Obtaining Current Lead Contact Information | Consultant's Recommendation

Best Practices for Obtaining Current Lead Contact Information

Question

Sales reps at Universal Containers have found that Leads they have been pursuing contain outdated and missing contact information.

What should a consultant recommend to obtain current Lead contact information?

Answers

Explanations

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A. B. C. D.

D

To obtain current Lead contact information and address the issue of outdated and missing contact information, a consultant would recommend the following option:

B. Use a company insights and data enrichment app from the AppExchange.

Explanation:

Using a company insights and data enrichment app from the Salesforce AppExchange is a recommended solution for updating and enriching lead contact information. The AppExchange is Salesforce's marketplace where you can find various applications and services built by third-party developers that integrate seamlessly with Salesforce.

By leveraging a company insights and data enrichment app, sales reps at Universal Containers can access a wide range of external data sources to automatically enrich their leads with up-to-date and accurate contact information. These apps typically integrate with reliable data providers that aggregate and maintain large databases of business and consumer information.

Benefits of using a company insights and data enrichment app include:

  1. Data Accuracy: These apps use advanced algorithms and data cleansing techniques to ensure the accuracy and reliability of the obtained contact information. They can update missing fields such as phone numbers, email addresses, job titles, and social media profiles.

  2. Time Efficiency: Instead of manually researching and updating contact information, sales reps can rely on the app's automation capabilities to retrieve the most current data. This saves time and allows sales reps to focus on their primary responsibilities.

  3. Data Enrichment: In addition to updating missing or outdated information, these apps can provide additional insights about the leads. This may include details about the lead's company, industry, revenue, employee count, and other relevant data points that can help sales reps tailor their approach and improve the quality of their interactions.

  4. Integration with Salesforce: A reputable app from the AppExchange will seamlessly integrate with Salesforce, allowing sales reps to access and update lead information directly within the Salesforce platform. This eliminates the need for manual data imports or exports, ensuring that the entire sales team has access to the most accurate and updated contact information.

While other options mentioned in the question may have some value in specific scenarios, they are not as directly applicable to addressing the issue of outdated and missing lead contact information:

A. Uploading Marketing Cloud data on a daily basis is more relevant for marketing campaigns and communication, and may not necessarily provide the required lead contact information.

C. Creating a Web-to-Lead form with required fields is a useful strategy to ensure complete and accurate lead information when new leads are generated. However, it does not address the issue of updating existing leads with missing or outdated contact information.

D. Using Mass Delete to remove leads with invalid data can help clean up the database but does not provide a solution for obtaining current lead contact information. Deleting leads may result in lost opportunities for sales reps, as some leads with outdated information may still be potential customers.

In summary, using a company insights and data enrichment app from the Salesforce AppExchange is the most suitable option for obtaining current lead contact information and resolving the issue of outdated and missing information. It offers the benefits of data accuracy, time efficiency, data enrichment, and seamless integration with Salesforce.