The Lead Management ProcessPod allows sales leads to be managed through a Metastorm BPM processes. Leads are automatically matched against existing Contact names using heuristics. This ensures high data quality is maintained within CRM databases. The process integrates with Microsoft CRM using a connector designed to simplify creating Microsoft CRM based processes
The ProcessPod contains three parts:
Marketers will find the Lead Management template greatly simplifies managing leads from bulk data (via a supplied Microsoft Excel template), web sites and other sources.
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iOctane's blog on the topic of Meaningful Process and how to create it.
Chief Executive OfficerJeremy Ellis
Managing PartnerChris Symes
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