CP Salesforce Overview-2016
- 1. Dodge Data Integration for Salesforce.com
- 2. Improve Your Sales Performance by Integrating Dodge data into Saleforce.com • Charge up your sales pipeline with efficient integration of Dodge data • Tie Dodge data directly into Account, Opportunity and Reporting workflows • Improve usage and track ROI on Dodge data
- 3. Improve Your Sales Performance by Integrating Dodge data into Saleforce.com About ConstructionPoints • Provides automated, daily integration of Dodge data • Keeps data synchronized with Dodge’s editorial process • Filtering & Scoring enables customers to pre-qualify Dodge records for integration • Salesforce.com AppExchange Approved Click here to view listing • Native Force.com/Apex Developed App • Connects Dodge info to SF1 • Salesforce.com Enterprise, Unlimited or Developer edition required
- 4. Improve Your Sales Performance by Integrating Dodge data into Saleforce.com About ConstructionPoints con’t • Fast Deployment - takes 4-5 hours to complete - install, configuration, data load • 0 to very minimal IT resources needed to deploy • Installation, configuration, user training and unlimited customer support are provided • Ongoing App updates provided free • Over 2,300 building product manufacturers, distributors and construction service businesses have deployed Dodge ConstructionPoints management apps
- 5. Filtering & Scoring • Dodge issues 2 million project & company records (combined) annually • Customer’s subscription is Filtered & Scored prior to import into SF • Enables customer to control record volume and keep undesired records out • Project filters (type, location, value, stage, Spec position etc.) • Company filters (Owner, Architect, GC, Bidders, Engineers etc.) • Data is synchronized daily with Dodge editorial updates Dodge Companies Dodge Projects SpecAlerts External Dodge Data Warehouse
- 6. • Dodge issues 500,000 project leads annually • Customers will process/import a subset of these • Basic ROI established by tying the value of Opportunities Won that are related to Dodge projects Track sales derived from Dodge data 1. Total # of Dodge projects imported into Salesforce 2. Total # of Opportunity records related to Dodge projects 3. Total # of WON Opportunity records related to Dodge projects 4. Total $ of WON Opportunities related to Dodge projects Basic ROI Model
- 7. Complete tool set for managing Dodge data embedded into Salesforce • Create & Save multiple searches • Full project & company search/filtering capability • Schedule for automated email delivery to each field rep
- 8. Dodge Project Report • One click conversion to Opportunity record • Displays linked Account records • Insert custom fields to Score project or input specific data • Direct linkage to Plans/Spec documents & SpecAlert data integration
- 9. Single Click Conversion to Opportunity Record – Edit view • Select Dodge fields are automatically transposed into Opportunity record. No manual input needed. • Opportunity is linked back to Dodge project for easy reference • Fields are updated when Dodge issues new info
- 10. Single Click Conversion to Opportunity Record – Read view • Select Dodge fields are automatically transposed into Opportunity record. No manual input needed. • Opportunity is linked back to Dodge project for easy reference • Fields are updated when Dodge issues new info
- 11. Account Record displays related Dodge Projects • Link SF Accounts with Dodge Company profiles • Single to click to access each Dodge Project • Enables sales reps to view all Dodge projects associated with their Accounts & increases visibility Dodge