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Drop Down Menus

Drop down menus were added to the search results, record update, edit profile and view profile pages.  Drop down menus will only show for workgroups using the new graphics.  One of the many LeadMaster...

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Charting Search Results

Users can now chart search results that include the following fields: Lead status, Sales Stage, Forecast Date, Probability, Initial Status, Campaign, Lead Source,  Marketing Mix, Group, Partner and...

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Hosted CRM vs. LeadMaster

I thought I’d share a conversation that I had  last week. Before we begin let agree on the terms: SaaS stands for software as a service. You access the application through your browser. You aren’t...

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New Home Page Features

The home page now shows sections outlined in boxes and includes a quick search box. Quick Search Box and Section Outlines        In addition to the new charts and search box you’ll find several...

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New Custom Report Features

Users can now add the following additional fields to a custom report. LeadMaster Custom Report Field Selection Users can now create custom reports that support charting on the following fields: Lead...

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Why choose a Sales & Marketing oriented CRM system?

Let’s imagine your CRM application as the human body.  Picture the sales and marketing database as its beating heart.  It works non stop at the very core of your CRM system, pumping the life blood —...

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Sales Force Automation Articles – Why SFA? How to justify.

Here’s an article that covers the basic reasons for deploying sales force automation.  If you haven’t done so already, make it a new year’s resolution to look into LeadMaster.  You’ll be glad you did....

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LeadMaster May Newsletter – Marketing Automation

The topic for this month is Marketing Automation.  I’m pleased to have James Obermayer, the Executive Director of the Sales Lead Management Association as a guest columnist for this month’s newsletter....

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The Benefits of Lead-Xpress – SaaS Lead Management / CRM

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: •...

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Sales Forecasting with LeadMaster

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...

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