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Allstate agents are compiling huge sales results by taking advantage of the latest technology advances.  Blitz Lead Management Software and Robo-Agent have partnered to provide multiple ways for gaining new business. Using these integrated software packages allows the agents to get more quotes out quickly to potential customers, follow the progress of the leads and convert more business.  The partnership has the made the selling process a lot more seamless as the producers are not required to add the quote to one system and add the lead to another.

One way Allstate agents are using this partnership is by having internet leads automatically quoted, sent to the prospect and then added into the Blitz Lead Management Software for tracking and follow-up.  This allows the clients to get a quote quickly and takes the burden off the agent.  In addition, the agent will never lose sight of the lead being that it is tracked within Blitz Lead Manager.

Another way Allstate agents have used these technologies is for bulk quoting, mailings and follow-up.  When agents have a list of purchased leads, they can take the leads, have them all quoted and then can be easily mailed or emailed out.  This has worked wonders for Allstate agents because most do not have near the man power to provide anywhere close the amount of quotes or mailings.

The top Allstate agents have leveraged these technologies and have implemented Blitz Lead Manager and Robo-Agent to acquire more customers.  The agents realize that this integration can be used based on their preferences and strategies.  If the agent focuses on internet leads, they can use the integration for auto-quoting and follow-up. If they don’t use internet leads, they can use lists for bulk auto-quoting and mailings along with follow-up.  “We have noticed a large number of agents using both combination’s of our integration to produce superior sales results.” says Archie Heinl, President of Blitz Lead Manager.  Agents can take their business to the next level using these technologies that save time, money and create more sales.

For more information about the Blitz Lead Manager’s sales lead management software and Robo-Agent partnership, please call at 888-470-0606.

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As with anything you do, it’s important to have a plan.  When you are starting to use Blitz lead management software, you need to have a plan and setup a process on how things are progress on a day-to-day basis.  This plan may change from week to week or month to month but the basics should never change.   So, what are the basics?  What should the Blitz user be doing day-to-day?  What should the manager instruct his employees to do?

Blitz Basics:

1.) Check your schedule for appointments, follow-up’s and other tasks.  Blitz Lead Manager has a schedule within it menu.  Each day you sign in, this is the first thing you should be checking.  This has the list of appointments, follow-up’s and tasks that you need to accomplish that day.  This follow-up’s are typically something that you or another person on your team has put on your schedule.  Blitz Lead Manager does allow you to make your schedule the default start-up page.  This is found on the “My Profile” screen within the Blitz menu.  What this means is that each time you sign into the system, you can be directed to the schedule page.  Note:  If you are using the Professional or Enterprise Edition, you will see your scheduled follow-ups on your “My Blitz” page.

2.) Neglected Leads. Neglected leads are those follow-ups that you have missed.  The neglected leads list can be found in the menu under Leads –> Neglected Leads and can also be found on the “My Blitz” page which is found in the menu. This is could a follow-up from a day ago, week ago, month ago or however long.  You will want to work your neglected leads and so they are cleared.  As you work your neglected leads, you will be updating the lead (which drops it off the neglected leads list) and scheduling a follow-up if that applies.

3.) Check Next Appointment Dates. When you are looking at your leads on the Lead List, you will notice a “Next Appointment Date”.  All your leads should have a next appointment date on them unless the lead is a invalid (Do  Not Call number, no phone number, etc).   Even the leads that are “Not Interested” should more than likely have a follow up on them as you may be able to target them 6 months from now or sometime in the future.

4.) Targeting Leads/Lead Lists.  Once you have started to work your schedule and cleared your neglected leads, you then should have a plan for working new leads and prospects.  This could vary depending on what leads you are targeting and it may be different for each person on your team.  For example, you may have a person or persons that are working internet leads as the come into the system.  If this is the case, this person would be monitoring a campaign or campaigns for new internet leads.  They may also be getting email notifications from Blitz or a lead provider when these come into the system.

Another way of possibly targeting leads is working a campaign of new leads.  For example, you may have a campaign setup that has friends and family.  You could work all “new” leads in that campaign and schedule the follow-up’s as you go. You could give even get more specific on targeting leads by searching and filtering the lead list.  Maybe you want to filter down a list based on zip code or a custom field such as birth date or expiration.  This will allow you to prospect a specific set of leads and then start the lead tracking process.

In summary, you will want to make sure that you are hitting the Blitz basics which includes working your schedule, neglected leads and then a specific list or campaign that you are targeting.

support Getting Started, Tips

Easy to Learn Web-based Software to manage all Your Leads

Blitz Lead Manager sales lead management software easily converts leads into sales giving sales professionals more time to prospect.

An important part of any marketing plan is making sure leads are fulfilled quickly, tracked, and followed up in a timely manner. Blitz Lead Manager provides your sales team with a simple, easy to learn, sales lead management solution. Through one easy-to-use Web-based interface, your sales team can track activities and conversations with prospective or actual customers.

Inserting leads into Blitz Lead Manager is simple and easy to learn. Leads can be inserted using an Excel CSV spreadsheet file, which can be imported automatically into the system. Web leads from our partners can be automatically entered into Blitz Lead Manager, as well as leads from your own Website. Other ways include mobile access and entering leads manually.

There are three different editions of Blitz Lead Manager and each has a unique set of features. The Basic edition is intended for small budgets, ranging in price from $5.99 to $9.99 per month, depending on the number of users. Small-to-medium sized businesses should use the Professional edition. You can try this version free for 30 days, just visit www.blitzleadmanager.com or call (888) 470-0606. The Enterprise edition is intended for sharing information between companies or divisions.

“Blitz Lead Manager has helped organize our marketing efforts tremendously! From being able to separate different marketing campaigns and track the results daily without having to manage employees with dreaded meetings both ways to keeping score to see how much revenue is out there to be converted,” said Michael Carroll, Carroll Insurance. “Blitz Lead Manager is MUST for all sales organizations! And the ease of use, support given, and the incredibly low pricing make a “gotta have this” or fall behind your competition!”
Blitz Lead Manager business contact management Web-based software is not only user friendly, but it can also be tailored to meet specific needs, making this sales lead management system a simple and affordable option to for anyone in sales.

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Beat the Competition with Web-based Software

Blitz Lead Manager sales lead management software is Web-based, offering sales professionals and business owners peace of mind.

Blitz Lead Sales Lead Management Software is Web-based – meaning it’s software you use over the Internet with a Web browser. There are no CDs to install, no software to download, and you never have to worry about upgrades.

Web-based software is better for your business. Never waste time with downloads, installs, upgrades, backups, compatibility issues, troubleshooting errors, or crashes. Don’t worry about anything technical; instead spend time getting your job done. Blitz Lead Manager Web-based software is safer. With traditional software, employees save data on their laptops, USB drives, or portable hard drives. When you use our Web-based software, your data is stored on state-of-the-art servers protected at a SAS70 hosting facility and all communication with the server is protected with 128 bit encryption. These server’s are updated regularly with the latest security patches and they are protected behind an enterprise-class firewall. This is all done so your important data is safe.

Blitz Lead Manager is secure and state-of-the-art, backed up daily, always up-to-date and upgraded, and it saves you valuable time that could be spent prospecting. There’s nothing to install and it can be accessed from home, work, or on the road. It’s also ideal for sharing across your organization or with your clients. Blitz Lead Manager works on any platform, with a Web browser and Internet connection.

“Blitz Lead Manager has been a great tool in helping our department effectively manage our sales leads. A super product, and an excellent support team,” said David Nottke, University of Toledo Assistant Athletic Director for Development and Major Projects.

Save time and have complete peace of mind with Blitz Lead Manager’s easy-to-use Web-based interface. Try the Professional edition free for 30 days at www.blitzleadmanager.com or call (888) 470-0606.

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Blitz Lead Manager sales lead management software and NetQuote, largest and most successful lead provider in the insurance marketplace, are now integrated.

Since 1993, NetQuote’s top priority has been to deliver high quality leads to agents in order to help them grow their business. NetQuote also prides themselves on offering the best service in the Industry – with over 30 customer service representatives standing by to assist agents in all aspects of their sales process. NetQuote saves consumers time and money with objective insurance information and comparison shopping services for auto, home, renters, health, life and business insurance.

This integration allows NetQuote to deliver real time high quality leads directly into the powerful sales prospecting software, Blitz Lead Manager. The agents can start managing their NetQuote leads from Blitz Lead Manager immediately. Agents are able to assign, search and follow up on all the leads within Blitz Lead Manager.

The Blitz Lead Management software easily converts leads into sales, giving agents real peace of mind while improving productivity.
“Being a new Allstate agent, I researched and tested several leads management systems. Blitz Lead Manager is the best value for leads management software. The reason I use Blitz Lead Manager is they have technical support that is easily accessible and the system is easy to use. There are customizable fields within each lead that can be adjusted per campaign. The customer service is impressive. I am always able to get to a technician who can help me with any part of the program. We have bound additional business due to the email reminders that are part of the program!” said Marsha Weatherwax, Allstate Insurance.
“It’s very user friendly and can be tailored to meet your specific needs. It is not overbearing and very simple to use which makes it even more effective,” said Jon Kreusch, Insurance Agent/Broker, The Uhl Agency. “The reports are also very easy to generate and produce quality material in a timely fashion”

For more information about the NetQuote integration or Blitz Lead Manager sales lead management software, please call Blitz Lead Manager at 419-841-8800.

support Press Releases

It is not enough to simply advertise your business in the current economy, referrals are necessary in many cases to get in front of people and make the sale. That means that networking has become increasingly important. But how can you do it effectively? Below there are some tips to help you more effectively network for referrals.

1. Know complimenting industry segments

You know what you are selling. What other things go hand-in-hand with your products?

For example, if you are selling annuities you might also want to offer Roth IRAs – look for other investment vehicles that work with your own.

You will grow if you can offer your customers more options. We all know customers like to have choices. Be prepared to share information with them that gives them an opportunity to buy – not to be sold.

If you don’t have it in your line, but you know someone that does – share their business card.

2. Know your customers, build trusting relationships with them

Nothing beats offering your customer an introduction to someone that can fulfill another of their needs.

By networking with people in complimenting industries, you become a more valuable ally to your customers.

By the same token, when you treat your customers right, you will find that they cannot help but refer you to their friends.

Your customers know other potential customers – leads are the life-blood of any organization.

Leads come from unexpected places – be watchful – and listen to your customers.

3. Follow-up on leads

When you receive a lead, whether from a networking individual or from a customer, you must be sure to follow-up timely.

Sales are made by taking that extra step.

Lead Management Software will help you to stay on top of your leads list. With a calendar and tickler system in place, all you need to do is store the pertinent information in the database and the Lead Manager will remind you of the next step in the follow-up process.

Make no mistake – follow-up is a process. From the first phone call to the in-person meeting, it’s more about timing and repetition than anything else.

Be the first company that your potential customer thinks about when the need arises and you will build the relationships that last.
Let Lead Management Software put all of your tasks in place.

4. Say “Thank You”

Thank you notes are not a thing of the past.

Nothing says personal service like a personal note sent to your potential customer.

Their time is money. By taking time out of their day to meet with you, either by phone or in person, they have invested in the sales process.

Be appreciative. Be genuine. Deliver what you promise.

Whenever you can, over deliver!

support Tips

The only thing worse than not having leads is having leads that you don’t follow up on effectively. Ineffective follow-up means that people are less likely to refer you to clients and can also lead to the loss of existing clients. Below are some tips that will help you stay on top of your leads.

1. Have a system in place

Vince Lombardi is credited with saying: “Plan your work and work your plan.”

It doesn’t get much simpler than this. If you don’t have a plan, your efforts will be all over the board – running a spectrum of ideas, but never reaching the goal.

Take the time to design your system. Your system should specify where you are and where you want to be. Only then can you build yourself a road map to reach the goal which is yours and yours alone.

2. Train your staff

Face it - no one knows your business like you do.

Helping your staff understand the Vision and Mission Statements and the Goals of the company is the most important information you can share with them.

When your employees understand and buy-in to the dreams you have for your organization, they will put forth the effort that you need to reach the customers in the way that you envision.

Your job is to make sure they feel that they are an active part of the process of growing your business.

3. Use Lead Management Software

There are many customer relationship lead management programs on the market.

These programs are popular for one very basic reason: Lead Management Software works.

a. It saves the basic information about potential leads
b. It stores contact names and numbers
c. It allows you to input the ongoing work of contacting a particular lead
d. It keeps all of the pertinent details at your fingertips
e. It provides a calendar to make sure you never miss an appointment
f. It has a tickler file to make sure that you follow up when you said you will
g. It keeps you targeted and focused – day after day

4. Follow–up

Nothing will cause a potential customer to remember you like prompt follow-up.
Lead management software takes the guesswork out of the process. Your calendar and tickler file or email reminder will make sure that you never miss another opportunity.

Just as a baseball player must keep his (or her) eyes on the ball, to build your customer base – you must follow-up in a responsible manner.

You can see, staying on top of your leads requires focus and the discipline to follow your specific plan.

Lead Management Software can get you where you need to go.

Are you ready?

support Tips

The Blitz lead management software is very powerful in that you can search, sort and filter your lead however you want.  You even have the ability to setup your own custom fields to search, sort and filter on and so the options are endless!  For example, let’s say your an insurance agency, you may have policy expiration date, credit score, birth date and current carrier as some of your custom fields.  When you are doing a search, you could select to pull everything back that has an expiration date of next month and is with a certain carrier.  Another example may be a company that gathers donations.  They may want to bring all leads back within a certain zip code that have contributed in the past.

The ability to search, sort and filter criteria is very critical for companies as you are doing targeted calls, emails, mailings, etc.  The Blitz lead management software is structured for any business as it allows you to setup these custom fields for any campaign that you choose.  It’s possible that you have a campaign for certain prospects that you are trying to acquire.  You may another campaign that is more geared toward recruiting new employees for your organization.  Blitz allows you to vary your campaigns based on who you may be targeting.  Check out the video for step by step instructions on “Searching Leads”.

What happens when you are not looking to pull back a list of leads based on certain criteria but rather to just find a particular lead?  The same strategy can be used to filter on a name, phone number, custom field or any combination of things.  In addition you can use another feature within Blitz called the “Lead Quick Search”.  This option can be found in the upper right hand corner of this sales lead management software.  This gives you the ability to enter in part of a name, a phone number, email address, contact name to quickly search your entire database for that lead.  This is a very useful feature when you get a call into the office and you want to just find that prospect or customer within Blitz.  This way, you can pull the lead up and update them based on the conversation. Users also like the fact that when they just need to update a lead quickly to “sold” they don’t have to click everywhere but rather just enter part of the lead name and find the prospect.

If you have not already, try Blitz FREE for 30-days!

support Tips

The Blitz lead management software provides a snapshot of lead information, sales opportunities, scheduled appointments, neglected leads, statuses, milestones, etc all in one page!  This screen is called the “My Blitz” page which is displayed on the initial landing page once you are in the system.  This is a very powerful page as it allows users to see a lot of different information all on one screen without having to navigate within the system.

This “My Blitz” page is different between administrators and general users.  Also, the Enterprise Edition allows you to see the “My Blitz” results for each company, division, office that is under your company.

support Tips