Lead Zeppelin

Yep, you can import your contacts now into Lead Zeppelin without having to subject them to TSA x-rays.

For best results, having your list in a Outlook CSV format works best. If you have a simple list that only contains a few columns of information, like name, email and phone number… you just need to make sure your column names sync with ours. Check out our template here.

Importing your contacts comes in super handy when you’re adding deals, so you can associate a deal to an existing contact. You haven’t seen deals yet? You’ve been missing out!

If you’ve been storing away your leads in an excel file, why not upload them into your Zeppelin so you can start adding tasks, notes and files and getting them closed? Back from a trade show? Upload them leads!

Over at the B2B Lead Gen blog, Brian Carroll proposes:

I’d like to share what we learned from a lead re-engagement test we just completed for a large communications company. We tested a lead nurturing program to re-engage the following types of “old” leads:

1. Leads that were “open” but not touched by a sales person in 90+ days
2. Leads worked by sales but marked as “closed – lost” meaning they didn’t buy

We started with a simple multi-touch lead nurturing program that included: a 3 touch email track, the emails connected to educational articles, and our teleprospecting team made follow-up calls (based on email engagement replies, clicks and opens).

After their 10-week test, they found the old leads had a 10% higher conversion rate than recent leads.

Last week we rolled out a much needed function to our Leads and Deals list screens. Filters! Yep, now you can select what lead or deals you’d like to see based on their status. And not by only one either, you can filter by multiple status.

Bonus: For some quick stats, a current count of how many records exist will be shown after each status as a type.

“Rocking! I really like it.”
- Cliff H.

We’ve added a category for Companies to the Lead Zeppelin CRM. Now, you can add information for your contact’s and lead’s companies. People can be associated to a Company and will be listed along the right sidebar.

What’s more, you can add notes, attach files and add tasks for a Company, just like you do for Leads and Contacts!

While we’re working on custom fields for your leads and contacts, we added the ability to add multiple ‘notes’ fields to your web-to-lead forms, as requested by Jason O. and others.

When submitted, the additional textarea field content will appear as a Message in the lead’s detail screen, as shown below.

Adding these extra fields is pretty straightforward.

1. Click on the Forms Tab
2. Select Notes under Other Fields in the Available fields box and click Add.
3. Give the field a name and click OK
4. Repeat as necessary