Archive for July 2009

New Charting on the Dashboard

July 27, 2009

LeadMaster introduces: New workgroups will use new charting graphics.  Existing workgroups will continue to use the legacy charting graphics but can be converted to use the new charting graphics on request. Check out all the LeadMaster features.

New Search Options for Contacts

July 27, 2009

LeadMaster users can now search contacts based on attributes of the parent record.  From the contacts search results, a user now has the following additional options Send Email Add Activity Attach Form

Tabs added to the application

July 27, 2009

At LeadMaster we are constantly trying to improve the user experience. This feature provides the ability for users to view record, contact, and opportunity information in a tab format.  You can select either the traditional user interface or the new tabbed interface.

User Interface Enhancement Requests

July 27, 2009

Do you have a suggestion for a user interface enhancement? We’d like to hear about it.  Just reply to this comment.

What’s most important when selecting a CRM solution?

July 27, 2009

When you are looking for a software solution to “Track your Leads, Prospects, or Manage Opportunities and Customers” what is your short-list of criteria?  What makes it important to you?  The business? After more than 28 years in IT and software sales and marketing, I have come to the conclusion that no matter what the [...]

Being timed out?

July 22, 2009

We often hear that a user feels they are being timed out prior to the 60 minute system threshold.  The timeout clock is reset to zero with every database activity.  A database activity is when the user’s browser is interacting with the actual database.  This means hitting a Go/Submit/Add/etc button or even a record/lead or [...]

LeadMaster joins the Blogosphere!

July 6, 2009

LeadMaster is ready to roll out our new blog. The theme for the blog is - Let’s get the conversation started. Let us know what you think. The LeadMaster Team

Share your success story…

July 6, 2009

How has LeadMaster helped you? Here’s a success story from our Hong Kong office

What is a Sales Lead Driver?

July 2, 2009

Let’s say the marketing department has rolled out a huge new campaign and brought in hundreds of leads that have been passed out to the sales force.  How do you know the status of those leads?  Which ones were hot, which ones were not?  That’s where sales lead driving comes in. Lead drivers work with [...]

Helpful hints…

July 2, 2009

Can’t figure out how to do something that you know you’ve done before.  Perhaps you’ll find it in LeadMaster’s tips & tricks.