Posted tagged ‘crm’

New Feature – Keep Appointments on Calendar After Marking Them as Done

August 22, 2014

LeadMaster makes it easy to schedule call backs and appointments through a variety of means beyond simply adding an appointment to the calendar.  You can add appointments through Quick Actions, Workflow, Marketing Automation, Lead Nurturing etc.

Now when you mark those appointments as complete / done you have the option of having them stay on the calendar.  The option is in the User Settings area in the Calendar and Callbacks tab.  If enabled the completed appointments will appear in grey text.

Calendar Option Keep 'Done' Appointments on the Calendar

Calendar Option Keep ‘Done’ Appointments on the Calendar

LeadMaster’s Latest Design Release is Optimized for Tablets

February 3, 2013
The new interface provides tablet users with easy access to social media features, lead scoring, lead assignment, marketing automation and personalized dashboard reports.
LeadMaster, a leader in cloud computing solutions for sales lead management, marketing automation and CRM announces compatibility of their new interface for the LeadMaster cloud-based application with all major brands of tablets. The new Web 3.0 interface features many enhancements that dramatically improve overall user experience for people who access the application using tablets.

Some of the key redesign features include streamlined and customizable banner menus, multiple dashboards for each user and multiple productivity tools in the jQuery accordions on the home page. The LeadMaster platform is an all-in-one cloud application for managing sales leads, automating marketing and managing customer relationships. The application is a cost effective All-in-1 solution combining CRM, SFA, Lead Management, Marketing Automation and Virtual Call Center features. The new easy-to-use interface provides tablet users with the same powerful features as desktop users.

The user-definable menu system provides one-click access to the features / functions of the LeadMaster platform that are most important to the individual customer. Users get one-click access to incoming leads, prospect nurturing, email marketing, marketing automation and campaign management. The social media ‘web links’ provide LeadMaster users with an efficient way to research and qualify prospects. The user-definable multiple real-time dashboards, make it easy to track and manage key performance indicators at a glance. The jQuery accordions provide fast access to: My Calls & Tasks, My Leads, My Searches, My Reports & Charts and My Recent Items.

— The My Calls & Tasks feature is the daily organizer for call backs and action items. This is the feature that helps keep LeadMaster users organized and on track.

— The My Leads accordion provides instant notification when new leads arrive in the system for a sales rep.

— The My Searches section provides a list of saved searches for instant access to key information.

The My Reports & Charts drop down menu shows a list of saved reports and charts. LeadMaster reports contain a preview feature that displays what the report is going to look like, using the customer’s data. 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. Because work is often interrupt driven, the My Recent Items section provides a quick way to return to what you were recently working on.

Russell King, LeadMaster CEO said, “The world has moved quickly in terms of embracing tablets. They are low cost and versatile, supporting both Wifi and 4G. In looking to the future we thought it was important to design this new interface to meet the growing need for tablet compatibility.”

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 – 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 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.

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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.

LeadMaster Gains Momentum in Advertising Agencies

September 21, 2012

Roswell, Georgia — September 21, 2012

With marketing budgets under pressure, advertising agencies are being asked to deliver more than just branding and impressions. Their customers want to know what was sold as a result of their investments in advertising and marketing campaigns.

Agencies are discovering that it is easy to show clients a return-on-marketing investment when they deploy LeadMaster to monitor and report on campaign efforts. Agencies are also discovering LeadMaster’s all-in-one solution is a perfect fit to help expand their own customer base.

Agencies are deploying LeadMaster’s integrated tools to help their clients succeed in several ways:

** Providing a unified customer marketing database to capture leads from all sources: landing pages, advertising, trade shows, call center, email, etc.

** Rapid distribution of inquiries to the client’s direct and indirect sales channels and introducing a lead scoring methodology to help prioritize a customer’s sales inquiries.

** Deploying lead nurturing, drip marketing and incubation services for longer term prospect inquiries.

** Tracking marketing-to-sales conversions on all inquiries throughout the entire campaign.

** Enabling real-time marketing ROI dashboards that measure the cost-per-lead, sales per campaign and overall return on investment.

** Landing page and custom forms that provide unlimited options for capturing & storing strategic marketing data.

** Configuring marketing automation, automated workflow and business rules that simplify the entire sales and marketing process.

LeadMaster CMO, Andy Brownell says, “LeadMaster is delivering an all-in-one solution for advertising and marketing agencies of all types and sizes. For example, suppose an agency wants to run an email marketing campaign and then have the inside sales team call people who open the email and click on a link embedded in the message. First, LeadMaster has an easy wizard for creating and sending email marketing campaigns. Second, automating the process of adding callbacks to a caller’s calendar when someone clicks on a link in an email marketing campaign takes a just a few clicks in LeadMaster’s business rules. It’s all point and click, nothing difficult to learn. Then using the marketing ROI report the agency can track what was sold as a result of the email marketing campaign.”

The ability to private-label the LeadMaster solution without a long term contract makes it easy to integrate into existing campaigns. LeadMaster’s ultra-competitive value proposition and feature rich solution make it attractive for any size agency.

Brownell concluded, “LeadMaster is committed to expanding solutions for agencies. The LeadMaster platform is a huge revenue opportunity for any agency. Agencies can sign up to become LeadMaster partners and bundle a white label version of the system with their marketing programs. This helps their clients measure marketing ROI, score leads, track sales, manage and distribute leads and automate their marketing. LeadMaster helps answer one of the most difficult questions for any marketing manager, ‘What was sold as a result of that campaign?’.”

About LeadMaster

LeadMaster offers a multifunction cloud-computing software solution for sales and marketing professionals. Everything is 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:

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.

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 – Attach Files to Records via Lead-Xpress

July 20, 2012

If you use Lead-Xpress you’ll find a new feature available, attaching files.

You’ll need to update the email notification content to include the attached files section and you’re all set.

Lead-Xpress-Notification-Options

Lead-Xpress-Notification-Options

Just in case you aren’t a Lead-Xpress user or you’ve forgotten what Lead-Xpress is and does here’s a brief recap.

Lead-Xpress allows users to update the database without having to login.

Lead-Xpress solves the issues of inefficiency, miscommunication and staggering costs involved with managing leads through a distributed sales force, independent sales agents or multiple sales channels by providing access to the CRM through an email – without having to login to the CRM.

Lead-Xpress also allows managers to send leads and requests for updates to accounts or leads directly from the LeadMaster system to the sales rep via LeadMaster’s built-in email function. The sales rep receives the email, which contains a link to a simple form. The form is linked to the CRM so the rep can update the status of the account or lead. It takes seconds to complete and can even be done from a mobile phone at no additional charge.

No training is necessary; the manager no longer has to hound reps to record the account and lead’s status; and sending leads and update requests through LeadMaster is fast and simple, requiring only 2 or 3 clicks in the system.

By providing a simple lead management solution at rock-bottom prices, Lead-Xpress drastically reduces the cost for a company to track leads as they move through their sales force and/or channel partners.

Moreover, the Lead-Xpress form can be customized to better meet individual company requirements. The customizable Lead-Xpress form can be viewed and submitted from any Internet browser or web-enabled phone; again there’s no additional cost for the mobile client. In fact, the system can be configured so that reps immediately receive a text message each time a new lead is assigned. Studies have shown the faster you respond to a lead the better the chances you’ll close the sale. Sending text messages with leads will help reps respond to leads faster resulting in more sales.

With Lead-Xpress information is more accurate and up-to-date. As a result, forecasts and reports are more accurate, leading to better business decisions and a more efficient lead management process across all sales channels.

And by automating the update and assignment process, Lead-Xpress minimizes errors and streamlines the lead distribution and update process.

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

LeadMaster Australia Selected Finalist For Two Business Awards By CeBIT.AU 2012

May 17, 2012

The CeBIT.AU Business Awards recognize excellence, innovation and achievement in the IT and Communication Industry.

LeadMaster Australia Pty Ltd is a finalist for the Award of Top Business Solution as well as for Outstanding Project.

The Award for Top Business Solution recognizes excellence in the provision of a product or solution to customers.  The Award focuses on Products and/or Solutions with a proven track record of success.  The Business Award for Outstanding Project recognizes the very best in IT project management that has taken place within either the Public or Private sector. The Award highlights Project Management that demonstrates an overall superior service offering.

An industry panel will select the winners in the four categories of Service Distinction, Outstanding Projects, Business Solution and Innovation. The category winners will be announced at the CeBIT Australia ICT Dinner on Wednesday 23 May 2012, held at the Sydney Convention and Exhibition Centre.

“This is a great achievement for LeadMaster Australia to be listed as a finalist in these two categories. It is tangible evidence of our value proposition as a Sales and Marketing Service Provider delivering effective and profitable solutions to our clients” says David Mackey, LeadMaster Australia Pty Ltd CEO.


About LeadMaster

LeadMaster offers a multi-function 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 – 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.
Power-Call – Cloud phone switch integrated with LeadMaster provides an instant virtual call center.
Voice-Leads – Convert text leads into speech, call the rep, read the lead & offer to connect with prospect.
 LeadMaster Voice – Click to call, power dialing and virtual phone switch integrated with LeadMaster CRM.

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-timelead capturelead distribution, lead trackinglead nurturing, custom reporting and email marketing. LeadMaster makes it easy to qualify and convert leads from virtually any source – landing pageemail, call centerwebinarsales 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 accessCRM analytics and Outlook integration.

LeadMaster products and services are available through a global network of value-added resellers,consultants and system integrators.