Welcome to Blitz Lead Manager’s May 2013 Newsletter!  We are excited to introduce our partner of the month, Bankrate Insurance. Our integration with Bankrate Insurance allows consumers to have high quality leads delivered from NetQuote, Agent Insider, and InsureMe directly into Blitz Lead Manager sales prospecting software. Agents are able to assign, search, and follow up on all leads right from Blitz Lead Manager. Below you will find several new enhancements to Blitz software, and the tips and tricks you need to help you make the most out of your account. As always, Blitz provides free training and support, so feel free to call us with any questions!

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Partner of the Month:

  

The Bankrate Insurance division of Bankrate allows consumers to comparison shop for the best insurance rates available – delivering on the Bankrate mission to equip consumers to make informed financial choices. By working with agents at all the top insurance companies, their websites- NetQuote.com, Insweb.com , and InsureMe.com- take the stress out of insurance shopping by enabling consumers to comparison shop for the best rates.

NetQuote is proud to be the most established company in the online insurance lead market. Since 1989 they have helped tens of thousands of insurance agents grow their insurance businesses with high quality insurance leads.

The AgentInsider® Lead Program is designed with the local agent mind, giving agents control over the territory they want to target and their daily volume of leads. They help agents grow their business by providing them with high-quality, real-time insurance leads, and they help agents market themselves online through Agent Directory, an online directory of auto insurance agents.

What began in 1993 as a couple of dedicated guys faxing leads from a Castle Rock, Colorado, apartment has grown into one of the largest lead-generation companies in the country. Fax machines gave way to the Internet and InsureMe became an indispensable resource for thousands of agents nationwide.

Learn more here

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News & Announcements:

Opportunities Enhancements

We have enhanced our opportunities section. Users can now sort opportunities by date range with a simple dropdown option.  Also, the opportunity list now automatically displays the sum of the “Quantity” column, allowing users to easily track the number of units sold, pending, lost and won.

Call Script Enhancement

We have also added an enhancement to our call script. Lead substitutions can now be added to the campaign call script to populate specific lead information in the script.

Lead Log Enhancement

For your convenience, a close button has been added to the detail box in the Lead Log.

Schedule Enhancement

To make life simpler, we’ve changed the Showing Appointments line within the Lead Log from a date range to a clearer format.

Click for more information on sorting opportunities by date range

Click for more information about what’s displayed in the opportunity list and our call script enhancement

Click for more information on our lead log enhancement and the new format for schedules

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Did you know…

Blitz allows users to tag and move up to 50 leads simultaneously with our new multi-action feature?

Blitz Lead Management Software has added a new multi-action feature, allowing users to tag and move up to 50 leads simultaneously.  This powerful new feature makes it simple to reorganize, update, assign, and recycle a mass number of leads.

Learn how to use the multi-action feature

There’s a new report that’s been added to monitor tagging activity?

The report shows when a tag was added to a lead and by which user, as well as the lead’s name, campaign, and source.  Admins can choose a date range to easily track activity, and the list can be filtered to further customize the data on the report.

How can I set up and view this report?

How Blitz makes providing great customer service simple?

Blitz lead management software makes it easy for businesses to give this excellent customer service by providing them with a highly organized sales lead tracking spreadsheet and a unique lead pop component. This lead management solution ensures that companies can easily stay on top of their sales lead tracking while improving their customer service reputation.

Tips to using Blitz to improve your business’ customer service

Users can reassign leads to a different user using workflow?

With Blitz’s Workflow add-on you can automatically send emails, schedule follow-up appointments, automatically increment contract dates that have passed, and more. When you add Workflow, a series of actions can be set up to occur automatically and can be customized to your needs.

Where can I learn more about this feature of workflow?

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Blitz Resources

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.
  

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.