Webinar slides: How do Salesforce Admins use RealZips for Salesforce

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Transcript of Webinar slides: How do Salesforce Admins use RealZips for Salesforce

1. How do Salesforce Admins use RealZips? WEBINAR 2. Life of the Salesforce Admin Daily pain: Find data | Reporting | Ownership. How do we get CRM data better organized? We built RealZips to avoid getting punched! 3. Use RealZips to instantly add Zip codes and 3,000,000 points of GeoData across Salesforce 4. RealZips Feature Benefit Enrich CRM Data Speed up sales, marketing and admin workflows Manage Territories Empower the organization with shared territory data Route Leads Connect instantly with prospective customers Align Ownership Assign customer records to the right sales people Identify Potential Rank geographic areas based on market potential Target Locations Run activities in areas with top potential. Close more deals Track Performance Identify key metrics driving marketing and sales success Mobilize Sales Use actionable sales intelligence in the field 5. Manage territories on a Zip code level; Sales team members, support team, and channel partners. 6. Add GeoData to Views Everyone can check ownership Make calls by time zone Sort data by county 7. Display GeoData on all records. Provide instant owner check for all Salesforce users. 8. Set up powerful Lead Assignment Rules in minutes, not days. Help sales connect faster with customers. 9. Reassign leads, accounts & contacts to right owner in minutes, not weeks. Improve trust in your organizations CRM data. 10. Unique view of all business data by zip code 11. Add customized business and demographic metrics to every Zip code. Show potential by city, county, metropolitan area, and sales territory. 12. Enable your field team with action lists, territory structure, and maps 13. Give your team reports with geographic structure and actionable icons. 14. Stop the pain. Start free trial: RealZips.com