Lead Zeppelin

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.

If there’s one thing I’ve heard from our customers, is that when it comes to lead generation and nurturing, they admittedly suck at follow up.

Now that we’ve rolled out a simple CRM that meets the needs of many small businesses, especially with our own integrated web-to-lead forms, the next feature was obvious. Tasks!

We already automagically fire off a confirmation email to your prospects immediately after they fill out your form helping you look more pro. After you’ve contacted and qualified the prospect, you can now add follow up tasks such as emailing or calling them. Depending on your sales process, you may have other steps along the way, like meetings, reviewing proposals and more.