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Channelinsight Lead to Ship™

Channelinsight Lead to Ship™ Opportunity Management for the Channel for Salesforce processes your sales data, including direct and indirect data, to cleanse partner and end-customer name and address information using our patented technology and the Channelinsight Directory.

Channelinsight Lead to Ship automatically correlates an opportunity with a shipment, closing the sales loop. As sales data is reported, your sales rep's dashboard is automatically updated. If indirect sales data appears in the system for which there is no opportunity, you can create an opportunity to link to the indirect sales data or simply have the data match to an account, allowing you to efficiently track all your sales, whether an opportunity exists or not. We also identify exceptions that you can handle by linking shipments with an opportunity through our exception handling tool. An additional benefit is that you can set workflow definitions in Salesforce to track shipments, allowing the opportunity to close automatically.

If an account does not exist in Salesforce, then we will track sales using our Channelinsight ID and give you full visibility into new, growing, unmanaged customers and partners, enabling you to actively manage these customers and partners. Additionally, you can use Chatter to send real-time feeds directly to your sales rep's desktop or favorite mobile device, ensuring rapid delivery of critical updates. With the automated closed loop Lead to Ship functionality provided by Channelinsight for Salesforce, your team will spend more time selling and less time tracking sales.

Ask your salesforce.com representative for more information or click here to email one of our channel agents to find out how you can take advantage of Lead to Ship.



» did you miss our presentation as Silver Sponsors at Dreamforce 2011? click here to view a very compelling presentation, "Amp Up Your Channel Sales. Stop Guessing. Start Producing." with special co-presenter Ben Doyle, Director of IT, Enterasys Networks.

» click here to read our thought leadership piece, "Improve Channel ROI with the Next Generation Opportunity Management."

» not a user of Salesforce? no problem! click here to email one of our channel agents to find out how you, too, can take advantage of Lead to Ship.