Archive for the ‘LeadMaster Support’ category

When Required Fields Aren’t Enforced

August 23, 2013

If you’ve setup one of these 3 fields (Initial Lead Grade, Campaign, Lead Source) as a required field and the system isn’t requiring the user to enter data in that field when entering a new record, check the logon privileges to make sure those fields are enabled as editable.

 Logon Management Privileges

Initial Lead Grade – Editable or Read-Only
Campaign – Editable or Read-Only
Lead Source – Editable or Read-Only

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’s Lead Management / Marketing Automation / CRM Solution Included in Tech Data’s StreamOne™ Solutions Store

January 23, 2012
LeadMaster, a leading provider of cloud computing solutions for CRM, Sales Lead Management, Marketing Automation and Sales Force Automation today announced an agreement with Tech Data Corporation (NASDAQ: TECD), one of the world’s largest wholesale distributors of technology products. With this agreement in place, the LeadMaster family of solutions will be distributed through Tech Data’s U.S. network of over 60,000 value added resellers (VARs).

LeadMaster’s on-demand customizable SaaS solution combines CRM software, sales lead management solutions, sales force automation tools (SFA) and marketing automation features in a seamless easy-to-use online application. Thesepowerful web-based tools have helped companies all over the world, large and small; from a wide variety of industries increase their sales revenue. LeadMaster’s highly intuitive application makes it easy to increase sales revenue by helping to qualify, track and convert leads.

LeadMaster Sales Lead Management / CRM / Email Marketing / Automation

“Our StreamOne partnership with LeadMaster reconfirms Tech Data’s commitment to provide our customers with innovative software that will continue to help them meet their business goals,” said Stacy Nethercoat, Vice President of Software Product Marketing for Tech Data. “By offering LeadMaster, our network of resellers is able to provide business value and an innovative solution to end-users.”

Russell King, Founder and CEO of LeadMaster said, “We are enthusiastic about our partnership with Tech Data. We believe partner success happens as a result of customer success and our relationship with Tech Data will help drive customer success. Simplicity, integration and customization are critical success factors for any cloud computing solution. With Tech Data’s 60,000 VARs, customers are sure to get the consulting and support they need to successfully implement the LeadMaster solution.”

This Agreement with Tech Data Allows LeadMaster to Reach 60,000 Value-Added Resellers

 

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

Using HTTP Post to Send Data to LeadMaster Custom Forms

June 9, 2011

There are two ways to post data to LeadMaster custom forms:

  1. HTTP post using your language of choice (Javascsript, VBscript, Java etc).  You’ll need to be registered with a user ID & Password as ‘Lead Provider’ to post data to LeadMaster.  Please note: this is not the same user ID & Password that you use to access LeadMaster, this user ID is only for posting data.  You’ll find a detailed explanation by following this link: http://www.leadmaster.com/LeadMaster-Library/Marketing-Literature/LeadMaster – Lead Provider Integration.pdf
  2. HTTP post from a web form / landing page where you’ll use the ‘Map Web Forms to Custom Forms’ tool in the Administration section of LeadMaster.  Please note: you will need the appropriate privileges to access the ‘Map Web Forms to Custom Forms’ tool.  You’ll find a step-by-step guide by following this link: http://www.leadmaster.com/LeadMaster-CRM-Solutions/LeadMaster-CRM/CRM-Features-LeadMaster/CRM-Landing-Page-Integration.asp

This document explains #1 above.   Since many people receive leads via email and want to post the contents in both the database and a custom form, this document explains how to parse an email and post it to both the database fields and custom form fields.  The concept is the same both with and without the email parse, the only difference is when simply posting you don’t have to extract the data from the email first.

Below is the email we’ll parse to get the data. It’s important to note that for an email to be correctly parsed consistently, it must be received in the same format each time.

Parse Email

Step 1 – Create a custom form with the fields you want to post the data to.  In this case, the demographic fields from the email (Company, First Name, Last Name, Title, Phone etc.) are posting to the demographic fields in LeadMaster and all the rest are posting to the custom form (Segment, Revenue, Applications, Integration etc.)

Custom Form

Step 2 – Create an email parse.  LeadMaster provides mapping for all the standard fields.  Those fields are identified with the prefix ‘lp_’.  You can find additional information about this in the ‘LeadMaster / Lead Provider Integration’ documentation.

http://www.leadmaster.com/LeadMaster-Library/Marketing-Literature/LeadMaster – Lead Provider Integration.pdf

To make it easier to identify the difference between the standard fields and the custom form fields, the custom form fields have the prefix ‘ab_’.

Field Extraction

Step 3 – Once all the fields have been extracted from the email, the data needs to be sent to LeadMaster.  In this example, the data is being sent via HTTP Post.

HTTP Post

HTTP Post

Step 4 – All that remains is to map the data that is being sent via HTTP post to the custom form.  To do this you’ll need to be set up as a ‘Lead Provider’ and have the appropriate access privileges.

Simply type in the lead provider fields exactly as they were entered in the HTTP post.

Update Lead Provider

You’ll notice that only the custom form fields (those starting with ‘ab_’) are mapped.  That’s because the standard fields go directly into the database.

 

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

Best Practice for Modifying a LabelSet in LeadMaster

October 8, 2010

Current Situation: The Label Set being used for Jane’s Workgroup = Jane_WG_labelSet

Requested Action: Modifications to the labelset for testing or permanent modification.

Best Practice: The current Label Set “Jane_WG_labelSet” is NOT modified but brought up and a “SaveAs” is done under a new custom label set name of Jane_WG_labelSet_10_1_2010 (or Jane_WG_labelSet_v2).

Modifications are made to the “next version” labelSet, tested and either approved or rejected.

If approved then workgroup/users label sets are changed to the new “next version”.

Old versions can be maintained for a period of time then eventually deleted.

Result: The above process would eliminate the necessity for a restoration in the event of unrecoverable mistakes as well as providing a visual clue as to the progression of a custom label set.  It also helps to reduce the number of custom label sets with the same name.  Ideally, this will help to reduce your soft costs by lowering the instances of messing up a label set or selecting the wrong label set (due to duplicate names) and needing you to either figure out what has been done OR having to elevate the issue to Support.

Brought to you by LeadMaster Support

 

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

New Pages on LeadMaster.com

October 6, 2010

Over the last few months we’ve added a significant number of pages to the website.  We’ve had feedback that some people have had a hard time finding information, for example our LeadXtreme solution (it’s under the Lead Management menu).

We’re working on consolidating solutions like LeadXtreme and LeadMaster Voice under a new menu on the home page. Meanwhile, just a reminder that you can usually find what you’re looking for quickly and easily by using the LeadMaster site map (see below). There’s a link to the site map at the bottom of each page on the website.

Industry Solutions

Call Center

High Tech

Insurance

Manufacturing

Mortgage

Real Estate

Healthcare

Small Business

Partner Programs

Reseller Partner Program

Consulting Partner Program

Business Partner Program

Sales Lead Provider Partners

Affiliate Program

CRM Solutions

LeadMaster CRM Overview

Database Management

Online CRM

CRM Software

CRM Extended

Contact Management

CRM Features

CRM Articles

LeadMaster Sales Force Automation

Activity Tracking

Sales Lead Management

Synchronizing Sales Data

Opportunity Management

Sales Forecasting

LeadMaster
Marketing Automation

Email Marketing

Drip Marketing

Lead Nurturing

ROI Analysis

Market Segmentation

Sales Lead Management Solutions

Sales Lead Management

Sales Lead Tracking

Sales Lead Nurturing

Sales Lead Distribution

Sales Lead Analytics

Sales Lead Capture

Sales Lead Integration

Sales Lead Scoring

Sales Lead Aging

Call Center Solutions

Virtual Call Center Solutions

Call Center Success

LeadMaster Voice

Acocunt Profiling

Appointment Setting

Audience Acquisition

Market Analysis & Segmentation

Lead Driving

Inside Sales

Lead Generation

Program Management

CRM Services

CRM Consulting

CRM Customization

Landing Page Integration

Email Parsing for Database Integration

Micro Website Development

Website Integration

Sales Lead Tracking & Driving

Lead Nurturing

LeadMaster Support

Support Library

Support Tutorials

Training Videos – User

Training Videos – Admin

Support Request Form

Download Center

Mobile Logon

About LeadMaster

Contact Us

Request a Demo

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Newsletter Signup

Partner Program Signup

Product Features

Leadership

Global Locations

Employment

Mission Statement

History

Legal & Privacy

Marketing Collateral

LeadMaster Newsletters

Call Fast + Contact First = Convert More Leads

B2B Marketing – Email Marketing Saves Money

Mastering LeadMaster – Email Marketing Automation

Lead Management in the Channel

Marketing Automation

Lead Nurturing 2.0

Best Practices in Lead Generation and Lead Management

Hong Kong Delivery Company Success Story

CRM for Sales & Marketing

Lead Nurturing

LeadMaster News

News in 2010

LeadMaster Launches Global Partner Program

LeadMaster is 12 Years Old

LeadMaster Announces Enhanced Workflow Automation

LeadMaster Builds Momentum in Education & Debt Settlement Markets

LeadMaster Partnership with TUDLA (Spanish /Portuguese)

LeadMaster Announces Partnership with MarketNet

LeadMaster Makes Appearance on SLMA Radio

LeadMaster Partners with WVW to Expand Reseller Channel

Animal Kindness Standardizes on LeadMaster Platform

LeadMaster Partners with AIM to Expand Reseller Channel

News in 2009

LeadMaster Welcomes Andy Brownell as CMO

LeadMaster Launches Expanded Lead Nurturing

LeadMaster Intros Round-Robin Lead Management

LeadMaster Launches Blog

LeadMaster Announces QuickBooks Integration

LeadMaster Enhances Lead Integration Program

LeadMaster Teams with VisiStat, ‘Caller ID’ – LeadCaster

News in 2008

LeadMaster Celebrates Ten Years of Business

LeadMaster Launches Expanded Lead Nurturing

LeadMaster Delivers New Integrated Email Marketing

LeadMaster Adds Enhanced Web Form Integration

LeadMaster Announces New Workflow Management

News in 2007

Ed Gallagher Joins LeadMaster

LeadMaster Adds Mashups

Case Management Module Addition

LeadMaster Upgrades Case Management Module

LeadMaster Celebrates Ninth Year of Growth

News in 2006

LeadMaster Boosts Integration with Outlook

CRM Dashboard Adds Real-Time Metrics

LeadMaster Marks Eighth Year of Growth

News in 2005

LeadMaster Offers Clients an Online Group Calendar

LeadMaster Now Supports Help Desk Services

LeadMaster Provides Full Circle CRM Service

LeadMaster Customizes CRM Systems for Clients

News in 2004

LeadMaster Updates On-Demand CRM Application

LeadMaster Extends Marketing Capabilities

LeadMaster Introduces More Robust Lead Routing

LeadMaster Announces Expanded Web Forms

News in 2003

LeadMaster Extends Auto-Assignment and Import

LeadMaster Releases Beta Offline Edition

FlexiInternational Software Partners with LeadMaster

LeadMaster 5th Consecutive Year of Growth & Profit

LeadMaster Announces Offline Edition

News in 2002

LeadMaster Extends Contact Management

LeadMaster Extends Free Trial Offer

LeadMaster Release Boosts Email Integration

LeadMaster Launches Advanced Activity Tracking

LeadMaster Unveils Additional Reporting Capability

LeadMaster Announces Expanded Data Mining

LeadMaster Fine-Tunes Application for Performance

LeadMaster Expands Data Import Capabilities

LeadMaster Boosts Email Integration

LeadMaster Enhances Data Mining

News in 2001

LeadMaster Offers Micro Websites

Lead Management Tools for the Rest of Us

Advanced Search from LeadMaster

Free Trial Offer from LeadMaster

Enhanced Functionality Announced

New Search, Download & Online Research

LeadMaster Launches New VAR Program

LeadMaster Releases Version 6.0

News in 2000

LeadMaster Releases Version 4.0

Tactical Sales Teams with LeadMaster

Compaq Deploys LeadMaster

LeadMaster Releases Version 5.0

Dun & Bradstreet Teams with LeadMaster


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

New LeadMaster Admin Guide in the Support Library

March 19, 2010

Check out the updated Admin guide for LeadMaster in the support library.

http://www.leadmaster.com/LeadMaster-Support/LeadMaster-Support-Library.asp

It covers topics like lead nurturing and workflow automation.

 

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