Why Your Marketing Automation Company Should Play Well With Others

Plays Well with OthersWhen you’re a kid, adults constantly remind you that it’s important that you play well with others. That lesson is important on into adulthood – people don’t like someone who is difficult to work with. This concept is also an important characteristic of your marketing automation platform. Ideally, you would want to do most of your marketing and sales work within your marketing automation platform (like sending emails, creating web forms, etc.). But what happens when you have a separate platform that you are required to use outside of your marketing automation system? Don’t let that work be lost or untrackable.

As a company who listens to it’s users, Lead Liaison prides itself on being flexible and adapting to current and relevant needs. We know that one of the most important integrations is the communication with your Client Relationship Manager (CRM). That’s why we integrate with many CRMs – our Salesforce integration being the most powerful. We also integrate with Microsoft Dynamics, Insightly, Base, and many more!

What about emails? We’ve got that covered – and then some. If you’re not going to be using our super-easy Email Marketing Tools (you really should, though!), we integrate with many email platforms. We also have built-in capabilities to track and provide real-time browser notifications for emails sent through Google Chrome (Gmail) or Outlook via our Send & Track feature.

CRMs and Email platforms are two very important areas of integration. But that’s certainly not all that we offer. Social media platforms, productivity tools, video hosting sites, payment gateways…you name it. We’ve got it covered. To see a full list of our integrations, click here.

To see our Press Release regarding Integrations, click here.

Interested in getting a demo of these powerful integrations? Click here.

Lead Liaison Debuts Integrations Marketplace

One of the most vital parts of a marketing automation partner is their level of integration with other key platforms in the marketplace. Lead Liaison realizes the importance of this, and has built a robust list of integrations. From CRMs to Social to Tools and Productivity, their robust marketing automation suite has it all covered. Lead Liaison integrates with over 400 3rd-party applications. In addition to native integrations, their full-featured API and Zap offer additional ways to connect the system’s capabilities to other applications and create personalized integrations. Their fully extensible sales and marketing system can be tailored to the needs of businesses of all sizes.


It’s important to have a company’s CRM, the central hub for contacts, accounts, and opportunities, and marketing automation suite communicate with each other. Lead Liaison’s levels of communication go deep with Customer Relationship Management tools like Salesforce and Pipedrive. Powerful integrations also include Base, Insightly, Microsoft Dynamics, ConnectWise, Zoho CRM, and more!

Marketing and Communication

What if users had the ability to track opens, clickthroughs, and subsequent website activity from individual, one-to-one emails? Lead Liaison has built-in capabilities to track and provide real-time browser notifications with emails sent through Google Chrome (Gmail) and Outlook with Send & Track. And, although Lead Liaison provides an easy-to-use email builder right within their application, they also understand the need to integrate with other email providers like MailChimp, Constant Contact, and more.


In today’s world, social media is an important piece of marketing and sales. But, managing several platforms can get confusing and time-consuming. Lead Liaison offers the ability to post to platforms like Twitter, Facebook, and LinkedIn with the push of one button. In addition to that, the marketing automation suite uses thousands of social data points from over 100 different social networks to enrich profile records. This gives more insight for sales, and helps marketers better target and retarget their database.

Tools and Productivity

GoToWebinar, Google AdWords, Google Analytics, ZoomInfo, and WordPress are some of the more well-known productivity tools that Lead Liaison connects to. They also connect to 28+ payment gateways, making it easier for companies like nonprofits or other B2C companies to make financial transactions without leaving their “home base”.

“We’re excited to showcase these powerful integrations, because it exposes just how seamless everything can be for our users. Removing friction from our user experience makes it easy to get things done. And don’t we all want more ways to make our jobs easier and more efficient?” – Jen Worsham, Director of Marketing

In addition to the multiple, natively integrated solutions on the integrations page, Lead Liaison offers the ability to connect with over 400 third party applications utilizing the powers of Zapier.

About Lead Liaison

Lead Liaison provides cloud-based sales and marketing automation solutions that helps businesses accelerate revenue by attracting, converting, closing and retaining more prospects. Filling a void in the small pool of marketing automation providers that focus on marketing-centric functionality, Lead Liaison gives equal focus to sales providing sophisticated visitor tracking and additional website engagement tools to boost sales effectiveness. Lead Liaison blends ease-of-use, a flexible business model, deep external integration, marketing across social, web, mobile, email and offline channels and powerful functionality, all specifically tailored for mid-sized businesses, into a single platform, called Revenue Generation Software®. Lead Liaison is headquartered in Allen, Texas, near Dallas. For more information, visit or call 1-800-89-LEADS (895-3237).


Marketing Automation Software Provider Increases Opportunities for B2C Companies and Educational Institutions with Enhancements to its App on the Salesforce AppExchange, the World’s Leading Enterprise Marketplace

Lead Liaison announced support for Salesforce Person Accounts as part of its growing offering of integrated sales and marketing solutions.

AppExchange PartnerLead Liaison, a leader in sales and marketing automation software to the mid-market, announced an enhancement to its integration with Salesforce, now available on the Salesforce AppExchange, providing more opportunities for B2C companies and educational institutions to use automation to connect in entirely new ways. The enhancement deepens Lead Liaison’s offering around third-party CRM systems, which includes integrations with Salesforce, Base, Zoho CRM, Pipedrive, ConnectWise, and Insightly.

The new enhancements extend Lead Liaison’s capabilities for use with Salesforce even further, adding support for Salesforce Person Accounts. With this new feature, Lead Liaison broadens its appeal to business-to-consumer (B2C) companies and educational institutions looking to use advanced marketing automation.

All of Lead Liaison’s functionality works with Person Accounts, including lead qualification, lead distribution, automation, tracking, content creation, and more. All Person Accounts (people) sync bi-directionally with Lead Liaison on a frequent basis. Marketers can use Person Accounts and their associated demographics/online activities as criteria to drive targeting, retargeting and segmenting in Lead Liaison’s marketing automation platform. With these enhancements, in addition to the recent announcement of handwritten letters as an offline marketing solution, customers can get more value out of the records they store in their CRM system when combined with advanced marketing methods. With access to data about person accounts, companies can do a much better job of tailoring and personalizing marketing to deliver a unique experience to each prospect, ultimately resulting in stronger relationships.

“Companies are looking to transform the way they connect with customers, partners and employees to thrive in the age of the customer,” said Todd Surdey, SVP, ISV Sales, Salesforce. “With this new feature in its app built on the Salesforce App Cloud, Lead Liaison provides customers with an exciting new way to use advanced marketing automation.”

The integration is generally available to customers with an active subscription to Lead Liaison’s Lead Management Automation (LMA)™. Lead Liaison’s Connector is available on the AppExchange by searching for “lead liaison.” To learn more about Salesforce Person Accounts visit Salesforce Community resources here.

About Lead Liaison
Lead Liaison provides cloud-based sales and marketing automation solutions that helps businesses accelerate revenue by attracting, converting, closing and retaining more prospects. Filling a void in the small pool of marketing automation providers that focus on marketing-centric functionality, Lead Liaison gives equal focus to sales providing sophisticated visitor tracking and additional website engagement tools to boost sales effectiveness. Lead Liaison blends ease-of-use, a flexible business model, deep external integration, marketing across social, web, mobile, email and offline channels and powerful functionality, all specifically tailored for mid-sized businesses, into a single platform, called Revenue Generation Software®. Lead Liaison is headquartered in Allen, Texas, near Dallas. For more information, visit or call 1-800-89-LEADS (895-3237).

About Salesforce AppExchange
Salesforce AppExchange is the world’s leading enterprise apps marketplace that empowers companies to sell, service, market and engage in entirely new ways. With 3,000 partner apps and more than 3.5 million customer installs, it is the most comprehensive source of cloud, mobile, social, IoT and data science technologies for businesses.

Salesforce, AppExchange and others are among the trademarks of, inc.

Integrate CRM And Marketing Automation For Best Results

Integrate CRM And Marketing Automation For Best ResultsThink your standalone CRM can drive your business? Try to integrate CRM and marketing automation for  best results. One of the great challenges of marketing in the new landscape of online business is the fact that while your prospective customers have every opportunity to inspect your business and services, your sales team has very few opportunities to learn about new leads. Sure, strategic marketing can certainly help you attract the clientele that will gain the most from your services, but unless a customer offers you information, your sales people are sometimes flying blind.

In order to give your sales force information on the customers that they are approaching, one of the most effective ways to obtain information is by using a CRM, such as Through these programs, you can gain information such as web visits, e-mail opens and video views to gain some insight into their interests and purchasing inclinations, giving your marketing and sales teams a degree of insight into the character of their leads. However, this still has an issue – all this data can be overwhelming, and isn’t entirely useful in cold, hard blocks. The solution? Integrating your CRM with marketing automation software, such as Lead Liaison.

Lead Liaison was designed from the ground up to integrate with CRMs, take the data provided, and deliver it into meaningful statistical representation of individual leads and your customer base as a whole. Integrating marketing automation software with a CRM means that all the data your sales team needs is contained in one easy to use interface, so your sales team will be able to move seamlessly from accessing the data they need to make sales.

Benefits of CRM and Marketing Integration

It pays dividends to integrate CRM and marketing automation. One of the primary functions of Lead Liaison is to use the data collected by a CRM, such as search terms used and total visits, and record them into a contact record within your CRM. Once this contact information is prepared, an algorithm compiling information such as geography, job title, and revenue is used to assign a lead grade and to tell your sales team how likely an individual is to be interested in purchasing your company’s product or services. This grade is used in conjunction with factors like buy signals on Lead Liaison’s hot lead dashboard, called Briefcase, where leads are given a lead score that helps your sales people make the sales your company needs.

Another great feature that is possible with the integration of a CRM with marketing automation software is lead nurturing. Just because a lead isn’t ready to purchase your services at the time of contact, it doesn’t mean they won’t ever be. Lead nurturing maintains a low level relationship with the customer with automated contact such as occasional e-mails, all while continuing to track the leads behavior through your CRM. If that lead exhibits behavior that indicates they may once again be interesting in your services, a sales member is alerted, so they can contact the customer.

This are just some of the great benefits that are possible with CRM and marketing automation. Visit Lead Liaison’s marketing automation resources on the web to find out about more.

Marketing Automation for’s Group Edition

Marketing Automation with Group EditionThere aren’t many providers that offer marketing automation for’s Group Edition. Lead Liaison has had this capability since 2011. We’ve filled the gap for a number of companies using’s Group Edition that don’t have anywhere to turn for an easy way to attract, convert and close more business using automation. Case in point, even’s own marketing automation application doesn’t even support the Group Edition.

Lead Liaison’s full suite of marketing automation services are available for use with’s Group Edition. You can see some of the sales and marketing automation services here. The integration is ideal for small businesses just getting rolling with a CRM. They get to use a best-in-breed CRM with a best-in-breed marketing automation platform at cost-effective prices. We understand small business and have crafted  a business model specifically designed for smaller companies. Basically, for a dime per contact you can nurture, qualify and better market to your audience.

Want a demo of Lead Liaison’s integration with’s Group Edition?


Three Ways to Plug a Leaky Sales Funnel

Three Ways to Plug a Leaky Sales FunnelDo you have B2B leads that aren’t converting to sales because they are falling through the cracks of a poorly managed sales funnel? If your company’s lead management system isn’t preserving your marketing leads, you’re not alone. According to B2B experts, 80% of leads aren’t converted because of poor lead management. The good news is there are ways to keep your sales funnel from leaking.

Marketing Automation

Marketing automation (MA) software packages provide a programmed method of maintaining a connection with leads while they are being nurtured towards sales-readiness. An MA program helps prevent funnel leakage through a reporting structure which exhibits the status for each marketing lead.

If you’re running a lean sales team, agents are likely balancing the management of existing accounts and new account acquisition. Agents can quickly lose focus on a lead. An effective MA program engages your leads until they are contacted by a sales representative.

MA also allows your sales team to determine a contact strategy for building new accounts; it helps manage leads through a process of qualification, interest building, and preparation for sales engagement. When a sales agent contacts a lead, she is aware of the marketing activities that lead has been exposed to.

Lead Scoring

Developing a lead scoring system helps to prioritize and cultivate leads – and keeps leads from dropping off the face of your B2B world. A good lead scoring model identifies worthwhile leads and classifies leads as they advance through the sales funnel. Once a lead achieves a score that warrants a sales contact, an MA program can alert the appropriate sales team member.

Not only does a lead scoring system reduce the likelihood of a lead being improperly dropped from the sales funnel, it also increases the efficiency of your sales team by allowing it to focus on the hottest leads, which are indicated by the highest scores. Meanwhile, cold leads can be removed systematically. For example, leads can be eliminated from consideration when they drop below a lead scoring threshold.

CRM Integration

By blending your marketing software program with your customer relationship management software, your sales team becomes more effective at managing its sales funnel. If a lead enters the CRM because of a high lead score, but it’s discovered by a sales agent that circumstances have changed, such as a change in budget or timing, a sales member can return the lead to the marketing pipeline for further nurturing.

The B2B sales cycle is long, and sales engagements can be mistimed. Through a CRM integration with a marketing automation platform, the risk of losing a sales lead when it is reclassified as a marketing lead is reduced.

Lead Liaison’s Revenue Generation Software platform provides marketing automation, lead scoring and CRM integration among other capabilities as three corner stones of preventing  a leaky sales funnel.