Leads Grouop Pro

We offers a solution to manage different leads from the same company and provides ability to see better view for the leads by grouping related leads together automatically.

Leads Group - A private AppExchange app, brings productive functionality that allows grouping of leads by Company automatically. In addition, you have the ability to see multiple leads from the same company on a single Leads Group page. You also have the ability to see related open and closed activities from the single Leads Group page.

What It Does

Salesforce is world’s # 1 Cloud CRM application and its leads management functionality allows managing leads from clicks to close. It definitely brings best experience for sales managers and sales reps for the leads qualification and conversion. Today, businesses are more dynamic though and they all have different needs for the leads management and that demands for the custom functionality.

Many Salesforce CRM customers prefer to see leads from the same company on a single page so they can see better view of all leads belongs to the same company. There is no question that you would not have many leads from the same company into your Salesforce CRM application. It might be frustrating that you do not have single view of all leads which are from the same company.

As you know, Salesforce out-of-box functionality creates new record for every leads even though leads are from the same company. This brings challenge for the Salesforce users as they cannot automatically relate similar leads from the same company and see all leads in a single view.

Benefits

TimelineIQ, a Salesforce AppExchange partner, recognized this challenge and tried to build an AppExchange app that brings higher productivity for sales managers and sales reps. It would be quite productive environment if there is any functionality exists into Salesforce that would group related leads by Company automatically so Salesforce users quickly identify how many leads are already there for a given company. In addition, you might want to see if there is any specific page exists into Salesforce that would allow broader view of activities which groups all activities belong to similar leads.

#1 Efficient and better way to manage different leads from the same company
#2 Higher productivity for Sales Managers and Sales Reps
#3 Ability to group leads automatically by company name
#4 Ability to group all historical leads automatically by company
#5 Ability to see all open and closed activities associated with the leads from the same company
#6 Ability to group leads manually based on company name
#7 Cost effective - Only cost related to installation
#8 Optionally customizable

Key Features

Group Leads Automatically by Company


In general, receiving multiple leads from the same company in Salesforce is very common. Leads Group app automatically associate new leads with the defined groups

Manage Leads by Grouping Existing Leads


You may wonder what is going to happen to the existing leads. Once app is installed, it takes care of all of your exisiting leads from the same company and make new groups

Better View of Similar Leads from the Same Company


View all similar but different leads from the same company on a single Leads Group page including open and close activites.

Manually Associate New Leads to the Existing Leads Group


You can also control how leads being grouped together. Associate leads manually to the existing group in just three clicks.

Salesforce Leads Grouping

Manage Different Leads from the Same Company



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