page on the web into Salesforce.com with the very cool Web-to-Lead functionality.

If you do any of this, you have used the Lead Conversion functionality in Salesforce.com. It’s great functionality. It checks to see if there are existing Contacts and Accounts that match the Lead you are brining in. But it’s slow, and you have to go through 3 server round trips to convert a Lead. I’ve built a faster interface based on AJAX, so you can convert 100+ leads without having to refresh the page.

In adition to just making things faster, I’ve built a way to import online donations from a service like PayPal. Download your donations in Excel, import them as leads with donation date and amount, and then with a couple clicks, create the Contact or merge to an existing Contact, create an Account or merge to an existing Account, and create the Opportunity. And if you use my Householding setup (to be published to Appexchange this week) it will create the Household, too.

Check it out. If you do lead conversion, it might make your life a whole lot easier. On the Appechange listing there is a presentation and a set up document. It should be all you need to get up and going.

This entry was posted on Wednesday, April 19th, 2006 at 10:08 am and is filed under CRM, Technology. You can leave a response, or trackback from your own site.