In Detail

LeadMaster web-based lead managment

Distribute, track and reassign leads over the web

• Add, update, delete, archive and reassign leads in real time.

• Primary lead profile screen alerts the user to the real-time status of the lead and also provides contact information (including e-mail and URL hyperlinks), background data on the company (e.g. sales revenues, number of employees, SIC code). This type of information can provide the background information necessary to tailor your sales and marketing activities to the lead's particular needs and interests.

• The profile summary outlines the lead grade, lead value, lead source and lead assignments.

• Assign leads to one or more users, including organizations, account managers, business partners and business partner representatives.

• Update data on assigned leads, including lead value, forecasted percentage, close date and other information.

• Enter notes and comments reflecting daily sales activities in Sales Update. Each journal entry is time-stamped. This information can be crucial in navigating future sales and marketing activities with the lead.

• Set the number of business days given to sales reps and channel partners to either accept or reject opportunities and respond with a lead status update.

• Instantly download and send leads from anywhere in the world.

Run campaigns

• Manage multiple marketing campaigns, with option to set unique parameters for each campaign, including e-mail notification, reassignment countdown and security features.

• Coordinate campaign activity among sales and marketing managers and channel partners.

• Use virtual partner campaign mapping for partner assignments.

• Monitor activities and progress of sales and marketing personnel.

Manage data

• Import telemarketing scripts into searchable fields.

• Download targeted leads to a customizable mailing list for seminars, direct mail and other marketing activities.

• Directly import leads from web forms, telemarketing campaigns and trade shows.

Customize LeadMaster

• Define custom fields and field tags.

• Design customized forms. With LeadMaster, you can develop customized forms for tailoring your data inputs and downloads to your company needs. For example, you may have a telemarketing script and answers that you would like plotted into your database. Or you may want to customize the application with additional fields over and above those accommodated by the extra user-defined fields provided.

• Tailor access privileges to each individual user or user group.