INVERTO360
SALESFORCE APP
A BIT MORE ABOUT THIS SALESFORCE APP
Have you or any of your users converted a Lead to an Account, only to realize it was a premature conversion?
Have you been using the Account or Contact Object incorrectly and want to place them back in the Lead Object?
Did you purchase a Lead list that was uploaded incorrectly and you now have years of data on the incorrect Object?
Inverto360 gives you the ability to easily convert Accounts to Leads in Salesforce. Convert your Account or Contact back to a Lead while copying all the related Account data to the new Lead Object.
FEATURES
Invert Accounts to Leads
You can eaisly convert an Account and all the related contacts or selected contacts back to a Lead.
Invert Contacts To Leads
You can eaisly convert a Contact back to a Lead.
ASSIGNMENT RULE CONTROL
You can use an existing Lead Assignment Rule upon conversion or create a new Lead Assignment Rule at the time of Conversion.
LEAD STATUS CONTROL
You can use an existing Lead Status upon conversion or create a new Lead Status at the time of Conversion.
DUPLICATE DATA MANAGEMENT
Simply put, it is up to you if you want to keep/delete an Account/Contact on conversion to a Lead.
CROSS PLATFORM COMPATIBLE
Invertop360 is Lightning ready as well as Classic.
MANUAL OR AUTOMATIC DATA MAPPING
You can use the default field mapping detected by the App or, you can create custom mapping from the Account/Contact to the Lead.
COPY ALL RELATED OBJECT DATA
Upon conversion ALL related Object data is moved to the new Lead so you can maintain historical information.
COMMON QUESTIONS
How long would it really take to manually do what Inverto360 can do automatically?
We get asked this all the time so we did a test conversion of an Account that had one (1) Contact record. The Account and Contact each had Related data suxh as: Task History, Email History, Campaign History etc.
Using Data Loader we exported all the Related Object data, adjusted the import files, created the Lead and then imported all Related object data to the newly created Lead.
We had to disable Assignment Rules until all data was imported to the newly created Lead, then manually assign the Lead Owner.
Once that was complete we needed to delete the Account, Contact and any Related Data.
Total time to complete one (1) Record: 25 Min
How much time and money would I really save?
Based on the previous question… let us assume you have 100 records that need converted from an Account/Contact including all Related Data.
TIME TO COMPLETE
25 min x 100 Records equates to:
- 2500 minutes or;
- 41.66 hours or;
- 8.3 hours per day
COST ESTIMATE
If the individual doing the manual conversion makes an average of $40.00 per hour it will cost you $1,666.40 to convert 100 Records.
How Many Records can I Convert at once?
The choice is up to you. You can convert an individual record while on the record page, or you can use the mass conversion batch functionality.
How many licenses do I need?
No matter how large the ORG, our ONE TIME, ORG Wide license comes with unlimited users.
Do you offer installation support?
Each purchase comes with 1 hour of tech support that can be used for installation assistance.
Can Inverto360 be customized?
While we have done our best to account for every conversion scenerio, we understand all ORGs are different. We can custiomize the App based on your use case. We will provide an estimate for all custom development.