Archive for July 2009

New Charting on the Dashboard

July 27, 2009
LeadMaster announces new charting capabilities

LeadMaster announces new charting capabilities

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.

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The all-in-one solution for managing leads and customer relationships, automating marketing, email marketing, call center and inside sales.

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


New_Contacts_Search_Option

 

The all-in-one solution for managing leads and customer relationships, automating marketing, email marketing, call center and inside sales.

Tabs added to the application

July 27, 2009

At LeadMaster we are constantly trying to improve the user experience.

The all-in-one solution for managing leads and customer relationships, automating marketing, email marketing, call center and inside sales.

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.
Edit Profile Screen with Tabs

Edit Profile Screen with Tabs

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.

The all-in-one solution for managing leads and customer relationships, automating marketing, email marketing, call center and inside sales.

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 industry, most companies (or at least the sense I’ve received from their employees) believe their business process and model is unique.  While I do believe that there are unique elements to every business and industry, I am convinced that the fundamental factors that make up acquiring and keeping customers remains constant.  Therefore the most important factor in selecting a CRM solution is fit and adoption.

By ‘fit’ I mean does it fit your business.  Is it customizable and personalizable or does your business have to fit the CRM system?  Does it work for your industry.  Are others in your industry using the solution?

By ‘adoption’ I mean user-adoption.  The greatest software in the world won’t do anything for your business if employee won’t use it.  It has to be easy to use and add value to their work.  It can’t just provide management reports.

The all-in-one solution for managing leads and customer relationships, automating marketing, email marketing, call center and inside sales.

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 moving to a different area of the application.

This can be confusing to users.  When a user has a record/lead open and is changing the values on the screen for that record/lead they are not interacting with the database until the actual moment they hit the green “Go” button.  What this means is that if a user opens a record at 12:00pm and changes the phone field or selects a different value or types notes then at 12:30pm gets on the phone with a client or goes for that all important next cup of coffee and doesn’t get back to the record and hit the green “Go” button until 1:01pm they have just lost all their work and have been timed out.

While we can reduce the timeout duration we cannot increase it above 60 minutes.  Our recommendation is the old computer adage we’ve all heard for years.  SAVE OFTEN!

Your changes are not made to the record/lead in the database until you do hit that green “GO” button.

Occassionally a companies IT department will set users internet connection timeouts for a shorter period.  If you are sure you are being timed out early check with your IT department to see if they have set a shorter connection time for your companies computers.

LeadMaster Support

The all-in-one solution for managing leads and customer relationships, automating marketing, email marketing, call center and inside sales.

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

The all-in-one solution for managing leads and customer relationships, automating marketing, email marketing, call center and inside sales.