Lead Liaison offers
nine full training modules to help new or existing clients accelerate their enjoyment of Lead Liaison’s
revenue generation software. Not all sessions of the training agenda have to be provided and clients are welcome to piece mill modules to fit their needs. Whether we are training an individual, team, or group we ready to help you learn. A Lead Liaison Representative will work with the client to customize the training based on the License Edition purchased and the client’s schedule and needs.
Training Modules
OverviewHigh level overview of Lead Liaison
- Introduction to the Platform
- Overview of the application user interface
- Who should use Lead Liaison and why
Initial SetupConfiguring Lead Liaison to your environment
- Creating personal filters
- Setting up Salesforce.com
- Mapping fields
- Managing users
- Managing roles
- Basic Workflow and Campaign setup
Real Time Lead TrackingHow sales and marketing can use Lead Liaison for lead generation
Sales ProspectingHow sales can use Lead Liaison for efficient sales prospecting
- Recycling business contacts
- Trading and buying business contacts
- Using Prospector for business searches
Marketing AutomationHow marketing can use Lead Liaison to automate marketing
- Understanding Campaigns vs Workflows
- Triggers and actions overview
- Creating Workflows
- Managing Workflows
- Creating Campaign
- Managing Campaigns
Email MarketingHow to use Lead Liaison's email marketing solution and connect with sales
- Importing contact lists
- Creating and sending email campaigns
- Real time responses
- Sending surveys
- Measuring results
- Running split test email campaigns
Desktop ToolsHow to use Lead Liaison's desktop tools for lead generation and management
- Streamer and Send & Track overview
- Installing Send & Track
- How to use Send & Track
- Installing Streamer
- How to use Streamer
Salesforce.com IntegrationUnderstand how Lead Liaison integrates with Salesforce.com
- Installing Lead Liaison for Salesforce.com
- Auto-lead creation
- Synchronizing leads
- Data pushed into Salesforce.com
AnalyticsUsing analytics to measure your return on investment