The PARX Lead Import Module makes it possible to compile address data using an Excel template and to import this into Salesforce by copy-and-paste. The next steps can also be listed in a column in Excel (e.g.: follow-up, call, arrange a visit). These are then imported into Salesforce as tasks.
The Lead Import Module checks the data against existing validation rules and highlights discrepancies, which can be cleansed in the wizard itself.
At a second stage, the Lead Import Module identifies duplicates of existing leads and contacts and you can click through these record by record and decide whether the existing version should be retained and updated or the new one imported. The lead or contact is added to the campaign in either case and the tasks are also imported.
The next steps noted in Excel are automatically recorded with the lead as open tasks and assigned to the Contact or Lead Owner according to assignment rules. The Lead Import Module thus ensures that the data quality is maintained despite the mass import and hundreds of new leads can therefore be processed efficiently. The PARX Lead Import Module is a standard product that can be adapted to the needs of your company with just a few days' work. It is suitable for any company that regularly needs to import larger volumes of addresses into Salesforce and then process them efficiently. Would you like to find out how much work would be involved in configuring the Lead Import Module for your company? Get in touch with us.