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11
Dec

Lead Import for AppExchange with AnySource,  has been updated in the Validar Portal 3.9 release  with some new features and usablity enhancements.  This release is currently in final testing and will be available in the upcoming weeks.

 

New Features:

 

  • SalesforceID Matching - When importing from a known list, Validar Lead Import will ensure the IDs are the first thing matched within Leads and Contacts

 

Match on SalesforceID

Match on SalesforceID



 

  • Record Type Matching -   If Lead or Contact Record Type is present, then it can be mapped or assigned according to your buiness needs.

Use Record Type if Present

Record Type Map Values to Question or Constant

Record Type Map Values to Question or Constant



 

Usability Enhancements:

 

  • Add Description to the Lead Source -  Makes identifying which lead source to clone much easier. 
  • Lead Source Name on Every Page - No more confusion around which lead source you are working on


Navigation at the Top of Wizard and Lead Source Name on Every Page

Navigation at the Top of Wizard and Lead Source Name on Every Page


  • Wizard Navigation appears at the top of  the page  - Saves time, - no more excessive scrolling
  • Save Button gives confirmation
  • Default Pick Values will be set to “Unmapped” instead of “Select Value”  - Save time in mapping large picklists. 


Pick List Values are now Unmapped instead of

Pick List Values are now Unmapped instead of

 

If you are interested in learning more about the upcoming features, contact Validar today.

16
Nov

From the Sales and Lead Management Association Web Site:   http://www.salesleadmgmtassn.com/news/2009_Top50_SalesLeadManagement.htm

In September of 2009, the Sales Lead Management Association opened the nomination process to find the 50 most influential people in Sales Lead Management for the year.  When nominations closed six weeks later, we had 65 nominees.  Voting was opened to members and non-members and each person could vote for up to five people.  Duplicates (a person voting more than once or voting for more than five) were deleted.  A total of 1604 people cast 3051 votes. 

The final public opinion list of the most influential people in sales lead management in 2009 follows, in the order of most votes received.    Each person on the list will receive a logo to display on their site, a certificate of recognition, and an SLMA interview invitation to discuss the future of sales lead management.  The results of these interviews will be published in the SLMA newsletter or blog throughout 2010. 

The SLMA 2010 “50 Most Influential” nomination process will begin at the start of National Sales Lead Management Week, on October 11, 2010.

 

The SLMA served as the independent tabulator of votes and does not deny the value or endorse the services of those listed. We are greatly encouraged that 1604 people recognize the contributions of those on the 50 Most influential People in Sales Lead Management in 2009.

 

 

 
They are listed in order of number of votes received.
 

Jay  Hidalgo  The Annuitas Group 
Carlos  Hidalgo  The Annuitas Group 
Steven  Woods  Eloqua 
Joe  Lethert  Performark Inc 
Lisa  Cramer  LeadLife Solutions 
Joel  Book  ExactTarget 
Scott  Dorsey  ExactTarget 
Jill  Konrath  Selling to Big Companies 
Marc  Benioff  SalesForce.com 
Patrick  Cahill  Rally Point Webinars 
Mary   Dedrick  Performark Inc 
Trish  Bertuzzi  The Bridge Group Inc 
Brian   Carroll  InTouch 
Margery  Murphy  Acadia Lead Management Services 
Russell  Kern  The Kern Organization 
M.H. “Mac”  McIntosh  Mac McIntosh Inc. 
Phil  Fernandez  Marketo 
Andrew  Gaffney  Demand Gen Report & G3 Communications 
Gerhard  Gschwandtner  Selling Power 
Ruth  Stevens  eMarketing Strategy 
Dan  McDade  PointClear 
Jim  Steele  salesforce.com 
Victor  Kippes  Validar, Inc. 
Dan  Rogers  SmartLead by the AdTrack Corporation 
John  Coe  B2B Marketing 
John   Foley  Interlink One 
Ellis  Booker  BtoB Magazine 
James  Wong  Avidian Technologies 
Larry    Augustin   SugarCRM  
Richard   Erschik  Leads to Sales, Inc. 
Howard J.  Sewell  Connect Direct 
Fred  Yee  ActiveConversion 
John  Doerr  Wellesly Hills Group 
Mack  Manning  PST Sales and Marketing 
Frank  van Veenendaal  salesforce.com 
Michael A.  Brown  Business to Business by Phone 
Eric   Edwards  Rubicon Marketing Group 
Bob  Fernekees  CRM Magazine 
Susan  Friedmann  The Trade Show Coach 
Laura  McGuire  SmartTracks, Inc. 
Patty  Azzarello   Azzarello Group 
Gil  Cargill  Cargill Consulting Group 
Bob  Felsenthal  Crain Communications 
James  Cecil  Nurture Institute 
James  Lenskold  Lenskold Group 
Bill  Rice  Kaleidico 
Dick  Damrow  Contract Marketing Resources 
Tom  Judge  Direct Marketing Partners 
Rick  Kean  Business Marketing Institute 
Tom  Quinn  Mailing and Fulfillment Services Organization

10
Nov

For over a year, The Army Experience Center, located in the Franklin Hills Mall in Philadelphia PA, has been successfully utilizing a customized on-site registration solution created by Validar.    The solution is integrated directly with Salesforce CRM and has been extensively customized by Acumen Solutions to support recruiting activities.

The solution includes:

  • Contact and Lead Matching
  • USPS Address Validation
  • Dual Monitor Support
  • Webcam Integration
  • ID Card Printing
  • Drivers License Capture

For a deeper look at the solution, and how it’s used, check out the following video hosted by Acumen Solutions on YouTube.

28
Oct

Vote Today.  Validar CEO, Victor Kippes has been nominated for the 50 most influential people in Sales and Lead Management by SLMA.     Gets your votes in by Nov 13.  Visit the Sales and Lead Management Association Website to cast your vote.  Voting is available to both members and non-members.   Vote Now.

From the SLMA press release:  LOS ANGELES–(Business Wire)–
James W. Obermayer, executive director of the Sales Lead Management Association
(SLMA), announced today that the association has opened the virtual voting booth
to determine the 50 most influential people in the field of sales lead
management for 2009.

SLMA co-founder Susan Campanale said, “Members and non-members may vote for
nominees listed on the SLMA site on October 26th. The results will be published
on November 16, 2009. Voters may cast votes for up to five nominees; duplicates
are not allowed.” Mark Friedman, EVP of the SLMA, said, “We consider all of
those nominated to be builders of wealth and we recognize them for their
contributions.”

Obermayer said that the association has received 65 nominations. The Top 50 List
will be determined by the number of votes received by each nominee. The nominees
are:

Larry Augustin SurgarCRM
Patty Azzarello Azzarello Group
Marc Benioff SalesForce.com
Trish Bertuzzi The Bridge Group, Inc.
Joel Book Exact Target
Eills Booker BtoB Magazine
Michel A. Brown Business to Business by Phone
Patrick Cahill Wellesley Hills Group
Gil Cargil Cargil Consulting Group
Brian Carroll InTouch
James Cecil Nurture Institute
John Coe B2B Marketing
Joyceann Cooney-Garippa Sales & Marketing Management Magazine
Lisa Cramer Lead Life
Dick Damrow Contract Marketing Resources
Mary Dedrick Performark, Inc.
John Doerr Wellesley Hills Group
Scott Dorsey Exact Target
Eric Edwards Rubicon Marketing Group
Richard Erschilk Leads to Sales, Inc.
Bob Felsenthal Crain Communications
Phil Fernandez Marketo
Bob Fernekees CRM Magazine
John Foiley InterlinkOne
Susan Friedman The Trade Show Coach
Andrew Gaffney Demand GenReport and G3 Communications
David Green PipeAlign
Gerhard Gschwandtner Selling Power
John Hasbrouck NewLeads, Inc.
Archie Heinl Blitz Lead Manager
Carlos Hidalgo The Annunitas Group
Jay Hidalgo The Annunitas Group
Judy Johnson Key Marketing Group
Tom Judge Direct Marketing Partners
Rick Kean Business Marketing Institute
Russell Kern The Kern Organization
Victor Kippes Validar, Inc.
Jill Konroth Selling to Big Companies
Aaron Kullman Sales Partnerships
James La Belle LeadTrack
James Lenskold Lenskold Group
Joe Lethert Performark, Inc.
Barry Lieberman Advantage Plus Marketing
Mack Manning PST Sales and Marketing
Michael McCloskey FrontRange Solutions
Dan McDade PointClear
Laura McGuire SmartTracks, Inc.
M.H. “Mac” McIntosh Mac McIntosh, Inc.
Mark McIntosh Cedar Graphics, Inc.
Margery Murphy Acadia Lead Management Services
Kirten Patel LeadOrganizer
Jack Perry Respect Factor
Tom Quinn Mailing and Fulfillment Services Organization
Bill Rice Kaleidico
Dan Rogers SmartLead by AdTrack Corporation
Christopher Ryan Fusion Marketing Partners
Howard J. Sewell Connect Direct
Gary Slack Slack Barshinger and Partners
Jim Steele SalesForce.com
Ruth Stevens eMarketing Strategy
Frank van Veenendaal SalesForce.com
Craig Williams CommunityLink
James Wong Avidian Technologies
Steven Woods Eloqua
Fred Yee ActiveConversion
About the Sales Lead Management Association

The mission of the Sales Lead Management Association is to help companies become
successful in the critical business process of managing sales leads. For more
information about SLMA or the `Top 50` list, call Sue Campanale at
714-637-6989.

Sales Lead Management Association
Sue Campanale, 714-637-6989
scampanale@salesleadmgmtassn.com
www.salesleadmanagementweek.com

31
Aug

With the release of Validar Platform 3.8, aggregate lead reports, also known as ‘charts’ has been improved with the following characteristics:

  • Improved Legend/Key to handle more unique data conditions  - Handles all question types and lengths
  • Quick Link Navigation to quickly find the question  -  Eliminates lengthy scrolling
  • Calculation of the number of responses to the total number of respondents  - Determine which questions users are choosing to skip
  • Calculation of the Average Score for numeric responses  -  Eliminate exporting to analysis tools
Lead Manager View

Lead Manager View

Another change to ensure higher level of data and user security will be the change of passwords upon a users first login to Validar Products and Services.

Accept the End User License Agreement

Accept the End User License Agreement

Finally,   it’s worth noting that we made a simple yet important change within Lead Source Manager.    Instead of Choose Lead Source, you will now Select Lead Source.

Selecting Lead Source

Selecting Lead Source

27
Jul

Validar will be a sponsor at  Dreamforce Global Gathering 2009, Salesforce.com annual users conference for the 4th year in a row.    The conference takes place November 17 - 20th in San Francisco, CA at the Moscone Center.  We look forward to catching up with our customers and showcasing some new products as well.   If you  are a Salesforce CRM user, admin or developer, this is a great event to learn from the best practices of others.