Lead Manager System
We created our own custom online lead management system, calling it simply “Lead Manager System (LMS)”. We needed just the right Customer Relationship Management (CRM) software for our clients to follow-up leads, and also to provide us with reports and feedback in regard to marketing efforts. Today, after 6 years of development, that system is reliable, fast, and bug-free. It is available to our clients without charge, and it provides powerful insights to them, plus a cross-sectional view of all of our clients’ marketing effectiveness and trends.
LEAD MANAGER SYSTEM™
The LEAD MANAGER SYSTEM™ (LMS) has everything we could possibly think of in regard to marketing bells and whistles. It was a huge programming project and now is a very powerful tool for our clients.
HERE ARE A FEW OF THE MAIN FEATURES:
- Manage all of your leads in one secure place
- Lead and personal reminders and automated appointment scheduling
- Be alerted of new leads as they come in
- The automated contact form inputs leads securely into the system from your website
- Maintain contact notes and download addresses
- Multilevel and unlimited timed follow-up emails and texts, including email attachments
- Assign leads to specific team members
- Prioritize leads for quick attention to the best ones
- Gain more referrals and refer extra leads directly to affiliated schools or programs
- Client administrators see all activity and can track all contacts
- Prioritizes your leads to allow you to pay attention to the best ones
- Get reminders of leads that are falling through the cracks
- Convert current and old leads into the new system
- Texting and emailing within the platform and recording of all lead contacts
- Instant referral of leads to any other network member or program
- Assignment of leads to individuals and reminders when leads are not dealt with within established time frames
- One-click reassignment of leads to another team member
- Tracking of marketing tactics and codes right through to enrollment (very important!)
- Reporting of the effectiveness of team members — how quickly and effectively leads convert into enrollments
- Tracking of ALL contacts with the lead, so others can pick it up if the initial person is not available
- Easy dumping of lead data into external email campaigns (like newsletters)
Participation in using this system is totally optional. Should you ever wish to leave LMS, you can simply download your data and move it elsewhere.