Archive for November 2012

New Features – Using Gmail as an alternate email server

November 29, 2012

Back in November of 2010 LeadMaster introduced  the ability for customers to use their own email servers when sending email from LeadMaster.

We’ve received requests from customers who use Gmail as their primary email address to allow them to use Gmail as an alternate mail server.  Good news.  Now you can.  The configuration parameters are as follows:

SMTP Mail Server:  smtp.gmail.com
SMTP Port: 587
Use SMTP Authentication: checked
Username & Password: Valid Gmail account

Access to configuring the email server is a higher level security feature and isn’t available to end users, so please contact your LeadMaster representative and they’ll do the configuration for you.

Here’s the original announcement from November 2010.

With the release of the latest round of E-Marketing enhancements to the LeadMaster Lead Management / CRM application, some customers had requested the ability to use their own email server so that email is delivered from their domain instead of the LeadMaster domain.

This feature is now available in the administration section via the selection ‘Alternate Outgoing Email Server Settings’.

By default, all outbound email message sent from LeadMaster are sent via a LeadMaster email server. These messages include the following:

1. Individual email messages sent to a contact (from the “Sales Update”, “Edit Profile” and “View Profile” pages)

2. Bulk email messages sent from the “Search Results”, “Accounts” and “Contacts” pages

3. Email messages sent via the “E-Marketing” feature

4. Notification email messages sent as a result of assigning a lead or requesting an update to a lead or assigning a callback

5. Email messages sent as actions for workflow automation processes

To configure an alternate email server for sending outbound email messages from LeadMaster:

1. From ‘Administration’ / ‘Alternate Outgoing Email Server Settings’, configure the settings for the email server.

Alernate Email Server Configuration Page

Alernate Email Server Configuration Page

Please note:

a. The ‘Default “From Name”’ and ‘Default “From Address”’ fields are required but in most all cases overridden.

b. The ‘SMTP Mail Server’, ‘SMTP Port’, ‘Uses SMTP Authentication’, ‘Username’ and ‘Password’ field values depend on the requirements of the outbound email server.

c. Once configured, you can test the settings by sending an email message to yourself. Any errors reported by the test will be displayed.

d. The ‘Use this account for outgoing email messages’ field must be checked in order for LeadMaster to use the alternate email server for sending outbound email messages.

When an alternate outgoing email server is configured, LeadMaster will attempt to use that email server for sending email messages. If there is an error sending an outbound email message using the alternate outgoing email server, LeadMaster will default to using its own email server to send the email message. Any errors encountered using the alternate outbound email server will be logged.

If you’d like to take advantage of this feature please contact your authorized LeadMaster reseller so that they can enable / configure this feature for you.

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

LeadMaster Partners with Personifeye for Communication Agency Expansion

November 27, 2012

Joint partnership will improve Agency business development efforts and create new revenue streams.

LeadMaster All-in-One Solution - Lead Tracking, Lead Management, Opportunity Management, CRM, Email Marketing, Workflow Automation

LeadMaster, a leader in cloud computing solutions for sales lead management, marketing automation and CRM announces their close partnership with Personifeye.

Personifeye, a communications consulting firm, assists agencies to reset their operating model, enabling them to grow and prosper in today’s fast changing multichannel marketing environment.

Personifeye will introduce the LeadMaster platform to the communication agency industry as the solution to transform the way agencies manage customer interactions. The all-in-one LeadMaster platform is easy to learn yet has robust features like marketing automation, lead nurturing, message personalization, website integration, campaign management and lead scoring.

By providing an easy-to-adopt customized version of the all-in-one LeadMaster platform, Personifeye will help agencies organize and manage their business development efforts by:

  • Assuring that business development is an always-on process, more effective than a start-and-stop program when time allows for the attention of senior management, or the “all hands on deck” scramble when client billings need replacement. In addition, and critically important, is the ability to provide agency managers with a real-time view of the business development pipeline.
  • Providing a range of communication capabilities from sophisticated marketing automation to simply managing email newsletter programs, press releases and content marketing campaigns. LeadMaster keeps track of all electronic communications as well as automating follow up reminders and keeping a record of all personal interaction with prospects, clients, industry thought leaders, or any target audience.
  • Using the LeadMaster platform provides agencies with the ability to create closed loop marketing campaigns and establish automated two-way communication with clients and prospects based upon audience preference. Agencies will have the ability to execute sophisticated lead generation and follow up contact strategies. For example, sending email campaigns directly from LeadMaster for delivery on specific dates to selected prospects based on their past actions (or inaction), business category, lead source, geography, or other variables.

In addition to helping with business development, Personifeye will introduce the LeadMaster platform as a service offering that agencies can offer to their prospects and existing client base. This will bring tremendous added value and also provide an additional revenue stream to the agency. By adopting the LeadMaster platform agencies will realize a wide variety of benefits:

  • They’ll have a tool they can offer clients to manage their lead / conversion / sales cycle.
  • Agencies can lead clients in the practice of state-of-the-art data-driven marketing.
  • Agencies can help clients monitor sales force activity more tightly, and make informed changes as necessary to keep plans on track.
  • Track marketing performance against marketing costs, using the built-in marketing ROI report to evaluate the effectiveness of marketing campaigns.

Russell King, LeadMaster Founder and CEO of LeadMaster said, “We are excited about our partnership with Personifeye. Marketing communication agencies have always found LeadMaster to be a powerful marketing automation tool to help them manage their own internal or their client’s target database. Our partnership with Personifeye will help more agencies realize the benefits of having an Agency based all-in-1 marketing automation platform.”

Personifeye CEO, Thomas Schick, said, “Historically, agency principals have found the new business development process to be undisciplined and inconsistent, whether managed internally or outsourced. We believe that a repeatable sales process coupled with the LeadMaster platform will be able to deliver an efficient, economical new business development effort, providing the results agencies have been striving for.”

About Personifeye

Personifeye helps communication agencies grow and prosper in today’s fast-changing, multichannel environment . . . by adopting an efficient unified marketing practice with digital capabilities at the core.

Personifeye’s agency practice enables communication agencies to quickly transition to a fully unified marketing model. Their consulting engagements prepare agencies with the structure, strategy, and methodology needed to excel in the 21st century marketing mix. Since 2007 they’ve helped more than 100 agencies redefine and re-energize themselves to successfully pitch, win and retain new business.

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.

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 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 – Admin can Delete Tasks for Others

November 15, 2012

There’s a new feature for the task manager.  Before I explain it, let me refresh your memory about the LeadMaster task manager.  The Task Manager provides a business rules feature for managing your sales process and leads. With task management integrated into ‘Automation and Workflow Management’, a task can be created and associated with a specific record and can be assigned to the group, account manager, partner or partner rep associated with the record.  Tasks are considered complete when a specific action has been completed.  Those actions can be based upon a variety of conditions such as – sales stage, lead status, campaign, lead value, forecast date, lead source, marketing mix, custom fields and more.

You can read more about it here:
https://blog.leadmaster.com/2011/04/08/new-task-management-features/

Task Management was designed so that only the Group and Partner had the ability to delete tasks.  This presented a problem for some users.  For example, Lead-Xpress users might not have logons for the Group or Partner.  How could they delete tasks?  To address this issue LeadMaster enhanced the application to allow an admin to delete tasks.

Admin can Delete LeadMaster Business Rule Tasks

Admin can Delete LeadMaster Business Rule Tasks

To display all of the current tasks, select the ‘Sales Team – Tasks Report’.  Under the options menu you’ll see a menuitem for deleting tasks.  Tasks can be deleted one at a time or you can select an entire page for deletion.

One final note, if you have tasks for a user and you delete that user from the hierarchy, the tasks will disappear also.

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

New Feature – Create Report Subscriptions for Others

November 13, 2012

About 2 years ago LeadMaster introduced a great feature that allows you to subscribe to custom reports.  The subscription is delivered either daily, weekly or monthly.  You can read the original blog post here.

https://blog.leadmaster.com/2011/02/15/new-feature-report-subscriptions/

Since that time customers have requested the ability to create report subscriptions for people besides themselves.  The most frequent request is for the administrator to create a report subscription for management.  Good news!  Now you can.

Adding Additional Email Addresses to Report Subscriptions

Adding Additional Email Addresses to Report Subscriptions

Simply add the email addresses of those you want to receive the report and that’s it.  They’ll get their report.

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

New Feature – Generic Softphone Integration

November 12, 2012

There are a wide variety of Softphones on the market today.  To help provide seamless integration with LeadMaster for click-to-call we have created a generic softphone module.

Many softphones have extensive features that require custom integration.   However, there are softphones available that simply want to see a phone number on the clipboard after the mouse is clicked on a phone number in the browser.  To address users of those softphones LeadMaster created the generic soft phone.

LeadMaster Generic Softphone Integration

LeadMaster Generic Softphone Integration

The Generic Provider option is available in ‘Manage Workgroups’ and when selected will be in effect for all users in your database.

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