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How to automate Data Entry into Salesforce.com and increase adoption

1/18/2015

 
According to most professional services firms I talk to, the biggest challenge with implementing Salesforce.com is getting people to use it.  After all, a system like Salesforce.com becomes useful when it has data in it.  The question is, how do you get data in it?

Now, when I ask salespeople about Salesforce.com, they say their biggest challenge is taking time away from building relationships to do data entry.  They just want to sell.

Irreconcilable differences?  Not anymore.  Along comes Implisit, a piece of software that eliminates the need for data entry.  The technology updates your CRM seamlessly and effortlessly, an example of how Big Data translates into a useable tool in your business.

Here’s how it works: As your salespeople go about their business – sending and receiving emails, and scheduling appointments – Implisit culls records from the signature of the contact’s email.  It grabs their name, title, phone and fax numbers, email and mailing addresses, as well as the time and date.  It also captures calendar events, building a repository of contact information that can be used to drive targeted marketing campaigns and forecast sales.

What about all the data that is currently locked in your salesperson’s inbox?  Into Salesforce.com it goes, without a single keystroke of data entry.

The cool thing about Implisit is that it delivers for both the organization and the salesperson.  Compatible with work laptops, iphones, tablets, home computers, both PC and Mac, it makes salespeople more efficient, while making the company more effective with Salesforce.com.

But here’s the best part. Salespeople don't have to change what they are doing.  Every contact interaction is attached to the right records, in the right context, and they never have to think about it.  They don’t even have to know they are doing it.

So go ahead.  Set your sales team free to do what they do best.  And set your business free to grow by harnessing the power of Big Data.

PS Advisory is a Value Added Reseller of Implisit.  Contact us for a preferred rate.  

About the Author


Andrew Bartels is a partner at PS Advisory, a firm dedicated to helping Insurance Agencies and other professional services organizations deploy and customize Salesforce.com, implement best practices and generate an ROI.  Andrew has been CTO for a Top 100 Independent Insurance Agency, and is recognized by Salesforce.com as one of the leading innovators of implementing Salesforce.com in the insurance vertical.  
Learn more at www.psadvisory.com





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