Archive for August 2012

Tracking Calls with LeadMaster

August 31, 2012

There are many ways to track calls with LeadMaster and here’s one of my favorites.  I like the method in this example because it only uses one field in the sales progress section and one call stat / click action.

To setup LeadMaster to track call attempts using this method you will need to first customize one of the fields in the system with a label ‘Call Attempts’.  I like to use one of the fields in the sales progress area for two reasons:

  1. The sales progress fields are tied into the reports.
  2. Using a sales progress field is convenient for setting the call attempt count back to zero using the update records function.
Tracking Call Attempts Field & Click Action / Call Stat

Tracking Call Attempts Field & Click Action / Call Stat

The second thing you need to do is create a simple workflow that changes the number in the Call Attempts field each time the Call Attempt checkbox is checked.  This is a simple workflow as illustrated below.

Please note – the logic starts by assigning the number zero when a record is entered into the system and then starts checking at the highest number you want to track and going down from there.  If you started at 1 and went up the logic would run all the way to the end the first time you made a call attempt.

Tracking Phone Calls Workflow

Tracking Phone Calls Workflow

Using this method you can track phone calls for as long as you want and the number can get as large as you want.

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

Lead Scoring Website Visitors with LeadMaster’s Lead-Xtreme

August 30, 2012

With LeadMaster’s Lead-Xtreme website visitor information flows into the LeadMaster CRM automatically, even when visitors don’t fill out a web form.

Once you have all of your website visitors flowing into your LeadMaster database you may want to use Lead Scoring to help point out high potential prospects.

Here’s an example of a dashboard chart that shows the lead score for this week’s website visitors.

Website Visitors Lead Score Chart

Website Visitors Lead Score Chart

Here’s how you can setup LeadMaster to do lead scoring for your website visitors.

Lead-Xtreme captures information about the number of pages visited, the date / time of the last visit and the traffic source.

In this example, we are translating the number of pages visited into a lead score.

  • 1 pageview = Mild Interest
  • 2-3 pageviews = Awareness
  • 4-6 pageviews = Looking
  • 7+ pageviews = Qualified
  • Any pageviews + an appointment = Hot Prospect
Website Visitor Information recorded in LeadMaster

Website Visitor Information recorded in LeadMaster

The lead score field is automatically updated via workflow automation based upon the number of page views.

Pageviews=Lead Score

Pageviews=Lead Score

In the image below you’ll see how that happens.  Workflow management sets the lead score according to the number of page views a website visitor has.

Workflow Automation that assigned a Lead Score depending upon # of pageviews

Workflow Automation that assigned a Lead Score depending upon # of pageviews

You can also score leads from specific lead sources and/or advertising sources.  For example, suppose that you’d like to score your leads from LinkedIn.  Simply search on Traffic Source contains ‘ LinkedIn’.

Search for specific lead sources, for example Source=LinkedIn

Search for specific lead sources, for example Source=LinkedIn

When you get the search results you can chart those leads based upon the lead score.

LinkedIn Leads Score

LinkedIn Leads Score

There are many ways to use LeadMaster for lead scoring.  This is just one example.

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Using Skype ‘Click to Call’ with LeadMaster

August 29, 2012

Skype has a new ‘Click to Call’ application that makes it easy to dial any phone number in LeadMaster.  There are a few things you’ll need to do to make sure it works correctly for you.

  1. If you have plug-ins that might conflict with the Skype Click to Call you’ll need to turn them off.
  2. Skype has to recognize the number is a phone number, in other words, the phone number must be formatted as a phone number.  It won’t work with 8005551212 but it will work with 800-555-1212.
  3. LeadMaster is integrated with other Click to Call software.  You’ll need to turn these options off for both the workgroup and the user’s privileges.

System requirements

  • PC running Windows 2000, XP, Vista or 7.
  • Works with Microsoft Internet Explorer, Firefox and Google Chrome.

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

LeadMaster Previews New Web 3.0 Interface

August 28, 2012

August 28, 2012 – LeadMaster, a leader in cloud computing solutions for sales lead management, marketing automation and CRM announces the pre-release of their new interface for the LeadMaster cloud-based application. The new Web 3.0 interface features many enhancements that dramatically improve overall user experience. Some of the key redesign features include enhanced social media integration, streamlined and customizable banner menus, enhanced dashboard capabilities, multifunction home page and powerful reporting previews. The LeadMaster platform is an all-in-one cloud application for managing sales leads, automating marketing and managing customer relationships. The application provides customers with a cost effective solution combining CRM, Lead Management, Marketing Automation, Virtual Call Center and Workflow Automation all into a single yet easy-to-use interface.

New User Interface

New User Interface

For researching both companies and contacts, LeadMaster customers can now easily customize their preferred social and business reference links providing enhanced prospect intelligence. The social media shortcuts provides inside call center teams and outside sales reps with a more efficient way to qualify prospects and prepare themselves before making an outreach to the company.

The new main menu makes navigating to content and tools faster and simpler. The redesigned menu gives the user instant access to the most frequently used parts of the LeadMaster platform, providing one-click access to incoming leads, prospect nurturing, marketing automation and workflow management.

The enhanced dashboard area provides multiple real-time dashboards, making it easier to organize and prioritize charted information. To create a dashboard chart is now a simple menu selection. The dashboards work in combination with the new reports function. The new reports section contains a preview feature that displays what the report is going to look like, using the customer’s data. Customers have an easier time understanding the function of the report when they can see it in a preview. Customers can also subscribe to reports and have those reports emailed to them on a daily, week or monthly basis. The report subscriptions are a convenient way for management to keep up with what’s going on in the business.

The redesigned homepage has a quick search feature for quickly finding companies and contacts. The new software also has enhanced the left navigation that includes a ‘mouse-over’ preview of the user’s calendar and one-click access for scheduling appointments. The enhanced left navigation provides instant access to:

— The Lead Center

— Call Backs & Events

— Recent Items

— My Searches

— My Reports & Charts

The drop down menu for the Lead Center provides instant notification when new leads arrive in the system for a sales rep. LeadMaster now has the ability to notify users of incoming opportunities or other actionable items regardless of where they happen to be within the application. The My Searches section provides a list of saved searches for instant access to key information. The Recent Items section shows a list of the last 15 items that were worked on. The My Reports & Charts drop down menu shows a list of saved reports. The new user interface also contains user customizable skins. There are a variety of pre-configured skins that can be selected with a drop down menu in the user’s settings.

Russell King, LeadMaster CEO said, “One of the primary design criteria for the new interface was to make it faster and easier to use by minimizing the number of clicks it takes to accomplish tasks in the platform. By reducing the number of clicks that it takes to get things done it makes it easier for the user to learn. That’s what LeadMaster is all about, making robust software that is uncomplicated and easy to learn.”

LeadMaster is planning to release the beta after Labor Day.

About LeadMaster

LeadMaster offers a multifunction cloud-computing software solution for sales and marketing professionals. Everything you need in one easy-to-use online web-based application. You can choose to implement an end-to- end Sales Lead Management CRM Software solution or select specific point solutions to satisfy your sales & marketing requirements.

Options include:

Lead-Xpress – A revolutionary new way for sales reps to receive and update sales leads.
E-Marketing – Includes drip marketing, lead nurturing, email tracking, open & clicks reporting.
Lead-Xtreme – It’s like caller-ID for your website. Website visitor info flows into LeadMaster CRM in real- time.
Call Center Solutions – Combining LeadMaster solutions provides a complete virtual call center system.
Voice-Leads – Convert text leads into speech, call the rep, read the lead & offer to connect with prospect.

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, email, 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 marketing automation, 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 – Opportunity Workflow

August 14, 2012

LeadMaster’s workflow automation is a built-in function that provides a simple point & click environment to automate your business processes and automatically perform routine tasks.  Now automated workflows can happen when an opportunity is created or updated.

Some of the general functions for workflows include:

  • Alerts – An email, a text message or a telephone call from LeadMaster. Alerts are typically sent to someone in the sales or marketing organization.
  • Marketing Messages – Similar to an alert the marketing message can be an email, a text message or a telephone call from LeadMaster.
  • Field Updates – Workflow rules can update a variety of fields in the system to values of your choice whenever business actions trigger the rule.
  • Tasks – LeadMaster tasks are designed to mimic your business processes and are assigned to individuals in your organization. They have time limits and actions can be defined for either accomplishing the task on time or missing the deadline.  For example, you may want leads followed up within 20 minutes. You can create a task so that if the lead isn’t updated within 20 minutes it is reassigned to another sales rep.  Tasks can repeat until the criteria for satisfaction is achieved.
  • Workflow – Workflow can start another workflow.  The workflows are executed in order from the top of the page to the bottom of the page.

Start by giving the workflow process a name and deciding when the workflow should apply.  For Opportunities the 3 choices are:

  1. For new opportunities
  2. When updating existing opportunities
  3. For both new and whenever an existing opportunity is updated
Opportunity Workflow

Opportunity Workflow

Next, select the conditions under which this workflow will operate.  The are a variety of fields available…

Opportunity Workflow Condition

Opportunity Workflow Condition

and then select the conditions.  Conditions include things like greater than, less than, equals to, is not equal to, contains, was checked (for checkboxes) and was updated.

Opportunity Wkflow Operator

Opportunity Workflow Operator

Aa a result of the condition being true there are a variety of actions available.

Opportunity Workflow Actions

Opportunity Workflow Actions

One of the available options is to update the opportunity.

Opportunity Workflow Updates Opportunity

Opportunity Workflow Updates Opportunity

LeadMaster’s opportunity workflow allows you to automate your opportunity management business processes.

 

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

New Feature – ‘Responses are Dependent On’ Field in Custom Forms

August 7, 2012

There are times when you are capturing information and depending upon the response you’d like another field filled in and then have the system jump to yet another field.  That is what you get with the ‘Responses are Dependent Upon’ feature for single select custom form fields.

Here’s how it works.  In the image below you’ll see a list of available fields on LeadMaster custom forms.

Custom Form Field Types

Custom Form Field Types

When you select ‘Single Select’ you’ll see an option ‘Responses are Dependent On’.  The drop down menu for ‘Responses are Dependent On’, contains a list of other single select fields on the custom form.  When you select a field from the drop down menu for ‘Responses are Dependent On’ the system will allow you to define a relationship between this field (in this example Rep Type) and the Dependent On field (in this example Annual Billings).

Single Select Field

Single Select Field

There are a variety of selections for both the Rep Type and Annual Billings fields.  For each level of Annual Billing we are going to define which Rep Type should be selected.

Field Listing the Rep Type

Field Listing the Rep Type

Dependent Upon Field Choices

Dependent Upon Field Choices

In the image below we’ve defined that if the Annual Billings are ‘Less than $500,000’ then the Rep Type should be set to ‘Inside Sales Rep’ and the system should jump to the question ‘How many active client accounts do you currently have?’.

Response Dependent Upon

Response Dependent Upon

When the annual billings are selected the system automatically assigns the appropriate type of rep and moves to the pre-defined next question.  In this case, if the Annual Billings are less than $500,000 the account is assigned to an Inside Sales Rep and the system moves the cursor to the question, ‘How many active client accounts do you currently have?’.  You’ll notice in the image below all other types of reps have disappeared.

Data Entry Selects Correct Rep Type

Data Entry Selects Correct Rep Type

This feature is especially handy for inside sales teams and call centers that survey customers.

 

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New Feature – Field Masking on Custom Forms

August 4, 2012

If you have sensitive data that you’d like to store in LeadMaster, such as credit card numbers or social security numbers, you’ll want to use Field Masking.

Here’s how to setup it up.  When adding a field to a custom form, select an encrypted text field.  You’ll see a window like the image below.

Field Masking Setup

Field Masking Setup

Here’s an explanation for each of these options:

  • Section – if you have multiple sections in your custom form, select the section for this field.
  • Question – this is the label for the field name.  In this case I’ve entered ‘Credit Card #’.
  • Type – this is non-editable and is based upon your selection of field type.
  • Field Mask– this is where you set up what characters you want hidden, which ones you want visible and the format of the field.
    • A ‘#’ indicated a hidden field.  After clicking submit on the form this character will be permanently hidden.
    • An ‘x’ indicated a visible field.  After clicking submit on the form you’ll still be able to see this character.
    • A ‘-‘ dash is simply a separator to make it easier to work with.
    • A ‘;’ semi-colon allows you to have multiple field masks – for example credit card #, expiration date and CCV in the same field.
  • Size – this is the displayed length of the field.
  • Maximum Length – this is the maximum number of characters allowed in that field.
  • Datatype– is the type of data you plan on entering into the field.  The choices are:
    • Text
    • Date
    • Number
  • Required – if you select yes then this it becomes mandatory to enter data before the system will allow you to click submit.
  • Read Only – allows you to have a field that doesn’t accept data entry.
  • Order – tells the system where to place it on the custom form.  If the number is 1 then it is the first field on the custom form.

Once the field has been setup and the custom form has been compiled it is ready for data entry.  You’ll notice in the image below that the information in the masked field (Credit Card #) is completely visible until the user clicks the Submit button.

Data Entry Masked Field

Data Entry Masked Field

After clicking the submit button the field is then masked whenever the data is reviewed as illustrated in the image below.

Reviewing Masked Field After Data Entry

Reviewing Masked Field After Data Entry

Once the information is masked is not visible to any type of user.

 

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