Posted tagged ‘Lead-Xpress’

New Lead-Xpress Feature – Quick Action Sections 2 & 3 Added to the Lead-Xpress Page

May 16, 2014

Lead-Xpress is an inexpensive way to close the loop on sales leads.  It provides the sales lead in an email format with a secure link to the CRM.  Just click on the link to update the record in the CRM – no logging in – nothing to learn – fast & easy.  This way you always know what’s happening with the sales leads and what you sold as a result of the investment you made to get those sales leads.

From: Your Sales Manager
Subject: Lead Update Request
Date: May 16, 2014 at 4:56:16 PM EDT
To: bob.brownell@leadmaster.com

Dear Bob,

You have a new lead or a request to update an existing opportunity. Please click click here to update the status of this record.  Or click here to go to the portal for access to all of your records –  All Accounts

Company – American Internet Services, LLC.
Contact – Franklin Worth
Pasadena California
800-699-4164

When you click on the link in the Lead-Xpress Email it takes you to the customizable ‘Lead-Xpress’ page in a browser.  Lead-Xpress supports all 3 of the LeadMaster Click Action sections – these sections contain checkboxes that are tied to automation.  Click a single checkbox and you can accomplish a variety of tasks – send an email, update the lead status, update the sales stage, make a note in the sales comments etc.
Lead-Xpress Page to Update the CRM

Lead-Xpress Page to Update the CRM

LeadMaster has 3 sets of Click Actions with 18 customizable checkboxes in each.  Previously only the 1st set was available to the Lead-Xpress user.  Now with this update all three sets are available for even greater functionality and flexibility.

 

New Feature – Lead-Xpress Portal

November 19, 2013

If you are a Lead-Xpress user, you can now access all of your Lead-Xpress leads through an online portal.  For those of you not familiar with Lead-Xpress here are some previous blog posts.

To create a link to  the portal for the Lead-Xpress user’s leads you’ll need access to the Administration function ‘Email Notification Content’.  Select the ‘Lead-Xpress Notification – Single Record Assignment’ email notification option.  On that page you’ll see a drop down menu for merge fields in the body of the email.  Select the category ‘Lead-Xpress’ and select the merge field ‘Lead-Xpress – All Accounts Link’.

Lead-Xpress Link to Portal

Lead-Xpress Link to Portal

The ‘All Accounts Link’ will take the user to their portal, which looks like this.

Lead-Xpress Portal

Lead-Xpress Portal

Clicking on any of the links in the portal will take the user to their standard Lead-Xpress update page, which looks like this.

Lead-Xpress Update Page

Lead-Xpress Update Page

The standard Lead-Xpress links still work.  You do not need to go through the portal to access the standard Lead-Xpress update page.  All of the existing security remains in force for both the Lead-Xpress update page as well as the portal.

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 is reviewed as one of the best CRM suites by ZDNet Australia

December 14, 2011

LeadMaster is pleased to announce that it has been recognized by ZDNet Australia as one of the Best CRM Suites in their article published on November 30.

ZDNet Australia provides IT news, white papers, case studies, analysis and reviews on the Australian IT industry. According to ZDNet, “Customer Relationship Management (CRM) software has long been a crucial component for the success of medium to large businesses. Increasingly, CRM is becoming necessary for small businesses as well. A well-implemented CRM system leads to enhanced productivity, increased revenue and better customer service, satisfaction and retention as well as centralizing all customer data in one place that’s accessible to all staff.” The latest Nucleus report has highlighted the value of CRM for businesses; “every dollar invested in CRM delivers a $5.60 return on investment”.

The ZDNet review looked at the top seven CRM solutions, compared them and provided recommendations for where each would have the best fit. They observed, “…it’s not just a matter of buying or signing up for a solution and all your customer relationship issues are solved; a solution needs to be adapted to your business processes and particular needs. To fully realise an ROI with these systems, customisation is required, and they need to be integrated with other existing systems in your business, otherwise your CRM database will end up being just another silo of data.” Customization is a key strength of the LeadMaster platform. The many customization features in the LeadMaster platform include custom forms which allow the user to add any type of field they want to the database, so the system can be customized for any industry. ZDnet.com.au concluded, “Customisation is very intuitive and it is easy to adapt LeadMaster to various business situations.”

This Best CRM Suite acknowledgment recognizes LeadMaster’s position in the Asia Pacific Region and the CRM industry; the ZDnet product summary on LeadMaster CRM concluded – “LeadMaster […] is easy to use and provides powerful marketing and sales tools […] LeadMaster is a good CRM application with frequent additions of features and a strong following in the APAC region…”

Andy Brownell, Chief Marketing Officer for LeadMaster said, “We appreciate the acknowledgement regarding LeadMaster’s extensive and easy customization. One of the key features is the task manager, which allows LeadMaster to create point-and-click customized workflows that match our customer’s existing business processes. Another competitive advantage for LeadMaster is our Lead-Xpress product, which consists of an email with links to a customizable web form that allows users to update the CRM without logging in. The web form can look like existing hard copy forms so reps feel more comfortable using it, and best of all, it requires no training!”

LeadMaster’s focus on innovation and customer service has helped the company continue to expand its presence around the world. In January, LeadMaster was nominated by Business-software.com as a TOP 10 CRM vendor for Sales Force Automation, Marketing Automation, hosted CRM Solutions, small business solutions and one of the TOP 40 CRM vendors in the world.

Brownell concluded, “Being featured as a TOP CRM vendor demonstrates LeadMaster’s commitment to providing leading edge sales lead management / CRM solutions and top quality customer service.”

About LeadMaster 

LeadMaster offers a variety of cloud-computing software solutions:

Sales Lead Management CRM Software 
— Everything you need in one easy-to-use online web-based application.
E-Marketing 
— Drip marketing, lead nurturing, email tracking, open & clicks reporting.
Lead-Xpress 
— A revolutionary new way for sales reps to receive and update sales leads.
Lead-Xtreme 
— It’s like caller-ID for your website. Website visitors flow into LeadMaster CRM in real-time.
Voice-Leads 
— Convert text leads into speech, call the rep, read the lead & connect with the prospect.
Call Center Solutions 
— Combining LeadMaster CRM & Voice solutions for a complete virtual call center.
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-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, 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.

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.

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.

New Features in Lead-Xpress – Opportunity Management, Custom Forms & Comments

April 12, 2011

Lead-Xpress allows a LeadMaster user to request updates from the account manager or partner rep who is assigned the lead.

Lead-Xpress users receive the email containing the request and information about the lead and a link to update the status of the lead.

Now Lead-Xpress includes opportunities, custom forms and highlight comments.

Opportunities - Custom Forms - Highlight Comments Now Available

Opportunities – Custom Forms – Highlight Comments Now Available

Here’s an example of a Lead-Xpress email.

Sample Lead-Xpress Email Requesting an Update

Sample Lead-Xpress Email Requesting an Update

This is the web page the rep sees when they click on the link to update the lead.

Lead-Xpress Sample Lead

Lead-Xpress Sample Lead

This is express check boxes / click actions and sales progress drop-down menus are also available on the Lead-Xpress update page.

Click Actions and Sale Progress Updates from Lead-Xpress

Click Actions and Sale Progress Updates from Lead-Xpress

Here is some additional information on Lead-Xpress you may find helpful.

 

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