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18
May
Are your customers looking for you to put lead data into Salesforce CRM?
Look no further.  Validar has launched it’s Lead Import reseller program.   Now your application/solution can push leads into Salesforce CRM  leveraging the Validar import method.   Validar has helped a number of companies streamline their lead management proc
BUY vs Build:  Why choose Validar?
  • Time to market.
  • No custom development or engineering work required
  • Validar has been on the Salesforce AppExchange for more than 4 years
  • Salesforce CRM experts on staff
  • Our customers love our application!   Check out the reviews.
  • More information available on our Partner page.  Contact us today to learn how you can provide your customers with “Salesforce CRM Integration”.

    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.
    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.

    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