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LeadSmart Connect for Sales Cloud

Seamlessly Connect and Collaborate with Your Entire Channel Ecosystem

Overview

LeadSmart Connect enables Manufacturers, Suppliers and Sales Agents to collaboratively share Leads, Accounts and/or Opportunities with their 3rd party channel partners such as VARs, Resellers, Distributors and Dealers using an innovative Partner Portal.

See How LeadSmart Connect for Sales Cloud Works

ASSIGN & SHARE: LeadSmart Connect enables your team to assign and share Leads, Accounts, Contacts, Opportunities and more with your 3rd party sales and channel partners quickly and securely. Partners receive an instant notification when assigned.
COLLABORATE: Once shared, 3rd party sales and channel partners can access and update all shared items in real-time through a secure and innovative Partner Portal that can be setup in minutes. Visual tracking ensures updates are made regularly.
ANALYZE & MANAGE: LeadSmart Connect includes pre-defined reports and dashboards that provide instant access to your 3rd party sales channel updates and activity. Track partner activity without the need for back and forth emails or phone calls.

With 70% of worldwide commerce conducted through 3rd party channel partners it is essential that Manufacturers, Suppliers, Sales Agents, Distributors, Dealers and other members of the channel ecosystem can quickly assign, share and collaborate around Leads, Accounts and Opportunities without sending emails and spreadsheets back and forth. LeadSmart Connect is the solution to this challenge. LeadSmart Connect works seamlessly with Salesforce Sales Cloud and includes a unique Partner Portal that can be accessed by your partners. Only items that are specifically shared are displayed in the partner's Portal. Partners can make updates or add notes and activities that are reflected back in Sales Cloud in real-time. Pre-defined reports and dashboards provide instant visibility to partner activity and updates eliminating "black hole leads" and blind spots. LeadSmart Connect also includes a number of bonus features including a built-in duplicate management/data hygiene system for managing incoming leads, a special SmartLead feature that tracks all leads and inquiries over time, and GeoTracker™ which provides a visual, color-coded map of assigned Accounts and Partners.