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Vyakar\'s lead management platform is CRM-friendly that drives effective sales procedures and empowers to take control over an entire client journey. To know more, get visit my site:- http://vyakar.com

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Presentation Transcript
data sheet

DATA SHEET

PLATFORMANDAPIOVERVIEW

INTRODUCTION

VYAKAR PORTAL

All organizations, from the smallest businesses to the

biggest corporations, face their own set of challenges.

No two can be run exactly the same way. Each one will

require a different approach when it comes to data

management, dealing with internal information

dissemination, and client interface.

The Vyakar portal is the place to pre-configure the

following:

API definition

Upload templates

Target Accounts

List Match preferences

User Setup and Access

This is where we come in. Don’t let a canned lead routing

approach dictate the way you manage information and

deal with clients; make sure you have the best the

industry has to offer.

STANDARD API

Work with Marketing Automation vendors such as

Eloqua and Marketo to match a marketing contact

against the Target Account list.

The Vyakar Lead Routing platform is designed to work

just beyond the standard lead routing approaches. We

provide API for businesses to use; these are tools that

are especially useful to handle some extremely

customized business requirements.

Also integrate with CRM systems using API to sync

Account, Campaigns, Leads, Contacts, Opportunity, Users

and Products.

CUSTOM API

Work with Vyakar team to create a custom API that

could be used to match leads against target account.

There are two ways to manage the target account list:

Manage Target Lists

Single Record Management: Be able to Upsert or

Delete one target account record at a time using

company ID

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data sheet 1

DATA SHEET

PLATFORM AND API OVERVIEW

Bulk Management: Upload a file as payload in a

predefined format and desired action such as Upsert

or Delete

LEAD MATCH API

Single Lead Match: Match a single lead record against

a Target Company list

Bulk Match: Upload a file as payload in a predefined

format to match against a target list, and get back the

results in an email.

SALESFORCE API

Lead to Account matching requirements vary based on

one’s objective. For lead routing, a tighter and confident

match is required, while for marketing segmentation,

norms can be relaxed a bit and throw a wider net.

Real time sync between Salesforce Development

Community and Vyakar for Accounts, Contacts, Leads,

Campaigns and Opportunities

Lead to Account Matching API for SFDC

Configurable API for other CRM to sync leads,

account, contacts, campaigns, and opportunities

Configurable API for other CRM for lead to account

matching

4701 Patrick Henry Drive| Building 25 | Santa Clara, CA 95054

Telephone: 1.844.321-LEAD (5323) | info@vyakar.com

www.vyakar.com

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