Archive for May 2011

LeadMaster’s Duplicate Record Management Feature

May 31, 2011

“Find and Manage Duplicate Records” is a feature of the LeadMaster Lead Management/ CRM system that allows an administrator to find and manage duplicate records within LeadMaster.

Access privileges

Only those users with appropriate administrative privileges can access this feature.

To access the Find and Manage Duplicate Records link, authorized administrative users click on Administration in the top banner of the application and then click on the “Find and Manage Duplicate Records” hyperlink. This hyperlink displays the “Find and Manage Duplicate Records” page. From this page, LeadMaster has added the ability to find potential duplicate records based on:

1. Account Duplication

2. Contact Duplication

3. Campaign Duplication

Each of the three mentioned above has certain criteria to locate records based on different parameters, including Name (First Name/ Last name), Company, Email Address, etc.

Once Possible duplicate records are found based on their specific filtration, then LeadMaster manages those duplicate records by carrying out different operations such as Merge/Archive/Delete records, etc.

Find and Manage Duplicate Records Options

The user has three options for Duplication Record Management:

Find and Manage Duplicate Records

Find and Manage Duplicate Records

Below are the four different criteria for Account Duplication:

1)    Find and match possible duplicate records based on the name of the Company:

a)     Company

i)      Checks for duplication based upon the name of the Company

b)    Company and Contact Email Address

i)      Checks for duplication based upon the record having same Company name and Email address of the Primary contact.

c)     Company and Contact Last Name

i)      Checks for duplication based upon the record having same Company name and Last Name of the Primary contact.

d)    Company and Contact First and Last Name

i)      Checks for duplication based upon the record having same Company name and the First and Last Name of the Primary contact.

Below are the four different criteria for Contact Duplication:

2)    Find and match possible duplicate records based on the Last Name of the primary contact:

a)     Contact Last Name

i)      Checks for duplication based upon the record having same last name of the primary contact.

b)    Contact Last Name and Email Address

i)      Checks for duplication based upon the record having same last name and the same email address of the primary contact.

c)     Contact First and Last Name

i)      Checks for duplication based upon the record having same first and last name of the primary contact.

d)    Contact First and Last Name and Email Address

i)      Checks for duplication based upon the record having same first and last name and the email address of the primary contact.

Below are the four different criteria for Campaign Duplication.

3)    Find and match possible duplicate records based on the Campaign ID:

a)     Campaign ID and Email Address

i)      Checks for duplication based upon the record having the same Campaign and the email address of the primary contact.

b)    Campaign ID and Contact last Name

i)      Checks for duplication based upon the record having the same Campaign and the last name of the primary contact.

c)     Campaign ID and Contact First and Last Name

i)      Checks for duplication based upon the record having the same Campaign and the first and last name of the primary contact.

d)    Campaign ID and Contact Phone Number

i)      Checks for duplication based upon the record having the same Campaign and the primary contact phone number. When matching phone numbers, the system only considers the digits for the phone number because there is no regulation on the format of a phone number.  For example (999) 123-4567 is the same as 999-123 4567.

Find and Manage Duplicate Records

Find and Manage Duplicate Records

Possible Duplicate Records

From the “Find and Manage Duplicate Records” page, select an option for finding duplicate records and click “Submit” to display the “Possible Duplicate Records” page.

Possible Duplicate Records

Possible Duplicate Records

This page lists the results from the Search. From this page, the following options are displayed:

  1. Click “Back to Record Selection” to display the “Find and Manage Duplicate Records” page.
  2. Click on one of the “(All), A-Z” links to filter the results.
  3. Enter the name of a company and click “Go” to filter the results by company name.
  4. Click on the “view” link for a record in the list to display the “Manage Duplicate Records” page, which lists the duplicate records.

Manage Duplicate Records

From the “Possible Duplicate Records” page, click on the “view” link in the Action Column to display the “Manage Duplicate Records” page.

Possible Duplicate Records

Possible Duplicate Records

This page lists the duplicate records.

LeadMaster Manage Duplicate Records

LeadMaster Manage Duplicate Records

From this page, the following options are displayed:

  1. Click “Back to Results” to display the “Possible Duplicate Records” page.
  2. Check one or more records in the list and click “Merge Records” to merge the selected records.
  3. Check one or more records in the list and click “Archive Record(s)” to archive the selected records.
  4. Check one or more records in the list and click “Delete Record(s)” to delete the selected records.

Archive, Delete and Merge options work like the same options available on the search results page. Each record includes a checkbox field to select the record.

Merge Records:

The Merge Records function provides users the ability to merge information from two or more records into a single record.

Merge Records

Merge Records

Authorized users can merge records by clicking on the “Merge Records” hyperlink from the Search Results page.

Manage and Merge Records

Manage and Merge Records

From the Manage Duplicate Records page, select two or more records to merge and click on the “Merge Records” hyperlink to display the “Merge Records” popup dialog. From this dialog, select the target record for the merge. To mark a particular record, click in the box to the left of that record and a checkmark will appear in the box. Information for the other selected records (the “source” records) will be merged into the target record. The merging process follows the following steps:

  • Any attached files from the source record(s) are moved to the target record.
  • Contacts from the source record(s) are matched by using a combination of First name, Last name and / or Email address to the target record. Contacts that are not matched are copied to the target record. Any Sales rep comments from the associated source record are copied as “Contact Notes” for the copied contact.
  • Any source contact-related marketing activities are moved to the target record.
  • Any source contact-related Email log entries (i.e. Email History) are moved to target record.
  • Any source contact-related lead nurturing tracks are moved to target record.
  • Any opportunities, including opportunity products, attached files and custom forms, from the source record(s) are moved to the target record.
  • Any Quotes from the source record(s) are appended to the target record.
  • Any Cases from the source record(s) are ignored while merging.
  • Profile Summary, Profile Assignments, Background Information, Campaign Survey/ Responses, Custom Survey/Lead Feedback are also ignored for the target record.
  • Custom forms from the source record(s) are matched to the target record. Custom forms that are not matched are copied to the target record.
  • Any callbacks/ events from the source record(s) are moved to the target record.
  • Any call center stats recorded for the source record(s) are moved to the target record.
  • After the merge is complete, the source record(s) is (are) deleted.

 

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

LeadMaster’s Improved Outlook Synchronization Features to Boost Resiliency

May 31, 2011

Roswell, GA – May 31, 2011 – LeadMaster, a leading provider and pioneer of lead management, CRM and sales force automation solutions software as a service business, announced today the latest version of their Outlook integration module.
Building upon the previous Outlook Integration system, LeadMaster improved certain features to further the module’s reliability and performance. Enhanced Outlook Synchronization abilities include improved reoccurring events capability, adjusted email history interpretation and updated Windows sync.

To download the new plug-in go to the download center in the support section of the  LeadMaster website.

LeadMaster Download Center

LeadMaster Download Center

These advancements provide LeadMaster users with additional system functionality and flexibility, helping to drive productivity, boost system effectiveness and reduce inconsistencies due to double entry and/or lack of data.

LeadMaster’s Outlook Integration module, a separately installed application, synchronizes a user’s Outlook email with a specific record in the LeadMaster database. The application adds a “Send & Log” or simply “Log” button to the various email views in Outlook, allowing users to combine their data from Outlook and LeadMaster. This minimizes the need for extra mouse clicks, saving time and simplifying the logging processes.

Each selected email that is logged into the LeadMaster system is associated with a specific record in the user’s database; however, if an email address is not linked to a specific LeadMaster contact, then it is placed in the user’s “File Cabinet.” This placement allows the user to file manually, ensuring proper placement of all valuable data.

The Outlook integration also offers Outlook calendar synchronization, in which all activities are stored bi-directionally in both Outlook and LeadMaster. LeadMaster’s built-in scheduling system can be configured to alert users to important callbacks, appointments and demonstrations, improving productivity and reducing both double entry errors and missed opportunities.

LeadMaster is constantly enhancing its services,” said LeadMaster’s CEO Russ King. “In the future, LeadMaster expects to make additional improvements around managing tasks and action items between Outlook and LeadMaster.”

About LeadMaster

LeadMaster offers a variety of cloud-computing software solutions:

LeadMaster’s on-demand customizable SaaS solutions combine sales lead management software, lead tracking solutions, sales force automation tools (SFA), customer relationship management features (Sales CRM), LeadMaster Voice solutions and virtual call center solutions. This powerful web-based application has helped companies large and small from virtually every industry.

The LeadMaster sales lead management CRM 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 sales lead management CRM product is straightforward and easy to learn yet has robust features like workflow automation, round-robin lead distribution, mobile access, CRM analytics and now improved Outlook integration.

LeadMaster products and services are available through a global network of value-added resellers, consultants and system integrators.

 

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

Enhanced Functionality for Duplicate Record Management

May 23, 2011

LeadMaster has added the ability to find potential duplicate records based on campaign and either email address, contact last name, contact first and last name or contact primary phone number.

Find and Manage Duplicate Records Based on Campaign Plus...

Find and Manage Duplicate Records Based on Campaign Plus…

The result is a list of duplicate records.  You’ll have the choice to ignore, archive, merge or delete the duplicates.

Duplicate Record Search Result

Duplicate Record Search Result

 

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

New Feature – Workflow Automation for Email Messages

May 17, 2011

Let’s say you’re doing an email marketing campaign to a group of executives.  Using the LeadMaster e-marketing reports shows you who has opened your email or clicked on a link.

But what if you want to know immediately after someone has opened the email or clicked on a link so that you can:

  1. Give them a call to discuss what they’re reading?
  2. Send them an invitation to a webinar on the subject.
  3. Add their name to your list of hot prospects.

Chances are good if they clicked on a link they’d like to know more.

LeadMaster’s new feature – workflow automation for email – works whenever:

  1. Individual email messages are sent
  2. Email messages are sent from the search results page
  3. E-Marketing email messages are sent
Workflow Process for Opening Email and/or Clicking on a Link

Workflow Process for Opening Email and/or Clicking on a Link

You can send a text message or send an email as a result of someone opening an email or clicking on a link.  You can also add a message to the LeadMaster ticker to notify people in your workgroup.

Workflow action result from clicking on a link
Workflow action result from clicking on a link
You can add conditions, such as If the Lead Value is > $10,000 then
  1. Send me an email and copy my manager.
  2. Send the prospect a followup email / invitation
Condition for the workflow for email opens and clicks
Condition for the workflow for email opens and clicks
Now you can get instant notification whenever someone opens or clicks on a link in your e-marketing campaigns.
It’s point and click easy.
The all-in-one solution for managing leads and customer relationships, automating marketing, email marketing, call center and inside sales.

Webinar Tuesday at 2pm EST

May 17, 2011

See what LeadMaster can do for you. No pre-registration required. Either dial-in or listen through your computer. Q&A available via chat.

Click here to join the webinar now

LeadMaster webinar invitation

LeadMaster webinar invitation

The dial-in number is (712) 432-0075 and the access code is 678754#. The sound will also be broadcast to your computer via VOIP so you can listen either way. Q&A will take place periodically via Connect Pro’s built-in chat.

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

New Lead-Xpress Feature – Include / Exclude Contacts

May 16, 2011

You now have the option to include additional contacts in a Lead-Xpress ‘Request Update to Records’ email.

Request Update to Records - with and without contact information

Request Update to Records – with and without contact information

Just in case you’ve forgotten about Lead-Xpress.

Lead-Xpress takes the best features of the LeadMaster Lead Management / CRM system and makes them available for companies to help them manage their sales leads and customer interactions.  Lead-Xpress is the ultimate lead management solution for companies that wish to dramatically cut Software as a Service CRM costs while actually boosting productivity. With Lead-Xpress, a simplified version of the LeadMaster CRM, users can easily receive leads via email and update records via a secure link in their email.

Lead-Xpress is a perfect solution for companies that distribute leads to business partners.  With Lead-Xpress you’ll finally be able to answer the question, “What’s happening with the sales leads?”.

Lead-Xpress - Update the Lead Management CRM without logging in

Lead-Xpress – Update the Lead Management CRM without logging in.

LeadMaster users can easily assign leads to Lead-Xpress users with just a couple of clicks in the LeadMaster system.  Users only have access to the records to which they are assigned.  Lead-Xpress users are sent an email alerting them of the lead including an embedded or hyperlinked web form. This simple form takes seconds to fill out and submit.  The form is customizable and typically requires no training.  This allows Lead-Xpress users to update the Lead Management / CRM system easily within seconds.  With mobile access included for every Xpress user, reps can now update their leads from an Internet enabled mobile phone.

Lead-Xpress clients save up to 90% on their SaaS Lead Management / CRM costs.  But cost savings are not the only benefits that come from using Lead-Xpress.  Built-in workflow distributes leads automatically so leads can be in a reps hands within seconds of the time the prospect clicks the submit button.  Lead-Xpress allows sales reps to quickly contact their leads.  Leads contacted within the first 5 minutes have a 90% greater chance of connection.  Leads updated in real-time means more accurate data in the system, and accurate data means better reporting and more informed business decisions.  Decisions like which marketing program is generating the most sales.  Better decisions lead to more revenue, and the cycle repeats itself.

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

LeadMaster Introduces ‘Voice-Leads’ A New Lead Management Solution Using Voice Response Technology

May 11, 2011

Voice-Leads Improves Lead Conversion Ratios by Providing Instant Phone Connections With Leads

LeadMaster announces Voice-Leads a revolutionary new service enabling an immediate phone connection with both existing and new leads coming into the LeadMaster Lead Management / CRM system. This solution is expected to be well received, especially in these key industries: insurance, education, real estate, mortgage, high tech and call center.

Leads from online inquiry forms, email leads, lead generators and more are automatically captured by the LeadMaster Lead Management CRM system and then converted into a phone call. The system immediately calls the appropriate sales representative, providing information about the lead and asking if they’d like to be instantly connected with the prospect by pressing ‘1‘ on their phone. This system provides sales professionals the opportunity to begin a conversation immediately after the customer has clicked the ‘submit’ button on a web form.

Voice-Leads Improves Lead Conversion Ratios by Providing Instant Phone  Connections With Leads

Voice-Leads Improves Lead Conversion Ratios by Providing Instant Phone Connections With Leads

With LeadMaster’s built-in workflow automation this functionality can be extended beyond web forms to include email leads, leads from lead generators and even existing records. For example, suppose the inside sales team has a hot lead. The inside sales rep can click a checkbox in the LeadMaster Lead Management CRM system and a call will be placed to the assigned sales rep. When the sales rep answers the phone they’ll hear details of the lead and asked to press ‘1’ if they’d like to speak with the hot lead. The system can be configured so the sales rep will hear as much or as little information as desired.

Andy Brownell, LeadMaster’s CMO says, “The most crucial factor when trying to convert leads into sales is response time. Consider the following statistics. First, the odds of connecting with a lead increase 100 times if attempted within 5 minutes versus 30 minutes. Secondly, 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. Think about it. If you are interested enough in something to enter your contact info you’d probably like to talk with someone about it, provided they call right away. But, if they call in an hour chances are you are working on something else and that call becomes an interruption. Finally, 75% of Internet leads that convert will buy from the first person with whom they speak. Leads are expensive. Statistics tell us that 50% of all leads are never followed up – which effectively doubles the cost of your leads. Voice-Leads is an excellent way to connect with leads immediately and reduce the overall cost of sales.”

Voice-Leads helps close more sales by connecting companies with their prospects before the competition. The LeadMaster Lead Management CRM system can be configured to notify sales managers when leads haven’t been reached.

Voice-Leads is an elegant offering that’s fully integrated with LeadMaster. Voice-Leads removes all excuses for why a lead is never contacted. Brownell says, “It’s hard to ignore a phone call. With lead management and speed-to-lead being critical, the Voice-Leads service is a perfect addition for getting the most value out of your leads. Just as email marketing was virtually unheard of 10 years ago but is de rigueur today, I believe Voice-Leads will be an industry standard within a few years.”

‘Voice-Leads’ A New Lead Management Solution Using Voice Response Technology

 

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