LEADpiper Usability Updates

We’ve been hard at work lately making LEADpiper easier to try, easier to learn, and easier to use. We’ve made a lot of updates recently; some are obvious, some more subtle. Here are a few:

  • Menus have been reorganized
    • The new Sources menu includes the functions you need to set up your lead sources, including spreadsheet imports, scheduled downloads from your GlobalSpec and Salesforce.com accounts, and Direct Post website forms and API connections.
    • The Leads menu now includes the actions you do most often: enter or import leads, send leads through the Distribution Queue, search for previously-sent leads.
  • The spreadsheet import screen is easier to use.
  • Page titles and headers are more specific and more consistent for easier navigation through the site.
  • The screen used to “register” website forms and API connections is now called Direct Post Source Setup, and it’s found in the Sources menu. The Direct Post documentation and sample HTML code have been greatly improved.
  • The Incoming Leads and Outgoing Leads reports are now simpler and more useful. They’re found in the Reports section.
  • The “Thank You URL” that a user is redirect to after submitting a Direct Post website form is now specified as a hidden field in the form data rather than as a setup option in Direct Post Source Setup. This gives the webmaster better control over the user experience. Note: Thank You URLs specified in setup for existing forms will still work.

LEADpiper users now have the tools to define sales territories anywhere in the world

With the new territory tools, the user can assign states or provinces in any country to someone’s territory. The user is free to introduce names of provinces that are consistent with those used by the sources of the leads. The new LEADpiper tools also let you use postal codes and blocks of postal codes in any country in a similar way.

new LEADpiper tools make rule-building easier and more intuitive

We all know that one of the best ways to teach is by example. LEADpiper is now ready to learn from its users by example. If something in a lead makes you think that leads with similar data all fit a certain market and should be distributed the same way, just right-click on the relevant field and show LEADpiper how to make use of it systematically with a new rule. You’ll have a whole smart distribution engine built before you know it.

LEADpiper has a new delivery option – send leads directly into recipient’s CRM

People who receive leads from LEADpiper can now “move” the lead they receive by email into their CRM with the push of a button. First-time user of the feature can enable this feature by providing a one-time authorization to connect with their CRM. The feature is currently available to users of Salesforce.com and OppTuna.

LEADpiper now provides auto-pilot option for use with trusted lead sources

Users of LEADpiper now have flexibility to process leads in different ways based on which source they come in from. Leads from trusted sources may optionally be sent out automatically as soon as they come in, using prescribed distribution rules. For others, leads can be queued up and qualified before distribution.

OppTuna Live Demo

Test drive our new “Live Demo”. Registration is quick and there are no strings attached — you don’t even need to give us your email address. The live demo site is loaded with some realistic looking (but fake!) data which is refreshed daily. Play around with it to get a feel for how OppTuna works.

LEADpiper launches new service for Salesforce.com users

A new set of tools are now available to turn LEADpiper instantly into a lead distribution engine for Salesforce.com users. The one-time LEADpiper-Salesforce integration is fast, easy and secure. Users can control and limit the type of Salesforce leads that are to be distributed through LEADpiper, and have new Salesforce leads ready in LEADpiper for distribution every day. The new leads can also be pre-matched for qualified sales individuals automatically, using rules that the user controls.

Save LEADpiper “import schemes” to save time

LEADpiper users who routinely import spreadsheets from one or more sources can now save “import schemes” for future use. A saved scheme remembers which columns of the spreadsheet to keep and which to discard, and what names to give those to be imported. When a previously saved scheme is called back for a recurring import, it uses the stored information to make the import a one-click process. A saved import scheme can also be used to automatically add useful meta data to leads coming from a particular source, like a source name or a campaign name.

LEADpiper gets a new “distribute” screen

The improved lead distribution screen lets the user qualify leads easily before distributing them. The user can tap through a list of leads quickly and inspect each in the new “content panel” to identify potential issues and quickly delete, disqualify, or correct problematic leads.

Improved LEADpiper content search

One of LEADpiper’s great features is that it searches through content of leads and look for keywords to identify the correct market each lead belongs to. With “custom fields” added to the target of search, LEADpiper can now search through any and all parts of a lead’s content to determine the appropriate market it belongs to, and better locate the “match” to send it to.