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Lead Liaison Launches Sales and Marketing University

Allen, TX – Lead Liaison, a leading sales and marketing solutions provider, announced today the launch of their Sales and Marketing University. The learning platform is designed to be a streamlined source of information and education pertaining to the products and services offered by Lead Liaison. Plans have been established to include premium content from third parties as well. Over time the company will add valuable course content to help individuals and companies with general sales and marketing concepts, strategies, and core principles.

An overwhelming increase in new customers and general demand pushed Lead Liaison in the direction to create a way for their clients to learn more, faster. The University is intended to be a very broad marketplace for learning; a central repository for premium sales and marketing content.

Lead Liaison’s Sales and Marketing University awards certifications and badges as each course is mastered. It also hosts training videos for students to learn at their own pace and provides students with the tools they need to become proficient in their marketing and sales solutions.

“Our company was granted early access to Lead Liaison’s Sales and Marketing University,” says Crystal Berry, Marketing Manager at Validis. “There is so much helpful information! I plan on having both our sales and marketing teams collect certifications in all courses. I’ve communicated with our CEO that the sales team getting certified in marketing and sales automation is a value add for them. We could all benefit from knowing more about how to be more effective and efficient with our sales and marketing efforts.”

In addition to receiving access to Lead Liaison’s world-class education resources, the Sales and Marketing University has also been included with the company’s onboarding services. This integration helps introduce new customers to Lead Liaison’s capabilities by showing them the services available and ensuring that their experience is as simple and streamlined as possible.

To learn more about Lead Liaison’s Sales and Marketing University, visit www.salesandmarketinguniversity.com.

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 http://www.leadliaison.com or call 1-800-89-LEADS (895-3237).

Lead Liaison and Administrate Team Up to Educate Training Companies on Scaling Marketing

Allen, TX – Lead Liaison and Administrate teamed up this week to conduct a live webinar covering challenges that training and development companies face when managing their marketing and sales efforts. “How Training Companies Can Scale Marketing” focused on the many ways marketing automation complements and supports training efforts.

The webinar had a fantastic turnout. Companies across the globe dialed in to listen to hosts Ryan Schefke, Customer Success Manager at Lead Liaison, and Troy Michels, Chief Product Officer at Administrate, discuss their joint solutions.

What’s specifically unique about this webinar is that Administrate is a Lead Liaison customer as well as a partner.  “We use our own tools in addition to Lead Liaison for our sales process, so we know how this works first hand,” says Troy Michels at Administrate.

The event focused on how training and development companies can scale marketing, pass qualified leads to sales, and how to progress those leads through the sales funnel to revenue. It comes on the heels of a recent integration announced earlier in the year. Businesses can now combine the power of both solutions to strengthen relationships, provide sales insight, scale operations, and manage training sales funnels.

The event also revealed some interesting statistics about training companies. Less than half of attendees (42%) reported experience with marketing automation, and 46% of attendees were not able to say with confidence that their leads were being nurtured. Sixty-three percent of attendees said they could not confidently predict revenue for the next month. The webinar addressed how Lead Liaison’s marketing automation solution, paired with Administrate’s training management system, could automate nurturing and help predict revenue.

A recording of the webinar can be found here. To learn more about Administrate and Lead Liaison’s partnership, visit this webpage. Lead Liaison and Administrate used GoToWebinar as their webinar hosting platform, however they managed the entire invitation, reminder, and follow-up process inside of Lead Liaison’s marketing automation platform. More information on how to run a webinar can be found here.

About Administrate

Administrate is one of Scotland’s fastest growing startups and serves hundreds of customers, thousands of users, and millions of students across six continents. In January 2016, Administrate was selected as one of the UK’s most promising startups for Tech City UK’s Upscaleaccelerator program. In 2017 the company was selected as one of the “Top 20 Training Delivery Companies” in the world by TrainingIndustry.com. Headquartered in Edinburgh, Scotland, the firm also has a USA office in Bozeman, Montana, and Middle East presence in Beirut, Lebanon. The company employs more than 60 people globally.

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 http://www.leadliaison.com or call 1-800-89-LEADS (895-3237).

Lead Liaison and iDonate Partner to Provide a Better Way to Collect Giving for Nonprofits

Nonprofit organization, United Way, needed a better way to educate, interact with, and care for their online donors. A partnership between sales and marketing solution provider, Lead Liaison, and full-service digital fundraising platform, iDonate, made United Way’s vision a reality in a case study released this week.

How the Integration Works

When a donation is made, data is collected via iDonate’s web form. The integration with iDonate’s web form and Lead Liaison’s marketing automation suite allows United way to create a new Prospect if one does not already exist, or use an existing Prospect, and record the donation in Lead Liaison.

iDonate forms were then integrated to work with Lead Liaison’s Custom Activities in order to track name, description, donation amount, and form ID. Doing this allows the donation to be associated with a visitor’s activity and profile. The nonprofit organization can now track donor interests, including page visits, document downloads, tracking URL clicks, social post engagement, email engagement, video engagement, and more. With this enhancement, donations become another activity in the overall engagement profile of a donor. Profiles continue to evolve through the donor lifecycle.

Why is This Important for Nonprofits?

Knowing much more about donors makes it easier for nonprofits to communicate with their audience, increase brand awareness, and consequently increase donations. In addition, this integration also allows nonprofits to retarget people who visit the donation page, but do not donate. United Way, for example, designed a process so that if someone visits a donation page and doesn’t donate within one hour, an email is sent asking them to reconsider. If they do donate, or if they received an email through Lead Liaison in the last three days, that request will not be sent.

Results Matter

United Way can use the information collected to do more omni-channel marketing within Lead Liaison, all initiated from a donation. Lead Liaison and iDonate help United Way make sure there is no lead left behind. As a result, United Way is up 57% in donations for the trailing five month period (April 15, 2017 – September 13, 2017) against the same time period one year ago (April 15, 2016 – September 13, 2016).

About iDonate

iDonate makes digital fundraising easy for nonprofits with a digital fundraising platform and fundraising services to raise more money with less work.

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 http://www.leadliaison.com or call 1-800-89-LEADS (895-3237).

Lead Liaison to Integrate Marketing Automation with Microsoft Dynamics 365

Allen, TX – Marketing and sales solution provider, Lead Liaison, announced an integration this week with Microsoft, giving users on both platforms the ability to incorporate Microsoft Dynamics 365 with Lead Liaison’s marketing automation platform.

“I am delighted to announce this integration,” says Jen Worsham, Director of Marketing and Client Relations at Lead Liaison. “It’s exactly what our Microsoft Dynamics 365 users have been asking for and we’re very happy to deliver. We also look forward to partnering with other Dynamics 365 users to provide them with first-class marketing and sales solutions.”

Cecilia Flombaum, Director, One Commercial Partner at Microsoft Corp. said, “We’re pleased to see Lead Liaison’s support and integration with Microsoft Dynamics 365. Dynamics 365 benefits Lead Liaison with an adaptable solution that helps customers more efficiently manage their business development activities.”

Through Lead Liaison’s Dynamics 365 integration, marketing automation and customer relationship management (CRM) are in perfect sync. Users can either manually push Prospects from Lead Liaison into Dynamics 365, or use powerful automation actions to create new qualified Leads for sales teams.

Marketers can build sophisticated omni-channel marketing campaigns on behalf of sales, deploy prospect/customer nurturing, and much more with a complementary “Sync to MSD” automation action to create new, warm Leads or update existing Leads/Contacts in Dynamics 365. Sales reps can use a manual sync button to push Lead Liaison Prospect’s into Dynamics 365.

Lead Liaison fully synchronizes Leads, Contacts, and Accounts from Dynamics 365 with Lead Liaison Prospects. System communication is near real-time, with bidirectional syncing of standard and custom fields.

Accessing the integration requires a Lead Liaison Lead Management Automation (LMA)™ license, as well as an active Dynamics 365 account. Lead Liaison is an official Independent Software Vendor (ISV) Partner to Microsoft.

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 http://www.leadliaison.com or call 1-800-89-LEADS (895-3237).

Training Management and Marketing Automation Work Hand-in-Hand Through Lead Liaison and Administrate Partnership

Lead Liaison, a world-class sales and marketing solution provider, and Administrate, a cloud-based training management provider, have joined together to build an even better solution for their customers.

Administrate offers a complete training management system, delivered from the cloud, that helps companies manage learners, increase course bookings, and deliver better training. Lead Liaison’s Lead Management Automation (LMA)™ platform connects with Administrate to send qualified, nurtured leads directly into Administrate’s platform.

Lead Liaison’s marketing automation suite complements Administrate with a number of solutions to help track, qualify, distribute and convert more leads. This integration allows Administrate’s clients to reach potential buyers in more ways using emails, handwritten letters, postcards, text messages and more! Administrate’s clients will also benefit by being able to measure effectiveness of marketing and culminate sales-ready leads.

“We believe training professionals are best served by a seamless training and administration experience, and integrations like these are key to that goal. Excellent marketing is critical for any training company, and we’re really excited about this integration that links Administrate with one of the leading marketing automation platforms in the world. Mutual customers will save time, scale their operations, and ultimately grow their business!” John Peebles, Chief Executive Officer at Administrate.

The integration allows users to share qualified leads between the two platforms. It includes a “Sync to Administrate” action that can be used as a part of an automation inside of Lead Liaison, enabling qualified prospects to be pushed into Administrate as new opportunities. The “Sync to Administrate” action can also be used as a Fulfillment Action, to quickly sync new leads into Administrate following new conversions, such as a form fill; or, when a Prospect’s Lead Score rises above a predetermined value.

“I’ve been privileged to work in close collaboration with our partners at Lead Liaison. Together, we have created a connector which gives Lead Liaison users the ability to quickly connect an Administrate account and to push qualified leads into the Sales Opportunity module of Administrate’s CRM. We at Administrate are users of Lead Liaison’s marketing automation solution and have seen first hand how this automation can save time and provide a smooth transition from your marketing to sales teams.” said Troy Michels, Chief Product Officer at Administrate.

To see more details about the integration, or to find how to implement these solutions with your company, visit Lead Liaison’s Administrate Integration page here.

About Administrate

Administrate is one of Scotland’s fastest growing startups and serves hundreds of customers, thousands of users, and millions of students across six continents. In January 2016, Administrate was selected as one of the UK’s most promising startups for Tech City UK’s Upscale accelerator program. In 2017 the company was selected as one of the “Top 20 Training Delivery Companies” in the world by TrainingIndustry.com. Headquartered in Edinburgh, Scotland, the firm also has a USA office in Bozeman, Montana, and Middle East presence in Beirut, Lebanon. The company employs more than 60 people globally.

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 http://www.leadliaison.com or call 1-800-89-LEADS (895-3237).

Lead Liaison Releases Kit for Marketing in Higher Education

Lead Liaison LogoAllen, TX – Lead Liaison, a software company that specializes in providing marketing and sales solutions, released a collection of resources for educational institutions this week. Their Education Kit includes an overview of marketing in the education sector, a checklist of how to apply marketing automation specifically to educational institutions, various case studies, and more.

“We already know that we’ve got a powerful solution, but the problem that a lot of people run into is how to apply it,” says Jen Worsham, Director of Client Relations at Lead Liaison. “Marketing for higher education can be difficult, but it shouldn’t be. We want to show, based on in depth research and real-life case studies, that marketing automation can help increase student retention, accelerate new student enrollment, and streamline communication.”

Lead Liaison’s Education Kit encourages educational institutions to evoke emotion with their audience by telling compelling stories and using a consistent theme across omni-channel marketing efforts – both online and offline.

The kit breaks down which of Lead Liaison’s features solve problems that are commonly found in marketing for higher education. Automation, for example, can improve response time and increase operating efficiency. Personalized website content tailors website visitors’ experience, making it unique to each student. Lead Liaison supports omni-channel marketing, including email, social media, text messages, postcards, and even handwritten letters, which helps build emotional ties between the audience and the university. They assist in overcoming budget issues by tracking Campaign ROI. Using ROI data can justify more budget, or assist in finding where to cut back by assessing the methods that have not been successful.

Florida International University uses Lead Liaison on a daily basis. They wanted to have more meaningful and relevant conversations with their students and prospective students. Features like Lead Liaison’s database segmentation, social append, Salesforce integration, and even onsite training, helped FIU accomplish these goals. Now, they are able to speak to prospective students the way that they want to be spoken to. “Lead Liaison has made our experience so much more efficient and enjoyable. We are now able to quickly create high impact messages with the email builder, we can assess email campaign performance, and even analyze real time insight into Prospect activity,” says Eva Marie Gasson, Assistant Director of Communications at FIU.

Lead Liaison also proves, with this Education Kit, that marketing automation isn’t just for prospective students. Educational institutions can communicate with alumni or faculty in the same way they automate other communications to prospective students. Advisors or Success Coaches can use the platform to coordinate and track university mentor programs. The opportunities are truly endless with a platform as powerful as Lead Liaison.

 

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 http://www.leadliaison.com or call 1-800-89-LEADS (895-3237).

 

Lead Liaison Leaks a Glimpse of First-Ever, Fully Integrated Lead Capture App

Lead Liaison LogoAllen, TX – Lead Liaison, an innovative marketing and sales solution provider, is elevating the scope of B2B mobile software with a first ever, fully integrated lead capture app, conveniently named GoCapture!™. Although it is not available for public consumption yet, the Lead Liaison has released a few specifics that have the technology world buzzing.

The app is intended to be used at events such as trade shows, seminars and conferences, and even in door-to-door sales, to capture hot leads or take surveys onsite. This new technology allows Lead Liaison to span the full life cycle of an event, from onsite lead capture and data collection to nurturing with marketing automation, and beyond. This application pairs with Lead Liaison’s Marketing Automation platform, Lead Management Automation (LMA)™ and their CRM, OneFocus™, allowing exhibitors to instantly capture, qualify, distribute, and nurture leads with a single system. It will be initially available for iOS and Android operating systems with support for Windows in a subsequent release.

Information is limited, but according to Lead Liaison’s engineers, GoCapture!™ will provide the ability to quickly capture leads using several methods. The first method is through a mobile form submission. Trade show attendees will be able to walk up to a company’s booth and manually fill in the form on a smartphone or tablet. Exhibitors can also directly fill in the form.

The second method for onsite lead capture is through a business card transcription portal. Employees working an event can simply take a photo of the lead’s business card. From there, OneCapture!™ offers the option to transcribe the business card using a self-service portal at a later time. Alternatively, Lead Liaison also offers a paid transcription service.

The third method for lead capture is by optical character recognition (OCR). OCR provides the ability to scan the business card, capturing the information automatically.

“The methods and flexibility in which we allow someone to capture a lead has grown. It is tailored around an event or a show,” explains Lead Liaison Solutions Specialist, Chris Kipgen. “What sets us apart is the fact that we own all of these pieces, from the CRM to the automation, which can deliver different kinds of touch points, digital and offline. The fact that we are not integrating with systems we do not own really makes this experience stand out from our competitors. It’s seamless.”

GoCapture!™ is scheduled for release in the fall, according to Lead Liaison. However, they are starting testing with early adopters over the next few weeks. To sign up for alerts about this mobile technology, visit this webpage.

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 http://www.leadliaison.com or call 1-800-89-LEADS (895-3237).

QuestSoft Triples Clickthrough Rates & Improves Website Engagement with Lead Liaison

Logo_QuestSoftALLEN, TX – Mortgage lending compliance software company QuestSoft recently spoke about their success using Lead Liaison.

QuestSoft is the nation’s leading provider of automated mortgage compliance software. The company’s solutions help more than 2,200 mortgage lenders simplify and speed the collection, analysis, compilation and reporting of key lending regulatory report data. QuestSoft is known as a profitable, highly innovative company that has won more than 20 awards in the past four years, including being named a Top Workplace by a prominent local paper, the Orange County Register, for three of the past four years. QuestSoft has also been recognized with outstanding service awards from leading industry publications, such as HousingWire’s 2016 HW Vanguard Award, Mortgage Professional America 2016 Hot 100 Listing and PROGRESS In Lending’s 2017 Innovation Award. In addition, QuestSoft has been listed as the 12th best small business to work for in Orange County, along with a recent award highlighting the company as one of the Top 50 workplaces nationwide for women in the mortgage industry to work.

The main reason QuestSoft chose Lead Liaison for their marketing automation needs is because they provide everything from visitor tracking to marketing automation, and even a free CRM – all in one place. The balance between that, the customer service, and the price made it an easy choice.

Originally, QuestSoft wanted to focus on email campaigns and monitor website engagement. They were very interested in watching who was visiting their website in real time. Specifically, they wanted to know which pages were most interesting to their website visitors. “You make certain assumptions about where [visitors] go after the homepage,” says Scott Mortenson, Director of Marketing at QuestSoft. “We thought we knew, and as it turns out we were spot on. It really helps us understand what people are most interested in.

What’s even more noteworthy is the company’s increase in email open and clickthrough rates. Lead Liaison can do much more than just monitor website activity and engagement. QuestSoft needed a platform to execute all of their marketing initiatives. “We tested some emails and they did quite well, then we tested a few others and they failed. We went back to the original formula and we’ve been watching it grow with each campaign. Being able to have those numbers – those statistics – has been invaluable,” says Mortenson. With a professional, easy-to-use platform, Mortenson’s team was able to build communication that had a consistent message, consistent graphics and consistent value. They saw the numbers start to climb.

QuestSoft is also utilizing another popular feature of Lead Liaison, Tracking URLs. They created a unique URL that they placed into advertisements. They are now able to track those ads, whereas before they were blindly sending people to a webpage without knowing if a lead was generated from this link. Tracking URLs gives QuestSoft the ability to measure the impact of their advertising dollars.

QuestSoft will be attending a conference in Florida in the coming weeks, and they are focusing a nurture campaign geared towards their trade show audience. They have a list of expected attendees, and their goal is to drive traffic to their website leading up to the event, as well as increase traffic to their booth. They’re confident they can drive website activity with strong email campaign performance produced from Lead Liaison. Before using Lead Liaison, they saw email open rates of about 10%. Since implementing Lead Liaison, they have seen email open rates increase to 18%. In addition, they have tripled their average click-through rates in the last six months, seeing recent click-throughs as high as 10%. Average CTRs in the technology industry are closer to 2.5%, making this a significant achievement. Marketing with Lead Liaison has resulted in increased appointments at their trade show booth. They expect nothing but the same for their upcoming event in Florida.

QuestSoft’s use of Lead Liaison’s Lead Management Automation (LMA)™ has provided relief for the company, because they no longer have to fret over tedious tasks. They are now able to use that time to focus on building their programs and campaigns, brainstorming with their team, and increasing revenue.

About QuestSoft

Laguna Hills, Calif.-based QuestSoft is a leading provider of comprehensive compliance software and services for the mortgage, banking and credit union industries. QuestSoft combines 20+ years of mortgage regulatory, CRA and Fair Lending compliance analytics, data management and software design expertise with best-in-class customer service to consistently improve client compliance accuracy and facilitate smoother regulatory audits. QuestSoft products, interfaced with over 40 LOS providers, enable more than 2,200 clients to simplify and speed the collection, analysis, compilation and reporting of key lending regulatory report data. For more information, call 800-575-4632, ext 1, or visit www.questsoft.com.

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 http://www.leadliaison.com or call 1-800-89-LEADS (895-3237).

Data is More Secure Than Ever with Lead Liaison’s Participation in the Privacy Shield

Lead LiaisonAllen, TX – Sales and marketing software firm, Lead Liaison, solidifies inclusion in EU-U.S. and Swiss-U.S. Privacy Shield Frameworks to increase data security for international clients.

The Privacy Shield Framework complies with European Union and Swiss data protection requirements when transferring personal data in and out of the United States. In order to comply, US-based organizations must certify themselves with the Department of Commerce, as well as publicly commit to comply with the Privacy Shield Program’s requirements. Once this public commitment has been made, it becomes enforceable under US law, under Section 5 of the FTC Act.

The Department of Commerce released this Fact Sheet, which covers the protections provided and how the program works.

This is important for Lead Liaison’s international clients because the Privacy Shield replaces the European Union’s Safe Harbor Decision, which asserted that the US provide adequate privacy protections to meet EU’s standards. This accomplishment demonstrates that Lead Liaison cares greatly about their clients, and that their clients’ privacy is a high priority.

Lead Liaison’s business in Europe is growing at an all-time high. It was a necessary step to help protect European customers and further increase their confidence in Lead Liaison’s ability to manage their important sales and marketing data.

Jen Worsham, Director of Client Relations, said this about the compliance, “We understand that Europe is a fast-growing market for our company and respect that EU businesses must adhere to strict standards. We are working together to manage data in the safest manner possible.”

Lead Liaison has updated their Privacy Policy, found at http://www.leadliaison.com/about/privacy-policy/, to reflect participation in the Privacy Shield Frameworks.

About the Privacy Shield Agreement Model

The EU-U.S. and Swiss-U.S. Privacy Shield Frameworks were designed by the U.S. Department of Commerce and the European Commission and Swiss Administration to provide companies on both sides of the Atlantic with a mechanism to comply with data protection requirements when transferring personal data from the European Union and Switzerland to the United States in support of transatlantic commerce.

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 http://www.leadliaison.com or call 1-800-89-LEADS (895-3237).

Lead Liaison’s OneFocus™ CRM Becomes Even More Effectual with the Addition of Task Manager

Lead LiaisonAllen, TX – Lead Liaison announced this week that they have added a powerful new feature, a Task Manager, to their already impressive OneFocus™ CRM that has taken the industry by storm. This additional feature changes the game for salespeople everywhere by managing tasks like phone calls, follow-ups, lunch meetings, and more within the CRM. This feature was highly anticipated by current and prospective users of Lead Liaison’s CRM, which debuted earlier this Spring.

The task manager is located within the Sales area of Lead Liaison. Salespeople will be able to see all tasks in the system, which are color-coded. Tasks that are overdue are red, tasks due on the current day are green, and tasks in the future are grey. Sorting tasks is incredibly easy. Options include sorting by when the task is due or type of task (i.e. phone call, email, etc.). Tasks can be viewed by priority, as well.

Sales managers can view all tasks available in the system in order to monitor overall performance, as well as drill down into an individual’s task queue.

Clicking on the task allows the user to view notes, due dates, and the Prospect’s timeline associated with the task. Salespeople can see the last interaction with a Prospect and create new tasks from the current task screen. The Task Manager also includes an information card, providing all details for the Deal and Prospect associated with the task.

Salespeople and sales managers can access everything they need within one platform without ever having to leave the task window, saving sales managers and salespeople an incredible amount of time. And, it’s not just limited to sales. Tasks can be added by administrators, marketers, and more. Everyone can have access to the same Task Manager, in order to work together.

“The Task Manager is something our clients have been eagerly awaiting,” says Jen Worsham, Lead Liaison’s Director of Client Relations. “Our clients plan on using it to organize and keep track of the sometimes overwhelming amount of tasks that their sales teams have. In addition to sales tasks, clients also plan on using it for administrative and marketing tasks to keep everyone on the same page. We’re removing barriers that otherwise thwarted productivity. Now, entire teams can work within one platform, with one focus: driving revenue.”

OneFocus™ CRM is a part of Lead Liaison’s suite of marketing and sales solutions designed to help businesses drive revenue and increase performance. The CRM, also known as The Free CRM™,  complements Lead Liaison’s marketing automation platform, Lead Management Automation (LMA)™.  To learn more about OneFocus™ CRM and the Task Manager, visit this link or request a demonstration today.

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 http://www.leadliaison.com or call 1-800-89-LEADS (895-3237).