Archive for November 2011

New Feature – Simplified Add a User

November 21, 2011

Starting next week, LeadMaster administrators can add a user and account manager / partner rep from a single page.

Simplified Add A User

Simplified Add A User

Simple, easy, straightforward.

 

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

New Feature – Automation & Workflow Management – Request Update to Records

November 21, 2011

If you use LeadMaster’s Workflow Automation you know that in order to send a ‘Request to Update Records (a Lead-Xpress request) you need to use the task manager, at least until next week.

Starting next week the ability to request an update to a record will be available as an action, triggered from workflow processes configured for:

  • Adding new records
  • Updating existing records
  • An email recipient opens an email message
  • An email recipient clicks on a link in an email message
Add Workflow Action - Request to Update Record

Add Workflow Action – Request to Update Record

Request to Update Record

Request to Update Record

Here is an of example of how you can use this feature – if lead status has not been updated send a request to update the record.  Simple, easy and straightforward.

 

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

New Feature – Request Update to Records from Accounts / Search Results

November 21, 2011

Lead-Xpress is a popular feature in LeadMaster.  It allows you to send an email to a rep which includes a link to a form.  The form is linked to the CRM so an account or lead can be updated by the rep without having to log in.  It takes seconds to update a record, typically no training is required because the form can be customized and many reps do the update from their mobile phone.

Wouldn’t it be nice if a sales manager could request an update on multiple accounts by sending a single email?  Starting next week that feature will be available.

From the ‘Accounts’ and ‘Search Results’ pages, requests to update records sent to account managers and partner reps now sends a single email message to each individual account manager and / or partner rep.

The body of the email message will contain information about each record for which a ‘request to update’ has been sent and a link to update information for that record.

Email Notification to Request Updates for Multiple Records

Email Notification to Request Updates for Multiple Records

When configuring the email notification message for requests to update multiple records, the ‘Body’ contains general information about the request, and the ‘Record Detail’ contains information for each record in the request.

 

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

New Feature – Email Messages Include Merge Fields for the Subject

November 21, 2011

Email messages with the recipient’s name in the subject enjoy a much higher open rate.  Starting next week, you can now include merge fields from a record when sending email messages through the LeadMaster system from:

  1. E-Marketing / Launch an Email Campaign page
  2. Search Results / Accounts page – Options / Send Email
  3. Search Results / Accounts page – More Info / Send Email
  4. Sales Update / Edit Profile / View Profile pages – Send Email
  5. Automation & Workflow Management – Send Email action
Merge Fields when Sending Email

Merge Fields when Sending Email

Merge Fields in an Email Template

Merge Fields in an Email Template

 

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

New Feature – Access to Contacts, Opportunities & Custom Forms from Search Results

November 21, 2011

To improve your ability to call through records quickly, starting next week LeadMaster is adding access to key components of the record from the Search Results page.

There are three new configurable columns available to display on the search results page:

    1. Contacts
    2. Opportunities
    3. Custom Forms

Each column in the search results page will include an image.  When the mouse is positioned over the image the list of contacts / opportunities / custom forms associated with the record will be displayed.

From the accounts / search results page, the user can update contact information, opportunity information and custom form information.

You’ll need to make a couple of changes to your system to access the new features.  From ‘Administration’ / ‘Customize Labels’, you can configure the labels for each of these columns.

Customize the labels to access Contacts, Custom Forms & Opportunities from Search Results

Customize the labels to access Contacts, Custom Forms & Opportunities from Search Results

You can then create a search results view to include these new columns.

Add a Custom View of Search Results to see the new columns

Add a Custom View of Search Results to see the new columns

Click on search and then click on GO and you’ll see a search results page with your new icons.

The new search results page with the 'More Info' Icons

The new search results page with the ‘More Info’ Icons

This will be a tremendous productivity booster for those of us who use LeadMaster to make telephone calls.  You can now access the following features directly from the search results page

  • Sending Email
  • Attaching a Custom Form
  • Assigning Records
  • Assigning a Campaign
  • Adding a Marketing Activity
  • Request an Update to Records
  • Add Notes
  • Access Call Stats / Click Actions / Express Updates
  • Add to a Lead Nurturing Track
  • Use the Weblinks
  • Access / Edit Contacts
  • Access / Edit Opportunities
  • Access / Edit Custom Forms

 

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