Tag Archive for: Press Release

Lead Liaison

Lead Liaison Releases Kit for Marketing in Higher Education

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Lead Liaison LogoAllen, TX – Lead Liaison, a software company that specializes in providing marketing and sales solutions, released a collection of resources for educational institutions this week. Their Education Kit includes an overview of marketing in the education sector, a checklist of how to apply marketing automation specifically to educational institutions, various case studies, and more.

“We already know that we’ve got a powerful solution, but the problem that a lot of people run into is how to apply it,” says Jen Worsham, Director of Client Relations at Lead Liaison. “Marketing for higher education can be difficult, but it shouldn’t be. We want to show, based on in depth research and real-life case studies, that marketing automation can help increase student retention, accelerate new student enrollment, and streamline communication.”

Lead Liaison’s Education Kit encourages educational institutions to evoke emotion with their audience by telling compelling stories and using a consistent theme across omni-channel marketing efforts – both online and offline.

The kit breaks down which of Lead Liaison’s features solve problems that are commonly found in marketing for higher education. Automation, for example, can improve response time and increase operating efficiency. Personalized website content tailors website visitors’ experience, making it unique to each student. Lead Liaison supports omni-channel marketing, including email, social media, text messages, postcards, and even handwritten letters, which helps build emotional ties between the audience and the university. They assist in overcoming budget issues by tracking Campaign ROI. Using ROI data can justify more budget, or assist in finding where to cut back by assessing the methods that have not been successful.

Florida International University uses Lead Liaison on a daily basis. They wanted to have more meaningful and relevant conversations with their students and prospective students. Features like Lead Liaison’s database segmentation, social append, Salesforce integration, and even onsite training, helped FIU accomplish these goals. Now, they are able to speak to prospective students the way that they want to be spoken to. “Lead Liaison has made our experience so much more efficient and enjoyable. We are now able to quickly create high impact messages with the email builder, we can assess email campaign performance, and even analyze real time insight into Prospect activity,” says Eva Marie Gasson, Assistant Director of Communications at FIU.

Lead Liaison also proves, with this Education Kit, that marketing automation isn’t just for prospective students. Educational institutions can communicate with alumni or faculty in the same way they automate other communications to prospective students. Advisors or Success Coaches can use the platform to coordinate and track university mentor programs. The opportunities are truly endless with a platform as powerful as Lead Liaison.

 

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 Leaks a Glimpse of First-Ever, Fully Integrated Lead Capture App

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Lead Liaison LogoAllen, TX – Lead Liaison, an innovative marketing and sales solution provider, is elevating the scope of B2B mobile software with a first ever, fully integrated lead capture app, conveniently named GoCapture!™. Although it is not available for public consumption yet, the Lead Liaison has released a few specifics that have the technology world buzzing.

The app is intended to be used at events such as trade shows, seminars and conferences, and even in door-to-door sales, to capture hot leads or take surveys onsite. This new technology allows Lead Liaison to span the full life cycle of an event, from onsite lead capture and data collection to nurturing with marketing automation, and beyond. This application pairs with Lead Liaison’s Marketing Automation platform, Lead Management Automation (LMA)™ and their CRM, OneFocus™, allowing exhibitors to instantly capture, qualify, distribute, and nurture leads with a single system. It will be initially available for iOS and Android operating systems with support for Windows in a subsequent release.

Information is limited, but according to Lead Liaison’s engineers, GoCapture!™ will provide the ability to quickly capture leads using several methods. The first method is through a mobile form submission. Trade show attendees will be able to walk up to a company’s booth and manually fill in the form on a smartphone or tablet. Exhibitors can also directly fill in the form.

The second method for onsite lead capture is through a business card transcription portal. Employees working an event can simply take a photo of the lead’s business card. From there, OneCapture!™ offers the option to transcribe the business card using a self-service portal at a later time. Alternatively, Lead Liaison also offers a paid transcription service.

The third method for lead capture is by optical character recognition (OCR). OCR provides the ability to scan the business card, capturing the information automatically.

“The methods and flexibility in which we allow someone to capture a lead has grown. It is tailored around an event or a show,” explains Lead Liaison Solutions Specialist, Chris Kipgen. “What sets us apart is the fact that we own all of these pieces, from the CRM to the automation, which can deliver different kinds of touch points, digital and offline. The fact that we are not integrating with systems we do not own really makes this experience stand out from our competitors. It’s seamless.”

GoCapture!™ is scheduled for release in the fall, according to Lead Liaison. However, they are starting testing with early adopters over the next few weeks. To sign up for alerts about this mobile technology, visit this webpage.

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).

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QuestSoft Triples Clickthrough Rates & Improves Website Engagement with Lead Liaison

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Logo_QuestSoftALLEN, TX – Mortgage lending compliance software company QuestSoft recently spoke about their success using Lead Liaison.

QuestSoft is the nation’s leading provider of automated mortgage compliance software. The company’s solutions help more than 2,200 mortgage lenders simplify and speed the collection, analysis, compilation and reporting of key lending regulatory report data. QuestSoft is known as a profitable, highly innovative company that has won more than 20 awards in the past four years, including being named a Top Workplace by a prominent local paper, the Orange County Register, for three of the past four years. QuestSoft has also been recognized with outstanding service awards from leading industry publications, such as HousingWire’s 2016 HW Vanguard Award, Mortgage Professional America 2016 Hot 100 Listing and PROGRESS In Lending’s 2017 Innovation Award. In addition, QuestSoft has been listed as the 12th best small business to work for in Orange County, along with a recent award highlighting the company as one of the Top 50 workplaces nationwide for women in the mortgage industry to work.

The main reason QuestSoft chose Lead Liaison for their marketing automation needs is because they provide everything from visitor tracking to marketing automation, and even a free CRM – all in one place. The balance between that, the customer service, and the price made it an easy choice.

Originally, QuestSoft wanted to focus on email campaigns and monitor website engagement. They were very interested in watching who was visiting their website in real time. Specifically, they wanted to know which pages were most interesting to their website visitors. “You make certain assumptions about where [visitors] go after the homepage,” says Scott Mortenson, Director of Marketing at QuestSoft. “We thought we knew, and as it turns out we were spot on. It really helps us understand what people are most interested in.

What’s even more noteworthy is the company’s increase in email open and clickthrough rates. Lead Liaison can do much more than just monitor website activity and engagement. QuestSoft needed a platform to execute all of their marketing initiatives. “We tested some emails and they did quite well, then we tested a few others and they failed. We went back to the original formula and we’ve been watching it grow with each campaign. Being able to have those numbers – those statistics – has been invaluable,” says Mortenson. With a professional, easy-to-use platform, Mortenson’s team was able to build communication that had a consistent message, consistent graphics and consistent value. They saw the numbers start to climb.

QuestSoft is also utilizing another popular feature of Lead Liaison, Tracking URLs. They created a unique URL that they placed into advertisements. They are now able to track those ads, whereas before they were blindly sending people to a webpage without knowing if a lead was generated from this link. Tracking URLs gives QuestSoft the ability to measure the impact of their advertising dollars.

QuestSoft will be attending a conference in Florida in the coming weeks, and they are focusing a nurture campaign geared towards their trade show audience. They have a list of expected attendees, and their goal is to drive traffic to their website leading up to the event, as well as increase traffic to their booth. They’re confident they can drive website activity with strong email campaign performance produced from Lead Liaison. Before using Lead Liaison, they saw email open rates of about 10%. Since implementing Lead Liaison, they have seen email open rates increase to 18%. In addition, they have tripled their average click-through rates in the last six months, seeing recent click-throughs as high as 10%. Average CTRs in the technology industry are closer to 2.5%, making this a significant achievement. Marketing with Lead Liaison has resulted in increased appointments at their trade show booth. They expect nothing but the same for their upcoming event in Florida.

QuestSoft’s use of Lead Liaison’s Lead Management Automation (LMA)™ has provided relief for the company, because they no longer have to fret over tedious tasks. They are now able to use that time to focus on building their programs and campaigns, brainstorming with their team, and increasing revenue.

About QuestSoft

Laguna Hills, Calif.-based QuestSoft is a leading provider of comprehensive compliance software and services for the mortgage, banking and credit union industries. QuestSoft combines 20+ years of mortgage regulatory, CRA and Fair Lending compliance analytics, data management and software design expertise with best-in-class customer service to consistently improve client compliance accuracy and facilitate smoother regulatory audits. QuestSoft products, interfaced with over 40 LOS providers, enable more than 2,200 clients to simplify and speed the collection, analysis, compilation and reporting of key lending regulatory report data. For more information, call 800-575-4632, ext 1, or visit www.questsoft.com.

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).

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Data is More Secure Than Ever with Lead Liaison’s Participation in the Privacy Shield

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Lead LiaisonAllen, TX – Sales and marketing software firm, Lead Liaison, solidifies inclusion in EU-U.S. and Swiss-U.S. Privacy Shield Frameworks to increase data security for international clients.

The Privacy Shield Framework complies with European Union and Swiss data protection requirements when transferring personal data in and out of the United States. In order to comply, US-based organizations must certify themselves with the Department of Commerce, as well as publicly commit to comply with the Privacy Shield Program’s requirements. Once this public commitment has been made, it becomes enforceable under US law, under Section 5 of the FTC Act.

The Department of Commerce released this Fact Sheet, which covers the protections provided and how the program works.

This is important for Lead Liaison’s international clients because the Privacy Shield replaces the European Union’s Safe Harbor Decision, which asserted that the US provide adequate privacy protections to meet EU’s standards. This accomplishment demonstrates that Lead Liaison cares greatly about their clients, and that their clients’ privacy is a high priority.

Lead Liaison’s business in Europe is growing at an all-time high. It was a necessary step to help protect European customers and further increase their confidence in Lead Liaison’s ability to manage their important sales and marketing data.

Jen Worsham, Director of Client Relations, said this about the compliance, “We understand that Europe is a fast-growing market for our company and respect that EU businesses must adhere to strict standards. We are working together to manage data in the safest manner possible.”

Lead Liaison has updated their Privacy Policy, found at http://www.leadliaison.com/about/privacy-policy/, to reflect participation in the Privacy Shield Frameworks.

About the Privacy Shield Agreement Model

The EU-U.S. and Swiss-U.S. Privacy Shield Frameworks were designed by the U.S. Department of Commerce and the European Commission and Swiss Administration to provide companies on both sides of the Atlantic with a mechanism to comply with data protection requirements when transferring personal data from the European Union and Switzerland to the United States in support of transatlantic commerce.

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 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 Reveals Its Secret Sauce for Managing Leads

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Lead LiaisonIt’s not every day that a company pulls back the curtain and unveils the processes that make them successful. But Lead Liaison is different. Lead Liaison is known for unlocking the vault on marketing automation and lead management solutions. The decision to divulge their secrets is reflective of the company’s overall passion to support sales and marketing teams, to help businesses grow, and to be transparent in their developments. Their Automated Lead Flow Management Process, including a sample Qualified Lead Flow, lays the foundation for an ultra-successful nurture track intended to be carried out using marketing automation systems like their own. The company uses processes like this to help fuel growth in the marketing automation industry, since the company has the luxury of “drinking their own champagne” (using their own software), to achieve their goals. Businesses can do the same with the same exact tools in their own respective industries.

Sales and marketing tactics have evolved from a dialogue to more of a monologue in recent years. Potential buyers or customers have access to more information and more reviews – right at their fingertips. It’s time for companies to respond in a more relevant and meaningful manner.

How Does the Qualified Lead Flow Work?

There are many ways that businesses get inbound leads to their websites: web forms (Contact Us forms, Request a Demonstration forms, Free Trial forms, Free Consultation forms, etc.), content downloads, and explainer videos to name a few. The key is for a company to identify the primary ways that it’s website captures inbound leads. Lead Liaison identified its primary channels for inbound leads coming from key forms and video conversions.

Once the lead or inquiry comes in, that person will be sent through the Qualified Lead Flow process. First, there is an automation in place to distribute the lead to a salesperson. For Lead Liaison, that process is round-robin, because that’s how their sales team is structured. For other companies using this Qualified Lead Flow, that lead distribution could be based on other methods of lead distribution, like geographical location, performance, or any myriad of attributes about the person making the inquiry. Once distributed, the Qualified Lead Flow sends an email to the lead, giving them the contact information of their account manager. This message uses the lead’s name, making it personal, and in the case of Lead Liaison, includes the salesperson’s contact information. The automation then pushes the lead’s information into Lead Liaison’s CRM, OneFocus™.

Depending on the primary interest of the lead, which is typically gathered from the original inquiry, a company can set up very specific nurturing. Lead Liaison has identified their key areas of interest to be partnerships, CRM, or it could even be an agency interested in private labeling. The nurture track contains 8-10 emails with educational content that focuses on the lead’s area of interest. Once the lead has completed their interest-specific nurture, they flow into a mainline nurture and are added to the Lead Liaison Subscribers List. If, at any point in time, the lead become a client, Lead Liaison’s tool automatically moves them out of the respective nurturing tracks and adds them into nurturing tailored to clients. It’s here that messaging can focus on up-sell, cross-sell, and other opportunities. These strategies are discussed more in Lead Liaison’s Marketing Automation Playbook.

Lead Liaison’s Qualified Lead Flow has been proven time and time again, producing leads that are educated, familiar with the brand, and that are ready to move forward with purchasing a license. Director of Marketing, Jennifer Worsham, shares her experience, “Since implementing this Qualified Lead Flow, we’ve seen an increase of 68% in conversions. It’s something that took a little time and effort to set up, but has proven to be time well spent. Now, this flow runs in the background without us having to touch it. It’s fantastic!”

To see the diagram of the entire flow, check out Lead Liaison’s Library of Resources. The Automated Lead Flow Management Process is located under Guides.

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).

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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).

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Insightly and Lead Liaison Solidify Partnership

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Customer relationship management (CRM) solution provider Insightly adds Lead Liaison to their list of integrations, changing the game for many shared clients.

Lead Liaison provides a host of sales and marketing tools for businesses around the globe. They make information typically saved in a CRM, such as Insightly, actionable. It was no surprise when the integration came to fruition. Lead Liaison helps convert visitors and push new conversions into Insightly. The platform also  gives users the tools they need to track their website, create and launch marketing campaigns, and track ROI. The use of both tools simultaneously gives sales and marketing teams everything they need to be successful.

The Integration

Insightly integration enables users to export records from Lead Liaison into Insightly. Person and company data is exported from the system into a business’ CRM. This seamless integration allows businesses to easily create new lead records in Insightly from multiple areas in Lead Liaison, such as the Visitor Tracking page or a Prospect Profile. A user simply adds the connector by logging into their Insightly account through Lead Liaison.

Lead Liaison also offers an email integration, called Send & Track™, that offers two integration points with Insightly. Users can save a copy of their email to Insightly, as well as create a new contact in Insightly, if one doesn’t already exist. Businesses have found this to be very helpful in the fast-paced sales world.

“We compliment each other nicely,” says Director of Client Relations, Jennifer Worsham. “We both understand that sometimes marketing gurus and salespeople aren’t always the most tech-savvy. Both Lead Liaison and Insightly make their impact in the industry because of their stellar support. Both companies do everything in our power to make setup a breeze, and are there to truly support their clients when competitors fall short.”

The Benefit

An integration between a company’s CRM and their website visitor tracking tool is essential. It’s even more essential if the website tracking tool has marketing automation capabilities. Sales and marketing teams’ goals hinge on the completion of tasks relating to their interested prospects and their marketing team. If sales and marketing aren’t communicating, a company isn’t going to grow.

“Lead Liaison is a great marketing automation tool that also helps measure campaign effectiveness and lead tracking. Their integration with Insightly’s CRM makes for a very powerful union. Our mutual users can now nurture their potential leads, helping complete their journey to becoming a customer.” – Patrick Kaldawy, Engineering Manager at Insightly

How to Take Action

To integrate the two platforms, users must have a subscription license from each provider. Once those relationships have been established, users are only a few clicks away from a seamless integration. Companies interested in Insightly CRM should call 1-888-999-4039 for more information, and those interested in Lead Liaison’s sales and marketing tools should speak with an expert by clicking here.

About Insightly

With more than 1.2 million customers in more than 200 countries, Insightly provides customer relationship management software to businesses of all sizes worldwide. Organizations leverage Insightly’s cloud-based application to manage customer interactions, leads, opportunities, proposals and projects over the web and on mobile devices. Insightly continues to grow globally and is available on the web at Insightly.com, for iOS devices in iTunes, and for Android devices on Google Play. Insightly is based in San Francisco. For more information, visit https://www.insightly.com or follow Insightly on Facebook: https://www.facebook.com/Insightly/.

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

Missouri Ford Dealership Bo Beuckman Ford Explains Why They Chose Lead Liaison for Website Visitor Tracking

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PrintAllen, TX – Rory Foster, Communications Director for Bo Beuckman Ford Dealership, oversees the website and their business development center, as well as digital advertising and training for their sales team. He bought Lead Liaison for their company because he wanted to know who is visiting their website. Recently, he sat down with the Lead Liaison team to talk about why he uses their visitor tracking solution, ProspectVision™, and why he would recommend it to other dealerships.

At first glance, the need was simple: Bo Beuckman Ford needed a way to track who was visiting their website. But, what happens next? Foster needed a way to make this information actionable for his sales team. Not only did they need to see who was visiting their website, they also wanted to connect the dots. How many times has a potential customer viewed a certain vehicle? If this person watched a vehicle for a few weeks, and then moved on, you might think the sale is lost. But with Lead Liaison’s Buy Signal alerts, their sales team now gets a notification alerting them if the prospect comes back. This alert can be the green light for a salesperson to properly time their outreach.

Another valuable tool for Foster is the automated daily lead reports, which simplifies his life. “It’s a short report. It’s concise. I can easily read through it and compare the names to my CRM tool and quickly move on to other tasks at hand.” Daily lead reports can be distributed to any users in the Lead Liaison account. This report assists marketing teams in analyzing campaign activity, sales teams that need to know where to target their outreach, and executives monitoring all marketing and sales efforts.

Bo Beuckman Ford embeds the Lead Liaison code into their electronic newsletter, the Beuckman Buzz. Doing this helps Foster track his customers. Now, he can see who is reacting to what they are putting in their electronic newsletter and which offers make the biggest impact on their database. It is also used as an additional conversion tool to help reveal more information about website visitors. The more a dealership knows about who is visiting their website, the better their sales team can be in locking in a sale.

“My website is an extension of my showroom. When people come into my showroom, I meet them, get their name, and understand what their needs are. Through Lead Liaison my website meets them, gets their names, and helps us to get the information that best helps the customer,” Rory Foster, Communications Director at Bo Beuckman Ford.

To see the testimonial in it’s entirety, click here.

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).