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Enhancement Round-Up Q3 2019

In this release we’re pleased to introduce many exciting enhancements to GoExhibit!, Lead Liaison’s Event Lead Management solution. These updates include an all-new visual Events interface, new organization options, searching/filtering submissions in the app, new analytics, and better overall user experience for both end users and administrators.

As always, please feel free to contact your Lead Liaison Representative with any questions about the enhancements below. Not yet a client? Schedule a demo here!

Important: To take advantage of the new mobile app features, you must upgrade to the newest version of GoCapture!™ from the Apple App Store or Google Play Store. There is no need to uninstall and reinstall; simply update the app in the appropriate store.

 


Form Styling

Customize your event lead capture experience like never before!

With the release of Version 3.0, you can change font colors and add cover images. Combined with our existing Custom Content features, you can create a form branded perfectly for your organization.

Learn more about form styling here.


Screensavers

Kiosk forms get an all new feature in this release: screensavers.

From displaying images to cycling through promotions, screensavers grab attention and increase engagement.


Sections

For longer forms, sections are a game changer.

Sections group fields together, making it easier for end users to navigate your form.

You can use sections to make whole groups of fields appear or disappear based on the same visibility rule.


Search and Filter

Forget scrolling past hundreds of leads just to add notes.

With Version 3.0, you can search and filter submissions to find exactly who you are looking for.


Retrieve Authentication Code

How many times have you had an end user wait until five minutes before a show to say they didn’t open the invitation email? Administrators can now retrieve authentication codes from the Device menu. No need to contact support or resend the invite!

Question Stats

View aggregate statistics of your survey responses. See how many people prefer Product A to Product B, or find out how many customers prefer live demos to marketing collateral.

Plus these other great enhancements:
  • Pause/resume audio support for audio recording
  • Multi-column separator support for tablets
  • Camera rotation to use front camera during capture
  • Bulk Invites
  • Scheduled follow up actions
  • General sync enhancements.

Need help?
Our Support Staff is available 24/7. We’re eager to help, so please reach out by creating a support ticket here, by emailing support@leadliaison.com, or by clicking the Help icon on the top right of Lead Liaison and then clicking the Open Support Ticket button. 

Interested in the solutions you see here?

If you are already a Lead Liaison customer, contact your Account Manager with any questions and we’ll be happy to assist.

Enhancement Round-Up Q2 2019

We’ve been busy in Q2, adding more functionality to our already-powerful sales and marketing solutions. Read more below to learn about all of the enhancements we released in Q2 of 2019.

As always, please feel free to contact your Lead Liaison Representative with any questions about the enhancements below. Not yet a client? Schedule a demo here!

All Licenses

  • Inbound Webhooks – Lead Liaison’s Webhook Handler/Receiver allows users to receive incoming webhooks from 3rd party providers in a self-service model. Here are a few examples of how you could use a webhook:
    • A Deal is updated in your CRM system which sends a webhook to Lead Liaison to trigger a nurture process.
    • A task is created in your CRM which sends a webhook to Lead Liaison. Once the webhook is received an email is sent out.
    • Trigger an automation when a Deal is moved from one stage to another in your CRM.

License: Lead Management Automation (LMA)™ – Marketing Automation

  • Integration with Chat Systems – Lead Liaison is now able to enrich anonymous Prospect Profiles with the contact information from 3rd party live chat systems. The chat transcript will also be saved into the Prospect’s timeline showing chat activity. Read the documentation here.

License: OneFocus™ CRM + Lead Management Automation (LMA)™ – Marketing Automation

  • Posting to Slack – We’ve added a Post to Slack fulfillment action and automation action. For example, when someone closes a deal and moves it to Closed/Won, the system will be able to send out a message to a Slack channel. Read the documentation here.

License: Lead Management Automation (LMA)™ – Marketing Automation and/or GoExhibit!™ – Event Lead Management

  • Dynamic Email Content – Insert dynamic content into a follow-up email based on answers given in your lead capture form. For example, during a trade show, Company XYZ collects all pertinent information within their lead capture form. One of the fields asks if the Prospect is interested in Product A, Product B, or Product C. Based on the answer provided, a follow-up email will contain information specifically related to the products they chose.

License: GoExhibit!™ – Event Lead Management

  • Voice-to-Text Transcription – GoExhibit!™ already supports Voice Recording. Now, users can have their notes automatically transcribed by Lead Liaison. Transcribed notes can flow with the submission record and into your CRM or marketing automation platform. You can map and save both audio and transcription to Lead Liaison, CRM, and marketing automation fields. There are two levels of audio transcription offered:
    • Standard – Highly accurate transcription performed by computer software.
    • Premium – 99.9% accurate transcription done by a human being. Transcriptions include timestamps and removal of filled pauses, such as “uh” and “uhm” in speech. Uses Purchase Credits.

Interested in the solutions you see here?

If you are already a Lead Liaison customer, contact your Account Manager with any questions and we’ll be happy to assist.

Enhancement Round-Up Q1 2019

We kicked 2019 off with a bang! An enhanced CRM/Marketing automation connector allows for deeper integrations. Our new Sales Dashboard is full of rich analytics. Plus, we’ve added over 10 new capabilities to our event lead management solution, GoExhibit!™. Read more below to learn about all of the enhancements we released in Q1 of 2019.

As always, please feel free to contact your Lead Liaison Representative with any questions about the enhancements below. Not yet a client? Schedule a demo here!

All Licenses

  • Enhanced CRM/Marketing Automation Connector – We’ve created a flexible CRM/MA framework to make it easier to integrate 3rd party CRM and marketing automation systems. Previously, only limited fields could be mapped from Lead Liaison to external systems. Now, all standard and custom fields can flow from Lead Liaison into your CRM resulting in a deeper integration. The developed framework complements other CRMs, whereas existing enterprise integrations with Microsoft Dynamics and Salesforce.com remain available to customers.

License: Lead Management Automation (LMA)™ – Marketing Automation

Javascript for Webforms

Javascript for Webforms

  • JavaScript for Web Forms – Previously, users could only embed forms via an iFrame. Now users can embed forms via javascript. This optimizes form rendering and is easier to manage.
  • Automation Actions (For customers integrating with Pipedrive) – We’ve added the following two automation actions:
    • Create Person
    • Create Deal

License: Sales Enablement + Marketing Automation

“Add to Rhythm” Actions

“Add to Rhythm” Actions

  • “Add to Rhythm” Actions – Users can now automate adding people to a Rhythm in bulk! Previously, users could only import contacts into a Rhythm. Now, users can utilize the “Add to Rhythm” bulk action or automation action to add contacts to a Rhythm.

License: SiteEngage™ + Marketing Automation

Use Your Own Content Dynamically

Use Your Own Content Dynamically

  • Use Your Own Content Dynamically – We now offer the ability to display custom website content using prospect criteria. Instead of being restricted to Lead Liaison’s “Dialogs”, you can use any type of custom web content. To display custom content, set rules for displaying the content and our software will generate code to add to your web page. The code will allow you to “hook in” and invoke your custom content.

License: ProspectVision™ – Website Visitor Tracking

  • Visitor Tracking API – Lead Liaison’s Visitor Tracking API allows businesses to pull in business and Prospect data tracked by Lead Liaison’s visitor tracking into their own database or software. This allows businesses to benefit from Lead Liaison’s tracking without ever having to log into Lead Liaison.

License: OneFocus™ CRM

Sales Dashboard

Sales Dashboard

 

  • Sales Dashboard – A dashboard for sales teams covers important metrics like:
    • Forecasted Revenue
    • Productivity (calls, emails, meetings, etc.)
    • Quota performance
    • Deal volume (deal volume with close date in a specified period)
    • Deal amount (deal size with close date in a specified period)
    • Pipeline by Deal Stage (funnel image)
    • Sales Performance (general performance of your sales team)
    • Leaderboard (closed business, by sales rep, over a specified period)
    • And so much more!
    • The dashboard also provides multiple ways to view data, including a mode for displaying the dashboard on a TV. Display sales productivity in your office, conference room, or sales team “bullpen” to create a shared and more competitive environment.
Organization Roles

Organization Roles

  • Organization Roles – OneFocus now supports Organization Roles (ex: Business User, Decision Maker, etc,) to further enable businesses to track critical Organization data and take action as needed.

License: OneFocus™ CRM + Marketing Automation

Segmenting Organizations

Segmenting Organizations

  • Segmenting Organizations – Users now have the ability to use Organization fields to segment their database.
  • Triggers for Contract Objects – Now, users can create a trigger when the following Contract Objects are updated:
    • Contract Created
    • Contract Updated
    • Contract Deleted
    • Contract Expired
    • Contract Renewed

License: GoExhibit!™ – Event Lead Management

Invitation Customization

Invitation Customization

  • Invitation Customization – When event managers invite new users to an event in GoExhibit!™, they can now customize the invitation in addition to, or in lieu of, the existing message. Users now can also send invitations by email and text message simultaneously.
Capture Portal

Capture Portal

  • Capture Portal – GoExhibit!™ now features a Capture Portal, which holds lead capture submissions that are incomplete or erroneous. Users can go back into the Capture Portal during/after an event to edit invalid submissions.
Import Event Leads

Import Event Leads

  • Import Event Leads – Previously, the only way to associate Prospects with an Event (in the web application) was to capture them using our mobile application, GoCapture!™. Now, users have the ability to upload Prospects directly into an Event (in the mobile application) using a .csv or .xls file. Imported data will also be merged with existing records within the same event.
  • NFC Badge Support & Automatic Post Show Reconciliation – We now support Near Field Communication (NFC) and automatic post-show reconciliation, further establishing GoExhibit!™ as the most flexible lead capture method on the market. GoExhibit!™ supports these methods of lead capture:
    • Scan QR Codes and 2D/3D barcodes on badges
    • Scan NFC badges
    • Scan and transcribe business cards
    • Search and fill form using the registered attendee lists
    • Manual entry (kiosk mode)
    • Automatic post-show Reconciliation (for use with badges)
  • Voice Recording – Our app, GoCapture!™, now has the ability to record voice memos. You can add this as an option when building your form in the web application. It will appear as a button on your mobile device lead capture form, which you tap and record an audio clip. Lead Liaison will generate a custom URL of the audio file, which will be saved in the notes section of your form. *Voice-to-text available soon!
  • Enhanced Bulk Export – We now offer the ability to bulk export to DOMO. Bulk export will allow users to export these three categories of data:
    • Prospect data
    • Data that is captured on an event form
    • Marketing metadata (when the event starts, how much the event costs)
  • Dymo Printing Support – We already supported printing badges with Avery. However, if you just want a single badge printed at a time (rather than a sheet of badges), you will now be able to use Dymo Printers with GoExhibit!™. This feature is ideal for managing badges at the front desk of your event.
  • Additional Integration Support – GoExhibit!™ now supports several new integrations:
    • Salesforce.com Marketing Cloud – create a new lead inside of Salesforce.com Marketing Cloud.
    • Amazon S3 – export records to Amazon S3
Self-Service Badge Printing

Self-Service Badge Printing

  • Self-Service Badge Printing – GoExhibit!™ Self Service Badge Printing allows event attendees to register or check-in at the front desk and print their own badges at the same time. This works when the registration/check-in front-end system is running on any computer (laptop or tablet) with Windows or Mac, and connected to a Dymo printer (wired or wireless).
  • Edit Submissions – GoExhibit!™ now allows users to edit lead capture form submissions after they have been submitted.

Interested in the solutions you see here?

If you are already a Lead Liaison customer, contact your Account Manager with any questions and we’ll be happy to assist.

How Marketing Automation Can Help Real Estate Agents Convert More Leads

 

Home for SaleWhen used correctly, marketing automation is a powerful tool for real estate agents. It allows agents to streamline their marketing efforts and push leads through the funnel much faster. Here are some specific ways that marketing automation helps real estate agents succeed.

Better Buyer Profiles

Lead Liaison uses data from over 100 social networks to enrich Prospect (Buyer) profiles with social information, giving you more insight into who you buyers are and what they are looking for. We also track what your website visitors are searching for on your website, and can categorize buyers based on their search keywords. Knowing what your buyers want is the first step to finding them the perfect home.

Utilize Web Forms

Agents can use web forms to convert more website visitors while simultaneously gathering additional information about that buyer, like their bedroom count or location preference.

Send Your Message Strait to Their Phone

Text messages are a great way to get a quick message out, and since it’s (usually) conscience, the chances of your audience reading it is very high. With marketing automation, you can send a text message to a list of people that might be interested in a new home you have for sale. You can even use the merge feature to make the entire message dynamic, so your text message could read: “Hi Jennifer, I have a new listing available at 123 Street Lane. Let me know if I can schedule a showing for you!”

Send Updates in Real Time

Real estate is a fast-paced industry, and buyers want information quickly. It is easy to deliver that information when you use marketing automation software. Agents can build customized email templates in advance, and simply plug in relevant information which can then be sent immediately or scheduled for later. Educational or touch-base emails can also be sent out as a part of a nurture campaign, or can be sent to certain lists (ex: “Buyers interested in 3 bedrooms” list, or “lakefront buyers” list). This type of real-time, relevant information is critical in real estate. Here are 11 Time-Saving Email Templates Every Real Estate Agent Needs.

Reach the Right Leads with Lead Scoring

It’s no secret that some people merely browse on real estate websites without much interest in buying, while others are ready to buy immediately. Marketing automation software allows users to take advantage of lead scoring. This process scores leads based on how likely they are to convert. Using a lead scoring system, real estate agents can put all of their resources into leads that are ready to buy. This will allow them to increase conversions without wasting their time on browsers that aren’t ready to buy a property.

Speak Directly to Leads with Dynamic Websites

Many real estate agents create websites with general information that doesn’t speak to a buyer. Lead Liaison’s SiteEngage™ allows agents to create dynamic content on their websites based on each individual visitor. For instance, an agent can tailor their website to speak to visitors based off of their location. This is especially helpful for agents that cover a large geographical area. Dynamic content could also be used to speak to a buyer’s preference by showing them a featured property based on their Prospect Profile.

Social Media Marketing

Social media is an important part of real estate marketing. But, it can also be time consuming, especially if you’re logging into and posting on multiple accounts. Real estate agents can streamline their social media marketing by posting to multiple accounts at one time, and even scheduling those posts in advance so you’re sure not to miss peak social media hours.

These are just some of the ways that marketing automation helps real estate agents convert leads. When you use marketing automation software, there is no limit to what you can do in real estate. Request a demo from one of our experienced professionals, and we can show you how we can help you succeed in the real estate business!

Too Many Website Visitors Leaving Your Site? Show an Offer

Too Many Exiting Customers - Show an Offer

Stop those Visitors Leaving Your Site!

Do you have too many visitors leaving your site before you even have a chance to convert them? It’s a common phenomenon that most website owners have no idea how to correct. They simply notice a trend when reviewing their analytics, but feel powerless to do anything to correct the problem. When visitors lose interest in what they see on your website, whether they are simply closing the browser tab, typing in another URL, or hitting the back button, you need to take action right away. Showing an offer, also known as presenting an engagement window, can help you to do that.

Pop-Ups versus Engagement Windows

You might be thinking…”hey, this sounds like a pop-up”. While a pop-up has a negative connotation and can be intrusive to the user’s experience, an engagement window is not intrusive. Engagement windows are designed to show the right message to the right user, at the right time. This is accomplished through the use of personalized content, such as the user’s name, his or her location, etc. These engaging tactics can absolutely stop visitors leaving your site.

The key to making this system work for you is to ensure you have the right marketing automation provider. Unfortunately, not all marketing automation providers offer this type of service. To be effective, you need to be able to detect user behavior at the right time in order to determine when a user is about to exit your website and provide a compelling offer to capture the visitor’s attention and interests. Without this type of behavior-detection system in place, you run the risk of alienating visitors by displaying an offer at the wrong time. The goal is to capture a visitor’s attention and encourage him or her to stick around and take you up on your offer rather than leaving.

Your offer should also be carefully crafted to be enticing enough that the visitor is encouraged to take action right then. Oftentimes, this means presenting a limited-time offer that the visitor must take action on right away in order to avoid losing.