Lead Zeppelin

Some users have been asking about how to go about getting started with using Deals. Here are a couple quick points to get started using them effectively. Read the rest of this entry »

For our overseas travelers, we’ve added the ability to edit your Currency preference on the Account Overview Screen. Read the rest of this entry »

For your convenience, we’ve now added the ability to export your filtered lead lists. Read the rest of this entry »

Our Lead Zeppelin web app has changed a bit from our original vision. Will it remain the same next year? We don’t think so… we have a number of ideas brewing which may take us in different (and hopefully better) directions next year. How about you… how are you using Lead Zep… and how is it helping your world?

From the excellent Win Without Pitching blog, Blair Enns lays out a 4-touch follow-up plan for prospects:

1. 1st touch – Voicemail
2. 2nd touch – email; within 48 hours of 1st touch
3. 3rd touch – Voicemail (1-3 days later)
4. 4th touch – email (1-2 days later)

We use a similar system with our own Lead Zeppelin account. And, rather than pre-load all the tasks, we just add them after noting each follow up, since the duration may vary and we might move the prospect to the next phase earlier than expected.

What’s your follow up routine?

PRM? Yes, Partner Relationship Management. We’re in the CRM, customer relationship management, business here, but PRM is decidedly a B2B (business-to-business) function.

As you might have already seen, we’ve rolled out the ability to only show users leads that have been assigned to them. But what about vendors you may refer to business to? You want to share leads with them, but keep them at “arms length”? PRM may be the solution for you.

We’re testing this new functionality for users at the Max level presently. Your partners would need Lead Zeppelin accounts of their own to receive “shared” leads.

If this sounds like something of interest to your organization, please contact us and we’ll set your account up.

This has been one of our most popular requests. We’ve had the ability to assign a lead to another user for awhile, but our customers have been asking to create permissions so that your users can only see the leads assigned to them. Now you can, by editing your user’s Permissions:

Checking Assigned Leads will filter what your users’ see, only showing them leads (as well as associated tasks and files) that they have been assigned.

Our service mark registration came in the mail today for Lead Zeppelin^®!

Looking for a way to see all the companies that you do business with? Look no more! Click on the Contacts tab and there on the right sidebar, you’ll see a link to View Company Directory

If you’ve specified a Company for any of your leads or contacts, they’ll show up here. You can manage company-level information on their company screen, as well as notes, attachments and files, just like you do for your contacts and leads.

Any and all people that you’ve associated to a particular company will be listed and linked on the right sidebar of the company profile screen.

Coming soon: ability to associate a Deal to a Company

This is BIG! We just rolled out the ability to add custom fields last night. There is still some tweaking to be done, but you can now add your fields for your leads and contacts!

You can access the field manager by going in to add or edit a lead or contact. Look for the link on the right sidebar. Below is a quick video showing how you can add a field. Give it a try!