april, 2013 - lexisnexis · april, 2013 . lexisnexis prospect portfolio 1 ... generate and update...

April, 2013

1 LexisNexis Prospect Portfolio

• The average sales rep spends 5+ hours/week searching for relevant company or contact information

• Users of sales intelligence achieve 56% better lead conversion rates than non-users

• 73% of Best-in-Class companies effectively map their own products or services to their customers business challenges

• LexisNexis customers are 14% more likely to reach their sales quota than non-LexisNexis customers

Source: Aberdeen 2010 Analyst Insights


Prospect Portfolio is a prospecting and relationship development solution from LexisNexis® that helps you find better leads, close more deals and grow your business by providing relevant, easy-to-access company and direct executive information. It helps you stay informed with targeted Alerts and news searches. It is available as a stand-alone web-based product or offers a range of integration capabilities to add Prospect Portfolio to your internal applications.

In addition, pre-built solutions are available for Salesforce®.com allowing you to generate and update account and lead data according to your specifications.


Create targeted list of

companies or

executives

Gain insight into

prospect needs from

company, industry &

executive

“backgrounders”

Create Alerts on

prospects of interest

and key customers.

Use the market trend

data, financial

results, analyst

reports and more to

build your plan and

close deals.


Valuable business intelligence and insight on companies and industries • 80 Million Companies

• 1,000+ industries

• 80 million executives, 25M with email/direct phone info

• 65+ sources you know and trust

Best-in-class financial sources and directories • Corporate Affiliations family tree

• Dozens of premium profile/directory and company financial databases

• SEC filings

• Disclosure financials and more

Leading news sources • Over 26,000 of the nation’s leading newspapers – from local dailies to national and

global news publications and databases

Proprietary legal sources • Mealeys Litigation Reports, cases, patents, trademarks, and more


• Less time researching, more time selling

• Targeted prospect list-building on demand

• Export leads to Excel or upload to Leads area of Salesforce.com

• Custom alerts from 26,000+ news sources find the best “trigger” opportunities

• Most comprehensive information available: news, bios, industry info, contacts with email/direct phone lines, SEC/financials, company profiles, executive lists, family trees, competitors and more

• Coverage of 80M companies, 80 million executives, 1,000+ industries

• Data Enrichment - map & populate custom fields in Account and Lead records


After your company subscribes to Prospect Portfolio, the Salesforce.com administrator at your company will need to log on and add the Prospect Portfolio tabs to your application. Then you can call your LexisNexis representative with your Salesforce.com organization ID.

Once your Prospect Portfolio and Salesforce.com ID’s are linked, you can download the Prospect Portfolio app from the Salesforce.com AppExchange Listing Page for LexisNexis by clicking Get It Now, shown below.


A single sign-on provides both Salesforce.com and Prospect Portfolio access.


Prospect Portfolio data appends Account Records, Lead Records, and Account

Records. With Lead data enrichment, organizations can:

• Cleanse company records in Lead area prior to converting into Account Records

for better database integrity

• Deliver business intelligence earlier in the sales cycle when sales team is less

familiar with the company and most likely to need additional information


Integrated Links in the Leads area allows users to better leverage Salesforce.com

functionality, including finding duplicate entries prior to account assignment


Prospect Portfolio links are embedded in each Lead Record to help sales teams append

their Lead information with account details, contact details and business intelligence

snapshots.


Prospect Portfolio windows are embedded in each Account Record to help sales teams

append their information with account details, contact details and business intelligence

snapshots.


Prospect Portfolio windows are embedded in each Contact Record to help sales teams

append their information with updated contact details.


Compare details when deciding which elements of your existing Account data to add

or override with LexisNexis Account detail.


Compare details when deciding which elements of your existing Contact data to add or

override with LexisNexis Contact detail.


Compare details when deciding which elements of your existing Lead data to add or

override with LexisNexis Lead detail.


Learn More with the Company Snapshot through the custom Learn More link on the

Accounts, Leads or Contacts page.


Create a List of Companies or People from Salesforce.com. Your results can be

downloaded as a Spreadsheet with live links to the Company Snapshot or uploaded

into Salesforce.com Leads area


Enter in the provided box up to 200 ticker symbols/DUNS numbers/Dossier IDs

to retrieve a list of companies or 10 ticker symbols/DUNS numbers for a list of

executives or, upload a spreadsheet for larger sets of data.


Set up alerts to notify you of key “trigger” events, such as executive moves, mergers,

financial updates and more, delivered by email or available to view online.

april, 2013 - lexisnexis · april, 2013 . lexisnexis prospect portfolio 1 ... generate and update...

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