Tag Archive for: OneFocus

Lead Liaison

CRM and Marketing Automation: How Do They Work Together?

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Customer relationship management (CRM) software collects customer data and manages sales opportunities. It’s basically used as a sales tool. Marketing automation generates leads and collects data to create personalized communications. It’s essentially a lead generation and nurturing tool.

They might be two different things, but they only reach their full potential if you use them together. They’re like peanut butter and jelly. Sure, you can put them on separate sandwiches, but they become so much more when you mix them together.

Let’s look at some reasons why you need to combine your CRM and marketing automation processes.

Build Relationships Before Sending a Lead to Sales

When your CRM and your marketing automation solution work together, you can interact with and nurture your leads before they even make it to the sales team. This saves the sales team time since they no longer have to sift through the sales data to determine how to nurture the leads. Instead, the marketing automation process takes care of this. It analyzes data and sends the right information to the right people. It moves people through the sales funnel and qualifies them. By the time the sales team gets the lead, they know so much more about the person.

Closed-Loop Reporting

Have you ever wondered which campaign closes the most deals? You can find out when you run your marketing automation and CRM systems together. You can use closed-loop reporting to find out what revenue goes with which campaigns. Then, you will know what’s working and what isn’t.

If you run the two processes independently, you won’t see the whole picture. You will know that you’re making money, but you won’t know how. That means you won’t have the information necessary to tighten up your marketing campaigns.

Assign Lead Scores

Your CRM collects all kinds of data for each lead, and it can be overwhelming. When you pair it with your marketing automation system, you can assign scores to each lead based on the data. Then, your system can rank the leads and send the data out to your sales and marketing teams. Everyone can have access to this important data and act accordingly. This allows both teams to communicate and understand each other better.

Your CRM and your marketing automation solution should go hand in hand. Don’t make the mistake of separating the two. When you pair them, your sales and marketing strategies will finally align.

If you are interested in learning more about how a CRM and marketing automation interact, request a free demonstration with an expert today!

Lead Liaison

Lead Liaison’s OneFocus™ CRM Becomes Even More Effectual with the Addition of Task Manager

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Lead LiaisonAllen, TX – Lead Liaison announced this week that they have added a powerful new feature, a Task Manager, to their already impressive OneFocus™ CRM that has taken the industry by storm. This additional feature changes the game for salespeople everywhere by managing tasks like phone calls, follow-ups, lunch meetings, and more within the CRM. This feature was highly anticipated by current and prospective users of Lead Liaison’s CRM, which debuted earlier this Spring.

The task manager is located within the Sales area of Lead Liaison. Salespeople will be able to see all tasks in the system, which are color-coded. Tasks that are overdue are red, tasks due on the current day are green, and tasks in the future are grey. Sorting tasks is incredibly easy. Options include sorting by when the task is due or type of task (i.e. phone call, email, etc.). Tasks can be viewed by priority, as well.

Sales managers can view all tasks available in the system in order to monitor overall performance, as well as drill down into an individual’s task queue.

Clicking on the task allows the user to view notes, due dates, and the Prospect’s timeline associated with the task. Salespeople can see the last interaction with a Prospect and create new tasks from the current task screen. The Task Manager also includes an information card, providing all details for the Deal and Prospect associated with the task.

Salespeople and sales managers can access everything they need within one platform without ever having to leave the task window, saving sales managers and salespeople an incredible amount of time. And, it’s not just limited to sales. Tasks can be added by administrators, marketers, and more. Everyone can have access to the same Task Manager, in order to work together.

“The Task Manager is something our clients have been eagerly awaiting,” says Jen Worsham, Lead Liaison’s Director of Client Relations. “Our clients plan on using it to organize and keep track of the sometimes overwhelming amount of tasks that their sales teams have. In addition to sales tasks, clients also plan on using it for administrative and marketing tasks to keep everyone on the same page. We’re removing barriers that otherwise thwarted productivity. Now, entire teams can work within one platform, with one focus: driving revenue.”

OneFocus™ CRM is a part of Lead Liaison’s suite of marketing and sales solutions designed to help businesses drive revenue and increase performance. The CRM, also known as The Free CRM™,  complements Lead Liaison’s marketing automation platform, Lead Management Automation (LMA)™.  To learn more about OneFocus™ CRM and the Task Manager, visit this link or request a demonstration today.

About Lead Liaison
Lead Liaison provides cloud-based sales and marketing automation solutions that helps businesses accelerate revenue by attracting, converting, closing and retaining more prospects. Filling a void in the small pool of marketing automation providers that focus on marketing-centric functionality, Lead Liaison gives equal focus to sales providing sophisticated visitor tracking and additional website engagement tools to boost sales effectiveness. Lead Liaison blends ease-of-use, a flexible business model, deep external integration, marketing across social, web, mobile, email and offline channels and powerful functionality, all specifically tailored for mid-sized businesses, into a single platform, called Revenue Generation Software®. Lead Liaison is headquartered in Allen, Texas, near Dallas. For more information, visit http://www.leadliaison.com or call 1-800-89-LEADS (895-3237).

 

Lead Liaison

Lead Liaison’s OneFocus™ CRM Goes Live to Early Adopters

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Lead LiaisonAllen, TX – The energy is palpable at the offices of Lead Liaison this week, as they release OneFocus™ CRM with several of their current Lead Management Automation (LMA)™ clients. In recent weeks, the marketing and sales software provider has slowly pulled back the curtains to unveil their most exciting project yet: a free CRM. Starting this week, Lead Liaison is officially provisioning OneFocus™ CRM with clients interested in being an early adopter. Because they want to launch and walk through the platform live with each early adopter, they have decided to do it on an individual basis.

OneFocus™ CRM pairs perfectly with other packages that the company offers, including their marketing automation solution, Lead Management Automation (LMA)™, and their visitor tracking solution, ProspectVision™. OneFocus™ CRM completes the trifecta, making Lead Liaison the most powerful marketing and sales solution provider in the world.

Lead Liaison’s goal was to complete the suite of services for their clients. For customers that weren’t happy with their existing CRM provider or did not have a CRM, it didn’t make sense to send them elsewhere. OneFocus™ is a Customer Relationship Management (CRM) solution that syncs seamlessly with Lead Liaison’s other offerings. Lead Liaison now provides all of the solutions needed for a company of any size to monitor website visitors, automate marketing efforts, and manage all interaction with clients and partners – in one place.

Lead Liaison end user Jim Westrom is the Director of Corporate Accounts at Lumen21, an information technology and services provider for the healthcare industry. He works with Lead Liaison’s Lead Management Automation (LMA)™ on a daily basis. “I’ve been eager for the release of OneFocus™ CRM,” says Westrom. “It’s exactly what our company needs, and we love that it comes free with our marketing automation license. The ease of use is incredible. It’s so intuitive! Our sales team is going to love this.”

This release doesn’t come as a surprise to Lead Liaison customers, as they are already familiar with the company’s stellar customer support and inventive attitude. In the past year, Lead Liaison has made significant strides in partnering with other industry experts, like GoToWebinar and Lob, to provide clients with the highest quality experience. Lead Liaison also released an extraordinary reporting and analytics add-on called Revelation™, which helps their clients understand and interpret data collected by the software. Lead Liaison customers consistently rave about the ease-of-use, modern approach, and overall satisfaction with the company as a whole.

OneFocus™ CRM is truly a free CRM. There are no hidden fees for additional users. Companies can maximize their dollars by streamlining all of their goals and accomplishments in one application. Salespeople that used to avoid outdated CRMs are clamoring to get their hands on this software. To learn more about OneFocus™ – The Free CRM, visit http://www.leadliaison.com/free-crm/.

About Lead Liaison
Lead Liaison provides cloud-based sales and marketing automation solutions that helps businesses accelerate revenue by attracting, converting, closing and retaining more prospects. Filling a void in the small pool of marketing automation providers that focus on marketing-centric functionality, Lead Liaison gives equal focus to sales providing sophisticated visitor tracking and additional website engagement tools to boost sales effectiveness. Lead Liaison blends ease-of-use, a flexible business model, deep external integration, marketing across social, web, mobile, email and offline channels and powerful functionality, all specifically tailored for mid-sized businesses, into a single platform, called Revenue Generation Software®. Lead Liaison is headquartered in Allen, Texas, near Dallas. For more information, visit http://www.leadliaison.com or call 1-800-89-LEADS (895-3237).

Lead Liaison

Lead Liaison Announces Highly Anticipated OneFocus™ – A Free CRM

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Lead LiaisonLead Liaison customers already have access to the most advanced level of website visitor tracking and marketing automation. No other company in the industry offers as many ways to reach prospects, customers, and partners as Lead Liaison does with their powerful combination of offline marketing and digital marketing capabilities. The software suite, called Revenue Generation Software™,  also integrates with hundreds of related tools. Lead Liaison prides themselves on being the sole solution for a company’s marketing and sales needs. This is why, in 2017, the Board of Directors made it their mission to bring customers the final piece of the puzzle: a Customer Relationship Management (CRM) solution.

Lead Liaison calls their new solution OneFocus™ CRM. The meaning behind OneFocus™ CRM signifies a single location for all of a company’s marketing and sales data. The seamless integration with their visitor tracking solution, ProspectVision™, and their marketing automation solution, Lead Management Automation (LMA)™ helps OneFocus™ CRM stand out from the crowd. What makes OneFocus™ CRM completely unbeatable is the business model. It’s a free CRM! There’s also no limitation on number of users, allowing organizations to  scale users without having to worry about skyrocketing costs.

The CRM marketplace was saturated with outdated solutions. Other CRM tools had too much fluff for today’s fast-paced sales world. Lead Liaison listened to their clients criticism of other CRM solutions, complaining of too many steps, and a complicated process to achieve simple tasks. “Our intention is to shake up the CRM world,” says Director of Client Relationships, Jennifer Worsham. “It’s stale; it’s stagnant. It needed an overhaul, and that’s what we’ve done. We’ve trimmed the fat to give our clients the simplicity they need to carry out day-to-day customer relationship management tasks. We also take tremendous pride in knowing that each of our sales and marketing solutions were created from the ground up, by us, providing a better user experience by ensuring all components are integrated. That’s different from our competitors who tend to buy software stacks and spend years bolting them in – putting features in front of customer experience. We’ve homegrown our entire stack!”

Features

With capabilities like single-click actions, and drag-and-drop pipelines, OneFocus™ CRM is ultra-sales friendly. It’s cloud-based, so it can be accessed from any computer. The interface is slick, clean, and simple. Prospect profiles include elegant looking timelines, reflecting all communication and activity. ”Features like these make OneFocus™ CRM not only the best CRM solution in the industry, but it also completes Lead Liaison’s suite of solutions, making us the most powerful marketing and sales solution provider in the world,” Worsham says.

Availability

Lead Liaison’s OneFocus™ CRM will soon be available to early adopters, and will be available to the general public by mid-summer. To read more about OneFocus™ CRM, visit www.leadliaison.com/free-crm.

About Lead Liaison
Lead Liaison provides cloud-based sales and marketing automation solutions that helps businesses accelerate revenue by attracting, converting, closing and retaining more prospects. Filling a void in the small pool of marketing automation providers that focus on marketing-centric functionality, Lead Liaison gives equal focus to sales providing sophisticated visitor tracking and additional website engagement tools to boost sales effectiveness. Lead Liaison blends ease-of-use, a flexible business model, deep external integration, marketing across social, web, mobile, email and offline channels and powerful functionality, all specifically tailored for mid-sized businesses, into a single platform, called Revenue Generation Software®. Lead Liaison is headquartered in Allen, Texas, near Dallas. For more information, visit http://www.leadliaison.com or call 1-800-89-LEADS (895-3237).