What Is the Duplicate Lead Detective?

The Duplicate Lead Detective is a dashlet in the Leads record view. It scans for potential duplicates across Leads, Contacts and Accounts using key fields like Account Name, Contact Name, Phone Numbers and Contact Email.

• Multi-Field Matching: Identifies duplicates based on multiple fields.
  
• Customisable Severity Levels: Admins can set how sensitive the system is to duplicate data.
  
• Access to the Potential Duplicate Records: Easily view the identified duplicates via a clickable link in the dashlet. 

Why Sales Teams Will Love It

Sales reps, you know the drill: working with multiple records for the same Lead is time-consuming and messy, if someone has been in touch before, your team will know right away. Here’s how the Duplicate Lead Detective helps:

• Avoid Embarrassing Outreach: Reps can accidentally chase “new” leads that are actually long-term customers. That makes your business look unprepared and disconnected.
  This add-on prevents that instantly.
  
• Work with One Record: All relevant info is in one place, so you’re not jumping between records.
  
• Log Activities Accurately: Calls, meetings, and emails are logged under the correct Lead.
  
• Full Lead History: Get a complete picture of all interactions with a Lead.
  

Why Every SugarCRM User Needs It

The Duplicate Lead Detective isn’t just for sales teams:

• Clean Data: It keeps your CRM free of duplicates and your data fresh.
  
• Easy to Use: Simple installation and configuration for admins.
  
• Boosts Efficiency: Improves workflow and reduces confusion across departments.
  

Want to see it in Action?

Sugabyte helps customers get more from SugarCRM, including smart add-ons like Duplicate Lead Detective.

Book a free consultation with Sugabyte to see how this add-on can improve your CRM experience.

The post Your CRM’s a Mess – Time to Fix It or Get Left Behind appeared first on Sugabyte.

It is easy to see how your follower audience is growing by using your social media metrics. But the biggest question will always be: How do I get those followers to become qualified leads for my business?

Social media is a great tool to promote brand awareness. Collecting likes, followers and comments are important to make yourself recognisable, but what is more important than the quantity is the quality of your social media followers.

How do I get my social media followers to become leads?

The real value of social media isn’t necessarily to acquire new prospects. The real value is to deepen your relationship with your prospects so that they can ultimately be driven to your website and converted to customers. Said another way, the real value of a social media campaign is to create brand awareness among your prospects so that when they’re invited to engage with your company, they’re willing to do so.
Therefore, social media requires a lot of work to make it effective and drive your followers to your website.

How do I get social media followers to visit my website?

Promote blog posts, whitepapers or special offers on your social media pages and provide links that will take the prospect to your website for further details. Make sure you keep the content diverse.  Not all prospects are interested in the same products or services from your company. In addition, not all prospects are at the same point in the sales cycle.

What happens next?

This is where a marketing automation software such as Act-On comes into play. When they arrive at your website, they should be encouraged to fill out a form in return for something of value to them (such as a free eBook, a white paper, a research report, a video, etc.). Once you’ve captured their email address, you’ll want to start engaging them with a lead nurturing campaign.

What will a lead nurturing campaign do for me?

With marketing automation software, you can tell which of your leads are interested in which products or services based on the signals they give you. Gain further inside into what specific products and/or services they are interested in by tracking which product pages they visit and clicks they make on your website and what areas of interest they specify in forms they fill in.
Marketing automation software will allow you to capture leads and then nurture them through the sales funnel until they ultimately become customers.

The Bottom Line

In the end, there’s no point in running a social media campaign if it’s not designed to drive leads to your business. You can have a Facebook page and you can have a Twitter account and you can even have a marketing automation platform, but they don’t mean a thing until you put them together and launch them into an integrated, cohesive program.
So go out and take action. That’s the first step towards your ultimate goal, which is to drive more leads to your business, convert them to customers and receive a ROI.

The post Likes Are Great. Leads Are Better. appeared first on Sugabyte.

Marketing Automation is widely known for its demand generation focus, while this drives awareness and interest to your businesses products and/or services which is highly valuable, it does not only have to be used for that purpose. Users of the tool do not realise how much they are missing out on and they aren’t aware of all the benefits of what the tool can actually do!!

There are three elements to the Marketing Automation journey with Act-On, these are Brand Awareness, Demand Generation and Customer Marketing. By utilising all three of these elements you will not ony attract new business but retain current business.

Businesses are relying heavily on marketers to promote their brand in the right way. The marketers are in control of how the outside world views the company and they want to be viewed as reliable, trustworthy and consistently productive as this will not only help with bringing in new business but will also help with customer retention.

Marketing Automation allows you to achieve your branding objectives by ensuring that your brand is consistent across all marketing channels. Act-On allows you to control the look of your logo and font usage as well as allowing you to create approved templates that are available for use. With templates being available for all users this will then eliminate the need for individual templates to be created thereby ensuring that the brand is seen as consistent and not varied depending on who created the template.

Demand Generation tasks can include marketing activities such as lead generation, lead nurturing, lead scoring, sales alignment and content and field marketing. Marketing Automation can be used to effectively increase all of these. Some examples of how to do this with Act-On are that you will have the ability to run SEO on all of your web pages including landing pages and forms this will ensure that they rank highly with search engines which will ultimately mean that you can capture more leads. Another way to effectively market with Act-On would be to use AB testing to see which landing pages/forms etc work best and which ones bring in the most valuable leads, thereby increasing the number of qualified leads you can capture. Finally, it’s best practice to ensure that your Marketing Automation tool is integrated with your CRM, such as SugarCRM, this will then mean that as soon as a lead is captured it can go straight into the CRM and the sales team can continue to work with that lead. It’s a good idea to use the lead scoring function within Act-On and sync this information over to SugarCRM,  the sales team can identify by looking at the Act-On score which leads they should prioritise to following up with.

Marketing Automation tools aren’t there to only be used to gain new leads, they can also be used to help retain current customers. One way to keep current customers actively involved with your business is to set up drip campaigns in Act-On, these could be used to send current customers hints and tips or they could be used to announce new features which could be possible upsell areas. Keeping current customers in the loop makes them feel valuable to your company. Another great way to keep current customers involved could be to invite them to any webinars that your business is giving, you can set the webinar up in Act-On and automate all communications around these events. You can then trigger communications to be sent based on the results, for example, those that attended may receive a questionnaire asking for feedback on the webinar thereby providing valuable information for your business and those that were unable to attend could receive a different communication with an invite to a similar event that is coming up.

Marketing Automation measures the overall success of the customer’s lifecycle, build your brand, attract new leads and deliver a customer experience that sets you above the competition.

What to learn more about how Act-On can help you?

The post Do more with your Marketing Automation Tool appeared first on Sugabyte.