LexisNexis Prospect Portfolio - Business Intelligence Solutions

Transcription

1 Prospect Portfolio Salesforce.com Integration April, 2013

2 How much time does your sales team spend trying to find quality leads? The average sales rep spends 5+ hours/week searching for relevant company or contact information Users of sales intelligence achieve 56% better lead conversion rates than non-users 73% of Best-in-Class companies effectively map their own products or services to their customers business challenges LexisNexis customers are 14% more likely to reach their sales quota than non- LexisNexis customers Source: Aberdeen 2010 Analyst Insights 1

3 How Can Prospect Portfolio Help You? Prospect Portfolio is a prospecting and relationship development solution from LexisNexis that helps you find better leads, close more deals and grow your business by providing relevant, easy-to-access company and direct executive information. It helps you stay informed with targeted Alerts and news searches. It is available as a stand-alone web-based product or offers a range of integration capabilities to add Prospect Portfolio to your internal applications. In addition, pre-built solutions are available for Salesforce.com allowing you to generate and update account and lead data according to your specifications. 2

4 What does Prospect Portfolio Do? Identify Prospects Prepare for Sales Calls Stay Informed Close Deals Create targeted list of companies or executives Gain insight into prospect needs from company, industry & executive backgrounders Create Alerts on prospects of interest and key customers. Use the market trend data, financial results, analyst reports and more to build your plan and close deals. 3

5 Your Best Source for Business Intelligence Valuable business intelligence and insight on companies and industries 80 Million Companies 1,000+ industries 80 million executives, 25M with /direct phone info 65+ sources you know and trust Best-in-class financial sources and directories Corporate Affiliations family tree Dozens of premium profile/directory and company financial databases SEC filings Disclosure financials and more Leading news sources Over 26,000 of the nation s leading newspapers from local dailies to national and global news publications and databases Proprietary legal sources Mealeys Litigation Reports, cases, patents, trademarks, and more 4

6 Make your CRM a selling machine! Less time researching, more time selling Targeted prospect list-building on demand Export leads to Excel or upload to Leads area of Salesforce.com Custom alerts from 26,000+ news sources find the best trigger opportunities Most comprehensive information available: news, bios, industry info, contacts with /direct phone lines, SEC/financials, company profiles, executive lists, family trees, competitors and more Coverage of 80M companies, 80 million executives, 1,000+ industries Data Enrichment - map & populate custom fields in Account and Lead records 5

7 Demo of Prospect Portfolio within Salesforce.com 6

8 Prospect Portfolio easily integrates with Salesforce.com After your company subscribes to Prospect Portfolio, the Salesforce.com administrator at your company will need to log on and add the Prospect Portfolio tabs to your application. Then you can call your LexisNexis representative with your Salesforce.com organization ID. Once your Prospect Portfolio and Salesforce.com ID s are linked, you can download the Prospect Portfolio app from the Salesforce.com AppExchange Listing Page for LexisNexis by clicking Get It Now, shown below. 7

9 Salesforce.com Single Sign-on A single sign-on provides both Salesforce.com and Prospect Portfolio access. 8

10 True database enrichment Prospect Portfolio data appends Account Records, Lead Records, and Account Records. With Lead data enrichment, organizations can: Cleanse company records in Lead area prior to converting into Account Records for better database integrity Deliver business intelligence earlier in the sales cycle when sales team is less familiar with the company and most likely to need additional information 9

11 Leverage Salesforce.com functionality better Integrated Links in the Leads area allows users to better leverage Salesforce.com functionality, including finding duplicate entries prior to account assignment 10

12 Custom Links added to Leads Records Prospect Portfolio links are embedded in each Lead Record to help sales teams append their Lead information with account details, contact details and business intelligence snapshots. 11

13 Custom links added to Accounts Records Prospect Portfolio windows are embedded in each Account Record to help sales teams append their information with account details, contact details and business intelligence snapshots. 12

14 Custom links added to Contacts Records Prospect Portfolio windows are embedded in each Contact Record to help sales teams append their information with updated contact details. 13

15 Custom Links: Update Account Detail Compare details when deciding which elements of your existing Account data to add or override with LexisNexis Account detail. 14

16 Custom Links: Update Contact Details Compare details when deciding which elements of your existing Contact data to add or override with LexisNexis Contact detail. 15

17 Custom Links: Update Lead Details Compare details when deciding which elements of your existing Lead data to add or override with LexisNexis Lead detail. 16

18 Custom Links: Learn More Learn More with the Company Snapshot through the custom Learn More link on the Accounts, Leads or Contacts page. 17

19 Use Prospect Portfolio inside Salesforce.com 18

20 Create a List of Companies and People Create a List of Companies or People from Salesforce.com. Your results can be downloaded as a Spreadsheet with live links to the Company Snapshot or uploaded into Salesforce.com Leads area 19

21 Search Recent News to find leads News 20

22 Upload a List Enter in the provided box up to 200 ticker symbols/duns numbers/dossierids to retrieve a list of companies or 10 ticker symbols/duns numbers for a list of executives or, upload a spreadsheet for larger sets of data. 21

23 Set Alerts to watch for new opportunities Set up alerts to notify you of key trigger events, such as executive moves, mergers, financial updates and more, delivered by or available to view online. 22