dBlog

The need to be able to sort the leads in multiple ways has been one of our most requested features. We listened and implemented Smart Filters!

Why do you need them?
Lets say for example you have a sales team and each representative has a territory marked by states. With this new feature you can now filter your leads by state and easily deliver leads. Smart filters are dynamic! This means that they depend on the way you construct your forms using dashboard’s form builder. Smart filters are automatically created from the Drop down menus, Radio and Checkbox selections that you chose to include in your custom form.

For example: in your form, you request a user to make a selection between preferred colors and you provide them with options in a drop down menu that include Black, Grey, Yellow and Red. dashboard will recognize these as “user selections” and automatically create a “smart filter” so that when sorting and filtering your leads you can further drill into them and create customized lead lists.

As always we have dressed this very important feature in a super simple interface. Smart filters sit right below dashboard’s default filters.

If you have any questions don’t hesitate to contact us by posting your comments or via our contact form.

Start using smart filters today and start seeing the power of dashboard, a simple tool with a lot of powerful features. If you don’t have an account click here and get one and if you already do, click here, login and have fun!

Probably one of our most powerful features, the form builder, allows our customers to create, edit and share web forms without any kind of programing knowledge. Website forms are a great way to capture and qualify sales information and generate leads. We encourage you to use this feature to enhance your website and make it “Lead Generation” enabled.

The Form Builder

Our customer are coming from all sorts of industries, financial, education, insurance and many others. Their needs for sales data (lead data) is different in every case so “custom fields” is a great feature our customers now enjoy. We didn’t want to simply enable them to add custom fields to the forms, we wanted to build something much greater and easy to use.

Our form builder enables a customer with no knowledge of any programming language to create a form and if they want, place it on a website or any other place like facebook, twitter, etc. This is great because our customers are not web developers, most of our customer don’t even have much experience with computers, they use dashboard for its simple user interface, ease of use and it gets the job done. Once the forms are submitted by the prospect (lead), the information is automagicly posted into dashboard. This is awesome because no time is spent on data entry.

With the form builder customers can create any kind of forms. Some customers are using our forms to collect leads/prospects, others to collect survey data, schools are using it to create signup forms for classes and even government is using dashboard forms to collect community members’ information.

As of right now we allow our customers to create as many forms as they want. So go ahead and have fun, create a form today and start seeing the power of dashboard, a simple tool with a lot of powerful features. If you don’t have an account click here and get one and if you already do, click here, login and have fun!

If you need assistance, don’t hesitate to visit our support section or contact customer service. We love to talk to our customers, we learn so much when they call us!

Dashboard is a Simple Web Based Software that can be customized to assure the proper set up of lead management system specifically for your company. Dashboard provides the most effective and efficient lead management which helps ease the work of converting such leads into deals. The tone of the relationship that your business will have with your soon-to-be-client is set during the first stages of contact with them. Dashboard has the tools available for your company to provide the best customer service possible in order to establish such relationship for future business.

Dashboard’s large capacity of storage enables you to record every single detail that pertains to your prospects and clients in an organized manner customized to your company’s needs, making it easier to gather information quickly when needed. This will enable your company to accomplish more future sales with existing clients. Lead tracking is another advantage of dashboard. Dashboard makes it easier for you to recognize potential leads. It also enables you to capture more leads by giving you the power of customizing your landing page through the software.

Dashboard enables you to monitor the progress and actual sales of your employees. The salespeople, being aware of such monitoring going on, will develop a sense of competition amongst them which will ultimately benefit your business. One big issue in the sales process is the chances of your salespeople forgetting or overlooking a follow-up call to close a deal, which could cause your company to lose a client. This is part of the tone of the relationship that you want to set with your prospects. By showing your leads that you consider their time to be as important as it is to them, you will ease the client into believing in your company and product. This is accomplished with the use of the task feature of dashboard.

The simplicity of dashboard accomplishes the task of you and your employees knowing every aspect of the software which enables you to maximize the benefits of using it. Dashboard is the lead management software designed to be customized to help your business rise to the top.

I woke up this Saturday morning and one of the first things I thought to do was check my email. Why?

I don’t know.

Was I expecting to have something really great in one of my inboxes? (I currently have 14 on my iPhone) I guess I was. The tech age has transformed me into a email checking, tweeting, facebooking, blogging, finance monitoring, web ad tracking, phone call dialing, texting fiend.

My daily tasks are diverse helping to run a few small companies in size from 5 people to 20 people, LeadLog being the newest and maker of dashboard lead management software.

While it does sound like a lot, monitoring many different things and communicating through all the channels does start to make sense in today’s business world. But, on Saturday morning do I really need to check my email? Maybe I’m hoping someone has stayed up late working on some multi-national, multi-conglomerate project that will cause such an influx of business it will not only change my weekend but the rest of my professional career.

I don’t think so.

I don’t think in the last 6 years I’ve gotten any type of email that has changed my weekend. So all the Saturdays I wake up, check my email hoping to win the lottery are a thing of the past. I think from now on, my email will only get checked after I enjoy waking up to the sunshine of Florida, the company of my wife, the purring of our cats, and the satisfaction of knowing all the “e” tasks are wasting my enjoyment time on this beautiful morning.

Of course this Saturday morning is the exception.

Hi, I run a few companies in varying industries. I’ve written up a few tips for anyone looking to hold their ground.

1. Do what you say you are going to do.
   When promising a customer with expectations, don’t let them down. It may be your last time. You are better off not saying anything unless you will actually be able to accomplish it.
2. Treat each customer like they are your only customer.
   There is a sense of “satisfaction” when you reach a level of sales and income that you are content with. After we reach it we tend to become looser on our standards and customer service. Remember how you got to where you are, because someone else will fill your place.
3. Innovate, Innovate, Innovate, Then Create.
   We don’t have to invent something to have a growing business, but we do need to put a twist on it to stand out above the rest. After you start to become a market leader, then you must create or be creative in marketing to hold your market share. Don’t let a sense of “satisfaction” kick in and become complacent.
   
4. Spend like you’re always broke.
   Forcing yourself to shop around for better deals will remind you how hard it is to make money and how easy it is to spend it. Your employees will appreciate your responsibility to having a healthy business that can make those “big ticket” purchases when you need to.
   
5. Advertise, advertise, and then do even more advertising.
   The last budget you want to cut is advertising. Cut it out, and you may have just as well started to dig your own grave. Someone else will take your spot, and they will surpass your business. Refer to Tip #4 to make sure you have an advertising budget.

Here’s an enhancement to make life a little bit easier. We have gotten numerous request for this update and we decided to go ahead and make it happen! Here is what we’ve done:

dashboard displays 50 leads per page by default. If you have 1000 leads you will have 20 pages full of leads. if you are working on page 4 and you click to see the detail profile of a lead to enter note or schedule a to-do, when you come back to your leads listing page dashboard will remember the page you were in.

This is extremely useful for our customers cause they won’t have to spend time going from page to page to get back to the page they were working.

Enjoy this new little piece of heaven!

We have launched our new front page!

New things to look for:

• Webinar Sign Up
• Industry specific information pages – more to come
• Updated tour page
• Form Builder
• API – Integrate shareable lead form

Here's a quick recap of what's new:

• The new to-do’s page
• The late to-do’s notifications
• A new and improved lead detail status bar
• Some to-do’s bug fixes
• Several front-end performance optimizations
• A fix for the Internet Explorer 7 login issue

This update took place Thursday March 11, 2010 after hours.