Searching LinkedIn from within SmartSimple: A look at some CRM

Whether your Contact Management System is used to track leads, potential partners or potential job applicants, the quality of the data can always be made more valuable. After all who doesn’t take a look at a new contacts LinkedIn page?

With SmartSimple’s SaaS solution you can access a contact’s LinkedIn and Facebook page as well as search them on Google or Google Scholar.
Many clients use this functionality in different ways.

The example below highlights how to use it to screen sales prospects.

1. One core benefit of the SmartSimple platform is that every aspect can be web enabled and integrated into a company’s website. In addition to having integrated our job openings and calendar functionality with our website, we have also integrated our “request demo” lead generation functionality.
CRM functionality integrated into the website.

2. Once the submit button clicked, a workflow is triggered which notifies the relevant sales staff and the contact appears in the branch view of all contacts under Web Demo Request.
Workflow triggered notification



New contact added


3. From this point the sales rep can click into the contact, read all details and make notes. Of course they can also click the search button and learn a bit more about their lead. As SmartSimple operates in several verticals, it becomes the case that only a LinkedIn search is insufficient. For instance, the same sort of chain of events can occur when an academic reviewer registers with a SmartSimple client’s Research Management System, but the Google Scholar lookup may be more pertinent.
New contacts profile


Automatic web search (LinkedIn)
Google Scholar Websearch



Of course it’s worth mentioning that this functionality can extend to just about any website with a search bar, so it all likelihood your needs can be accommodated.

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