Genoo & Salesforce.com Integration - Close the loop!

We put you in control of your lead nurturing activities -- so you choose how it’s best to connect and synchronize with your Salesforce.com account:

Features That Put You In Control of Lead Management:

Configure how Genoo sync’s with your Salesforce.com records:

Pull all lead and or Contact records from your Salesforce.com account into Genoo, or
Pull leads/Contacts from selected Campaigns in your Salesforce.com account and put into specific Lead Types within Genoo

Specify how leads should be passed to your Salesforce.com account:

Send them across as a lead only
Send them across as a lead and convert them to a contact
Send them across as a lead and convert them to a contact with an opportunity

Specify how you want to handle leads that may not have all the data Salesforce.com requires with their lead/contact records:

LastName
Organization

Both fields are required by Salesforce - so if your lead capture forms don’t ask for that specific information, you can tell us how you want Genoo to handle it, by either defining a default LastName and Organization to use when we send the records across, or to not send the records to Salesforce.com and instead put them into a specific Follow Up Queue within Genoo, so someone can get the proper information into those records so they go across accurately.

Control How Leads Get Sent To Salesforce. Genoo gives you options and flexibility:

Set Automatic Threshold for sending leads to your Salesforce.com account when utilizing Genoo’s lead scoring.
Create "CRM Triggers" based on lead actions that will immediately send a lead to Salesforce.com, and giving you the option to identify whether the lead is Sales-Ready.
Send leads across manually.

When sending leads across to Salesforce (either automatically or manually), specify which Salesforce.com Campaign (if any) they should be placed in, along with the status they should be given within that Campaign.

Benefits for your Sales Team:

Sales has easy access to view the Interest Profile on all synchronized leads and contacts, just click the “View Interest Profile” link available right on the lead/contact page within Salesforce.com.

Sales can use the Follow Up Email capability for Contacts - which records all emails sent within their Interest Profile, AND allows the Salesperson to schedule the email send date on their follow-ups. If they know the email should go out in a week, they can create the email, upload any attachments, and schedule it to be sent on the day it should go a week from now, and they’re done. Genoo will make sure it gets sent, and record the open, any clickthroughs, and the download of any attachments. This information will be shown right in the Contact record within Salesforce.com.

Close The Loop Between Sales & Marketing

Sales can send any leads or Contacts that are not actually sales-ready back to Genoo for nurturing, and specify a follow-up date when they want to touch-base with that lead or Contact again. So when it looks like a lead’s interest is outside the current sales horizon, Sales can ensure your organization stays in touch and keeps them warm with relevant nurturing messages.

Genoo will reset the lead score when they are put back into Nurturing, so the cycle will start all over again - and their interest can be measured until they are a qualified and sales-ready lead.

Never drop a lead again - and make it easy for Sales to ensure your lead nurturing programs continue while your Sales folks are busy working the ones who are sales-ready.

Synchronizing Sales and Marketing is easier when both are working off the same base of knowledge about a lead’s interests!

View the demo >>