'Net Features : crm

Zurmo CRM Gets a Kanban View

Pete Prestipino — Tue, 18 Jun 2013 15:10:00 GMT

Hopefully you know that there’s far more to the CRM landscape than Salesforce – there are, in fact, hundreds of high quality lead and prospect (customer) management solutions on the market (check out our recent Top 50 found here) that are deserving of Internet professionals attention whatever size digital business they’re running.

One vendor that caught our attention last year (but didn’t make the recent Top 50 linked above but which was included on WM’s Big List of Open Source Software) was Zurmo, an open source CRM offering with gamification on its digital mind.

Zurmo has just released its second version and offers up a long list of new functionality worth exploring including the introduction of email marketing, but most notably the CRM provider has applied the “continuous flow” concept of a Japanese Kanban Board to the sales process.

Kanban is a scheduling system for lead and “just-in-time” production devised to control the logistical chain from a production point of view. Kanban, originally developed by Taiichi Ohno at Toyota, is an effective tool used in support of running a production system as a whole and serves as an excellent way of promoting improvement within that system.

What Zurmo has done is to bring Kanban to the sales process, applying a visual representation of objects (let's call them leads) and their respective phases to sales. Much like a Kanban board, an “Opportunity” sales stage can be changed by simply dragging it to the next level. As you can see in the image below, there are areas for prospecting qualification, negotiating, and clients won and lost.

While it's not a game changer, it's a useful visualization for a software system category that is often pretty dull to work with.

CRM for Sales: Tylr Mobile Connects the Inbox to Salesforce

Allison Howen — Thu, 18 Apr 2013 11:19:00 GMT

New technology from Tylr Mobile is helping connect salespeople’s inboxes with CRM data while on the go.

The technology, dubbed WorkinBox, is essentially an iOS app that connects to Salesforce. The mobile email solution allows salespeople to prioritize emails from customers and prospects, focus on important opportunities and access relevant customer information. Moreover, the technology allows users to turn messages into actionable tasks and update salesforce.com as they work. According to the Tylr Mobile blog, the first version of WorkinBox focuses on making sales professionals more productive and responsive to their customers.

“We help you focus on your priorities by organizing your inbox by account, opportunity or key contact,” the blog states. “We help you be responsive to your customers by giving you access to email templates, files and relevant CRM information. Create tasks from your email, remember what you commit to your customers and manage your activity list on the go. Spend your time selling, not doing data entry – WorkinBox helps you update your CRM as you work.”

It is also important to note that WorkinBox is built on a secure mobile work platform that is able to handle unique sales processes at different companies and is easy for IT to configure, deploy and manage. However, those interested in trying out WorkinBox won’t be able to download it in the app store yet, because the service is currently in beta and only being released in private deployments to pilot groups and companies leveraging the Salesforce platform. That said, those interested in trying WorkinBox, as well as have an iPhone and use Salesforce, can sign up to join the beta trial.

“The way we work on the go is broken – every mobile app is a silo, and email is the biggest silo of them all,” said Ryan Nichols, CEO & Co-Founder, Tylr Mobile. “Someone needs to bring all these silos together to help people get work done. That’s what we’re building here at Tylr Mobile.”

The CRM Starter Guide for Merchants

Michael Garrity — Mon, 08 Apr 2013 19:30:00 GMT

Web professionals really love their customer relationship management (CRM) software, as it allows them to compile all of the information they gather about customers and/or leads in a single platform that will organize, automate and synchronize various aspects of their business operations.

For the most part, it is an enterprise's sales team that utilizes CRM software like SugarCRM, Salesforce, Zoho or one of the many other solutions available to manage the various leads they accrue over time. However, many of the same principles can be applied to online merchants, a group that (traditionally) isn’t as familiar with the benefits of a CRM solution.

By using CRM software to collect and manage information about their customers from their websites and accounting systems, merchants can maintain a single database that allows them to make rapid updates to their CRM, accounting systems and websites in one fell swoop. In this regard, everything from a customer’s address to the price of a product can be altered across systems instantaneously.

Moreover, CRM solutions allow online retailers to offer more personalized site experiences for each of their returning customers based on information like their purchase or account histories, allowing the merchants to offer supplementary products, special deals or discounts for future purchases. And that doesn’t even begin to touch on the ability of a CRM solution to help bridge the gap between a merchant’s brick-and-mortar stores with their e-commerce websites.

Manage the Customer Experience
For merchants, the primary purpose of using a CRM tool should be to learn more about the customer experience and use that information to improve it for all of their customers. In particular, integrating a CRM system with an e-commerce solution can provide detailed and actionable information about customer behavior on a site; this information is what allows merchants to personalize the shopping experience for each of their customers over time.

Important Information (or What to Look For)
No matter how powerful a CRM system may be, it’s going to be kind of useless if an online retailer isn’t gathering the right kind of information about his or her customers. Of course, it should go without saying that they will want to get all of the essential bits of information about the customers, such as their names, addresses, email addresses and other contact information, as well as things like their job titles and the organizations they work for, especially if this data affects the way that you will market to them.

However, between a CRM system and e-commerce solution, merchants should also gather crucial behavioral data about each of their customers, such as their buying habits (e.g. the types of products they tend to buy), payment methods and shopping cart abandonment rates. Using this data allows merchants to make certain adjustments to their site as a whole that will improve the experience for all customers.

Gathering the Data
There are many ways to go about getting customers' crucial contact information that can be inserted into a CRM system. For retailers with a brick-and-mortar location, they can gather the information from customers as they’re checking out, or offer a form for them to fill out in the store (maybe for some sort of discount or coupon in return). When it comes to online customers, forms also typically work best, and merchants can simply integrate free HTML form builders like JotForm, reformed or Accessify into their websites to collect information from their visitors. In addition, they can also include some sort of form section as part of their checkout process (although this doesn’t work with a guest checkout option), which will also collect any information that the merchants deem “necessary” when a customer registers with the site and signs up for an account.

Additional Benefits
While the biggest perk for merchants using CRM systems is the ability to optimize the customer experience and provide personalized options for individual customers, they can also take advantage of the more traditional uses of CRM solutions, including the ability to automate and streamline everyday business processes, such as quote and order management, pricing and contracts. CRM solutions will also (usually) provide detailed analytics with insights into business trends and general customer behaviors, and social CRM tools allow merchants to keep an eye on what their customers are saying about them, and turn that information into actionable strategies that will improve the overall customer experience.

New Nimble CRM Integrations Empower Social Selling

Pete Prestipino — Thu, 21 Feb 2013 17:05:00 GMT

Social CRM platform Nimble has introduced a trio of new business productivity apps within its app marketplace which enable users to integrate with Microsft Outlook, email marketing platform Active Campaign and proposal automation app QuoteRoller.

The Nimble app marketplace now hosts upwards of 40 third-party tools, for everything from lead capture, to email marketing support and more. Let’s take a closer look at the three newly released integrations now available:

Outlook Integration: N4O (Nimble for Outlook) from Phi-solutions enables users to view Numble social contact profile information directly from within outlook (2007 and 2010). Nimble users can see what their contact are tweeting about and even see their geographic location.

Active Campaign: Email marketing platform Active Campaign now enables Nimble users to create and manage email campaigns and see who opening their emails and which links they clicked on.

QuoteRoller: Nimble users will also be able to automate the proposal process thanks to an integration with QuoteRoller. Nimble CRM users can sync their contacts, and view in-proposal analytics (to see what actions prospective clients are taking and how long they are spending on which pages).

"Nimble is focused on our core social relationship management promise to empower sales professionals to engage more effectively," said Jon Ferrara, CEO, Nimble. "We are partnering with other application vendors to extend Nimble to meet our customers' unique needs. This collection of integrations enable our customers to market elegantly, manage proposals and bring rich social context to Outlook."

A sample screenshot of what the Outlook Integration app from Phi-Solutions provides Nimble CRM users.

Posts & Articles from Website Magazine Related to Nimble CRM:

- Chrome Store Adds Nimble Social CRM App

- Big List of Social Media Software

- 13 Super Startups to Watch

Quick Hit: 71% Say CRM Essential to Success

Pete Prestipino — Tue, 04 Dec 2012 16:32:00 GMT

Several weeks ago Website Magazine asked its Facebook followers a question about customer relationship management systems - the platforms used today in business to aid in the management (communicating et al) of customers and clients.

What we were interested in discovering was whether CRM systems were in place at digital enterprises amongst our readership and what those enterprises actually thought about its role and importance as a solution for them - meaning if there was value being provided or not.

The results were actually pretty much exactly what I expected - lots of use and on the whole quite a positive perception as well. Of the 856 votes cast, 71% use a CRM and indicated it was essential to success, while nearly 9 percent were using CRM but not seeing much value. Also interesting was that 10 percent were not using a CRM but were exploring their options. Approximately 5 percent of respondents were unfamiliar with CRM. Just 3.1 percent of respondents said they do not use CRM and likely never would.

Choose Your Own Cloud with SugarCRM

Michael Garrity — Mon, 03 Dec 2012 19:10:00 GMT

Things are getting kind of cloudy for SugarCRM, the customer relationship management solution, as it has recently partnered with VMware to bring its vFabric Application Director 5.0 to SugarCRM clients.

VMware is one of the largest cloud infrastructure companies in the world, and by integrating its software into SugarCRM, it will allow organizations of all sizes choose the time of cloud environment that will help them best achieve their business goals as the use the CRM platform.

vFabric Application Director 5.0 is an application provisioning solution that reduces app deployment times from week-long processes to just a few minutes. It also allows VMware users to deploy any application into any cloud during the app’s lifecycle, including heterogeneous clouds.

By collaborating with VMware, SugarCRM is now able to offer its clients the ability to run their CRM service on-demand, on-premises or up in the cloud, and the vFabric Application Director makes it much easier for them to support the quickly increasing number of public and private cloud environments. When customers can use their CRM systems in a variety of cloud environments, it gives businesses an advantage as their organizations evolve and require different systems to operate efficiently.

Why Good Leads Die Young

Administrator — Wed, 21 Nov 2012 17:15:00 GMT

By Rick Faulk & Seamas Egan, Campaigner

Leads are the fuel to your sales pipeline. You put considerable effort into developing inbound marketing activities so that your sales teams have a continuous flow of opportunity. Success however, does not come without challenges. Too many leads without an efficient system to manage them can clog your sales funnel. The result may be good leads growing cold while your teams work to clear the funnel.

Lead generation is only one part of the sales cycle. In reality, less than a quarter of inbound leads are sales ready. Yet, that small fraction can easily become lost in a sea of data. This inefficient process not only hurts sales numbers but increases tension between sales and marketing teams. Sales teams may complain about not having good leads to work with, while marketing points to the volume their efforts generate.

Lead Scoring - prioritizing sales-ready leads based on a pre-determined set of criteria - allows you to work your best leads first, rather than working from the bottom up. While organizations recognize the value of adding efficiency to the lead process, only 21 percent of B2B marketers have actually established a lead scoring program.

Lead development and management is a joint sales and marketing effort. To maximize leads and keep teams aligned, use the tips below.

Determine key criteria. What is a sales-ready lead? Did the lead visit your pricing page 2-3 times? Did they demo a product or download a whitepaper? Do they work in a certain industry or have a specific title? You will want to consider explicit data, such as title, industry and zip code, as well as implicit data such as their actions on your website, or their specific search string.
Fingerprint your customer. You can use your current customer base to help you identify the criteria. What did your existing customers do on your website? What implicit and explicit data do you know about them? For example, you may assign a higher score to leads that visit the pricing page rather than the ‘about us’ page.
Document your findings. Once you identify the criteria, put it in writing. Have a documented contract that clearly identifies the activities, behaviors and interests of sales-ready leads.
Assign a score. Now that you have your criteria, you can score your leads. Develop a scoring system (letter grade, points, or warm, hot, cold) that allows you to assign a value to each criterion. For example, you may determine that your ideal lead is a senior executive at a large company. Based on your current customer base, you may also know that the ideal customer visited at least three pages on your website, viewed the pricing page and downloaded your free whitepaper. Depending on what you learned through your assessment process, you may weigh each of these qualifications or activities more heavily than others.
No lead left behind. The next step is to develop a system for taking action on your lead intelligence. Using your criteria in conjunction with your CRM system will make it easy to develop repeatable sales processes to manage all of your leads. Your sales-ready leads can be prioritized to the sales team while other leads are channeled into nurturing programs.

Lead scoring allows you to be more efficient in your lead development and management. It not only allows you to close sales-ready leads, but prevents irritating those leads that are not quite ready to buy. Using lead scoring with your CRM system adds a systematic structure so that you can always apply best practices to your lead process.

About the Authors: With more than 30 years of experience in executive management, sales and marketing for some of the world's most successful SaaS and technology companies, Rick joins j2 Global® as its General Manager of Campaigner®, the sales and marketing brand of j2 Global, Inc.

Seamas Egan, corporate sales manager for Campaigner, has five years of SaaS sales experience working in SMB, corporate and enterprise sales.

Salesforce Gamification with Badgeville

Pete Prestipino — Thu, 04 Oct 2012 21:08:00 GMT

The Web has gone gamification crazy – and that’s a good thing. When people are motivated to compete and excel in their jobs – that’s exactly what they do (to the benefit and greater good of the enterprise).

While gamification itself is a trend covered across the Web, and of course within Website Magazine (see “Game Play: Where Science & Branding Merge” from Website Magazine’s November 2012 edition), digital workers are only now beginning down the long road of integrating game mechanics into the applications they use on a daily basis. One of the first types of those integration's of course will be into the CRM platforms – and some providers have already begun.

Last month, behavioral gamification platform Badgeville, launched on the SalesForce AppExchange. The module or application essentially brings a gamification layer to a SalesForce Cloud deployment. Users are able to earn points for behaviors including creating or responding to a lead or converting a lead to an opportunity and closing a deal - typical busienss gamification stuff. There are different achievement thresholds which can be set by an administrator, which can reward users for achieving key milestones such as converting a specific number of leads into qualified opportunities.

“We are proud to deliver a native gamification layer for the world’s most widely-used sales application, enabling companies across the globe to drive the most valuable sales behavior” said Kris Duggan, CEO, Badgeville. “Badgeville for Salesforce was designed to reinforce the right sales behaviors that lead to the right outcomes time and again and increase collaborative effort and success among sales teams.”

Campaigner Hits the CRM Trail

Michael Garrity — Tue, 04 Sep 2012 17:48:00 GMT

Campaigner has long offered one of the more robust email marketing platforms for small- to medium-sized businesses, and after a while, the company began to notice that many of their customers were having trouble with their customer relationship management (CRM) services, particularly when it came to integrating their email marketing or other business-oriented solutions into the platform.

So the next logical step for Campaigner was to build its own CRM platform that would better address the concerns of its customers. The result is CampaignerCRM, an easy-to-use solution with a fully integrated suite of tools and email marketing functionality; but it’s also more than that, because Campaigner crafted the solution to help its customers sell more, meaning it’s not simply a CRM solution that just records information, but actually uses the data to help customers understand their return on investment (ROI) and make decisions that will improve their bottom line.

Still, the most notable aspect of CampaignerCRM is its backend technology integration with the company’s existing email marketing product to let customers draft, schedule and send email marketing campaigns. Before, customers would have to use two separate standalone products and attempt to make them work together, which could be difficult and frustrating. But CampaignerCRM allows users to trigger automated emails as either drip marketing campaigns or based on user actions from within the CRM.

Users can also use the service to extract customers’ names to build email lists that can be either simple (i.e. location based) or more complex (i.e. based on specific triggers, such as opens or ignores). CampaignerCRM customers can use more than 300 professional-grade templates or copy their own HTML to create their emails. Eventually, Campaigner hopes to have a completely seamless integration between its email marketing and CRM products.

Of course, no solution is complete without a variety of social media tools, and when more than 50 percent of Campaigner’s customers said they use social media to better understand their customers every week, the company knew that social was going to be a major part of its new CRM solution. This includes a new Like-to-lead tool with Facebook, which gives customers an HTML snippet that opens a pop-up box to get contact information from users who click the “Like” button on their Web properties, as well as deep integration with LinkedIn that allows users to pull and save information from a contact’s LinkedIn profile.

CampaignerCRM gives users a sales checklist feature that lets customers define their own sales processes to follow leads through different checkpoints to track their results. The ability to define these processes means that companies can replicate the practices of their best/most accomplished sales representatives to sell more (and larger) deals even faster. This can even happen on the go, as the CRM tool also comes with a mobile app that lets users update leads, contact information and more to ensure that they’re always dealing with accurate data.

These charts can be easily accessed from the CampaignerCRM dashboard, and leads can easily be found thanks to MyList, a dynamic query engine that allows customers to create customized lists for easy access. MyList is one of the software’s core product structures. It comes with a set of pre-made generic lists, but customers can create their own based on the lead types or opportunities they want to segment, and then edit its name and define its criteria. They can also easily export the lists to Microsoft Excel or a PDF document and send them to others through email or SFTP access. MyList reports can be one-time or scheduled as recurring reports run on a regular basis.

In addition to all of these helpful features, CampaignerCRM comes with visual reporting and charting functionality that helps managers anticipate trends and support salespeople, as well as Quicken and Quickbooks integration that allows users to record and close deals within the CRM and then have them automatically updated in the accounting software.

CampaignerCRM is generally available at $29.99 a month.

Building the Best Brand Advocate

Michael Garrity — Fri, 08 Jun 2012 20:00:00 GMT

As Web workers, we all strive to provide experiences for our customers that ultimately transform them into loyal and lifelong brand advocates.

But the truth is that the majority of customers don’t think much about the companies from which they purchase product, outside of the transaction cycle. In fact, for smaller and medium-sized businesses, finding meaningful support from customers can be a difficult task.

There are, however, some best practices that brands can follow to turn certain website visitors into their most valued customers.

Here are four that you should know:

Market, market, market
Success starts with getting your brand recognized – so market it. The best way to reel in those potentially permanent customers is to keep getting the word out about your business, casting a net wide enough to pull in as many people as possible.

This also means giving them a reason to notice you in the first place. Create promotions that incentivize their patronage, which can mean discounts, deals for a quantity of items purchased or additional accessories/items when customers buy a complementary product.

Evaluate interest
You may have many customers that stand out based on the number of orders they place, but there is always more to it than meets the eye. If these customers have a habit of buying only through promotions, or are only purchasing outlet items, they are probably not in line to become your top revenue generators.

That isn’t to say they don’t have value, nor that you shouldn’t continue to try to cultivate relationships with them. But they may never grow to become your most profitable customers, so instead focus on users who are always coming to your site to shop – not just when you are offering incentives.

Build relationships
The cornerstone of a good business is good customer service. If you want to create the perfect customer, it has to be a two-way street. This requires addressing any issues that your customers may have in a timely and efficient manner, always offering useful information and always being available as a resource whenever the customer may need you.

Brands are expected to take a more active role in giving customers personalized experiences that are relevant to their wants and needs. A little analysis goes a long way, and simply paying close attention to a user’s purchasing behavior should provide great baseline insights.

If you’re really interested in optimizing your connections and generally streamlining the process, try using a customer relationship management (CRM) solution. There are a number of worthwhile options out there, including Salesforce.com, Fiitfu and NetSuite CRM+, plus many others.

Show your appreciation
When it’s all said and done, the trick to creating a true brand advocate is to remember that people like to feel appreciated. This is especially true of your premier customers, as they’ve invested a lot in your business.

Once you’ve defined this top-tier segment of your audience, establish loyalty programs with them specifically in mind. Not only will they feel as if they are getting rewarded for being such dependable customers, but it will likely also increase repeat purchases.

CRM for SEO and Social Media

Pete Prestipino — Wed, 06 Jun 2012 15:00:00 GMT

Building and maintaing relationships should be the focus of every SEO (link building) and social media campaign, but that's not always the case – even for the most savvy and sophisticated marketers.

Fortunately, many software platforms are catching on to this reality and putting the focus back on the relationships that enterprises need to advance.

Raven Internet Marketing Tools, for example, has just released a contact relationship manager for search engine optimization and social media campaigns. The solution enables marketers to research and communicate with website owners (for link-building efforts) or influential social media users and writers.

Much like other CRM solutions, Raven's CRM integrates leads through third-party vendors such as the Wufoo form builder, and email service providers Campaign Monitor and Aweber. The solution is ideally designed for larger SEO and social media marketing groups where high levels of collaboration and review are required.

"Previously we would facilitate link building with a spreadsheet log and dozens of back and forth emails – not anymore," says James Agate, managing director of Skyrocket SEO in the United Kingdom. "We get to keep everything in one place, track performance and keep a record of the links acquired automatically. Raven Tools' new CRM feature plus their existing Link Manager feature equals a major efficiency win for us."

Turning CRM into a Game

Pete Prestipino — Wed, 30 May 2012 15:45:00 GMT

Gamification has captured the attention of digital marketers and developers, and slowly the Web community at large is beginning to see software solutions built from the ground up with that functionality at its core.

One such new offering is Zurmo, an open-source CRM project that embraces game mechanics in some relatively creative ways with the beta release 0.6.6 of its application.

Zurmo offers points and badges for actions performed in the system, levels and categories, challenges and bonus points; and what gamified system would be complete without a leaderboard?

“One of our key goals is making CRM fun,” states Zurmo co-founder and community manager Ray Stoeckicht. “Our team of Software Engineers has a great deal of respect for the highly disciplined Test Driven Development methodology we’ve applied to every line of code. But at the same time, we’re focusing on building elements that will encourage, rather than force usage. The lack of intrinsic motivation to use CRM systems is a major failure in our industry that we intend to fix.”

The open-source CRM also features much of the functionality you would come to expect including contact and activity management, deal tracking, security, personalization, integrations, internationalization and it’s even mobile and tablet ready.

Spring Cleaning for Aplicor Cloud Software

Michael Garrity — Sun, 27 May 2012 16:00:00 GMT

Cloud business software company Aplicor is seeking to streamline traditional business management techniques with a spring update of its Aplicor Cloud Suite.

The cloud-based business management solution was built to deliver customer relationship management (CRM) practices and comes with integrated financial and account management so that companies can manage every aspect of their businesses using a single application. This end-to-end focus helps diminish (or eliminate entirely) the costs and complexity involved in integrating CRM, ERP and financial management applications.

Aplicor also offers a customizable view of the business to help organization’s offer improved customer experiences.

In addition to the spring update, Aplicor is also expanding its cloud CRM software with two new product editions that provide solutions for sales and marketing automation, as well as greater flexibility for companies to match their functionality needs with their desired price point.

These new product editions include the following:

- Aplicor Cloud Sales for sales force automation with contact, account, opportunity and activity management

- Aplicor Cloud Sales Pro, which features all of the features of Cloud Sales, plus marketing automation, lead management, email and campaign management and customized dashboards and analytics

- Aplicor Cloud CRM has the same functionality of Cloud Sales Pro, with CRM features, including customer support, incident management, knowledge base, customizable workflows, partner portals and project office

- And Aplicor Cloud Business Suite, which also includes all of the above features, in addition to integrated financial management, general ledger, accounts receivable, accounts payable, order entry, inventory, job costing and fixed assets

The Spring Update is now generally available, and all editions are offered at a single pay-as-you-go subscription price that starts a $39 per user per month.

CRM Success Tool Tracks Your Hard Work

Michael Garrity — Thu, 17 May 2012 02:00:00 GMT

Everyone likes a little validation once in a while; in fact, oftentimes the right amount of reassurance can actually improve one’s performance.

When working on the Web, many of you probably complete a variety of different tasks, big and small, throughout the day. That’s just part of working in the fast paced world of the Internet. Unfortunately, many out there probably do so much, that a lot of their hard work goes unnoticed (or unknown) to those around them.

Last week, Fiitfu CRM Solutions launched a Success Tracker tool that will show users the “successes” (as in completed tasks) that they have had. This data is less concerned with sales, instead focusing on income producing activity and productivity. With this new tool, users will be able to add accomplishments and track the success of their clients.

“We introduced the ‘Success’ element to Fiitfu so that our users can feel GOOD about what they have accomplished in a day,” says Mary-Jane Mehlenbacher, Fiitfu CEO. “Focusing on what we did accomplish is a great way to empower, motivate and keep moving someone forward in their business.”

Fiitfu is a Web-based customer relationship management (CRM) program aimed at network marketers and small business owners to help them manage their client list.

Nurturing Users in the Buying Cycle with LoopFuse & Salesforce

Pete Prestipino — Wed, 02 May 2012 15:24:00 GMT

Marketing automation platform LoopFuse announced a deepened integration with Salesforce, introducing two new enhancements that will help its users make the most of the popular CRM system.

LoopFuse announced the release of LeadFlow Enroller, a plugin which allows users to add leads and contacts into an existing LeadFlow program directly from Salesforce and even displays which programs are active for a particular lead or contact. Features like this ensure that prospects are receiving all essential marketing messages, nurturing them through the buying cycle.

The marketing automation platform is also now providing the ability to create a testing environment through its Sandbox Connector feature that can be used with sandbox functionality available in premium Salesforce editions.

“Our customers are always seeking ways to add tighter integration between their sales and marketing teams,” said Sean Dwyer, CEO of LoopFuse. “The addition of these two capabilities does just that with the LeadFlow Enroller allowing salespeople to directly add or remove prospects from lead nurturing tracks and the Sandbox Connector offering greater workflow testing capabilities.”

The Leadflow Enroller is available through the Salesforce.com AppExchange, and the Sandbox Connector is available now to all paid LoopFuse Oneview accounts.