Posted tagged ‘sales force automation’

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 HomeStar Broker Solutions

May 1, 2012

LeadMaster, a leading provider of cloud computing solutions for CRM, Sales Lead Management, Marketing Automation and Sales Force Automation and with HomeStar Broker Solutions Corp a premium provider of Internet lead conversion solutions to the real estate industry, today announced an agreement to provide LeadMaster as the engine for the HomeStar Technology Platform.

Russell King, CEO of LeadMaster says “This relationship provides LeadMaster with a partner who can customize solutions and workflow automation specifically designed to dramatically improve conversion rates on Internet inquiries for real estate. LeadMaster embraces many different types of partners from business consultants and call centers to ad/marketing agencies and value added resellers. LeadMaster provides a turnkey white label solution that immediately adds value.”

Michelle Taylor, President of HomeStar Broker Solutions added how thrilled HomeStar is to be using LeadMaster as the engine for their technology platform. “LeadMaster is recognized as an industry veteran in CRM lead management and marketing automation and by integrating our online conversion strategies and proprietary business processes with market-leading virtual call center technology and the LeadMaster engine, HomeStar will be able to offer unparalleled service and optimum conversion rates to its real estate clients.“

About HomeStar Broker Solutions Corp.

HomeStar Broker Solutions is a lead management company specializing in online conversions in real estate. By utilizing our on-demand services real estate companies can leverage state-of-the-art technology, our proprietary processes and an experienced, educated workforce for improving customer interactions and ROI on their lead generation efforts. Many real estate companies opt for HomeStar’s outsourced lead response, agent support and lead cultivation so that they have:

    •     Dedicated front-line support to validate and respond to their property Internet inquiries to ensure that those with immediate needs get into the hands of an agent as quickly as possible and most importantly that the follow through occurs.
    •     Dedicated back-end support to monitor agent activity and champion their lead conversion efforts.
    •     Dedicated back end support to help educate, build interest and develop relationships with property seekers who have a purchase horizon greater than six months.
    •     A centralized repository for all of their leads.
    •     Visibility into their lead pipeline and comprehensive analytics to manage and measure results.

Alternately, HomeStar offers a non-outsourced option to real estate companies who prefer to manage their lead process in-house by providing them with the systems, processes and a powerful technology platform that is affordable and easy to use across all levels of their real estate operations.

HomeStar Broker Solutions Corp. is privately held and headquartered east of the metro Vancouver area in Canada and maintains a corporate website at http://www.homestarbrokersolutions.com.

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-time lead 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 resellersconsultants 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 – Call Center Stats Report Now Includes Total Calls per Rep

December 16, 2011

The LeadMaster feature known as Call Stats / Click Actions / Express Updates is very useful, especially for call centers.  When the call stats are used to disposition a call the Call Stat Report shows, for a given period of time, the quantity of each disposition.  This is a great productivity report.  Starting next week it will also includes the total for each caller.

Call Stats Summary Report Now Includes Totals for Each Caller

Call Stats Summary Report Now Includes Totals for Each Caller

Regardless of whether you’re using the checkboxes as Call Stats or Express Updates the new report is a great way to track what is happening.

 

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

Sales Forecasting with LeadMaster

April 21, 2011

Sales forecasting is as much an art as it is a science.  After all the sales forecast is trying to predict the future.  No matter how hard we try to quantify the future we can only get close.  But close is better than a crystal ball.

Sales forecasting is as much an art as it is a science.

Sales forecasting is as much an art as it is a science.

Fortunately LeadMaster has tools to help.  When it comes to sales forecasts, one way to predict the future is to examine the past.  The LeadMaster Sales Force Automation system makes it is easy to pull up historical data.  Accurate sales forecasting requires analysis by sales person, by territory, by customer segment, by product, by partner, by service etc. You’ll find all this and more with LeadMaster.

An accurate sales forecast also requires the input from the sales team.  LeadMaster makes it easy for the sales team to update their sales forecast.  All of their accounts and opportunities are in the system so all they have to do is use pull down menus to update the status and plug in the dollar value of the opportunity.

Sales Rep Forecasts are quick and easy with LeadMaster

Sales Rep Forecasts are quick and easy with LeadMaster

  1. Choose the forecast report either from the shortcut on the home page or the reports menu,
  2. Use the drop down menus to update the forecast date, opportunity, opportunity value, win probability, sales status and sales stage. (the sales status and sales stage are user definable so no matter how you define your sales process LeadMaster works).
  3. Click submit and you’re finished.
Sales reps and sales managers can update their forecasts in minutes.  Do you need to put the forecast in a presentation?  No problem, you can download it in an Excel format and work with it on your desktop.
Take LeadMaster for a free Test Drive.
The all-in-one solution for managing leads and customer relationships, automating marketing, email marketing, call center and inside sales.

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.

New Feature – Task Manager / Installment #5

January 11, 2011

This is the 5th and final installment for the new LeadMaster Task Manager.  The task management feature  adds task management and a business rules feature for managing leads. With task management integrated into the ‘Automation and Workflow Management’ feature, a task can be created and associated with a specific record and can be assigned to the group, account manager, partner or partner rep associated with the record.

The previous posts provided:

  • an overview of tasks
  • setting up notifications for tasks
  • creating a task
  • possible actions when a task isn’t completed by the due time/date.

This post will examine how to track your tasks and if applicable, how to track the tasks you’ve assigned to others.

But first, I thought I’d share a couple of examples.  In this first example we have leads that have been assigned but the sales rep has not made contact with them.  There are two tasks in this particular task.  The first task is to simply send the sales rep and mail reminder that they’ve had this particular lead for 48 hours and they need to get in touch with them.  The second part of the task happens after the sales rep has had the lead for 5 days an there have been no updates.  After 5 days the sales rep is sent another email saying 5 days have passed since you were assigned the lead and since it hasn’t been updated it is being reassigned.

Have Not Reached - Remind then Reassign

Have Not Reached – Remind then Reassign

The next example is similar in that the system is looking for an update from the rep but this time we are a further into the sales cycle.  The lead has been contacted and qualified.  Realizing that some sales cycles take longer than others we are looking for updates in the first 2 weeks.  If there’s no update then an email reminder is sent to the sales rep.  The task continues and if no update is received within 30 days another email message is sent.  The task finally concludes after 60 days without an update by assigning the record to inside sales.

Status Not Updated - Reminder then Reassign

Status Not Updated – Reminder then Reassign

Ok, back to the original idea.  This post will examine how to track your tasks and if applicable, how to track the tasks you’ve assigned to others.

From the homepage, a group, account manager, partner or partner rep user will see a ‘My Tasks’ link on the homepage.  Remember this has to be enabled through admin / customize pages / home / my tasks.

This is the sales rep view for an account manager or partner rep.

Tasks from the home page

Tasks from the home page

This is the manager view for Group / Manager / Partner.

Group-Manager-Partner View of Assigned Tasks

Group-Manager-Partner View of Assigned Tasks

Note that a group / partner have visibility to account manager / partner rep’s tasks

Clicking on any of the links, displays the ‘My Tasks’ page which includes:

a. Due not before

b. Due not after

c. Task name

d. Company – as a hyperlink to the record

e. Contact

f. Condition that must be satisfied for the task to be considered completed.

g. Option – for group and partner – gives the group / partner the ability to delete a task.

My Tasks Report

My Tasks Report

Now LeadMaster can not only automatically respond to leads, but also manage them as they proceed through the sales cycle with your sales team.

 

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

 

An open invitation to see a demonstration of the LeadMaster Sales Lead Tracking, Email Marketing and SFA-CRM system

March 18, 2010

See LeadMaster in action during our free weekly webinar, every Tuesday at 2pm.  The demonstration usually lasts 45 minutes.

  • You don’t need to install an application, the webinar will run in your browser.
  • No need to pre-register.
  • You don’t need to call a phone number the audio will play through your computer speakers.
  • We’ll pause for questions every 10 minutes for questions.  Submit questions via webinar chat.

Meeting:  Every Tuesday @ 2pm – LeadMaster Demonstration

Time Zone:  (GMT-05:00) Eastern Time (US and Canada)

To join the meeting:

http://www.leadmaster.com/LeadMaster-Library/Tues-Webinar/webinar.html

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