Posted tagged ‘customer relationship management’

The Benefits of Lead-Xpress – SaaS Lead Management / CRM

March 24, 2011

Companies around the globe are embracing software as a service (SaaS), especially for Customer Relationship Management (CRM) and sales lead management. The benefits of software as a service are many:

• reduced costs • instant deployment • scalability • easy upgrades • measurable ROI • access to information from any location with Internet access and from multiple computing platforms (cell phone to laptop & desktop)

But some companies are finding that when it comes to SaaS CRM actual benefits can be less than expected. Some of the reasons cited include:

• cost increases – many vendors offer a limited version at low cost but require a long term contract, once the companies have their data in the system they find they need features only available in the higher cost version, additionally many vendors make it hard to extract data once it’s in the system, virtually forcing companies to move to more expensive versions – one of the top vendors lists their introductory version at $5 per user per month and their most popular version at $125 per user per month

• unexpected expenses like internal development, deployment and support

• long-term contracts that lock you into a minimum number of users so that even if your business has changed and you no longer need all those users you still have to pay for them

• steep learning curves and resistance from the sales team to use the tools

• requiring multiple vendors to provide a complete solution driving up consulting costs

The primary justification for implementing software as a service was reduced costs but at $125 per person per month the costs can add up quickly. Add to that the cost of training, consulting, development, deployment, support and additional apps and the costs can quickly escalate. A company with 100 users at $125 per user per month can spend $150,000 per year in software licensing costs alone. According to the Yankee Group, software licensing accounts for less than 50% of the cost, this brings the total cost of ownership to well over $300,000 per year for 100 users.

As for adoption by the sales team, recent studies indicate that a majority of sales reps using the brand name CRM products use less than 50% of the features of the system. The number one reason cited was difficulty using the product.

A software company called LeadMaster recently.  The software company had spent $370,000 in development costs on customizing their open source CRM solution. They called LeadMaster because they required functionality that their in-house solution didn’t provide and the estimated cost to add it to their open source solution was forecasted to be very expensive. If a software development company with plenty of programming talent can’t accomplish their goals with $370,000 what chance does the average company have?

Many companies are finding that CRM is great for managing customer interactions but they were also looking for something to manage interactions with prospects as well. What they were really looking for was a Lead Management / Opportunity Management / CRM system. And unfortunately many of the big name SaaS CRM tools fall short of their needs.

Businesses are constantly trying to find new ways to cut costs while improving productivity. And while the solution eludes many, the all-new Lead-Xpress from LeadMaster provides a Lead Management / Opportunity Management / CRM solution that truly reduces costs while boosting productivity. LeadMaster provides an all-in-one solution. LeadMaster includes Lead Management, Opportunity Management and CRM features. Some of the LeadMaster built-in features include Email Marketing, Lead Nurturing, Workflow Automation, Outlook Integration, Google Calendar Synchronization, Round Robin Lead Distribution, Duplicate Record Management, Sophisticated Reporting, Report Subscriptions and Automated Task Management to name a few .

LeadMaster’s primary design focus was ease of use for the sales rep. The most popular software as a service CRM solution requires a dozen clicks of the mouse to make a note in the system that the sales rep left a voicemail. LeadMaster has a feature called ‘Click-Actions’ that allows frequently performed tasks to be reduced to a single click of the mouse. For example, a click action could update the notes, send an email, schedule a callback and add the contact to lead nurturing all with two clicks – a single click of the mouse for the click action and then click go.

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.

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. Call LeadMaster at (800) 699-4164 to speak with a Lead-Xpress expert.

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

Good News! LeadMaster Email Marketing & Lead Nurturing Support Links to Custom Forms

March 29, 2010

Both Email Marketing and Lead Nurturing now include the ability to include links to custom forms.

This is a great way to bring the customer back into the conversation.

It’s also a useful tool for surveys.

The feedback on the form will flow directly into your LeadMaster account.

Add links to custom forms for greater interaction with customers

You can insert the following:

  1. A link to a blank custom form which will attach to the record
  2. A link to an existing custom form attached to the record
  3. A link to an existing custom form attached to the contact

If the contact doesn’t already have the custom form attached to their record it will be attached automatically at the contact level.

When the user clicks on the link it will open the custom form.  When the user clicks submit it will confirm it has received the data by responding with ‘Thank You’.

Use our automatic signup to generate a user ID and password for your Free 30-day Trial.  It’s even tailored to your industry.


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

Email Marketing – Bounce Management – A Lead Management Best Practice

February 5, 2010

Bounce management is a lead management best practice.  There are two very good reasons to manage your bounced emails.

1) Mail servers may block all mail from you if you repeatedly send mail to a bad address on their domain.
2) For response tracking, you need to subtract out the bounces for an accurate report.

Bounce Management is built-in to the email marketing component of LeadMaster CRM.  That means you can manage bounces anytime you send emails from LeadMaster, examples include standard emails, HTML evites, newsletters, lead nurturing etc.

To access the Bounce Manager click on Administration in the top navigation bar, then click on ‘Bounced Email Addresses’.

Bounce Management Menu in Administration

Bounce Management Menu in Administration

This menu takes you to the Bounced Email Addresses page lists all bounced email addresses captured from bounced email messages sent from the workgroup.  Each record in the list contains the following:

  1. Name of the contact associated with the email address
  2. Email address
  3. Soft bounces – the number of soft bounces for this email address
  4. Last soft bounce date – date of the last soft bounce
  5. Hard bounces – the number of hard bounces for this email address
  6. Last hard bounce date – date of the last hard bounce
  7. Send Email Enabled – attribute of the contact that indicates if the email address has been marked as bad
  8. Disable / Enable – link to mark the email address as bad / good
  9. Delete – link to delete the record of bounces for this email address
Bounced Email Addresses Page

Bounced Email Addresses Page

The list sorts by the hard bounce count so that the email addresses with the greatest number of hard bounces show first.

  1. Select page – selects all records in the list
  2. Clear page – de-selects all records in the list
  3. Enable email addresses – marks the selected email addresses as good
  4. Disable email addresses – marks the selected email addresses as bad
  5. Delete bounce records – deletes the selected bounce records
  6. There is a search for a specific email address
Update Primary Contact Information Page

Update Primary Contact Information Page – Bad Email Checkbox

The contact page now includes a checkbox field that indicates if an email address has been marked bad.  The user can mark the email address as good from this page.  Note that this field only displays if the email address has been marked bad.

If you have any suggestions for further improvements for bounce management please let us know.


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

LeadMaster Launches Global Partner Program

January 28, 2010

Qualified VARs, Resellers and Consultants Can Receive $1,950 in software licenses for FREE!

Roswell, Ga. – January 20, 2010 – LeadMaster, a leader in sales and lead management, announces the launch of its formal reseller partner program in North America. This new reseller program will channel the LeadMaster CRM tool to various end users through a network of consultants, resellers, system integrators and more.

Russell King, CEO of LeadMaster, explains the major benefits of supporting a stronger reseller base in the following way. “One very dynamic aspect of CRM is the fact that pretty much every business needs it, whether you’re a billion-dollar global consulting company or a doctor keeping track of patient visits. Therefore, CRM has to be as robust as an international corporation needs it to be, or as toned down as a local plumber’s contact manager would be.” Thus, by partnering with VARs, ISVs, and system integrators, he hopes to expand LeadMaster’s ability to meet the needs of a truly vast industry.

This customizability that partnerships may afford is definitely not foreign to LeadMaster. With an extremely personalized interface, virtually every field, label and tab in LeadMaster can be reordered, renamed, removed, and viewed in multiple ways, which can acts as a huge advantage to resellers of all sorts of client bases.

Moreover, in order to truly personalize each user interface according to individual client needs and concerns, LeadMaster offers published API’s that allow seamless integration with back-end tools. These enable system integrators, VARs and consultants to provide their clients with a CRM that matches their every need. And all of this can be private-labeled to look like the reseller’s own product.

The benefits to traditional resellers, VARs, ISVs, and system integrators in a partnership with LeadMaster include:

  • Recurring revenue streams for the duration of the customer relationship
  • Partners own the entire customer relationship
  • A platform for the delivery of additional consulting and automation.
  • Customizable platform that can be integrated into a suite of back-end products or offered stand-alone to businesses large and small.
  • Regular promotions and support to streamline success with the LeadMaster solution
  • A competitive value proposition for both sales force and marketing automation
  • A SaaS-model CRM partner program comparable to any 5-star rated reseller program
  • The wealth of LeadMaster’s arsenal of industry (CRM) knowledge and expertise, having been a pioneer of the SaaS field from its conception

King also says that a wide array of non-traditional companies can add value to their current services by adding LeadMaster’s cutting-edge technology to their offering. These include business, marketing and sales consultants, telemarketing firms, web designers, lead providers, email marketing companies and event management companies – basically any company that provides sales lead information to their customers or business partners.  For example, any insurance company that uses an agency model would be a candidate for the LeadMaster white label reseller program.

Such non-traditional resellers can benefit from providing a value-added tool like LeadMaster by

  • Providing visible proof of ROI through LeadMaster’s robust marketing reports
  • Showing prospects and customers a private-labeled CRM tool, enhancing credibility
  • Being able to see for themselves which campaigns are generating the most results themselves and focus more time on accounts that are generating the most revenue

Even before LeadMaster had a full-fledged reseller partner program they worked with a wide variety of partners who have been enthusiastic about their relationship with LeadMaster.  Marge Murphy, CEO of Acadia and a LeadMaster Reseller, said, “Back in 2004 Acadia was looking for an easy to use, online tool to capture leads, uncover marketing trends and report data for our consulting business. We were fortunate enough to find LeadMaster.  Not only was it an affordable solution, it was flexible and intuitive.  Right away it was clear that LeadMaster was going to be an important part of our lead generation solution.  The benefits of this partnership have been significant. We provide our clients with a branded online portal, with customized functionality designed on an as needed basis.  The administrative tools allow for easy setup and execution from the back end.  Most importantly, new users learn LeadMaster very quickly, the interface is straightforward and within 2 clicks you can get to what you need.  Acadia has achieved significant growth in the course of the past 7 years, and a great deal of this is due to LeadMaster.  We look forward to continued advancements from LeadMaster, as we continue to innovate for our clients.”

LeadMaster’s Chief Marketing Officer, Andy Brownell, eagerly awaits the day when LeadMaster is the go-to SaaS CRM software to businesses everywhere, small and large, regional and international. “Being in the SaaS CRM industry from its very conception has given us a tremendous edge on what the end users really need: a CRM solution that is easy to use for sales reps, integrates all customer/contact relations and includes robust, time-saving marketing technology that provides tons of hot leads to sales departments. And that’s exactly what we’re doing at LeadMaster.”


About LeadMaster

LeadMaster, a leader in sales and lead management, delivers tangible benefits to sales, marketing and call center teams through its web-based solutions and call center services.  LeadMaster’s flagship cloud computing application closes the loop between marketing and sales by tracking leads in real time throughout the sales cycle, from demand generation to lead closure. Combining sales lead management, lead tracking, sales force automation tools (SFA), customer relationship management features (CRM) and call center capabilities, this powerful web-based application helps companies pinpoint where leads are converting into revenue to quickly increase close ratios and maximize return on investment (ROI) for marketing campaigns. LeadMaster’s products and services are available directly from its corporate headquarters in Atlanta, Georgia and also through a global network of value-added resellers, consultants and system integrators.   For more information, please visit the LeadMaster at and

©2009 LeadMaster, Inc. All rights reserved. The product names used in this press release are for identification purposes only. All trademarks and registered trademarks are the property of their respective owners.

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

Sales Force Automation Articles – Why SFA? How to justify.

January 8, 2010

Here’s an article that covers the basic reasons for deploying sales force automation.  If you haven’t done so already, make it a new year’s resolution to look into LeadMaster.  You’ll be glad you did.

Here’s a brief excerpt from the article:

Sales Force Automation is an important Customer Relationship Management (CRM) tool that helps you streamline the activities of your sales team so that you can enjoy unmitigated success in sales. The key activities that Sales Force Automation focuses on are:

* Lead management
* Opportunity Management
* Account Management
* Contact Management
* Activity Management
* Sales Analytics

Other topics in the article include:  Business Development, Real Time Analysis and Mobile CRM.

Don’t know where to start?  Here’s an article that can point you in the right direction to start your evaluation.

Topics covered include – contact management, Outlook integration, lead management, lead tracking, security and more.


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

Customizing Labels in the LeadMaster System

November 5, 2009

LeadMaster allows virtually everything to be customzied.  One of the most popular changes are the labels or names of the fields.

LeadMaster has implemented a change to make labelsets easier to manage for workgroups and users.  You can now assign a labelset to a workgroup (the default is no labelset assigned).  When a user logs into a workgroup, the labelset is determined as follows:

  1. If the labelset is set for the user / workgroup combination (see Administration / Logon Management / Internal Settings), that labelset is used.
  2. If the labelset is set for the workgroup (see Administration / Manage Workgroups), that labelset is used.
  3. The labelset set for the user (see Administration / Logon Management) is used.

So now you can set a labelset for a workgroup and all users who log into that workgroup will use that labelset.  If you require certain groups of users to use a different labelset, you can set the labelset for the workgroup and then override that setting in the Internal Settings for the users who need to use a different labelset.

Sales Force CRM, Lead Management, Email Marketing

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

Why choose a Sales & Marketing oriented CRM system?

October 12, 2009

Let’s imagine your CRM application as the human body.  Picture the sales and marketing database as its beating heart.  It works non stop at the very core of your CRM system, pumping the life blood — information — to and from all parts of the organization, connecting management, field sales, inside sales, marketing, the call center, and customer service.

A sales and marketing oriented CRM system stores and organizes leads from multiple sources (landing pages, email, trade shows, direct mail, call center, etc.) and distributes them according to predetermined rules.  It sends emails to the sales reps to let them know they need to logon to their CRM system because ‘They’ve Got Leads’.  And it does it automatically, without human intervention (workflow automation).

However, not all sales & marketing oriented CRM systems are created equal.  For example, requires a 372 page book for ‘Dummies’ to explain the system.  If it takes 372 pages to explain how it works, chances are the sales team isn’t going to use it.  When was the last time you read a sotware manual?  When was the last time you read any manual, let alone a 372 page manual?

The sales team needs a system they can learn to use in about an hour.  Now that’s advanced CRM. That’s a sales and marketing oriented CRM system that will make your company as organized and efficient as any in the Fortune 500.  But wait, LeadMaster offers more than ease of use.

LeadMaster SalesForce
Available without a contract Yes No
Can be private labeled Yes No
Provides multi-tier lead management Yes No
Completely customizable Yes No
Top of the line pricing – per user $65/month $250/month

LeadMaster will also help you calculate ROI on your marketing programs so you can see what’s working and what isn’t.  It does this by tracking the leads from the first interaction with your prospects to closing the sale.  When you know which marketing campaigns generated which leads and how much was sold as a result – you’ll know the ROI for each of your marketing campaigns.

LeadMaster will help you uncover vital business intelligence like who your best target markets are, what industries they represent, the sales cycle and what they’re likely to buy next.  Management can view the big picture and make informed decisions to benefit the future of the company.

The right CRM system centralizes, organizes, and then shares the data needed to get the job done – help you sell.  That’s how LeadMaster gets the life blood of your company’s CRM pumping through its veins like never before.  Sales and marketing oriented CRM is LeadMaster’s specialty. You could say it’s at the very heart of our success.

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