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Ryan Schefke

Ryan Schefke

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This document covers requirements for a native Salesforce.com page, which we are calling "Briefcase".

Noteinfo
  • This feature is available for any in all Lead Liaison Edition that includes CRM IntegrationEditions.
  • This For Salesforce.com users there is a separate AppExchange plug-in that will be called "Lead Liaison Briefcase".  
  • We will want to create a HTML5 mobile app (possible native iOS app) and this mobile app will have a mobile version of Briefcase. I see this as a critical tool for Salespeople to use when following up. So, keep this in mind as you develop it. We'll need to access this feature set from the mobile app. Maybe an API layer is needed. 
  • We will charge customers per user. 
  • The page must be a native Salesforce.com page written in Force.com using Apex code. 
  • Icons are located in Dropbox/Temp/Briefcase Icons/

Objective

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Overview

Lead Liaison's Briefcase provides unparalleled lead qualification capabilities for businesses. Sales people often times complain about 
"leads" coming from marketing teams. Sales tells marketing they are not leads, rather, they are contacts. Sales people have a reason to make this claim; 80% of marketers pass unqualified leads to sales. To make matters worse, 80% of leads marked "unqualified" will make a purchase within 18 months.  It's imperative businesses qualify their leads. Marketing can helps sales by using automated technology. Lead Liaison provides various lead qualification methods to solve this problem such as lead scoring, lead grading, buy signals, recency and total activity to calculate one value, priority. Now, sales people have a dashboard for their leads. Instead of sifting through a massive, database with no sense of priority they now have a single view for who's hot and who's not. Sales effectiveness has reached new heights.  Image Added

Requirements

General Requirements

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