Whether you have attended Dreamforce® before or are attending the event in San Francisco for the first time, you quickly realize you need a game plan to organize all the information to review and share when you get back to the office. Between breakouts, symposiums, chance meetings or dinners, you are going to have so much relevant content and so many contacts that you need a plan. Otherwise, you will be left with a mish-mash of notes and business cards that make you look back at the event saying, “What just HAPPENED?!?”
Although attendees would love to be completely digital, you will walk away from this event with written notes, email address, phone numbers and printed collateral. You won’t have the ability to sit after every meeting to add it either. And at the end of the day when you get into your hotel room and check your email, give updates to the office, and talk to family, you are ready for bed.
Although we can’t completely solve for all these, Ascendix’s app DataAmp can streamline the process of entering a company and contact data, as well as fill in the gaps that you don’t have in your notes.
So first off, what is DataAmp?
DataAmp allows users to access company and/or contact information from InsideView®, the market leader in B2B business data, and sync it directly into their Salesforce® CRM. The app is free and users only pay for data relevant to them which increases the value of the investment and streamlines the cost at the same time. This is a game changer for individuals and small businesses that have been unable to justify “all you can eat” subscriptions. Here is a brief video that gives you an idea of how it works:
How can you use it at Dreamforce®?
Let’s start with quickly adding companies or contacts into Salesforce® that you want to follow up with post show. You are at a breakout session and they mention a company that provides “App XYZ”. Using DataAmp, all you have to do is start creating a new record and you will see company information from InsideView® on the right panel of your Salesforce® instance.
Without having to do additional research for the website or decision makers associated with a company, you can just select the company you were looking for and sync it into your CRM. You can also check the contacts you want to keep track of as well and easily create multiple contact records using this process at one time.
Or let’s say you have a business card and want to put that person in your CRM, but a company record isn’t necessary at the time. Using the same approach, create a new contact record and fill in the first and last name field. On the right side of the screen, you will be presented with contacts. Quickly locate the contact you are looking for, select and sync, and in seconds you have created a contact record in CRM.
Want a short & easy demo?
You can join our free webinar on October 11, 2016 at 1PM CDT to see a live demo of DataAmp. It’s only 20-minutes so click here to register!
Our webinar will show you the app within Salesforce®, as well as review the benefits of DataAmp over other autofill solutions (this includes data privacy and more).