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Lead Management

Available for plans:
Standard - Free,
Standard,
Premium,
Enterprise and
Ultimate.
A CRM Analytics license is required to view and access CRM Analytics assets in Unified Analytics.

Use the Leads tab to identify and convert leads, and see how they interact with your app.

Identify and Manage Leads​

Every time a customer installs your app, a lead and license records are automatically created in your Partner Business Org (you can read more about this automation in the official Salesforce documentation).

You can view and manage these records directly from the ISV Analytics app. Open the ISV Analytics app from the app launcher and navigate to Leads. Select the desired list view (e.g., ISV Analytics All) to see your leads.

ISV Analytics Leads

Leads represent your potential customers - people who have interacted with your app in some way, such as installing it, watching the demo from the AppExchange listing, or using the test drive to try the app. You can identify the source activity by looking at the Lead Source field. There is also other useful information on the lead record, such as the company name, email address, and phone number (depending on what information was shared by the customer).

You can open the lead record to see more details. The lead highlights are displayed along with a few tabs that you can use to see more detailed information:

  • Activity - track calls with the customer, send emails, and create events.
  • Details - displays the details about the lead, such as name, phone, company name, title, etc.
  • Chatter - a Salesforce native feature to track updates made to the lead record.
  • ISV Analytics - displays analytics details for the lead related to how they are using your app, what type of license they hold, when it expires, etc. More details about the dashboard displayed there can be found in the dedicated document: Customer Summary Dashboard.

Lead Details

Convert Leads to Accounts​

From the lead record, you can also convert it to an account. Lead conversion is a process done when your lead has become your customer (not just a potential customer). There is a different object in Salesforce to track these "confirmed" customers - it's called Account.

During the conversion, you'll create 3 new records:

  1. Account - represents your customer.
  2. Contact - represents the person who interacted with your app as a lead (this person is an employee of the account company).
  3. Opportunity - this one is optional. It represents the deal that led to the conversion.

Click Convert at the top right corner and proceed with the conversion.

Lead Conversion

The app license that was initially linked to your lead will be automatically linked to the account created during lead conversion.

Lead conversion is a Salesforce concept, not strictly related to the ISV Analytics app. You can learn much more about it from the official Salesforce documentation.

Track the Lead App Usage and License Status​

There is a separate ISV Analytics tab on the lead record page that allows you to monitor:

  • How many user licenses the lead has purchased.
  • How many of the purchased seats are actually used in the lead's Salesforce org.
  • The expiration date of the app license.
  • Which features the lead's company uses and how often.
  • ...And more.

Lead Analytics Summary

Refer to the Customer Summary Dashboard documentation to see how you can benefit from all this data.

Resources​