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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.

Requirements

General Requirements

1. The page must be built on Salesforce's Force.com platform.
2. Should work and be tested on all Salesforce.com Editions.
3. Keep in mind that we will be supporting other CRMs, such as Microsoft Dynamics, in the future. It would be ideal to make this solution as "portable" as possible so we could easily move this feature to new CRMs.

Managing # of Briefcase Users

1. In the Admin section of the UI we must have an option for # of Briefcase Licenses. That # will be the number of users a customer is entitled to. The number of users (over installing, etc.) will be controlled by Salesforce.com's LMA (license management automation) tool; however, we want to make sure we track the number of users allowed. 

Determining Values

Briefcase leads should be sorted by Priority by default. Priority measures the number of items in the customer's briefcase for a given lead. Here area few examples:

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