Archive for December 2011

New Feature – Import Opportunities Directly to the Record

December 16, 2011

With LeadMaster you’ve been able to import opportunities in bulk from the ‘Add New Records’ menu.

Opportunity Load Wizard from the Add New Records / Leads menu

Opportunity Load Wizard from the Add New Records / Leads menu

Starting a week from now you’ll be able to import opportunities directly to the record from the sales update page or the edit profile page.

Import Opportunities from Sales Update or Edit Profile

Import Opportunities from Sales Update or Edit Profile

Just follow the instructions on the wizard and your opportunities will be attached directly to the record.

Import Opportunities to an Individual Record

Import Opportunities to an Individual Record

 

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

New Feature – Call Center Stats Report Now Includes Total Calls per Rep

December 16, 2011

The LeadMaster feature known as Call Stats / Click Actions / Express Updates is very useful, especially for call centers.  When the call stats are used to disposition a call the Call Stat Report shows, for a given period of time, the quantity of each disposition.  This is a great productivity report.  Starting next week it will also includes the total for each caller.

Call Stats Summary Report Now Includes Totals for Each Caller

Call Stats Summary Report Now Includes Totals for Each Caller

Regardless of whether you’re using the checkboxes as Call Stats or Express Updates the new report is a great way to track what is happening.

 

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

LeadMaster is reviewed as one of the best CRM suites by ZDNet Australia

December 14, 2011

LeadMaster is pleased to announce that it has been recognized by ZDNet Australia as one of the Best CRM Suites in their article published on November 30.

ZDNet Australia provides IT news, white papers, case studies, analysis and reviews on the Australian IT industry. According to ZDNet, “Customer Relationship Management (CRM) software has long been a crucial component for the success of medium to large businesses. Increasingly, CRM is becoming necessary for small businesses as well. A well-implemented CRM system leads to enhanced productivity, increased revenue and better customer service, satisfaction and retention as well as centralizing all customer data in one place that’s accessible to all staff.” The latest Nucleus report has highlighted the value of CRM for businesses; “every dollar invested in CRM delivers a $5.60 return on investment”.

The ZDNet review looked at the top seven CRM solutions, compared them and provided recommendations for where each would have the best fit. They observed, “…it’s not just a matter of buying or signing up for a solution and all your customer relationship issues are solved; a solution needs to be adapted to your business processes and particular needs. To fully realise an ROI with these systems, customisation is required, and they need to be integrated with other existing systems in your business, otherwise your CRM database will end up being just another silo of data.” Customization is a key strength of the LeadMaster platform. The many customization features in the LeadMaster platform include custom forms which allow the user to add any type of field they want to the database, so the system can be customized for any industry. ZDnet.com.au concluded, “Customisation is very intuitive and it is easy to adapt LeadMaster to various business situations.”

This Best CRM Suite acknowledgment recognizes LeadMaster’s position in the Asia Pacific Region and the CRM industry; the ZDnet product summary on LeadMaster CRM concluded – “LeadMaster […] is easy to use and provides powerful marketing and sales tools […] LeadMaster is a good CRM application with frequent additions of features and a strong following in the APAC region…”

Andy Brownell, Chief Marketing Officer for LeadMaster said, “We appreciate the acknowledgement regarding LeadMaster’s extensive and easy customization. One of the key features is the task manager, which allows LeadMaster to create point-and-click customized workflows that match our customer’s existing business processes. Another competitive advantage for LeadMaster is our Lead-Xpress product, which consists of an email with links to a customizable web form that allows users to update the CRM without logging in. The web form can look like existing hard copy forms so reps feel more comfortable using it, and best of all, it requires no training!”

LeadMaster’s focus on innovation and customer service has helped the company continue to expand its presence around the world. In January, LeadMaster was nominated by Business-software.com as a TOP 10 CRM vendor for Sales Force Automation, Marketing Automation, hosted CRM Solutions, small business solutions and one of the TOP 40 CRM vendors in the world.

Brownell concluded, “Being featured as a TOP CRM vendor demonstrates LeadMaster’s commitment to providing leading edge sales lead management / CRM solutions and top quality customer service.”

About LeadMaster 

LeadMaster offers a variety of cloud-computing software solutions:

Sales Lead Management CRM Software 
— Everything you need in one easy-to-use online web-based application.
E-Marketing 
— Drip marketing, lead nurturing, email tracking, open & clicks reporting.
Lead-Xpress 
— A revolutionary new way for sales reps to receive and update sales leads.
Lead-Xtreme 
— It’s like caller-ID for your website. Website visitors flow into LeadMaster CRM in real-time.
Voice-Leads 
— Convert text leads into speech, call the rep, read the lead & connect with the prospect.
Call Center Solutions 
— Combining LeadMaster CRM & Voice solutions for a complete virtual call center.
LeadMaster Voice 
— Click to call, power dialing and virtual phone switch integrated with LeadMaster CRM.

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 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.

New Feature – Search Records Using Case Criteria

December 12, 2011

Searching for records based on criteria associated with cases will be available starting next week.

To enable searching for records using criteria in associated cases, enable the ‘Case Search’ section from ‘Administration’ / ‘Customize Pages’ / ‘Search Page Customization’.

Customize Pages - Provides The Ability to Enable / Disable & Change Labels

Customize Pages – Provides The Ability to Enable / Disable & Change Labels

The ‘Search Records’ page displays searchable case criteria.

Case Search Available Fields

Case Search Available Fields

Click the checkbox in the upper right hand corner to turn this section on and then click on the fields you want to enable.

 

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

New Feature – Workflow Automation and Custom Forms

December 9, 2011

LeadMaster Marketing Automation and Workflow Automation are tremendously powerful features that now include custom forms.

First, let’s review a sample automation (if you’re already familiar with workflow you can jump down to the paragraph that starts with Incorporating LeadMaster workflow into a custom form).

In the image below, the automation does the following when someone registers for a webinar:

  1. When a new registration comes into the system via landing page or web form it gets assigned a marketing campaign. In this example this happens through the Edit Profile fields on the custom form.  It could just as easily have been incorporated as a hidden field on the form and sent along with all the other registration information.   This automation is looking for new records associated with this campaign.  When the automation sees a new record for this campaign it goes to work.
  2. It adds the registrant to a lead nurturing track.  The lead nurturing track is defined elsewhere as far as the emails sent, the scheduled followup phone calls, timing etc.
  3. It assigns the record to a sales rep.  It could also assign the record to a rep via logic (zip code, lead value, product type etc.) or via round robin.
  4. It sends a text message to the assigned sales rep to let them know that someone has just registered for the webinar and they have 15 minutes to update the record or this registration will be reassigned to another rep.  In this case, the expectation is the rep would reach out to the registrant and would mark the record that they had done so which would be a ‘record update’.  This can be much more specific if desired.
  5. It sends an email to the person who registered for the webinar thanking them for registering – basically an autoresponder.
  6. It creates a LeadMaster ‘Task’ that watches the records lead status and it if hasn’t changed from ‘Have Not Reached’ in the next 15 minutes it will automatically reassign the record.  Some inside call teams that use LeadMaster have this set as low as 5 minutes.
Sample LeadMaster Marketing / Workflow Automation

Sample LeadMaster Marketing / Workflow Automation

There are many other actions that could accompany this example.  Here’s a list of the available actions for this workflow.

Workflow Actions

Workflow Actions

Incorporating LeadMaster workflow into a custom form has two prerequisites:

  • One or more fields on the custom form needs to be mapped to a special interest field
  • The custom form must be attached to the record (inline forms don’t support workflow)
Workflow for custom forms works for both adding new records and updating existing records.

Let’s look at an example.  Suppose you’re doing a survey about pets and you want to initiate a lead nurturing track specific for the pet owner .  You’ll want to make sure they are assigned the correct pet lead nurturing track – you wouldn’t want a cat owner to get the dog owner emails.

First you setup the custom form with your survey question and have that mapped to a special interest field.

Custom Form Field Mapped to a Special Interest Field

Custom Form Field Mapped to a Special Interest Field

Here’s what it looks like on the custom form.

Pet Type Field on the Custom Form

Pet Type Field on the Custom Form

Then you create a workflow to add this person’s email to a lead nurturing track whenever the field ‘Pet Type’ contains Dog.

Workflow to Add to Lead Nurturing Track

Workflow to Add to Lead Nurturing Track

That’s all there is to creating workflows using custom form fields.  Now you can create workflows for virtually anything.  For example, suppose you are visiting a new doctor and you are filling out a healthcare survey on a LeadMaster custom form using a iPad.  If you selected diabetes as one of your conditions LeadMaster can automatically add you to an informational lead nurturing track, add scheduled callback reminders for the nursing staff and schedule regular checkups to see how you’re doing.  The possibilities are endless.

 

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

Enhancements to the LeadMaster Web Services API

December 1, 2011

LeadMaster is introducing enhancements to the API.  These will be rolled into production on 12/9/2011.

If you are using the API you’ll need to make modifications to your code.

You can test changes using http://api.leadmaster.com/Dev/LMService/LMService.asmx

The following functions in the api have been affected:

  • SearchLead   (MODIFIED)
  • UpdateLead    (MODIFIED)
  • LMSearchLead (MODIFIED)
  • LMUpdateLead (MODIFIED)
  • GetOpportunity (REMOVED)
  • SearchOpportunity (ADDED – replaces GetOpportunity)
  • SearchOpportunityProduct (MODIFIED)
  • UpdateOpportunity    (MODIFIED)
  • LMGetOpportunity (REMOVED)
  • LMSearchOpportunity (ADDED – replaces LMGetOpportunity)
  • LMUpdateOpportunity (MODIFIED)
  • UpdatePartner    (MODIFIED)
  • UpdatePartnerRep    (MODIFIED)
  • UpdateSalesMgr    (MODIFIED)
  • UpdateSalesRep    (MODIFIED)
  • LMUpdatePartner  (MODIFIED)
  • LMUpdatePartnerRep  (MODIFIED)
  • LMUpdateSalesMgr  (MODIFIED)
  • LMUpdateSalesRep  (MODIFIED)

 

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