Enabling First Impressions
January 24th, 2012
First Impressions is a Robo-Agent software that generates insurance quotes from web lead providers and telemarketers. Once the integration is enabled, quoted leads are dropped directly into Blitz Lead Manager with the quote attached to the lead’s history. An email is sent out to the lead, the lead is assigned to a user, and a follow-up appointment is automatically scheduled on the user’s calendar.
How to set up First Impressions:
1. In Blitz, Under Administration à Web Lead Setup, click configure to the right of First Impressions. In the Configuration Options, click the enable checkbox next to the providers you use. Dropdown boxes will appear within the enabled rows. Make sure you select “Round Robin” for the Auto Assign Group—this will allow for leads to be automatically distributed between users in a round robin fashion. Auto Assign Groups can be customized under Administration à Auto Assign Groups.
2. Click on My Profile in Blitz, and find the API Id and Transaction Id. These will be required to set up First Impressions.
3. At https://www.robo-agent.com/logon.aspx, keeping Blitz open in a different screen, enter your Agency Number and Password. Click on Blitz Integration in the left menu, and edit settings. Click the checkbox next to “Integration Enabled” and select the Web Service URL that reads: https://www.blitzleadmanager.com/allstate/ws/ws.asmx. Copy your API Id (they call it a AppID) and Transaction ID and enter them in the appropriate boxes. Test your connection and save settings.
First Impressions Blitz Integration
4. If you are new to First Impressions, send your First Impressions email address (agent#@robo-agent.com) to your current web lead providers. This will let them know to send leads through First Impressions as opposed to directly to your email.
Interested in First Impressions? Learn more here: http://roboagent.net/firstimpressions.html
Making the transition from spreadsheets to Blitz Lead Management Software
January 23rd, 2012
If your office is still using spreadsheets, written calendars, and post-it notes to manage leads and customers, it may be time for an upgrade. Just because something has been working for years does not mean there is not a better way to do it, and there are some things that pen and paper just cannot provide. With Blitz Lead Management Software, you can save a few trees and increase sales and productivity all at once.
What happens when the phone rings? Do you shuffle through papers and files, jotting down notes and flipping through a calendar? With Blitz, you simply type in part of a name, phone number, or address and the file is right in front of you in seconds. Do you scan through spreadsheets, looking for certain people to focus on that day, highlighting as you go? With Blitz’s, you can sort and filter lists using any criteria you choose, targeting specific clients with a couple clicks. Blitz’s lead tracking software also checks for duplicate leads, preventing prospectors from accidentally calling the same person (you know it’s happened!)
Blitz Lead Management Software’s history note feature will replace your post-it notes and thick files, saving you time searching for information and increasing your accountability. Having every interaction recorded will increase customer relationships as well as providing digital evidence for those times you are accused of never calling or emailing information. Included in the customer’s log is a schedule, which reminds you when an appointment is approaching, and places the customer into a “neglected lead” section if the appointment is missed. Can your calendar do that?
How do you update leads on a spreadsheet when they move from an attempted contact status to a hot prospect? Do you highlight or circle them? Possibly move them from one spreadsheet into another? Blitz’s status and milestone features allow you to mark leads when they move along in your sales process and even shows you when each transition occurred. Leads can be filtered by status and milestone as well, saving you that extra time of searching for specific leads to focus on that day.
Blitz Lead Management Software tracks your employee activity, making them accountable for their daily performance. Blitz keeps track of dollar amount generated by each lead source so you can spend money where you are making money. You can run reports on lead history, lead statuses and milestones, or details, making lead tracking simple.
Spreadsheets are great for a small number of leads or customers, but as your company grows, they just aren’t enough. If you are still not convinced, try Blitz for a month on us and find out for yourself!
Blitz Lead Management Software Release Notes 01/18/2012
January 18th, 2012
Email Templates
- A new feature for email templates allows you to use lead and assigned to user information inside the template. Use the Lead Substitutions dropdown to insert the desired information. This will add information inside brackets. The Lead’s name field would look like [LeadName] when inserted into the template. All of the lead’s fields and the assigned to user’s first name, last name and email address can be used in the template.
- A subject has been added to Email Template. The Subject will be used to default the subject field when selecting the template when sending a message.
Web Lead Confirmation Email Enhancement
- A new setting for Web Lead Confirmation allows you to send the email from the Assigned To user’s email address. This will allow email responses to go back to Assigned To user’s email address instead of a specific address that the user may not have access to. The ”Default From Address” is used if the lead is not assigned to a user or if the assigned to user has no email address configured.
Blitz Lead Management Software Release Notes 12/30/2011
December 30th, 2011
Neglected Leads Enhancement
- A change to the way the Neglected Leads are calculated has been made to make the list more accurate. Neglected leads will no longer be affected by System Log Type history notes. If a history note is added with a type related to a system function it will be ignored when calculating neglected leads. Examples of system types are “Quick Assign”, “Web Lead”, “Merge Duplicates”, “Lead Auto Assignment”.
Undelivered Email Enhancement
- If an email sent from Blitz Lead Manager is not deliverable:
- An email will be sent to the From address for the email indicating the recipient and the message from the recipients mail server indicating why it was not delivered.
- A history record will be added to the lead indicating that the recipient was unable to receive the message.
- If the email address for the lead matches the undeliverable recipient address, the email will be removed from the lead. Since this email is invalid you don’t want to send more messages to this email address.
Blitz Calendar on iPhone
December 7th, 2011
iPhone iOS 3.0 and above supports the ability to add a calendar from a iCal (.ics) web URL. (iPhone 3, iPhone 4, iPhone 4s)
With this functionality you can add a read-only version of your Blitz Lead Management software calendar.
Required Prerequisite: On your My Profile page in Blitz, the Publish Schedule iCalendar Feed must be selected. To view the URL, click Show Calendar URL.
Tip: Email the URL to yourself so that you can copy and paste it from your iPhone’s email into the Server field in step 6.
Note: Screenshots vary slightly depending on the version of iPhone.
1. Open Settings
2. Select Mail, Contacts, Calendars
3. Select Add Account…
4. Choose Other
5. Select Add Subscribed Calendar
6. Enter the URL found on your My Profile page in the Server field. Click Next.
7. Click Save
8. You are then taken back to the Mail, Contacts, Calendars and should see your new calendar under Subscribed or Subscribed Calendars
Blitz Lead Manager and Compare Insurance Quotes Integration
November 30th, 2011
Blitz Lead Manager and Compare Insurance Quotes integrate; merging cutting-edge sales lead management software with an insurance lead provider specializing in auto insurance leads.CompareInsuranceQuotes.com specializes in targeted real-time auto insurance leads. They have No up-front payments, No minimums, and No Long-term commitments. Agents love the Outstanding One-on-One Customer Service. Leads as low as $2.99 per lead w/ Free Leads at start-up. Click on our logo or call 888-568-7564 to get started.
Leads that are generated by CompareInsuranceQuotes.com are able to drop right into Blitz Lead Manager. This can be configured in Blitz Lead Manager under “Web Lead Setup”. See BlitzTv .
Call 888-568-7564 or visit Compare Insurance Quotes for more information.
Blitz Lead Management Software Release Notes 11/07/2011
November 7th, 2011
Report Enhancements
- Most of the reports within the Blitz Lead Management Software have received a face-lift. The reports have been modified to improve performance and ease of use.
- The Active User List, Lead List, Lead Log History List, Lead Status By Campaign and User List reports have all been converted into a more friendly grid layout. The grid layout improves performance and also adds the ability to sort the report after it has been generated.
Call Fire Dialer Integration
- Blitz Lead Manager has an integration workflow for Call Fire’s Cloud Call Center Auto Dialer.
- Import your leads that you are going to be calling into Blitz
- Export the leads out of Blitz using the lead list export. The final column of the exported csv file will contain a link to the lead in Blitz.
- Import those leads for calling into a Call Fire campaign.
- Start dialing your leads using Call Fire’s user interface.
- Once a lead is connected you will have a Link1 option. This will display the lead’s Lead Log screen in Blitz. Just add your notes and follow ups into Blitz and continue on to the next call. Below are a couple of screenshots showing how the lead will look inside of Call Fire after a call has been connected.
Blitz Lead Management Software Release Notes 10/26/2011
October 26th, 2011
New Lead List Columns
- Two new columns have been added to the lead list within the Blitz Lead Management Software.
- The Next Appointment column will show the next non-recurring appointment for the lead. If you have a recurring appointment on the lead the
icon will be displayed. You can click on the 
icon to display more details on the leads upcoming schedule. You can also click the My Scheduled Leads button in the header. This will apply a filter that shows you the leads that are assigned to you and have a next appointment. It will also sort the appointments into ascending order so you can view your upcoming appointments in order. By default the Next Appointment column will display on the lead list. If you wanted to not show it you can use the column options and un-check the Next Appointment option or by disabling it as a default column for the campaign. - The Number of Opportunities column will display how many opportunities that the lead currently has. You can click the icon to view a breakdown of the opportunities by won, lost and pending. By default the Number of Opportunities column is not displayed, it can be shown using the column options or by enabling it as a default column for the campaign.
Cutting Edge Lead Management Software Joins Forces with Power Dialer, SalesDialers.com
September 6th, 2011
Blitz Lead Management Software and power dialer, SalesDialers.com have joined forces, offering both power dialing and top notch contact management software to help businesses succeed.
SalesDialers.com is web-based software that supplies a power dialer that works effortlessly with Blitz Lead Management Software. Through their power dialer, the client has the ability to dial out a speedy 400 calls per hour; all of which are live! They do suggest, however, that you start with 2-3 lines until you get use to the system. The Sales Engine leaves a pre-recorded message (in your voice) on all answering machines so it is very effective at contacting leads.
Blitz Lead Management Software is software that keeps their clients focused on the sales process. Because it is web-based, their system can be accessed from any computer at anytime (this includes phones that have internet access). Because the sales process can vary depending on the lead, Blitz Lead Management makes it possible to nurture that lead and turn it into a sale. Also, with their lead tracking software, their clients have the ability look at a lot of criteria that will allow for them to see their marketing strategy and if need be, change it to maximize sales.
By these two software companies integrating, this allows their clients to be able to call lists of leads very quickly and also have the lead management side to track the leads until the sale is closed. “This integration with SalesDialers.com will allow clients to be able to take their business to the next level by getting more leads and better tracking to reach the ultimate goal of more sales.” said Blitz Lead Manager President, Archie Heinl.
For more information about SalesDialers.com, you can contact them at 800.662.4009 or visit their website at http://www.salesdialers.com.
For more information about Blitz Lead Management Software, you can contact them at 888.470.0606 or visit their website at http://www.blitzleadmanager.com.
Blitz Lead Management Software Release Notes 07/29/2011
July 29th, 2011
User Activity Report
- A new report has been created for administrators within the Blitz Lead Management Software. The User Activity report allows you to view totals of history and milestone activity for a user of a given date range. The report can also group those results by campaign or lead source. The report is listed under the Administration -> Reporting option. To run the report, select the user, date range, and grouping option and click the generate report button. The report can also be exported to excel by clicking the
icon.
Edit My Profile settings from Manage Users
- Administrators can now edit each active user’s My Profile settings. A link to each user’s My Profile screen is now accessible from the Manage Users screen. This link allows you to view and edit each users My Profile settings. This allows administrators to have more visibility and control of email settings and other options. Click the
icon to open the My Profile screen for the user. You can then view and edit that user’s settings.
New Quick Add Hour or Day follow up option
- A new option has been added to allow you to create a quick add that has a follow up less than one day. When you create a follow up for your quick add you will have a drop-down that allows you to select Hours or Days. So now you could create a follow up for 2 hours instead of one day.
Miscellaneous
- Opportunities “Estimated Close Date” column is now shown by default.
- The Lead Log “Show Milestones” option is now remembered. When you come back to the Lead Log it will show/hide the milestones based on it’s last status.
- The Lead Log call script option is now remembered. When you come back to the Lead Log it will show/hide the script based on it’s last status.
- When clicking the view link from an email, the lead log screen will automatically open for the lead you are viewing.
- When the Lead Log screen is opened from the Schedule, the schedule will refresh when the Lead Log is closed if an appointment has been added, updated or deleted.
- The Schedule time picker will use your My Profile Default Schedule View to populate the times available for selection.