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com customers can quickly understand their customers’ business issues, target key executives, and learn about the latest company developments, without leaving their familiar salesforce.com desktop environment. With in-depth knowledge so close at hand, sales preparedness increases, along with adoption and usage rates of the CRM system itself.

A recent study by research firm CSO Insights finds that over 30 percent of sales professionals cite growing difficulty accessing meaningful business information. The OneSource Account Intelligence offering addresses this problem by seamlessly populating expert research on customers and prospects with the internal knowledge already held in the salesforce.com user system.

“Entering and updating comprehensive account information is an uphill battle with most CRM systems,” said Yvonne Cekel, President of OneSource Information Services. “Sales professionals need their CRM systems to do more than just document their selling efforts. They need a way to fill in the blanks and gain understanding without spending days and weeks to do it. They need relevant business content delivered during their daily selling process.”

The OneSource Account Intelligence offering for salesforce.com includes four areas of functionality that can be customized according to need:

• Initial population of salesforce.com with high-quality information from OneSource.


• Augmentation of existing prospect and account information with user-selected data fields from OneSource. This interactive update functionality allows a sales rep to add, correct, or refresh any information on a particular account, speeding the preparation of call plans and reports.


• Adding new accounts to salesforce.com. Instead of typing in new account information, a sales rep can use a lookup function to find a company from OneSource’s information warehouse, and then add any information on that company directly into their set of accounts in salesforce.com.


• Obtaining news, articles, and reports on existing accounts in salesforce.com. A wide variety of reports compiled by OneSource can be made available to salesforce.com users, including SEC filings and income statements for public companies, news and articles, corporate family data, major customers and competitors, financial analyst reports, and executive information.