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Topic: Strategy
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Lead Management
We are looking to implement a lead strategy using salesforce.com and we are trying to determine the best way to separate leads from our existing customer database. We want to automate this process. As leads come through our web site they are automatically scrubbed with our customer database using certain indicators (e.g. name, email address, phone number) and "flagged". Is their a best practice, software or other solution that will do this for us? Have you used this before and what advice can you offer?
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