A New Concept in Sales Lead Management Software
Updating the CRM from an Email or a Web Form - How Lead-Xpress Works
Each lead and update request is sent through the system via email. The authentication is included with the email so the sales doesn't even have to log in to update the CRM, just update the form and click submit.
It's fast, it's easy and it's in an email, which makes it easier for the sales organization to use and hard to ignore.
The email message, which is easily tailored for your purposes, is then followed by a completely customizable web form. Note the following example.
You’ll notice that the web form is embedded directly into the email. Also, each section header in blue/yellow can be renamed, configured or deleted. Each field, field type and field value can also be configured, renamed or removed according to your needs.
Now take a look at the yellow section header, entitled “Click Actions.” This section provides reps a simple way to record multiple activities and notes in seconds. With a simple check, Xpress users can:
- Send an email to the contact
- Start a workflow process
- Assign prospects to a lead nurturing track
- Add a callback to the LeadMaster calendar
- Add notes to the file
- And much more.
And to provide for every sales rep’s needs, this web form can also be accessed via hyperlink for email clients that don't support these types of forms and mobile browsers.
The completely customizable web form and email makes it easier for you to provide your reps with exactly what they need and makes it easier for them to fill out in seconds.
But who is Lead-Xpress appropriate for? A LeadMaster expert can help you see how much your business will save and benefit with Lead-Xpress.
To find out how Lead-Xpress can work for you.
Click here to send us an email to see how you could benefit with Lead-Xpress.
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Give us a call at 800-699-4164 and we'll connect you with one of our Lead Management / CRM experts. We've helped hundreds of companies just like yours. Don't waste another day, give us a call - you'll be glad you did.