New Feature – Integration with Bedrock Data provides integration with platforms like Hubspot™, GoToWebinar™, MailChimp™, iContact™, Constant Contact™ and many more

Posted May 14, 2013 by leadmaster
Categories: General Info, LeadMaster Solutions, What's New at LeadMaster

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LeadMaster is pleased to announce the completion of their CRM application integration with Bedrock Data. The integration provides an automatic synchronization for new and updated records for both standard and custom fields within LeadMaster.

Bedrock uses a simple point and click wizard to guide the user through the process of getting data to flow seamlessly between supported web apps. Bedrock works by first defining a ‘mapping’ of fields that are to be synchronized between systems. Next the user defines which system should take precedence in the event of a conflict. Then the user enters credentials to verify access to the systems and the setup is complete. Once the systems have been authenticated, clicking on the ‘Activate’ button starts the integration. From that point forward the synchronization happens automatically. Every 5 minutes any new records and any changes to existing records are synchronized between the authenticated systems.

According to Russ King, LeadMaster CEO, “The partnership with Bedrock provides our growing customer base with more choices with respect to utilizing specific cloud-based applications they need to run their business. Customers can use LeadMaster as the central sales and marketing automation platform and seamlessly exchange key data between LeadMaster and their accounting system as well as other practical business applications”.

Integration is about more than just the convenience of not having to export and import data, it’s also about enabling automation in your sales and marketing efforts. Having sales and marketing systems integrated provides:

  • Automated quick transfer of leads from your marketing to your sales teams.
  • Automated email marketing based on data from the CRM system.
  • The ability to easily customize which data goes where.

Ben Smith, co-founder of Bedrock Data, says “The Bedrock Data team is really excited to provide our integration platform to the users of LeadMaster. We know how valuable CRM data can be when it is leveraged in other systems and are glad that we can help LeadMaster users extract this value from their data.”

All of the data that moves between systems is transmitted over a secure HTTPS (SSL) connection, so any data that crosses the web is encrypted.

Andy Brownell, LeadMaster CMO said, “We want to provide our customers with an easy to use system that is integrated seamlessly with other popular platforms. For example, by using the Bedrock integration our customers can have Hubspot™ and GoToWebinar™ leads flow into the LeadMaster system and start a marketing automation workflow or get leads assigned via round-robin to a rep or partner.”

The Bedrock data integration platform is immediately available for $99/month for two systems and each additional integration cost $50 per system per month for unlimited records.

About Bedrock Data

Bedrock was an idea that was formed by a group of internet technology professionals who, after working with web applications everyday of their lives, decided that they wanted a solution that could make it easy to pass data between these web systems via their APIs for the benefit of their customers.

We’ve build a data integration platform that performs data-driven integrations between web application and other systems. We take pride in easy-to-use, UI driven integrations that don’t require a developer to setup – our integrations are intended to benefit the marketing and sales professional.

We started by integrating just a few systems and are working hard to incorporate more all the time. If you’re looking for a system that we don’t currently integrate, please let us know and we’ll get in touch and chat about it.

The Bedrock Data platform is available with a 14 day free trial at http://www.bedrockdata.com.

New Feature – Update Special Interest Sections via Workflow

Posted May 13, 2013 by leadmaster
Categories: General Info, LeadMaster F.A.Q, What's New at LeadMaster

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When you use workflow to update records you now have the additional choices of the special interest fields to update.  When setting up a workflow, add an action and select ‘Update Record’.

 

 

Update Records Special Interest Fields via Workflow

Update Records Special Interest Fields via Workflow

 

 

New Feature – Call Stats become Quick Actions, there are 3 times as many & are available by Campaign

Posted April 15, 2013 by leadmaster
Categories: General Info, LeadMaster F.A.Q, LeadMaster Solutions, What's New at LeadMaster

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The Call Stat feature in LeadMaster was updated as follows:

  1. The name Call Stat has been changed to Quick Action
  2. There are now 3 sets of Quick Actions instead of just one
    • Each set of Quick Actions contains 18 programmable selections
    • Now there are a total of 54 programmable selections
  3. Each of the 3 sets of Quick Actions are available by campaign.
    • If you don’t select any Quick Actions in the campaign setup you won’t see them on the records

Quick Actions allow the user to create pre-programmed actions behind each of them.  For example, you may want to simply add a note to the record that you tried to call your contact, got voice mail, left a message and scheduled a callback for tomorrow.  Or you can have a complex update like the following from a single Quick Action:

  1. Update Lead Status – Contract Signed
  2. Update Sales Stage – Sold-Won
  3. Update Record Type – Customer
  4. Record the contract signing date
  5. Update the sales comments
  6. Send email & text alert to management
  7. Send a personalized ‘Thank You’ email to the customer
  8. Start a post-sales Lead Nurturing campaign
  9. Add a follow-up event on your calendar
  10. Assign the record to the ‘Customer Support Team’ for post sales activities

To use Quick Actions you’ll need to configure LeadMaster in the following areas:

  1. Manage Workgroups
  2. Logon Management
  3. Customize Pages
  4. Campaign Management

First you’ll need to make sure that the Quick Actions are turned on for the workgroup in the Manage Workgroup area of Administration.

Make sure you enable the Quick Actions in Manage Workgroups

Make sure you enable the Quick Actions in Manage Workgroups

Second you’ll need to enable the user to have access to the Click Actions through logon management.

You'll need to enable the user to see the Quick Action sections in Logon Management.

You’ll need to enable the user to see the Quick Action sections in Logon Management.

Next you’ll need to make sure the Quick Action Sections are visible on the record using customize pages.

Be sure to enable the privileges for the user to be able to see the Quick Actions section in Logon Management.

Be sure to enable the privileges for the user to be able to see the Quick Actions section in Logon Management.

When creating a campaign you’ll need to specify which Quick Action sections you want visible for that campaign.

When creating a campaign you'll need to specify which Quick Action sections you want visible for that campaign.

When creating a campaign you’ll need to specify which Quick Action sections you want visible for that campaign.

Now you’ll have up to 54 Quick Actions available.  Being able to manage the quick actions by campaign makes this feature even more flexible and powerful.

What happens when you insert a custom form link to an email?

Posted April 11, 2013 by leadmaster
Categories: General Info, LeadMaster F.A.Q, LeadMaster Solutions

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What happens when you insert a custom form link into an email.

What happens when you insert a custom form link into an email.

New Feature – Report Subscriptions Provide Specified Delivery Time

Posted March 1, 2013 by leadmaster
Categories: General Info, LeadMaster F.A.Q, LeadMaster Solutions, What's New at LeadMaster

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When creating a report subscription you now have the ability to specify the delivery time.

Report subscriptions are available for your custom reports.  In the example below you’ll see a custom report called ‘Top Deals’ report.  The filter selects just the records that have been entered into the system in the last week and sends the report each morning at 9am.

Although this report is just going to me, I have the option of sending it to additional addresses as well.

Report Subscriptions

Reports subscriptions are a great way to stay on top of your business.

New Feature – Sales Quota Management – Reporting

Posted February 28, 2013 by leadmaster
Categories: General Info, LeadMaster F.A.Q, LeadMaster Solutions

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There are 4 reports available to track progress towards quota:

  1. Sales Team – Groups Progress Towards Quota Report
  2. Sales Team – Account Managers Progress Towards Quota Report
  3. Sales Team – Partners Progress Towards Quota Report
  4. Sales Team – Partner Reps Progress Towards Quota Report
Sales Team Progress Toward Quota

Sales Team Progress Toward Quota

Please note the following:

  1. The Periods are based on the ‘Quota Periods’ selection on the ‘Quota Setup’ page.
  2. ‘Forecasted’ column displays only if there is a selection for ‘Forecasted Date of Sale’ on the ‘Quota Setup’ page.
  3. The amounts for ‘Forecasted’ are sourced from the ‘Amount of Sale’ field selected on the ‘Quota Setup’ page.
  4. The amounts for ‘Sold’ are sourced from the ‘Amount of Sale’ field selected on the ‘Quota Setup’ page.
  5. Records / opportunities selected for ‘Forecasted’ are those with ‘Sale’ field values not equal to those selected on the ‘Quota Setup’ page.
  6. Records / opportunities selected for ‘Sold’ are those with ‘Sale’ field values equal to those selected on the ‘Quota Setup’ page.

New Feature – Sales Quota Management – Establishing Quotas

Posted February 27, 2013 by leadmaster
Categories: General Info, LeadMaster F.A.Q, LeadMaster Solutions, What's New at LeadMaster

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Features for setting Quota at the Group Level include:

  1. ‘Fiscal Year’ options include the previous year, current year and 2 subsequent years.
  2. There are between 1 and 12 periods for quota values depending on the ‘Quota Periods’ setting on the ‘Quota Setup’ page.
  3. Quota for a specific group can only be set by the user associated with the group or by a user with user type of ‘Administrator’.
    1. For users with user type ‘Administrator’, the user must have the privilege ‘Can Set Quota’.
    2. For users with user type ‘Organization’, the user must have the privilege ‘Can Set My Quota’.
  4. Users without the correct privilege will not see the ‘Quota’ section.
Sales Quota - Group Level

Sales Quota – Group Level

Features for setting Quota at the Account Manager Level include:

  1. ‘Fiscal Year’ options include the previous year, current year and 2 subsequent years.
  2. There are between 1 and 12 periods for quota values depending on the ‘Quota Periods’ setting on the ‘Quota Setup’ page.
    1. Quota for a specific account manager can only be set by the user associated with the group associated with the account manager or by a user with user type of ‘Administrator’.  In both cases, the user must have the privilege ‘Can Set Quota’.
  3. Users without the correct privilege will not see the ‘Quota’ section.
Setting Sales Rep Quota

Setting Sales Rep Quota

Setting quota for the Partner and Partner Rep are similar to the Group and Account Manager.

In the next blog post we’ll take a look at reporting on sales quota and forecast.  Note, before you can see the Quota reports, you must have quota assigned.


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