In case the default set of reports are not enough, you can define and design custom reports tailored to your organization’s needs. The screen capture below shows the default set of reports. Its also possible to email the reports to other team members. LeadMaster comes with a general set of built-in reports and a wide variety of reports, including sales forecasts. The robust Reporting function allows presenting data from your online sales and marketing database in printed form. The contact details screen gives a bird’s eye view of the entire contact. The Contacts tab provides provides functions to review the contacts in the system and as well allows creating new contacts. Here’s how an account appears in the detail view.Contact Management. Here’s how an account appears in the detail view. One can change the order of columns being displayed and even add new columns, for example, its possible to swap the position of columns City and Province. It is even possible to customize the layout of the list displaying companies. The screen allows performing simple searches by Company name as well. The Accounts tab offers an easy way to quickly review the Companies associated with all records to which the current user has access. This feature helps in load balancing and even distribution of load amongst your sales team. The Automation / Customization section lists functions for customizing screens, form fields, changing text displayed on the labels, managing marketing workflows, designing custom forms and forms to be displayed on websites including settings to determine and manage duplicate records.Īllows adding Account managers that will receive leads/records/accounts via an automated Round Robin queue, when leads/records/accounts are assigned to a round robin queue they are assigned in sequential order.There is as well a section on designing email notifications that are sent to internal users upon lead assignments (single or bulk) and task assignments. Campaign / Messaging/ Reports group has functions for designing and managing marketing campaigns, features for measuring campaign’s efficiency, configuring email templates.User/ Workgroup group has functions related to managing users, defining security permissions, designing company hierarchy, setting rules for automatic record assignment and tracking user activity.Let’s take a look at various configuration options to administer the application – LeadMaster allows configuring and saving more than one dashboards, the screen capture below shows a custom dashboard named ‘Sales Dashboard’ designed by us with custom charts in it. The ‘Information Center’ tab displays list of messages boards for the workgroup. for quick access to your leads, cases etc.Īt the center of the screen is the Sales & Marketing Dashboard’ with two charts, each of the charts has a ‘drill down’ feature allowing you to get into the data for further analysis. There are few personalized features such as ‘My Appts & Call Backs’, ‘My Searches’, ‘My Cases’ etc. Underneath them is the calendar with the current day selected, a mouse over on any of the days brings up an all day frame listing all your tasks/ appointments/ meetings for the day. On the left hand side, the forms ‘Quick Search’ and ‘Find Match’ are for quickly finding the records you need. The screen capture below shows the screen that comes upon login for the first time. The application has an uncluttered layout, with major functionality easily accessible. There’s a free trial on offer which requires completing a small form, your trial instance is ready to use as soon as you receive an email with the link to access the same. Its a neatly designed website with lots of marketing information and details related to product features, case studies, product videos, advantages over competitors. Accolades: Had been recognized by ZDNet Australia as one of the best CRM Suites in their article published on November 30, 2011.User limit: There’s no limit, add more users as and when required. Training required: Not much, interface is intuitive and easy to use.Ideal for: For businesses of all kinds and sizes.Free Trial: Yes, fully functional free trial is available for 30 days.Technologically, the CRM is a web application developed using Microsoft. All that is needed to use the system is a web browser or an Internet enabled cell phone. LeadMaster is a web-based lead management system available through a subscription based cloud computing model – there’s no need for software or hardware investment, no costly IT expenditures neither there’s a need to hire IT consultants, additionally the rapid deployment cycle results in further cost savings.
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