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.
support Blitz Release Notes
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.
support Blitz Release Notes
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
support Tips
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
- 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.
support Blitz Release Notes
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.
support Press Releases
When you are setting up a web lead provider such as NetQuote, Insurance Agents, etc, you will want to perform the following steps within the Blitz lead management software:
If you are using Robo-Agents First Impressions or QuoteBurst Typhoon product, you do not want to configure each lead provider individually. You would just configure the First Impressions or Typhoon lead provider and select the lead types that correspond to your lead providers. By configuring it this way each lead that is added automatically will also have the quote information that First Impressions or Typhoon generated.
Repeat these steps for each lead provider you get leads from:
- Configure Blitz so that it knows where to put the leads when they come in from the Lead Provider.
- Using the menu go to Administration -> Web Lead Setup
- Click the configure link for Lead Provider you wish to configure
- Check the Enable check box for each lead type you are receiving
- Click the Save Settings button in the top the right in the blue bar.
- You have successfully created new lead sources and campaigns in Blitz for each lead type configured.
- OPTIONAL: If you would like to send an auto-responder confirmation email to the lead:
- Create an email template for the auto-responder (Administration -> Email Templates)
- Enter the email address that will be listed as the From address when the email is sent.
- Enter the Subject for email
- Click the Save Settings button in the top the right in the blue bar.
- OPTIONAL: If you would like the lead auto assigned to a user using a round robin format:
- Select the Auto Assignment Group you would like the each lead type from the drop down. (Note: You will also need to configure the users who make up the auto assignment group. (Administration -> Auto Assignment Groups))
- Click the Save Settings button in the top the right in the blue bar.
- Notify the Lead Provider that you would like to setup the integration with Blitz Lead Manager for your account.
- Using the menu go to My Profile
- Copy the API Id, Transaction Id, and API URL into an email. (These values are used to uniquely identify your account.)
- Send that email with your values to your Lead Provider and tell them you would like to turn on the Blitz Lead Manager integration.
Once both steps are complete and the Lead Provider turns on the integration, leads will automatically be populated in Blitz.
support Getting Started, Tips
Do you have a list of people or businesses that you are calling on? Are you working events? Are you buying internet leads or lists? If the answer to any of these questions is yes, when you call or follow up with any of these contacts, a call script to reference can make a huge difference. You might not always want to read the script word for word but having something for your callers to reference is very beneficial. First off, you will want to make sure you are asking for the correct person and/or position of person within your script. Getting to the correct person to talk to is the first steps or you could be wasting your time and/or selling the wrong person. Also, it important that the call script is geared toward that source of the leads and/or the campaign that you have setup. For example, if you collected leads at a minor league baseball game, you would want to mention something related to the game. These are just a couple tips on how your script should be structured. We suggest doing some role-playing, developing a series of scripts and other techniques when putting together a script or set of questions.
A call script also works hand-in-hand with sales lead management software. When you are calling a lead, you can not only reference a call script but the history of your past conversations are there as well.
The Blitz lead management software has these tools built into the system. Blitz allows you to:
- Add call scripts to each campaign of leads. The call script will display on the lead log history screen for the callers.
- Add questions to each campaign. The questions will paste into the history box before saving and so the caller can add the answer right now.
The call script and questions are displayed within the lead log history screen of the lead. This allows callers to be able to reference the script, questions and history of the lead all on one page.
support Tips
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.
