Posted tagged ‘Lead Management System’

Sales Lead Management Association Opens Nominations for Third Annual ’50 Most Influential Sales Lead Management Professionals’ List

September 29, 2011

The Sales Lead Management Association (SLMA) announced today that nominations for its annual election of the ’50 Most Influential People in Sales Lead Management 2011′ will open October 1st. James Obermayer, CEO of the SLMA, said, “Last year there were 5,810 votes cast for 99 nominees, by 3,786 people (each voter may choose up to three nominees). This year we expect the nominations and votes to double.”

The annual election has a nomination period of October 1st through October 25th, followed by a voting period from November 1st through November 30th. Only members of the SLMA may nominate people they think deserve recognition (membership in the SLMA is free). On December 5th, the ‘Top 50’ winners will be announced in the order of highest votes received. The complete rules for nominations, as well as nomination forms, are available on the SLMA site, .

SLMA co-founder Susan Campanale said, “The Top 50 list is created in a two-stage process: nominating and voting.”

— Nominations: SLMA members may nominate one or more professional individuals for consideration through October 25th, which is a week after Sales Lead Management Week (October 9-15, 2011). Nominations are accepted from SLMA members only. Nonmembers, however, may nominate someone once they join SLMA, and membership is free.

— Voting: Any member or non-member may vote for candidates listed on the SLMA site beginning November 1st, 2011. The ’50 Most Influential Sales Lead Management Professionals’ List will be published on December 5th, 2011.

Ken Murray, President of VanillaSoft, stated, “The SLMA has become a leader in sharing news and information, and in educating and recognizing leaders in sales lead management. The association has become a vital stopping point for the industry. Their recognition of the top 50 leaders is spot-on and one of the highlights for industry members. Congrats SLMA on another great year of contribution.”

Andy Brownell, CMO of LeadMaster said, “The SLMA Top 50 Most Influential People in Sales Lead Management is great way to recognize industry leadership, outstanding performance and those responsible for increasing the visibility of all aspects of lead management, from social CRM to marketing automation to the next great idea. I encourage everyone to nominate and vote for their favorite lead management visionary.”

“The annual election for the 50 Most Influential People in Sales Lead Management is a highly competitive contest that continues to grow in popularity,” noted Dan McDade, founder and CEO of PointClear. “I was honored to be named to this elite list for the last two years.”

About the Sales Lead Management Association

The mission of the Sales Lead Management Association is to help companies become successful in the critical business process of managing sales leads. For more information about SLMA or the ‘Top 50’ list, call Sue Campanale at 714-637-6989.


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

Save Money on SaaS CRM / Lead Management with Lead-Xpress

April 13, 2011

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 - 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.

Lead-Xpress also saves managers hours per week spent on menial tasks. For those companies that provide leads to outside representatives without providing lead management access, managers have had to both distribute and update leads manually; resulting in countless hours spent sending emails and following up via telephone. Lead-Xpress now automates the process by allowing reps to distribute leads and request updates in seconds through the LeadMaster Lead Management / CRM system.

Lead-Xpress is appropriate for the following types of businesses:
•    Companies with outside sales reps
•    Companies that want to reduce SaaS CRM costs
•    Companies that outsource their lead generation
•    Companies that sell products through distributors
•    Companies that sell products through sales agents
•    Companies that have a widely distributed sales force

If any of the above pertains to your company, 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.


November 8, 2010

Lead-Xpress Provides Industry-Leading Lead Management CRM at a Rock-Bottom Pricing.

Lead-Xpress is Ideal for Companies that Sell through Sales Agents, Have a Large Sales Force or Distribute Leads to Channel Partners.

Roswell, Ga. – November 9, 2010 – LeadMaster announces the launch of Lead-Xpress, an enhancement to its existing cloud-based CRM and lead management solution.

Typically a cloud-based CRM cost between $65 and $125 per user per month, one vendor even has a version for $250 per user per month. By comparison, companies can use Lead-Xpress with a monthly subscription of $10 or less per Lead-Xpress user or for $2 or less per outgoing lead.

For the first time in the history of cloud-based lead management, companies can maintain the top-tier functionality necessary to maintain and grow their business while lowering costs.

Andy Brownell, LeadMaster CMO says, “In this economy we wanted to help companies save money on their CRM licenses. We are introducing Lead-Xpress for those users that only require access to the CRM to update the status of an account or lead. In an organization with a large sales force, the savings could add up to millions of dollars over the course of a typical contract for cloud-based CRM. Additionally, LeadMaster doesn’t require long-term contracts. The number of users can be reduced or expanded at any time.”

Here are some of the key questions to answer in order to determine if Lead-Xpress is right for you.

  • · Do you have a large sales force?
  • · Does training sales reps on your current CRM solution take more than 5 minutes per rep?
  • · Do you want a simple way for sales reps to update accounts and leads without paying for a full-featured CRM?
  • · Do you sell indirectly through sales agents, resellers, dealers, distributors or business partners?
  • · Do you track your sales leads?
  • · Is your sales team reluctant to use your current CRM solution?

If you answered yes to any of these questions, you need Lead-Xpress.

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.

Russ King, CEO of LeadMaster, comments, “We’re very proud of this latest innovation to provide the very best CRM solution at the industry’s most affordable prices. In terms of improving lead management with a large distributed sales force or a large number of sales agents, Lead-Xpress truly is the only solution that provides full function CRM as well as easy-to-learn and easy-to-use features.”

About LeadMaster
LeadMaster offers on-demand customizable SaaS solutions combining sales lead management software, lead tracking solutionssales force automation tools (SFA), customer relationship management features (Sales CRM) and virtual call center solutions. This powerful web-based application has helped companies large and small from virtually every industry. The LeadMaster solution is intuitive and easy to use, providing real-time lead capture, lead distribution, lead tracking, lead nurturingcustom reporting and email marketing. LeadMaster makes it easy to qualify and convert leads from virtually any source – landing page, call center, webinar, sales lead suppliers and more. The LeadMaster product is straightforward and easy to learn yet has robust features like workflow automationround-robin lead distributionmobile access, CRM analytics and Outlook integration. 
 LeadMaster’s products and services are available through a global network of value-added resellers, consultants and system integrators. For more information, please visit the LeadMaster at


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.