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LeadSmart Connect for Sales Cloud

By LeadSmart Technologies

Seamlessly Connect and Collaborate with Your Entire Channel Ecosystem

No Ratings
Starting at $10   USD/Partner/month

Discounts available for nonprofits

Business Need
Collaboration

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.

Compatibility

Salesforce Editions
Enterprise
Unlimited
Developer

App Details

Version
Lead Smart App/May 2021 1.13.0
Listed On
11/06/2021
Latest Release
03/03/2022
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 6
Custom Tabs: 1
Custom Apps: 1
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.13.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
06/03/2021

Additional Details

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.

Need help?

LeadSmart Technologies

Santa Barbara

Support Phone833-832-3832
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