Contact Research

Here is a short example of how the embedded browser in Desktop Sales Office can be used for doing Internet prospecting and capturing the data.

Getting information from the Internet into a contact

In the Internet tab, a browser occupies the center area. There are various metods to copy browser data you hhave selected into your contact.

Copying text into a field with the Copy buttons

Quite a few fields in the Calling and Research tab have a buttom that will paste text selected in the embedded Internet browser into the field.

Google searches

Google buttons embedded within fields provide fast tools for research based upon information in the fields. For example, pressing the search button in the name field does a Google search for the contact using the first name + last name + company name.

The fields that have embedded search buttons include:

• Last Name: Google search by First+Last+Company
• Company: Google search by company name
• Email: Google search for First+Last+Domain
• Address: Google Map search for address1 + address2 + city + state + region + postalcode + country

Browser's right-click context menu

Selecting text in the embedded browser and right clicking presents a list of fields that the text can be pasted into - various name, address, and Journal fields.

Special browser buttons

At the bottom of the research browser are additional search tabs: ·

• Your home page (for Internet Explorer users)
• Google Map
• A Yahoo people search form
• A LinkedIn search based upon name information

Copying-and-pasting from the browser to fields

In doing Internet research you'll often come upon information about your prospect - a new name, address, email address, etc - that you want to capture. With v11.07 you can use a copy-and-paste button in fields like First, Last, Company, Address to move selected information from the embedded web browser into the field by:

• Selecting text information in the web browser - like the address "11940 Manchaca Rd, #104" below
• Then pressing the small "paste" button in the Address field
• The data is copied from the browser into the Address field

Drag-and-drop

Text information can be drag-and-dropped into any of the text fields in the calling form - First, Last, Role/Title, Phone, Address1, Address2, City, State/Region, Postal Code, Country, Email, Journals, and Call Notes.

Drag-and-drop is especially helpful when doing research on a prospect - using the Google or Yahoo search tabs or other Windows applications that support drag-and-drop like Internet Explorer, Word, and Excel. For example, if find a prospect's phone number listed in a directory on a web page you can drag-and-drop the phone number from the web page into the Phone field.

Adding Webpage Links to your contact

You can quickly add webpage links to a contact.

Pressing the Add button in the Links area will add the current webpage as a link in the contact. You can provide a name for the link.

You would often use this to add a link to a company website, Facebook, LinkedIn, or Jigsaw profile, Twitter link, etc.

Additional Research