TAP Innovations Redevelops Lead Management Database in SalesForce.com for OnTarget Partners 

TAP Innovations solutions will be integrated into SalesForce.com and other business systems to eliminate duplicate records, manual processes and spreadsheet usage.

Keller and Frisco, Tx. October 2, 2020. TheAppPlace (TAP) Innovations, a leading provider of cloud-based integration solutions across people and data enterprises, announced today that it has been chosen by OnTarget Partners to transform data and lead management systems, processes and workflows. Lead and account information that is free of duplicates is critical to maintaining quality customer service so OnTarget Partners can provide accurate, data-based recommendations to its B2B, private equity firms, business owners and venture capitalist organizations. TAP will implement cloud-based solutions to fill gaps in SalesForce.com system integration, data capture and actionable analytics. 

“TAP Innovations is the right partner to take our data infrastructure to the next level,” remarks Ed Trachier, Owner and CEO of OnTarget Partners. “Their affordable solutions will allow us to capture and share information in innovative ways that we know our team members and clients will be excited about.” 

OnTarget Partners manages business and customer data in a Salesforce.com CRM. External systems are also embedded in team member workflows to refine customer accounts as well as capture new leads and prospects. Current data management environment:

  1. Lacks automated processes to send data to external systems 
  2. Manual, time-consuming and lengthy processes
  3. Multiple digital and people sources for lead management
  4. Duplicate record checks fall on the CRM user, and oftentimes don’t occur due to time and system limitations 
  5. Excel processes like vlookups cause data confusion, duplicate work and manual work 

Bi-directional integrations, transformations and innovation in data capture are a few of the ways OnTarget Partners will meet their technology and business objectives through TAP Innovations solutions. 

“This partnership with OnTarget Partners is exciting, and will eliminate manual efforts, workflows and processes that are giving them headaches today,” remarks John Ragsdale, TAP Co-Founder and Board Chair. “TAP solutions are derived from process improvement business acumen and we look forward to implementing these experiences and best practices so OnTarget Partners can work more efficiently with better data.”

The OnTarget Partners database will be free of duplicates and incorrect information. TAP will eliminate the manual work needed to accomplish this through: 

  1. Enhanced SalesForce.com CRM functionality 
  2. Automated information capturing from external systems to save time and reduce errors
  3. New data fields due to business system integration 
  4. Customized technical settings to control the functionality of the integration
  5. Extended feature for file uploads 
  6. Rigorous data testing and verification 

TAP solutions improve workplace efficiency, customer interactions and lead management analytics. TAP Innovations will also provide OnTarget Partners with a Salesforce consultant for systems updates and improvements. TAP recently developed a small business database tool for OnTarget Partners that contains 661,000 business records. More on that project can be found here: https://www.tapinnov.com/news/tap-innovations-develops-a-small-business-database-tool-for-ontarget-partners-that-includes-661-000-businesses-in-the-united-states

About OnTarget Partners 

OnTarget Partners are B2B growth and tactical marketing experts. OnTarget Partners help owners, boards, private equity firms, venture capitalists, CXOs, marketers, salespeople, and mad scientists determine how and when to sell their B2B products, services, and solutions, and to whom. They also provide growth solutions for B2B companies. OnTarget Partners prides itself on good values, giving back and providing exceptional experiences for its team members and customers. OnTarget Partners has been named a top employer in Dallas/Fort Worth by the Dallas Morning News for two years. For more on OnTarget Partners visit https://www.ontargetpartners.com/.