subject: New Product Enhancements from LeadMaster [print this page] New Product Enhancements from LeadMaster New Product Enhancements from LeadMaster
Google Calendar Synchronization The LeadMaster calendar can synchronize with the Google calendar automatically. To enable the Sync with Google Calendar' option simply enter your Google calendar username and password on the User Settings' page. This is a great feature for inside sales teams that are setting appointments for sales and service reps.
Report Subscriptions Subscriptions are available for custom reports. A report subscription can be delivered daily, weekly or monthly. A report subscription is delivered via email in one of the following ways: 1) As an attachment to the email message, 2) As a link in the body of the email message or 3) In the body of the email message.
Lead-Xpress - Lead-Xpress allows you to request updates to a record from the assigned rep via email. The rep can then update the record via the email or a link. The major benefit is the assigned rep doesn't have to a) login to the CRM to update the records or b) pay for a login to the CRM.
New Interface for Lead Nurturing - Lead Nurturing moved to the E-Marketing section. So now you'll find Lead Nurturing both the way you've been using it and in E-Marketing. Creating Lead Nurturing tracks is as easy as 1-2-3. The menus are 1) Create / Manage Lead Nurturing Tracks, 2) Add Contacts to Lead Nurturing Tracks and 3) Report on Lead Nurturing Tracks.
Task Manager - Task management adds a time-based business rules feature for managing leads. Tasks have a condition that must be satisfied in a certain timeframe. If the condition is not satisfied, one or more actions associated with the task can be triggered. For example, if the lead isn't accepted within 1 minute and updated within 5 minutes, it automatically gets reassigned and an email is sent to the sales manager.
Workflow & Task Management Based Upon Lead Assignment -This enhancement adds the ability to use a rep assignment as part of the condition for a workflow process or task completion. Now asales manager will be able to use workflow to tell them that a lead has or has not been assigned and they'll be able to add pre-programmed follow-up actions.
Suspend Automation - With the release of the Task Manager and the implementation of business rules it is sometimes necessary to turn rules on or off. For example, during the busy season you may need to relax your Task Manager rule that all leads are followed up within 5 minutes.
E-Marketing - The E-Marketing menus provide an easy-to-use interface for accessing everything you need to create, send and report on email marketing campaigns.
Workflow Automation Text Messaging - One of the best ways to improve your closing ratio is to improve your lead response time. Don't let new leads sit in your lead management system for hours or days get those out to your reps right away with workflow automation. Simply assign the record based upon the territory or lead value or whatever, send a text message along with the lead and your sales reps can have prospects on the phone less than 60 seconds after they click the submit button.
Lead-Xtreme Your website visitor information flows right into LeadMaster even when your website visitors don't fill out a form. You'll be able to see their: Company Name, the City & State they're located in, the Date / Time they visited the website, what site they were referred from, if referred by a search engine you'll see the Keywords and the IP address they came from.
HTTP POST / GET - Workflow Automation has a new feature whichadds a new action that allows a record to be "sent" to another application via an HTTP GET/POST operation. This is available as both a Workflow Action and as a Task Manager result. An enhancement to this feature is in development that will allow sending leads from LeadMaster to Salesforce.
Outlook Synchronization It now supports Outlook 2010. LeadMaster users may sync LeadMaster and Outlook contacts bi-directionally, log email correspondence in their LeadMaster database and sync calendar activities back and forth between LeadMaster and Outlook.
Tab Settings Maintained The tabs are available on the sales update page, edit profile page, view profile page, opportunities page, contacts page and quotes page. You can decide which view you like best everything on a single page or everything in tabs. When you select view tabs' it selects the tab view for all pages and stays that way until you change it, even between logons.
Here are some additional features you may want to use.
Lead Nurturing - Nurturing leads until they are 'sales ready'. Turning cold leads into warm leads and warm leads into hot leads.
LeadMaster Voice - Click to call, power dialing and virtual phone switch integrated with LeadMaster CRM.
Call Center Solutions - Combining LeadMaster solutions provides a complete virtual call center system.
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.
