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AccountPal: Account Based Marketing(ABM), Named Account Sales, Account Analytics

Starting at $2,999 USD per company per year We offer discounts to non profit orgs. There is a minimum license count requirement

Discounts available for nonprofits

Rating

(55)

Listed On

5/28/2014

Latest Release

4/12/2018

CATEGORIES

Productivity
Account based marketing, Named Account Sales, Lead Managment

Measure your Account Engagement Analytics, Utilize Account Based Lead Assignment and conversion, PlayBooks based on engagement stage, industry to Improve and Train sales teams, Build deep relationships using Account Navigators org chart

  • Account Engagement Analysis##Analyze your target Market accounts and segments##Analyze current engagement with you target accounts##Improve Account Engagement using Playbooks and Monitoring##Map Account Organizations in to Org Charts
  • Account to Lead Assignment and Processing##Assign Leads to appropriate Account owners using account based routing engine##Auto convert/multi convert leads into existing accounts and contacts##Account View:Get insights into accounts for a Lead
  • Targeting Accounts and Account cleanup##Free app to import Target Accounts and Contacts for ABM from Linkedin ##Run Campaigns against a targeted set of accounts##Clean Account lists and account matching
Assign new leads to appropriate account owners##Provide views from leads into accounts and opportunity activity##Provide views from account to potential leads and activities##Run campaigns targeted at an account##Assign new leads to appropriate account owners##Display existing contacts and accounts related to lead so there is continuity in the conversation/interaction with the lead. ##Automated Lead Conversion with matching to existing contacts and accounts using our rules engine##Auto and Multi convert leads with a single click. Leads get converted ##automatically based on rules matching with existing contacts and accounts for duplicate reduction##Mass convert upto 85 leads in a single click##Create account based Campaign Lists##Effectively use Linkedin and Google in conjunction with Leads##Lead Conversion from mobile devices##Integrated with Marketo, Pardot, Act-on, Eloqua and Hubspot####Auto Convert Leads | AutoConvert | Account Based Marketing | ABM | Account Based Lead Routing Engine| Lead Management | Lead Assignment | Leadpal| LinkedIn|Campaign Reports|Account Analytics|Playbook|AccountPal|Org Charts|OrgCharts|Waterfall Charts|LeanData|Engagio|LaneFour

Highlights

  • Optimized for Lightning ExperienceLightning Ready
  • Compatible with Professional, Enterprise, Unlimited, Force.com, Developer, and Performance EditionsProfessional & Up
  • Apps, tabs, and objects in this package don't count against org limitsNo Limits

Contents of managed packages don't count against your org's app, tab, and object limits. Contents of unmanaged packages count against these limits, so check your org before installing.Package Contents

  • Custom Objects: 18
  • Custom Applications: 2
  • Custom Tabs: 12

Lightning components are building blocks for Salesforce apps. Use global components to build custom apps with tools like Lightning App Builder and Community Builder.Lightning Components

  • Global: 1
  • App Builder: 0
  • Community Builder: 0

Requirements

Other System Requirements
No additional system requirements

Support

(415) 390-5887

Additional Information

Package Name
AccountPal
Version
Feb 2018 / 2.204.0
First Release
5/28/2014
Latest Release
4/12/2018
CM-Focus
Austin, TX, United States
Founded
2008
Phone
415 390 5887

CM-Focus delivers analytics, process optimization applications/services in the cloud

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