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AUTO-DIAL! |
Never misdial a phone number again! Auto-log your calls. |
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Call any prospect with a single click using the configurable auto dialer on any of the three phone numbers per lead or five phone numbers per team member.
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Dialing can be configured to support low rate long distance access codes or numbers.
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Block or reveal YOUR phone number for any prospect with a check box on EACH prospect phone number.
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Enable or disable use of a dial-around code on each phone number.
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Automatic history logging: Every time you call a prospect, the prospect's name, phone number, date and time you dialed is written to a history log.
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IMPORT YOUR LEADS! |
You can import sales leads from almost any supplier. |
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The LMS Import Manager allows you to import your sales lead
files from any supplier who offers importable electronic files, like Excel
Worksheets, CSV files, Text files or Tab delimited files.
Getting your leads into LMS is a simple, "follow the steps" process that anyone can quickly master. For suppliers that provide reliably consistent file formats, you can even save the import setup. From that point on, importing files from that supplier requires little more than a few clicks.
In the near future ...
Through collaboration with selected lead suppliers, the LMS
team is designing a means by which you will enjoy what we call "real time lead importing." This is a near term future feature that will allow your prospect to appear in your LMS Prospect Folder within 5 or less minutes from the time they filled out your internet lead capture form. This means that, in some cases, you COULD be talking with them while they are still on your web site! Sales leads don't get much fresher than that!
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FIND ANY PROSPECT FAST! |
Find anyone by name, phone or email. |
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With LMS, your days of shuffling through cards or papers
looking for a prospect are OVER! LMS has no less than SEVEN different ways
to locate an existing prospect in seconds!
When you get an indistinct voice mail message from a
prospect, use your Caller ID info to find them by their phone number. When you
get an improperly identified email response from a prospect, find them by their
email address. Of course, you can also find them by name or partial name in any
of the four prospect folders using the global name search feature. Each
form has it's own local search controls as well.
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EMAIL MANAGER |
Unlimited pre-defined emails. Send with a click. |
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Many LMS users report that this one feature alone is worth the price of the program. It saves you amazing amounts of time and increases the over-all quality of impression you make on your prospects, customers and team.
- Create an unlimited number of pre-defined email messages.
- Send any message to one or more prospects with a few button clicks and each message will appear to the recipient as though it was custom written just for them!
- Assign each message to a specific business group that corresponds to one of the multiple businesses you may be operating.
- Mass mailing features allow you to define a subset of leads based on nearly any criteria you can imagine. Send a message to ALL of those recipients and each message will be customized!
- Any pre-defined message can have an unlimited number of pre-defined attachments that will go out automatically when the message is sent.
- This LMS feature offers many more time saving benefits. A full description of all the Email Manager features is beyond the scope of this overview.
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UNLIMITED FILTERING & SORTING! |
Filter and sort your prospects any way you can imagine! |
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Next to the Email Manager, filtering and sorting are the
most powerful and useful features offered by LMS.
Filtering allows you to define a group of leads you want to
work with exclusively for a period of time. This prevents all the other
leads from cluttering your view during a prospecting session. Sorting
allows you to view the prospects in almost any order you wish.
Filter and/or sort your prospects by:
You can even create totally custom filters. We could talk
about this one feature for hours and never cover the same ground twice.
Suffice it to say, just about any way you want to look at your prospects is
enabled by LMS.
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AUDIO TOOLS |
Save your energy. Let the machines talk to other machines! |
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The power of this optional feature comes from the following benefits it produces for the diligent LMS user:
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It eliminates the need to ever
speak a word unless you are talking to a live person -- thus eliminating the
energy drain caused by speaking your voice mail script into the phone dozens
of times per day! Talking takes energy. We believe you should save your
precious life energy for the critical task of talking to live people -- not
machines. Let the machines talk to other machines.
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You may create as many audio
recordings as you wish and register them with LMS for instant delivery to your
prospect's voice mail or even to a live person on the phone if you so choose.
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You can take as much time as
you need to get each recording perfect. Each time you leave a message on a
prospect's voice mail, it is identical to the ones you left early in the day
-- you will ALWAYS sound fresh and energetic!
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CALL-BACK REVIEW |
Instantly review your call-back workload. |
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This tool helps you maintain control over your work load by
previewing your scheduled call back appointments for a specified time period.
The Call-back lists can be instantly configured to show all of your scheduled
calling appointments for today, tomorrow, all past due, all, yesterday, next
(number of days) or all for a specific date. Once you view the call back list,
critical prospects are color flagged and you can jump to a prospect's record
with a click of your mouse.
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ON-SCREEN SCRIPTS! |
Display any of 10 different interview scripts with a single click. |
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The script manager allows you to enter up to TEN different
scripts for use at various points in the sales process, or even for use in
multiple businesses or product lines. The scripts can be imbedded with the name of the prospect so you will never "go blank" on the prospect's name during an interview.
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EASY TO LEARN |
Most folks are using LMS effectively within 1 hour. |
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Even without access to the highly personalized
support you get with LMS, you can quickly master its most critical functions. Here's why:
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Even though LMS is a powerful program, each of its
individual functions are simple and easy to understand.
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Most controls (buttons, fields, drop down lists, check
boxes, etc) on most forms have a pop-up help flag that tells you exactly what that control is for or how it is used.
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Many forms, have one or more context sensitive help buttons that display complete instructions on how to use that particular form or form section.
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The main help menu contains simply worded explanations on
how each primary feature works and WHY it is present.
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This website offers free, unlimited access to audio/video
recordings that cover everything you need to know about LMS. New
recordings will appear over the next few weeks.
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When all else fails, don't be shy about calling LMS Support
for live demos that address your particular questions.
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TEAM MANAGEMENT |
Manage your growing sales team more effectively. |
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If you are building a sales team and you want to share leads with any of your team members or associates, LMS has built-in ways to support that goal:
- Assign any lead to a particualr team member, email it to them. At any time in the future, you can filter your database on all leads assigned to a team member and call them to work through the leads and see how they did on each lead you provided.
- You can filter on a batch of leads and then "peel off" blocks of leads into one or more export files which you can then email to various team members. Each batch you export can be automatically assigned and flagged with the team member's name.
A common concern for many team leaders and sales managers is how to get each of their agents to present a consistent, professional company image to the public. One way LMS helps with that is the Team Manager Email functions. With this feature, you can:
- Create pre-defined email messages for your team,
- Insert variables into the messages that auto-fill at send time with data from the prospect record as well as standardized eCard signature block information that is entered by each agent into their copy of LMS.
- Then you can export all of your carefully prepared messages to an LMS specific file that your agents can IMPORT into their copy of LMS. These messages CAN be locked so the team member cannot change them. This way, you can have greater control over the image quality and consistency that your whole team presents to the public when they send marketing emails that promote your product or service. This eliminates one of the variables that cause wide differences in sales performance by different agents who are marketing the same product.
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AUTO TIME ZONES |
Never mention time zone differences to a prospect again! |
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Have you ever been on the phone with a prospect, scheduling
an appointment and found yourself doing time-zone math in your head or out loud with the prospect, as in: "So, what time zone are you in? Ok. Let's see, you're in Pacific and I'm in Eastern so that means if I call you at 6 PM my time it will be uh ... 2 .. no uh ... 3 PM your time. Is that a good time?" VERY unprofessional!
Since LMS is ALWAYS aware of where YOU are in relation to your prospect, you
never again need to mention anything but HIS time! LMS performs all time differential calculations automatically. LMS is even aware of
Daylight Savings Time adjustments. This allows you to simply say to the
prospect: "I can call you at 6 PM your time. Will that work for you?"
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AUTO CALL-BACK ALERTS |
Never miss another call-back appointment! |
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The LMS Call Back Alert feature will prevent you from EVER missing another call back. Once per minute, it scans all the Prospect, Follow-up, Team and Task folders for a call back or critical task that you have scheduled for the next X minutes. The actual alert lead time can be set to anything from 1 to 99 minutes.
For those rare, EXTREMELY critical call back appointments (like the $10,000 dollar one we lost once due to missing a call back by 15 minutes!), you can even create a BACKUP reminder in Outlook with a single button click!
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SALE POINT MILESTONES! |
Create your own codes for tracking sales milestones. |
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Starting with LMS version 2.14 (release imminent), you may
create your own unlimited list of sales point milestone codes, called "Last
Result" codes, and flag any prospect with any of those codes. Then you can
filter on that code field and get a list of every prospect who has reached a
certain sales process milestone. Once you have such a list, you can initiate a
number of actions that will apply to all such prospects: print a list, call them all, email them all, update them all or schedule each of them for an event or other action -- or even delete them all at once.
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EVENT MANAGEMENT |
Three clicks can setup a prospect for a pre-scheduled event. |
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If your marketing group or team holds regularly scheduled
events like meetings, conference calls or web cast seminars, you can set up the schedule for those events in the LMS Event Manager.
Once set up (normally a one time task), you can then display a properly grouped selection list on the prospect record WHILE you speak with the prospect and let him know that you have events on a particular day and time, then click on the one they choose and they are instantly scheduled for attendance. When that time arrives, you will be alerted and you can then escort them to the event via three-way calls or simply notice that they were suppose to attend -- which means you can follow up after the event to ask them how they liked it -- and CLOSE THE SALE!
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COMING ATTRACTIONS! |
LMS undergoes perpetual improvement. |
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Here is a partial list of the enhancements that will appear
in LMS over the next few months:
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An SMTP emailing engine that will turn LMS into a world
class tool for emailing to groups. This major upgrade to the already
powerful Email Manager will allow you to mail to THOUSANDS of prospects
automatically and do so in a way that will not violate the policies of your
ISP. You will be able to mail either text or HTML or both to each person
and have a complete audit trail of which messages were sent to each person at
a particular date and time.
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A new feature called "Voice Mail Blaster" that will allow
you to filter on a set of prospects, then click one command that says "Call
all of these people and deliver my audio message." If a live person
answers the phone, you'll be alerted to pick up the phone and interview them.
This feature means not only that you will never need to speak unless you talk
to a live prospect, but that you can read, or watch TV while your computer
does the grunt work for you!
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Complete history of all contacts with the prospect.
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Numerous other smaller but important new features are in
the works now!
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