How quickly you import Leads into Salesforce Org?
It’s most crucial part to generate the Leads or buy the Leads from different sources. After that, Leads are imported to Salesforce and distributed to Business Development or Sales Team or Account Executives.
Most of the B2B Organization do not acquire very frequently but some Businesses really target a large set of prospects and they do need to acquire, transform and import the Leads into Salesforce aggressively.
Sometimes this process to acquiring the Leads is fast paced to achieve the company goals.
Who does this frequent Imports - Salesforce Admin?
- We’ve witnessed that each time AE/Sales Reps need to go to admin to take help to import it which is time consuming, unproductive and leads to bunch of back and forth questions.
- And Admin can not not enable Salesforce standard Import Wizard access it comes with a system permission “View & Setup” & “Customize Application” which will give security concern by providing admin access to Sales Reps.
Pain Point For Sales Reps/Account Executives
Sales reps and account executives often face a significant challenge when it comes to importing leads into the Salesforce. The process is perceived as time-consuming, tedious, and prone to errors, impacting the efficiency and accuracy of their workflow.
Salesforce Admin Dependency
Data Transformation Issue
Delay by Admin
Overall Productivity Loss
top benefits of Salesforce Mass Lead Conversion to contacts
Effective Use of Time:
Converts mass leads at once, saving time.
minimizes the need for manual labor and expedites the salesforce mass lead conversion process.
Improved Accuracy of Data:
reduces the number of mistakes made during manual conversions.
guarantees precise data transfer from contacts to mass leads.
Simplified Processes:
eliminates individual lead conversions to optimize productivity.
enables sales teams to concentrate on strategic assignments and client contacts.
Increased Output:
speeds up contact engagement, which accelerates Salesforce mass lead conversion rates.
increases overall productivity in sales by reducing time spent on administrative duties.
Better Analysis and Reporting:
Offers current, trustworthy data for informative reporting.
helps make well-informed decisions by providing reliable sales numbers and trends.
These benefits can be realized through the effective application of mass lead conversion Salesforce methodologies, underscoring the significance of data validation and accuracy throughout the conversion process.
common mistakes to avoid
Erroneous or incomplete data mapping
Inaccurate mapping of lead fields to contact or account fields may cause conversion to fail with missing or inconsistent data. To guarantee a smooth information flow, field mappings must be reviewed and validated.
Required Fields Missing:
Contact creation in Salesforce and other systems requires completion of mandatory fields. Errors or incomplete contact records may result from failing to complete these mandatory fields or from leaving them blank during the conversion process. To protect the integrity of the data, make sure all required fields have proper values.
Making Identical Contacts:
Duplicate contacts in your database may result from improper handling of duplicate leads or current contacts during Salesforce mass lead conversion. Use deduplication procedures to efficiently find and combine duplicate records, avoiding problems with data integrity.
Getting Qualified Leads to Convert in Salesforce:
Without the right qualification, converting mass leads can provide low-quality or irrelevant contacts. Make sure leads satisfy the requirements and are sufficiently assessed before converting them to focus on potential customers and prevent unqualified contacts from piling up in your database.
Absence of Testing:
When converting a bigger collection of leads, ignoring the bulk conversion process’ testing can result in unanticipated problems or mistakes. Smaller sample set testing ensures data accuracy and prevents unexpected consequences by assisting in the identification and correction of issues with conversion settings, data mapping, or validation criteria.
Not Enough Data Validation:
Conduct comprehensive data validation to ensure that lead records are free of discrepancies, missing information, and data mistakes before starting bulk conversion. Extensive data validation guarantees data integrity and accuracy during the conversion process, which leads to prevent inaccurate data from entering your Salesforce system.
Solution - A custom Widget to Import Lead for Sales Reps/Account Executive
We’ve built a custom page to import the Lead without needing admin access. We call it Lead Import tool. Lets deep dive into its functionality.
As first step we need to upload the csv file. After uploading the csv file we will see the screen like this. It will contain various columns based on the columns in csv file.
Then after uploading , it gives us a feature of custom mapping. we have columns from lead import sheet. Here we have to map various fields and column names based on the sheet. If in any case we don’t map all fields it will automatically give us an error.
For example in the screen below we attempted to add only firstname and leaving all fields blank so it stopped the operation and requested us to map all other neccessary fields.
Now after correctly mapping all the fields correctly we have to click on import leads and it will directly create the records for us.
We can see all the records created.
Another important feature is direct conversion of mass lead in Salesforce during the import.
We have a simple checkbox that helps user to directly convert the lead in account and contact. If this checkbox is checked and we have selected convert then in the field then it will import the leads, and will convert the leads into accounts/contacts whose convert filed is true and rest will be imported.
Conclusion
Overall our lead import tool provides a great solution and is a dual purpose tool . Its capability is not limited to import bulk leads through files but also it has an advanced feature of directly converting the mass lead to accounts/contacts with just a few clicks. For more information and tool related details and implementation please contact us through form below, we would love to resolve your problems.