Archive for October 2010

New Feature – E-Marketing

October 29, 2010

LeadMaster has a new menu item in the top navigation bar for E-Marketing.  Many of these features were previously available in LeadMaster email marketing but now they’ve been consolidated into one easy-to-use area.

New E-Marketing Menu

New E-Marketing Menu

To minimize disruption for customers the new E-Marketing menu isn’t automatically displayed.  To make the new menu item visible you’ll need to go into Administration / Customize Pages and enable the new menu item.  If you don’t have access to Customize Pages see your LeadMaster administrator.

Enable E-Marketing Menu in Banner

Enable E-Marketing Menu in Banner

Clicking on the new E-Marketing menus reveals an easy-to-use interface for accessing everything you need to create, send and report on email marketing campaigns.

E-Marketing Page

E-Marketing Page

The E-Marketing page is divided into 2 main sections.  The section on the left shows you the email messages you’ve already sent.  The section on the right provides access to sending emails, creating / managing email templates and reporting on previously sent email messages – these functions are also available from the menu buttons in the second navigation bar.

When you click on ‘Create an Email Message’ you’ll be taken to a page with a simple 6-step process.  In steps 1 & 2 you’ll select the recipients of the email message and specify the template (if any) you’d like to use.

The first two steps in creating an email for e-marketing.

The first two steps in creating an email for e-marketing.

In step 3 you specify the content of the email.  If you’ve decided to use a template then most of the work is probably already done for you and you just need to make minor modifications to the template to personalize it.  This is a full HTML editor so you can include images, videos, links, tables etc.

LeadMaster HTML Email Editor

LeadMaster HTML Email Editor

In steps 4, 5 & 6 you’ll enter your contact information, send yourself a test message if you want and finally give your message the name that will show up on the E-Marketing page for reporting purposes.

The final 3 steps in creating an E-marketing message

The final 3 steps in creating an E-marketing message

Once your email message is sent you can view the # of messages sent and the # of people that opened your message from the main E-marketing page.  This is also where you’ll access the E-Marketing reporting.

E-Marketing Reporting

E-Marketing Reporting

From the E-Marketing Reporting page you can report on:

  • Opens & Clicks
  • Opens – Unopened
  • Opens Over Time
  • Clicks
  • Clicks Over Time
  • Opens By Time
  • Opens By Email Address
  • Clicks by Link
  • Clicks by Email Address
  • Unopened
  • Opt-Outs

Please note.  Email marketing will need to be turned on before you’ll have access to it.

The benefit of providing E-Marketing right inside your LeadMaster lead management / CRM system is that you’ll be able to easily communicate with both prospects and customers, create lead nurturing tracks, create drip marketing campaigns and track the progress of your E-Marketing campaigns.

E-marketing is one of the most cost effective methods of marketing.  Now it’s easy with LeadMaster.


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

New Feature – Weblinks Reorder

October 22, 2010

On the accounts and contacts pages in LeadMaster users are provided with Weblinks.  These are customizable links to things like search engines, contact databases, social media sites and customer specific applications.

These weblinks can provide you with additional information about the current records.

For example, suppose you have a company in your LeadMaster system that you’d like to know more about.  Just go to the record for that company and click on one of the links (Google Search, Google News, JigSaw, FaceBook, Blog Search, Twitter, Manta, LinkedIn, Spoke etc.) and you’ll be taken directly to the results for that company.  You can also do the same thing for contacts.

This is just one of the many ways LeadMaster makes life easier for reps by providing access to information with just a single click of the mouse.

If you make extensive use of weblinks you may want to specify the order to make it easier for you to find the weblink you’re looking for.  Now you can!  Simply click on the up/down arrows on the left hand side of the page to reorder your weblinks.

Web Link List Allows Reordering

Web Link List Allows Reordering

The above example shows a few weblinks, the possibilities are endless.

It’s fairly easy to create these weblinks.  Suppose you want to create a weblink for Google.  Go to Google and search on two words – any two words.  Why two words?  Because it will make it easier to create a search query that will work with any company no matter how many works are in the company name.

After you get your search results look at the address bar.  The search results are actually an URL.

Now copy the URL for the search results and paste it into your weblink.  Ok, you are half way there.  Now you have to replace the two words you chose with the variable for the company.  The end result should look like this –{!Company}

That’s all there is to it.  Now you have a weblink for Google that will search on the company.  You can do that same thing for Bing or Yahoo or virtually and website that returns an URL for search results.

Take a look at other weblinks for examples.  It’s easy.


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

New Feature in LeadMaster – Update Preferred Contact Method

October 19, 2010

When someone enters the data on one of your landing pages it is best practice to ask their preferred contact method – phone, email, US mail, other and do not contact.  Of course LeadMaster has long recorded this information in the contact record.  No problem.  But if you have a large number of existing contacts that you’d like to update their preference how would you specify the preferred contact method without going through them one-by-one?  The answer is LeadMaster’s new feature – Update Contacts.

Update preferred contact method - phone, email, postal mail, other

Update preferred contact method – phone, email, postal mail, other

With this feature you can search for a group of contacts and update them all at once.  You not only get to specify the preferred contact method (Phone, Email, Postal Mail, Other, Do Not Contact) you can also specify whether or not they have given their permission to send email – opt-in / opt-out.

Now you’ll be able to tailor the deliver of your messages exactly the way your customers want.


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

New Feature in LeadMaster Workflow Automation

October 14, 2010

Whenever you’ve added new records to LeadMaster you’ve always had the choice to assign them by zip code if you wanted.  Now geographical assignment (including zip code assignment) is available through workflow automation.

Workflow based upon geography - city, state, zip, country

Workflow based upon geography – city, state, zip, country

As part of this new enhancement, special interest fields are now available for workflow automation.

This enhancement gives you the added flexibility to use workflow automation to assign records via new criteria – city, state, zip and country and any of the 18 special interest fields.  With 18 customizable fields the workflow possibilities are nearly limitless.

One of the best ways to improve your closing ratio is to improve your lead response time.  Don’t let new leads sit in your lead management system for hours or days – get those out the your reps right away with workflow automation.  Simply assign the record based upon the territory, send a text message along with the lead and your sales reps can have prospects on the phone less than 60 seconds after they click the submit button.  The speed of response is only limited by how fast your rep gets a text message and clicks the call button on their phone.

Your prospects will be amazed and delighted.


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

Best Practice for Modifying a LabelSet in LeadMaster

October 8, 2010

Current Situation: The Label Set being used for Jane’s Workgroup = Jane_WG_labelSet

Requested Action: Modifications to the labelset for testing or permanent modification.

Best Practice: The current Label Set “Jane_WG_labelSet” is NOT modified but brought up and a “SaveAs” is done under a new custom label set name of Jane_WG_labelSet_10_1_2010 (or Jane_WG_labelSet_v2).

Modifications are made to the “next version” labelSet, tested and either approved or rejected.

If approved then workgroup/users label sets are changed to the new “next version”.

Old versions can be maintained for a period of time then eventually deleted.

Result: The above process would eliminate the necessity for a restoration in the event of unrecoverable mistakes as well as providing a visual clue as to the progression of a custom label set.  It also helps to reduce the number of custom label sets with the same name.  Ideally, this will help to reduce your soft costs by lowering the instances of messing up a label set or selecting the wrong label set (due to duplicate names) and needing you to either figure out what has been done OR having to elevate the issue to Support.

Brought to you by LeadMaster Support


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

Speed + Technology Improves Sales Lead to Sales Closing Ratio

October 7, 2010

The most crucial factor when trying to convert leads into sales is response time.  Consider the following statistics.

  • The odds of connecting with a lead increases 100 times if attempted within 5 minutes versus 30 minutes.
  • If you can respond to a lead within the first 5 minutes the odds of reaching and qualifying that lead are 21 times greater than if you wait an hour.
  • 75% of internet leads that convert will buy from the first person with whom they talk.

The message is loud and clear. SPEED MATTERS. But speed isn’t always easy. Back when the telephone was our primary customer interface, speed was as easy as having enough telephone receptionists available. But what about now, in the technology era, when requests arrive via email and online forms 24×7?

The answer is simple, LeadMaster workflow automation.  Hopefully, by now, you’re using the workflow automation feature with great ease. That’s excellent!  Did you know that your sales reps and partner reps can receive a text message anytime a new lead enters the system or was assigned to them? By being alerted to a new lead no matter where they are, your sales team can convert MORE leads into customers FASTER.

There is a vast array of technology available to improve the quality and close ratio of your leads.  Online lead generation is constantly growing, accounting for more than 40% of total sales last year.

And what’s LeadMaster doing to provide you with online leads?  Well, we’re focusing on two areas specifically.
The first thing we’re working on is our Lead Xtreme product.  Your online advertising hasdone a good job of driving potential customers to your webiste, but less than 2% of those visitors provide their contactinformation – so how do you identify visitors if they aren’t filling out one of your online forms?  The answer is LeadMaster Lead Xtreme.  Xtreme provides detailed information about companies that visit your website, even when they don’t identify themselves.  So you can convert that information into actionable leads, and it happens in real time.  Here’s a video demonstration of the LeadXtreme technology.

Secondly, we’re working with lead providers, validators, qualifiers and lead scoring companies to help them integrate their solutions/leads into LeadMaster.  These partners will deliver leads directly into your LeadMaster system – and workflow will send a text message to your reps in real-time.  Some of these companies have even offered a promotional discount for LeadMaster clients (details below and on the website).  You can see some of the providers we are working with on our lead provider web page (click here).
Here are four companies that LeadMaster is working with that offer unique solutions (in alphabetical order) to help you drive more business: Integrate.comLead Decisioning SystemsLeadQualSpeak2Leads.
Integrate – Systems Unified, Marketing Simplified

Integrate provides a unique customer acquisition platform that allows you to consolidate and simplify all your marketing and lead generation activity in one online system.
You can create highly customized campaigns that are automatically matched with qualified publishers who can fulfill utilizing virtually every possible method, both online and offline.  You’ll get real-time, exclusive leads that are specifically targeted to your audience.

And here’s something you won’t find everyday.  Integrate gives you access to each individual publisher, allowing you to communicate, negotiate, and optimize each relationship. With this visibility you can track each publisher’s performance and allocate your dollars to the highest performing publishers to maximize your ROI.

Your leads are screened by Integrate’s quality control to validate the prospect’s phone, email and address, so that you receive the highest quality leads.  Additionally, at your request, the Integrate in-house call center can be used to further screen leads prior to your taking delivery.

Integrate is offering LeadMaster clients a $150 credit toward your first lead campaign.  You can reach at 866-478-0326 x7017 or visit their website to redeem this offer.

Lead Decisioning Systems – Smarter Decisions, Better Performance

The Lead Decisioning Systems improve both lead quality and campaign profitability through lead validation and lead scoring.
Integrate.comLead Validater is the only 3rd generation lead validation solution that not only validates the accuracy of the individual pieces of a consumer lead (name, address, and phone), but also models the accuracy of the connections between these three critical pieces of the lead’s information.  Lead Validater’s methodology of validating leads not only ensures the highest contactability rates for your leads but also dramatically increases the quality of the name, address, and phone number connections, leading to increased sales effectiveness and close rates.

The patent pending Lead Decisioning Scoring Platform is the only lead scoring solution built specifically for the lead generation industry, incorporating experience-based decision trees, heuristics, and 3rd party data to deliver more accurate results.  Lead Decisioning scores leads in real-time, and increases conversion rates by 25% – 50%, giving you the ability to work with more lead generators and publishers of varying quality.

Lead Decisioning offers easy integration with the LeadMaster platform.  Lead Decisioning is offering LeadMaster clients a 20% discount.  Simply call 773-248-1910 and mention the promo code ‘LeadMaster‘ to receive your discount.  You can read more about Lead Decisioning

LEADQUAL – Generate, Qualify and Convert Internet Leads

LeadQual improves the conversion of internet leads by providing a rapid phone response to the initial inquiry.
Lead DecisioningLeadQual will make an outbound call to the lead within two minutes, qualify the lead based on your specific sales criteria and then live transfer the qualified and interested leads to your sales team.  Since they call so quickly – last month they called in an average of 43 seconds – and ensure 100% of the leads are called, contact rates are usually twenty to thirty percent higher than most companies can achieve on their own.  And since LeadQual is almost always the first to speak to the prospective buyer, LeadQual presents your company first – forcing competition to play catch up. This dramatically increases close rates.

LeadQual is offering a special promotion to LeadMaster clients.  Clients that sign up by October 31 will receive a 10% discount off their monthly fees.

Here’s how the program works:  If a lead isn’t called by one of your sales associates within ‘X” minutes, then LeadMaster can email that lead to LeadQual and LeadQual will call the lead on your behalf, qualify and then post back to LeadMaster.   After reaching a prospect LeadQual will do a hot transfer to your reps (it requires a piece of software on our sales reps computer – when they click ‘I accept this message’ their phone will ring and they’ll be connected to 3 way conversation with the prospect).  LeadQual normally works on a cost per lead basis – around $5 per lead and they’ll call up to 5 times.  For more information, call 312.543.6751 or email

Speak2Leads – Response Simplified
The Speak2Leads’ S2L by Phone solution converts internet leads into immediate phone calls.
Here’s how it works: when a website visitor fills out your inquiry form on any landing page or website and hits the Submit Button, your phone rings at your business immediately.  You can designate any number(s) based on any business rules.

Using text to speech technology, Speak2Leads will tell your sales reps the name of the person who filled out the form and what they’re looking for.  You’ll be prompted to Press 1 if you’d like to speak to the lead.  When you Press 1 an outgoing call is generated to the person who filled out the web form.  This enables you to follow up on leads in seconds, no matter where your sales reps may be at the time, whether they’re at their desk or out of the office.

When you are the first one to speak to a lead, you’ve got a huge competitive advantage.  When you add up the increased connectivity and receptivity of your internet leads, you’ll see a dramatic return on your internet lead investment.
You can read more about Speak2Leads at or call 619-770-1993.


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

New Pages on

October 6, 2010

Over the last few months we’ve added a significant number of pages to the website.  We’ve had feedback that some people have had a hard time finding information, for example our LeadXtreme solution (it’s under the Lead Management menu).

We’re working on consolidating solutions like LeadXtreme and LeadMaster Voice under a new menu on the home page. Meanwhile, just a reminder that you can usually find what you’re looking for quickly and easily by using the LeadMaster site map (see below). There’s a link to the site map at the bottom of each page on the website.

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Call Fast + Contact First = Convert More Leads

B2B Marketing – Email Marketing Saves Money

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LeadMaster News

News in 2010

LeadMaster Launches Global Partner Program

LeadMaster is 12 Years Old

LeadMaster Announces Enhanced Workflow Automation

LeadMaster Builds Momentum in Education & Debt Settlement Markets

LeadMaster Partnership with TUDLA (Spanish /Portuguese)

LeadMaster Announces Partnership with MarketNet

LeadMaster Makes Appearance on SLMA Radio

LeadMaster Partners with WVW to Expand Reseller Channel

Animal Kindness Standardizes on LeadMaster Platform

LeadMaster Partners with AIM to Expand Reseller Channel

News in 2009

LeadMaster Welcomes Andy Brownell as CMO

LeadMaster Launches Expanded Lead Nurturing

LeadMaster Intros Round-Robin Lead Management

LeadMaster Launches Blog

LeadMaster Announces QuickBooks Integration

LeadMaster Enhances Lead Integration Program

LeadMaster Teams with VisiStat, ‘Caller ID’ – LeadCaster

News in 2008

LeadMaster Celebrates Ten Years of Business

LeadMaster Launches Expanded Lead Nurturing

LeadMaster Delivers New Integrated Email Marketing

LeadMaster Adds Enhanced Web Form Integration

LeadMaster Announces New Workflow Management

News in 2007

Ed Gallagher Joins LeadMaster

LeadMaster Adds Mashups

Case Management Module Addition

LeadMaster Upgrades Case Management Module

LeadMaster Celebrates Ninth Year of Growth

News in 2006

LeadMaster Boosts Integration with Outlook

CRM Dashboard Adds Real-Time Metrics

LeadMaster Marks Eighth Year of Growth

News in 2005

LeadMaster Offers Clients an Online Group Calendar

LeadMaster Now Supports Help Desk Services

LeadMaster Provides Full Circle CRM Service

LeadMaster Customizes CRM Systems for Clients

News in 2004

LeadMaster Updates On-Demand CRM Application

LeadMaster Extends Marketing Capabilities

LeadMaster Introduces More Robust Lead Routing

LeadMaster Announces Expanded Web Forms

News in 2003

LeadMaster Extends Auto-Assignment and Import

LeadMaster Releases Beta Offline Edition

FlexiInternational Software Partners with LeadMaster

LeadMaster 5th Consecutive Year of Growth & Profit

LeadMaster Announces Offline Edition

News in 2002

LeadMaster Extends Contact Management

LeadMaster Extends Free Trial Offer

LeadMaster Release Boosts Email Integration

LeadMaster Launches Advanced Activity Tracking

LeadMaster Unveils Additional Reporting Capability

LeadMaster Announces Expanded Data Mining

LeadMaster Fine-Tunes Application for Performance

LeadMaster Expands Data Import Capabilities

LeadMaster Boosts Email Integration

LeadMaster Enhances Data Mining

News in 2001

LeadMaster Offers Micro Websites

Lead Management Tools for the Rest of Us

Advanced Search from LeadMaster

Free Trial Offer from LeadMaster

Enhanced Functionality Announced

New Search, Download & Online Research

LeadMaster Launches New VAR Program

LeadMaster Releases Version 6.0

News in 2000

LeadMaster Releases Version 4.0

Tactical Sales Teams with LeadMaster

Compaq Deploys LeadMaster

LeadMaster Releases Version 5.0

Dun & Bradstreet Teams with LeadMaster

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