Archive for the ‘General Info’ category

New Feature – Moving Custom Forms from One Record to Another

May 16, 2014

Over the last 16 years LeadMaster has been used in every industry you can think of.  One of the reasons is the LeadMaster custom form.  It is basically a blank page that allows you, the user, to create the fields for the data you want to keep track of.  Field types include – text, text area, numbers, dates, single select, radio buttons, multi-select, checkboxes, summed question and upload file.

Now there’s a new way to use custom forms – they can be moved from one record to another.  Suppose you are an art auction house with the description of each individual piece of art recorded on a custom form.  When the art is sold you are now able to move the custom form from your inventory to the customer’s contact record.  Here’s how it works.

 

First find the record with the custom form.

Custom Form on Record

Custom Form on Record – Notice the Move button on the Right hand Side

Click on the Move button on the right hand side.  A window appears listing all of the companies in your database.  You can use the search box to find the company.

Custom Form Move

Select the Company Where You’d like the Custom Form to Move onto

When you click on the name of the company LeadMaster will confirm that you want to move it.  Click OK and the custom form is moved.

Custom Form Move Confirmed

Custom Form Move Confirmed

Smart Queue Enhancement

March 31, 2014

To speed up management of the Smart Queue the calculation of available records is now determined one at a time by clicking on the select button.  This means the Smart Queue appears almost instantly which makes it faster and easier to manage your calling campaigns.

 

Smart Queue Before Showing Available Records

Smart Queue Before Showing Available Records

Notice that you don’t see the status of each queue until after you click on the ‘Select’ button.  In the image below I’ve clicked on the Bob Decker Queue and it is now displaying the status and available records.

 

Smart Queue After Clicking Select to Show Available Records

Smart Queue After Clicking Select to Show Available Records

 

 

LeadMaster recognized with Growth Award

March 31, 2014

Business analytics company, SIGNL, recognizes LeadMaster with Growth Award.

 

LeadMaster Momentum

LeadMaster Momentum

Marketing Automation Research Study Reveals Companies Need Sales Lead Management

March 27, 2014

I recently came across a research study on marketing automation which analyzed nearly 900 interactions with companies looking to purchase marketing automation software. Highlighted in the report are:

  • The most active buyer segments
  • The top requested features
  • Why organizations are looking for a new solution to handle marketing initiatives

Buyer segments:

  • Surprisingly, 91 percent of buyers were evaluating marketing automation software for the first time.
  • 50 percent of the buyers were companies with fewer than 50 employees, showing a growing adoption of marketing automation technology among small businesses.
  • The high tech industry is the industry most actively evaluating solutions, representing 23 percent of the sample. The next largest segments were consulting, manufacturing, media and advertising.
  • 48 percent of buyers were currently using CRM software to manage their marketing operations.

Top requested features:

Lead nurturing is the most requested feature with more than 80 percent of buyers citing this as their top need, followed by reporting/analytics, lead scoring, email marketing and drip marketing.

Marketing Automation Top Features

Marketing Automation Top Features

Why are companies are looking at marketing automation?

The #1 reason is to improve the sales lead management. What this tells us is that most CRM vendors aren’t providing a good solution for managing leads.

Marketing Automation Top Reasons

Marketing Automation Top Reasons

What does this mean for marketing automation moving forward?

Since enterprise-level businesses have typically been more aggressive adopters of marketing automation systems, it is interesting to see such a large number of small businesses express interest in implementing a solution. This is likely an indication that marketing automation is moving downstream, and the need for lead management functionalities that go with it.

The study was conducted by Software Advice between Jan 1, 2013 and Dec 31, 2013.

 

 

 

New Feature – Scoring Quick Actions

February 20, 2014

The Quick Actions report provides a complete overview of who made updates to records.  Now, in addition to seeing what happened with the records you can also add a weighted value to those quick actions so that you can gain insight into how the activity of each user is impacting your business when you run the new Quick Action Score Report.  This is a powerful tool.

To add a score to each quick action you’ll need access to Administration and Customize Pages.  From there simply click on the ‘Define Click Actions’ link when you are customizing the Quick Actions and you’ll see the ability to add a score to each Quick Action using a drop down menu.

Quick Action Scoring

Quick Action Scoring

In this example:

  • A call attempt is worth 1 point
  • A contact is worth 2 points
  • A presentation is worth 5 points

Here’s an example of the Quick Action Score Report.  These two people may have made the same number of calls but one clearly provided more value.

Quick Action Score Report

Quick Action Score Report

New Feature – Reporting for Time Spent on Records

February 20, 2014

The Quick Actions report provides a complete overview of who made updates to records.  Now, in addition to seeing what happened with the records via the Quick Actions report you can also see how long each user was on each record using the Quick Actions Detail Report.

Many people use LeadMaster in a customer service / call center environment.  They find the Quick Actions perfect for use as dispositions for a record because you can make them mandatory and the reporting is both flexible and comprehensive.  Now in addition to seeing how each record was dispositioned you also get the time on each record and the total time for each caller.  Comparing the total time in the records to the total talk time from the phone system gives an excellent indication of overall caller productivity.

Quick Actions Detail Report

Quick Actions Detail Report

Sorting on total record time and/or total talk time allows you to drill down into the records that took the most time to understand what transpired with that contact / conversation.