Archive for the ‘Uncategorized’ category

New Feature – Individual Custom Fields on the Record, Contact and Opportunity pages

October 31, 2014

LeadMaster has a new feature that allows you to create & place individual fields on the record, contact or opportunity pages. You can import, search and report on these fields.

These fields are not attached to Custom Forms; they lay inline when looking at the page. This is useful when you want to add a few fields. If you plan on adding many fields, for example a mortgage application, you’ll want to use the custom form function.

Here’s a video that shows you how to create and place the fields

New Buttons for Page Menus

September 6, 2013

Some people found it difficult to see the buttons for the page menus so they were redesigned and will be installed this weekend.


Below you’ll see an image with the new buttons.


Image – A Comparison

January 30, 2013

Many businesses are investigating cloud software solutions to help manage their business. One of the most popular functions for deploying cloud-computing solutions is sales, with sales force automation, CRM, sales lead management, marketing automation and email marketing. In this document we will review the primary differences between and (SFDC) as it relates to key features, ease-of-implementation and ongoing costs.

Deploying a software system to help manage your sales process is a crucial business decision and vendor experience is an important consideration; LeadMaster has been in business since 1998 and SFDC since 1999. Both companies offer time-tested cloud- based solutions that can be tailored to a multitude of industries.

Research indicates that user adoption is a critical success factor. For ease of use the advantage goes to LeadMaster. Overall LeadMaster is much easier to use with the contacts, account and opportunity information all on a single page for easy viewing and updating. By contrast SFDC has a pre-defined sales process such that you will have multiple instances of the same contact / company in different places in the application. For example the same person may show up as a customer, a lead and an opportunity. This is overwhelmingly complex and confusing for many users who complain about having to ‘hunt’ for their information. Additionally many companies have their own sales process and don’t want to use the pre-defined SFDC process.

Along with ease of use is ease of administration. LeadMaster wins big in this category. SFDC is a complex application and they recommend 3 or 4 days of basic training for administrators (cost $1,800) and 5 days of advanced training for administrators (cost $4,000). LeadMaster by comparison is relatively simple and training an administrator usually requires only a few hours.

Customizing your system is an important part of having your software solution work the way you do vs. having to do business the way the software works. With LeadMaster you can customize almost everything yourself and you’ll be assigned an experienced consultant that can either customize the system for you or provide you with the resources so you can customize the system. SFDC is a complex application where all too often a hired certified consultant is

needed in order to customize your system to fit your needs.

Forrester forecasts that the global market for cloud computing will grow from $40.7 billion in 2011 to more than $241 billion in 2020. The total size of the public cloud market will grow from $25.5 billion in 2011 to $159.3 billion in 2020


Page 1 of 3! –! A Comparison

End user support is another important consideration when determining the best sales and marketing system for your business. At LeadMaster a dedicated consultant, the individual who helped you setup the system is your first line of support. With SFDC If you need support you’ll be speaking with someone in a call center (offshore?) who does not know your business or system configuration. For an additional 15% to 25% of your annual license costs you can purchase access to an assigned SFDC support rep. To qualify for an assigned SFDC support representative you must have at least 50 licenses and spend a minimum of $12,000 for an annual support subscription.

Planning and forecasting growth for your business is a challenge for most businesses. Entering into a long-term contract for a cloud- based sales and marketing system is less than ideal as future business needs may change. SFDC requires a minimum 12-month contract and will not let you reduce the number of licenses even if you are no longer using them. By contrast LeadMaster offers a flexible month-to-month contract allowing you to expand or reduce your licensing needs as your business changes. This is especially attractive for companies that have seasonal peaks in usage like call centers or real estate agencies.

It seems that some cloud computing companies want to make it difficult for you to get your data out of their system in the hopes it will keep you as a customer and unfortunately it appears that SFDC falls into that category. On the other hand, LeadMaster makes it easy to both import and export your prospect and client information. There are several options to choose from to extract your data from LeadMaster. You can download any / all of your data on demand. You can subscribe to a download either incremental or full on a daily, weekly or monthly basis. Or your data can be placed on a secure FTP server on a schedule of your choice.

SFDC has many features but many of them are only available as a ‘plug-in’ from other vendors. This is a potential integration and support nightmare, not to mention the additional cost. For

Page 2 of 3! –! A Comparison

example, Lead Nurturing and Marketing Automation are built-in to the LeadMaster solution but are only available from third parties with the SFDC solution.

SFDC has stratified their solution / pricing into several categories with limited features in the less expensive versions. By contrast LeadMaster has more features included in the standard offering. Feature-wise the LeadMaster Professional Edition compares to the SFDC Enterprise Edition but costs less than half as much.

For companies that want to share opportunities / leads with business partners (e.g. distributors, manufacturer’s representatives, insurance agents, real estate agents, etc) LeadMaster has an interesting product called Lead-Xpress. Lead-Xpress provides a way to distribute leads and update the CRM without having to have a full license and without having to log in to the system. A Lead-Xpress license starts at $10 per user per month. However, SFDC users will have to purchase a full license for each user in order to be able to share opportunities and leads.

To put this in perspective, the cost difference between 100 Lead-Xpress licenses and 100 SFDC Enterprise licenses is equal to $138,000 annually (100 users times $115 ($125 for SFDC – $10 for Lead-Xpress) times 12 months). Using the Lead-Xpress solution for 10 years adds up to more than $1.3 million in license savings. When the estimated cost of training and administration are added to the SFDC cost the total savings with the LeadMaster Lead-Xpress solution exceeds $2 million over a 10-year period.


• SFDC can be overwhelming for the typical user. LeadMaster is easy to learn, use and administer.

LeadMaster offers an integrated all-in-one solution vs. the SFDC solution with requires purchasing products from third parties to provide a complete solution.

• SFDC locks you in to an annual contract and you can’t reduce the number of licenses even if you aren’t using them any more. LeadMaster offers a flexible month-by-month plan.

LeadMaster has a clear price advantage for licenses, training, customization and implementation.


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

Updated Info For Lead Generation Companies and Sales Lead Providers

June 29, 2011

LeadMaster wants to partner with Lead Generation Companies.

LeadMaster customers need leads
Lead Generation customers need a Lead Management / CRM system.

Click here to see how easy it is to Integrate with LeadMaster

Do you provide sales leads? If so, how do you get those leads to your customers? Via email? Via spreadsheet?

Did you know that less than 50% of all leads are ever followed up? Why not help your customer and yourself at the same time? Use the LeadMaster system and not only will you be able to provide your customers with sales leads as they are uncovered but your customers will get more sales and also be able to tell the status of those leads 24/7.


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

New Feature – Workflow Automation for Email Messages

May 17, 2011

Let’s say you’re doing an email marketing campaign to a group of executives.  Using the LeadMaster e-marketing reports shows you who has opened your email or clicked on a link.

But what if you want to know immediately after someone has opened the email or clicked on a link so that you can:

  1. Give them a call to discuss what they’re reading?
  2. Send them an invitation to a webinar on the subject.
  3. Add their name to your list of hot prospects.

Chances are good if they clicked on a link they’d like to know more.

LeadMaster’s new feature – workflow automation for email – works whenever:

  1. Individual email messages are sent
  2. Email messages are sent from the search results page
  3. E-Marketing email messages are sent
Workflow Process for Opening Email and/or Clicking on a Link

Workflow Process for Opening Email and/or Clicking on a Link

You can send a text message or send an email as a result of someone opening an email or clicking on a link.  You can also add a message to the LeadMaster ticker to notify people in your workgroup.

Workflow action result from clicking on a link
Workflow action result from clicking on a link
You can add conditions, such as If the Lead Value is > $10,000 then
  1. Send me an email and copy my manager.
  2. Send the prospect a followup email / invitation
Condition for the workflow for email opens and clicks
Condition for the workflow for email opens and clicks
Now you can get instant notification whenever someone opens or clicks on a link in your e-marketing campaigns.
It’s point and click easy.
The all-in-one solution for managing leads and customer relationships, automating marketing, email marketing, call center and inside sales.

New Lead-Xpress Feature – Include / Exclude Contacts

May 16, 2011

You now have the option to include additional contacts in a Lead-Xpress ‘Request Update to Records’ email.

Request Update to Records - with and without contact information

Request Update to Records – with and without contact information

Just in case you’ve forgotten about Lead-Xpress.

Lead-Xpress takes the best features of the LeadMaster Lead Management / CRM system and makes them available for companies to help them manage their sales leads and customer interactions.  Lead-Xpress is the ultimate lead management solution for companies that wish to dramatically cut Software as a Service CRM costs while actually boosting productivity. With Lead-Xpress, a simplified version of the LeadMaster CRM, users can easily receive leads via email and update records via a secure link in their email.

Lead-Xpress is a perfect solution for companies that distribute leads to business partners.  With Lead-Xpress you’ll finally be able to answer the question, “What’s happening with the sales leads?”.

Lead-Xpress - Update the Lead Management CRM without logging in

Lead-Xpress – Update the Lead Management CRM without logging in.

LeadMaster users can easily assign leads to Lead-Xpress users with just a couple of clicks in the LeadMaster system.  Users only have access to the records to which they are assigned.  Lead-Xpress users are sent an email alerting them of the lead including an embedded or hyperlinked web form. This simple form takes seconds to fill out and submit.  The form is customizable and typically requires no training.  This allows Lead-Xpress users to update the Lead Management / CRM system easily within seconds.  With mobile access included for every Xpress user, reps can now update their leads from an Internet enabled mobile phone.

Lead-Xpress clients save up to 90% on their SaaS Lead Management / CRM costs.  But cost savings are not the only benefits that come from using Lead-Xpress.  Built-in workflow distributes leads automatically so leads can be in a reps hands within seconds of the time the prospect clicks the submit button.  Lead-Xpress allows sales reps to quickly contact their leads.  Leads contacted within the first 5 minutes have a 90% greater chance of connection.  Leads updated in real-time means more accurate data in the system, and accurate data means better reporting and more informed business decisions.  Decisions like which marketing program is generating the most sales.  Better decisions lead to more revenue, and the cycle repeats itself.

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

New Feature – Stop Lead Nurturing Tracks with Workflow Automation

April 8, 2011

LeadMaster’s workflow automation continues to evolve.  The latest enhancement allows you to stop a lead nurturing track based upon a wide variety of conditions such as – sales stage, lead status, campaign, lead value, forecast date, lead source, marketing mix, the assigned sales rep or partner rep, custom fields and more.

Stop Lead Nurturing Tracks with Workflow Automation

Stop Lead Nurturing Tracks with Workflow Automation

LeadMaster’s workflow automation allows you to start a lead nurturing track through workflow automation.  One of my favorite uses for this is when someone fills out a LeadMaster landing page.  As part of the process of sending the information to the LeadMaster CRM system, it gets assigned in the following ways:

  • a marketing campaign (LeadMaster tells you which campaigns are working best, cost per lead, ROI etc)
  • a lead source (Google, Bing, Banner Ad, Specific Sponsorship etc),
  • a sales rep
  • and one of my favorites a lead nurturing track

Those are assignments used at LeadMaster.  There are many other options.

Now depending upon what page they filled out they’ll be assigned a different lead nurturing track.  For example, if they filled out a google landing page they’ll get general information about LeadMaster and an invitation to test drive the system.  If they filled out a test drive form they’ll get tips about getting started with LeadMaster and an invitation to our regular Tuesday webinar at 2pm EST.

Now that’s great but once a lead / prospect turns into a customer those lead nurturing tracks are no longer pertinent.

In the past I’d have to search the system for records with sales stage set to ‘customer’ and then manually stop the lead nurturing tracks.  Good news.  Now that happens automatically.

This new enhancement takes lead nurturing and drip marketing to the next level.


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