New Feature – Dynamic Filters for ‘Click Actions’ / Call Stats

Posted August 31, 2010 by leadmaster
Categories: What's New at LeadMaster
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Customers have been asking for the ability to save a search that reports actions during a time period like yesterday,  last week or last month and have it always report or search on activities during that time period without being tied to a specific date.

LeadMaster has had that feature for many of the fields – such as date entered, date assigned, date contacted, date updated last, date closed, call back date etc.

Now you also have this ability with the ‘Click Actions’ also known as the ‘Call Stats’.  These click actions are user-definable check boxes that allow you to do multiple actions with a single click of the mouse – for example suppose you called a prospect, got voice mail, left a message and sent a followup email.  This is a fairly typical scenario and is easy use a click action / call stat to do all of that for you with a single click of the mouse.  In addition it will record all of those actions in the sales reps comments and notes to remind you of your interaction with the customer.

Now you’ll be to see how many times you used that click action during any period of time – today, last week, last month etc.

Dynamic Filters for Click Actions allows flexible searching / reporting

Dynamic Filters for Click Actions allows flexible searching / reporting

The dynamic filters allow you to search for today, yesterday, last week, last month etc.  And once you’ve gotten your search results you can chart them and save the chart to the dashboard for easy reference.  Dynamic filtering from LeadMaster.

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New LeadMaster Feature – Update Records

Posted August 26, 2010 by leadmaster
Categories: General Info, What's New at LeadMaster
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Have you ever needed to update a group of records?  Perhaps you’ve imported the latest batch of leads and forgot to assign a campaign to them or maybe they arrived without the Lead Source identified.  Whatever the reason now there is an easy way to update any number of records in the system – intuitively called – Update Records.  You have the option of updating one to ten fields associated with campaign, sales & lead progress.

Update Records - Update one to ten Campaign, Sales & Lead Progress Fields

Update Records - Update one to ten Campaign, Sales & Lead Progress Fields

To access this feature select the records you want to update – either one at a time or using the search engine.  Then select ‘Update Records’ from the options menu.  Make your update selections in the dialog and click submit.  That’s it.  You’ve completed the update.

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New Feature – Multiple Round Robin Queues

Posted August 25, 2010 by leadmaster
Categories: General Info, What's New at LeadMaster
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Introducing multiple round robin queues in LeadMaster.  When new leads are distributed by Round Robin a single queue isn’t always enough.  We heard your request for multiple queues and it has just been rolled into production.

If you’ve been using Round Robin this will be an easy upgrade to implement.  You’ll use the same interface as before to set up the round robin queue.  Simply give the queue a name – for example Northeast Region Sales Reps and then click on a rep and then click the add button for each rep you want to put in the queue.

New Round Robin - Allows Multiple=

New Round Robin - Allows Multiple Round Robin Queues

Here’s the interface for keeping track of all your round robin queues.  You can edit and/or delete the queues from here.  This is where you can specify that users must be logged in to be receive leads.  This is also where you specify whether it is the user’s choice to use the round robin queue, to always use the queue or never.

Multiple Round Robin Queues

Multiple Round Robin Queues

The multiple round robin queue feature is available from 1) adding new records 2) importing records and 3) workflow automation.  Using workflow automation with round robin is handy when leads are coming into LeadMaster via email, web sites, landing pages, http post etc.  When the leads arrive, as part of the workflow, text messages and email messages can be sent to let the sales rep know they’ve got a new lead.

Workflow Automation with Round Robin Lead Distribution

Workflow Automation with Round Robin Lead Distribution

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More new email marketing features

Posted August 20, 2010 by leadmaster
Categories: General Info, LeadMaster Solutions, What's New at LeadMaster
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When you are in the email templates section of LeadMaster there is a send a test email button to quickly allow you to send a test message prior to sending your email marketing message.

Send Test Email To Yourself to Make Sure the Message is Right

Send Test Email To Yourself to Make Sure the Message is Right

After you’ve created a few dozen email templates it can be difficult to remember what all of those templates looked like or the messages they contained.  So we’ve added a ‘Preview’ button so that you can easily examine your email templates prior to opening in the email editor.

Preview Email Template Without Having to Go Into the Email Editor

Preview Email Template Without Having to Go Into the Email Editor

As always, if you have suggestions for email marketing features you’d like to see in LeadMaster just let us know.

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LeadMaster on the Air

Posted August 19, 2010 by leadmaster
Categories: General Info, What's New at LeadMaster
Tags: , , , , , , , ,

On August 12, 2010 Russell King LeadMaster CEO and Andy Brownell CMO, joined SLMA Radio Talk Show host Will Crist for a lively discussion of all things Lead Management on SLMA Radio.

A wide variety of topics were discussed including: bridging the gap between sales & marketing, lead scoring, lead aging, the importance of dashboard flexibility, how LeadMaster can be customized for any industry, workflow automation, lead distribution, lead nurturing, marketing ROI and technology advances for the lead management industry.

You can listen to a recording of the show here

http://www.leadmaster.com/LeadMaster-Library/Radio/SLMA-8-12-10.mp3

Press release

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New Feature – Global Email Templates

Posted August 18, 2010 by leadmaster
Categories: LeadMaster Solutions, What's New at LeadMaster
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I think everyone would agree, email marketing is one of the most cost effective forms of marketing available today.

However, crafting a good professional looking email can be a challenge.  So LeadMaster has done the hard work for you.  We’ve created about a dozen email templates for you to use.  They’re available for you to customize in the Email Templates section under Global Email Templates.

Global Email Templates Available in LeadMaster for Your Email Marketing

Global Email Templates Available in LeadMaster for Your Email Marketing

The Global email templates are read only, to use them you’ll need to do the following:

1) Open the template by clicking edit and then click the ‘save as’ button to save a personal copy of the template.

2) To modify the text in the email simply delete the old text and enter new text.

3) If the email template has a graphic that you want to customize (for example adding a logo to the banner) you can copy & paste the banner into a graphic editor, modify it, save it and then upload the new graphic to your template using the upload image button in the email editor.

4) You’ll want to modify the link behind the buttons – to modify the link you’ll need to click the HTML button at the top of the email editor, find the HREF and modify it.

If you have any suggestions for additional templates please let us know.

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LeadMaster On the Air – August 12th 8:30pm EST – SLMA Radio

Posted August 11, 2010 by leadmaster
Categories: General Info, What's New at LeadMaster
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Russ King & Andy Brownell from LeadMaster will join SLMA Radio Talk Show host Will Crist for a liveley discussion of all things Lead Management on SLMA Radio on 8/12 at 8:30pm EST.

SLMA Radio is a 50 minute internet radio show which broadcasts live on OC Talk Radio from Orange County California at 5pm PDT.  The show is hosted by Will Crist and produced by Paul Roberts and James Obermayer.  The show features two sets of interviews for each broadcast.  LeadMaster will be on the second half of the show starting at 8:30pm EST / 5:30pm PST.  The first half of this show will feature Gary Slack, Chairman & Chief Experience officer of Slack Barshinger the BtoB agency.

Even if you don’t live in Orange County you can still listen to the live broadcast by visiting OC Talk Radio and clicking on the ‘Listen Live / On Air’ banner.  You can also subscribe to the show with iTunes.

The show includes live Q&A via the radio station LIVE CHAT.  Questions will be accepted throughout the show so drop by for a chat.

The SLMA radio program is brought to you by the membership of the Sales Lead Management Association.

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New Feature – Additional Required Field Available – Marketing Mix

Posted August 9, 2010 by leadmaster
Categories: General Info, What's New at LeadMaster

As part of the LeadMaster system you can specify which fields users must enter information into.  For example, if you are tracking Marketing ROI you probably want to know if the customer purchased your product.  So we have a field called ‘Sales Stage‘ where you can have a customized list of choices – one of which could be ‘Closed / Won’.  This will give you an excellent indication of how your marketing programs are going provided you know where that lead came from.

Set Required Fields now includes 'marketing mix'

Set Required Fields now includes 'marketing mix'

That’s where this new feature comes in.  The ‘Marketing Mix’ field can now be made mandatory.  There are many ways leads can come into LeadMaster.  Some of them, like landing pages can automatically update the marketing mix (through either workflow automation or profile fields).  However, if leads are coming into your call center (or other avenue that doesn’t automatically update the marketing mix) you need to be able make the Marketing Mix field a mandatory update.

To set the Marketing Mix field as mandatory simply click on administration, click on ‘Set Required Fields’ and then click on the Marketing Mix field.

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Lead Aging

Posted August 5, 2010 by leadmaster
Categories: General Info, LeadMaster Solutions
Tags: , , , , , ,
I received an email today talking about sales lead aging reports.  The email had a reference to how SalesForce does their lead aging.  I clicked on the link and found a discussion group.  The author was having problems creating the lead aging report.  He was trying to use this command and got a syntax error -
IF(ISPICKVAL(Status, “Unread”), ROUND(NOW()-CreatedDate, 0), null).
Apparently their system requires some programming knowledge to be able to create this kind of report.
There were several people who responded with some very helpful tips below:
Field Name: Status Duration
Datatype: Fomula(Number,0)
Formula:  NOW() – Status_Change_Date__c
Field Name: Status Change Date
Datatype: Date/Time
Datatype = Formula(Number,0)
IF(NOT( IsConverted ), ROUND(NOW()-CreatedDate, 0), NULL)

Unfortunately that didn’t make it any clearer for me.  Speaking for myself, I’m a marketing guy.  I really don’t want to learn a programming language to see a lead aging report.

LeadMaster has a menu selection that creates an easy-to-read chart and if you click on one of the bars on the chart it drills down to the accounts/contacts that are contained in that category.

LeadMaster Lead Aging Report Available from the Reports Menu

LeadMaster Lead Aging Report Available from the Reports Menu

Click here for a free 30-day trial.  No programming required.

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LeadMaster Announces Partnership with MarketNet Services

Posted August 3, 2010 by leadmaster
Categories: LeadMaster Services, What's New at LeadMaster
Tags: , , , ,

LeadMaster, a leader in sales and lead management, is proud to announce its affiliate partnership with MarketNet Services, LLC..  As affiliate partners, both companies will evaluate customer inquiries with a goal of aligning those potential customers with the lead management solution best suited to their needs.  LeadMaster is well suited for those interested in simple, yet robust self-service lead management solutions.  MarketNet is positioned to assist those clients with more complicated lead management challenges.

LeadMaster has been a leader in sales and lead management offering their white-label solution since 1998.  Known for its complete customizability, robust marketing automation features and easy-to-use workflow processes, LeadMaster has perpetually gone above and beyond the call of duty to provide robust solutions for its clients.

LeadMaster’s Chief Marketing Office, Andy Brownell, believes that it is now time to go to the next step. “There are great software packages out there, and not all of them do the same thing or are even appropriate for all types of companies. This partnership with MarketNet Services ensures that our clients are getting the best possible product to fit their needs.”

With its philosophy of “No Lead Left Behind™,” MarketNet Services is a leading provider of lead management systems for companies with multi-step or mixed sales channels.  From overlapping territories by geography, to product capabilities or vertical focus, to weighting based on each channel’s revenue goals for a specific product, the incommand Marketing System™ is an easy-to-use, web-based system that can be used stand alone or integrated with any CRM system.  Manufacturers or companies that sell through a combination of dealers, resellers, distributors and their own internal sales force use MarketNet to ensure fair lead distribution while providing one source for marketing information and campaign return on investment reporting.

Effective company-wide lead management programs are a challenge to implement for most organizations. The LeadMaster and MarketNet Services affiliate partnership will provide prospective clients of both companies the best possible solution for their needs.  Both  solutions offer relevant and timely lead nurturing as well as sophisticated workflow automation and a more full featured, end-to-end lead management solution that will increase sales, yet for different types of companies.

LeadMaster’s CEO, Russell King, states, “We are glad to partner with those near the industry to deliver superior results to our clients. While LeadMaster is a great product, we understand that our solutions may not fit everyone’s needs, and we are happy to help them find a solution appropriate to them.”

“MarketNet excels at creating solutions for companies with complex sales processes while keeping the functionality and user requirements at a minimum.  LeadMaster’s target client is different and yet their philosophy is similar” added JT McDonald, President of MarketNet Services, LLC.  “This partnership helps us better serve the market by being able to offer the right solution, even when it’s not ours.”

About LeadMaster

LeadMaster offers on-demand customizable SaaS solutions combining sales lead management software, lead tracking solutions, sales force automation tools (SFA), customer relationship management features (Sales CRM) and virtual call center solutions. This powerful web-based application has helped companies large and small from virtually every industry. The LeadMaster solution is intuitive and easy to use, providing real-time lead capture, lead distribution, lead tracking, lead nurturing, custom reporting and email marketing. LeadMaster makes it easy to qualify and convert leads from virtually any source – landing page, call center, webinar, sales lead suppliers and more. The LeadMaster product is straightforward and easy to learn yet has robust features like workflow automation, round-robin lead distribution, mobile access, CRM analytics and Outlook integration. 
 LeadMaster’s products and services are available through a global network of value-added resellers, consultants and system integrators.   For more information, please visit the LeadMaster at http://www.LeadMaster.com and

About MarketNet

With a philosophy of ―No Lead Left Behind™, MarketNet creates lead management solutions for people who:

· Want to capture, respond to, distribute and track leads from all sources

· Need immediate lead notification sent to the best-suited sales person based on their channel sales strategy

· Require automatic follow-up and lead nurturing to increase sales closure rates

· Want to know what the sales person actually did with the lead

· Must be able to justify their marketing campaigns by measuring ROI

Clients such as The HON Company, Konica Minolta Business Solutions, U.S.A., Inc., 4Front Engineered Solutions, BrassCraft, Inc. (A Masco Company) and others have partnered with MarketNet to leverage their marketing investments, yielding more leads and converted sales per dollar spent. Founded in 1996, MarketNet is based near Grand Rapids, Mich. For more information, please visit MarketNet at www.marketnetservices.com.

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