checkThe best comment was picked

Importing purchased prospect lists as contacts?

Hi all,


A bit off topic, but this discussion group is the first open forum I've found with a lot of great minds collaborating. I am curious how others are handling importing of purchased prospect lists e.g. DiscoverOrg, ZoomInfo.


Our Salesforce administrator said if we import the purchased prospect lists into Salesforce as contacts, then if those same prospects visit our website and download a marketing asset because they are already a contact in Salesforce, they will not show up as a new lead in our lead que and there is no alert of their current activity.


The Salesforce administrator's solution is for us to import the prospect list into Outreach. If they respond and agree to a meeting, at that time we are asked to upload the prospect to Salesforce as a lead and then convert into an Opportunity.


The downside to this is that the sales team and SDRs do not have a comprehensive view of the conversations going on within our accounts. (Only the SDRs use Outreach).


How are your organizations handing purchased prospect lists? How are you importing them in? and where are you importing them in?


Thank you in advance!

Tina

TO
Tina O’Flynn
Bravo
Becc Holland
Head of Sales Development at Chorus.ai
Hi Tina, thanks for the comment about the forum - means a lot to me, and hopefully we'll build it even bigger! Sahil, Chris & I's dream was that people have a "safe space" to go to ask questions, where people didn't pitch their product all day long. Ungated & unmonetized help and feedback. It's been a blast working with the guys at Bravado - they...See more
Marked as best answer by Becc Holland
Bravo
1
Reply
8 months ago
Selina Haria
Inside Sales Manager at Foleon
Hi Tina,  I'm surprised your Salesforce admin said that this is the case. Previously when I've had sfdc in place we can set rules based on lead engagement that when the person has done enough activity they can re-mql and set a task/reminder for the sales rep. Maybe reach out directly to salesforce about how you can set it up? If that fails, you c...See more
Bravo
1
Reply
8 months ago
TO
Tina O’Flynn
Thank you, Selina!
Bravo
Reply
8 months ago
Caitlin Ursini
Senior Director, Client Development at Business Talent Group
Hi Tina- as a former Salesforce AE, I agree with Tina there should be a way for this to work while they are already in Salesforce as contacts. You might want to post this question at success.salesforce.com in the portal. You'll get a bunch of thoughts on best technical setup. 
Bravo
1
Reply
8 months ago
Join #flip-the-script to comment on this post