CP for Salesforce Quick Tour

CP for Salesforce provides a set of integration and management tools that successfully process Dodge Project, Company and SpecAlert leads within Salesforce.com.

Key Benefits:

Charge up your sales activity and SFDC usage by importing Dodge leads
Improve your Opportunity, Account & Lead management activities
Improve the utilization and ROI on Dodge leads
Save on ongoing development & support resources that are required to successfully manage Dodge data

Click on each tile to view the screen shots

Dodge Data Processing

Import only Dodge leads offer the best opportunities. Automated searches and/or manual selection enables customers to select specific Dodge leads from their subscription to be imported into Salesforce.com
Searches can include filters on location, stage, project type, valuation, ownership type, work type and key words.
Fully automated processing keeps all data synchronized with Dodge updates.
Dodge ROI measurement achieved by tracking Dodge Report number with SFDC opportunity records

Feature Set

CP for Salesforce includes a powerful set of features that help to improve Opportunity, Account and Lead management processes.

Dodge Project Qualification Tools

Powerful qualification & filtering tools enable customers to automate the qualification of Dodge leads for import into Salesforce.com.

Dashboard and Work Flow Tools

Sales territory assignment tools enable customers to assign Dodge leads by state, county and zip code.
One-to-many, Opportunity-to-Dodge Project record processing.
Built-in de-duplication & matching tools can be applied to Account, Leads and Dodge Company records.
Field mapping tools that can be applied among multiple objects.

Dodge Projects summary view

Customize the list view using any Dodge data fields
Easy access to any Opportunity record that is associated with a Dodge project
Multiple views can be easily created and shared among users
Use SFDC's Chatter service to add comments or receive alerts when project leads are updated

Dodge Project record view

Create Related Opportunity button provides 1 click access to SFDC Opportunity record
Includes all sub projects and related companies (not shown in this screen shot)
Use Chatter to quickly add comments on Dodge projects or receive Chatter alerts when projects are updated

Dodge Company record view

Easy to use tool for matching Account and Lead records with Dodge company records
Includes all projects that the company is related to (not shown in this screen shot)

Dodge Company list view

Dodge company list view displays all Dodge companies that have been imported into Salesforce
DUNS matching service is available for creating matches between Dodge and Account/Lead records

Territory management tools

Easy to use tools that enable customers to assign Dodge leads by state, county and zip code
Uses can be assigned to multiple territories

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