Needing the right Customer Relationship Management (CRM) software for our clients to follow-up leads, and also to provide us with feedback in regard to marketing efforts, we set out to create our own custom online lead management system. That system is now a reality and available to our clients without charge.
LEAD MANAGER SYSTEM™
The LEAD MANAGER SYSTEM™ (LMS) has everything we could possibly think of in regard to marketing bells and whistles. It was a huge programming project and now is a very powerful tool for our clients.
Here are a few of the main features:
- Manage all of your leads in one secure place
- Lead and personal reminders and automated appointment scheduling
- Be alerted of new leads as they come in
- The automated contact form inputs leads securely into the system from your website
- Maintain contact notes and download addresses
- Multilevel and unlimited timed follow-up emails and texts, including email attachments
- Assign leads to specific team members
- Prioritize leads for quick attention to the best ones
- Gain more referrals and refer extra leads directly to affiliated schools or programs
- Client administrators see all activity and can track all contacts
- Prioritize leads to pay attention to the best ones
- Get reminders of leads that are falling through the cracks
- Convert current and old leads into the new system
- Texting and emailing within the platform and recording of all lead contacts
- Instant referral of leads to any other network member or program
- Assignment of leads to individuals and reminders when leads are not dealt with within established time frames
- One click reassignment of leads to another team member
- Tracking of marketing tactics and codes right through to enrollment (very important!)
- Reporting of effectiveness of team members — how quickly and effectively they convert leads into enrollments
- Tracking of ALL contacts with the lead, so others can pick it up if the initial person is not available
- Easy dumping of lead data into external email campaigns (like newsletters)
There is no cost for our clients to use the LMS tool. Just let us know when you are ready. Participation in using this system is totally optional.
LMS START-UP AND CONVERSION
All we need to launch LMS for our clients’ use is for them to complete our LMS questionnaire. It asks for specific information that will help us make the conversion, including some of the initial settings. As soon as we receive that information from the client, we set up their LMS installation. We’ll then add the inquiry form on their website, so new leads will go directly into LMS.
Address information from old leads in another system can be easily transferred over, but please be aware that the contact information (notes) or other special tagging or categorizations in any other system cannot, and neither can referral leads (if you are using a referral service other than BCN). So, some clients may want to run both systems simultaneously for a time, until old leads and referrals are played out. Others will want to move their leads over now, so they are all managed in one place. In LMS they can be individually categorized and notes added after the conversion takes place.
PLEASE NOTE: We will NOT require any marketing client to choose our LMS system. We will never penalize any client for not choosing to use the Lead Manager System™, but it will be unfortunate for those who don’t. It is free and here for all clients use, should they wish to take advantage of it and the special marketing tools and “bells and whistles” that it offers, plus others that we plan to add in the future.
OPTIONAL LMS FEATURES THAT YOU WILL GET WITH NO OTHER SYSTEM, BECAUSE YOU ARE A CLIENT OF EXCEED
We built in some very special (optional) features to improve your enrollments. Here are three main optional features that you should be aware of:
1. DIRECT LEAD SHARING (OPTIONAL): With LMS you can pass a lead directly to another program in our network with a simple click. Such sharing of leads helps keep our clients’ lead acquisition costs to a minimum. You decide who to refer to or establish such guidelines for your staff. Most of the leads you receive are not a good fit for your program, but may be a good fit for another program in our network. There is no cost for direct lead sharing.
2. DIRECT REFERRALS FROM AND TO BEST CHOICE ADMISSION SERVICES (OPTIONAL): If you are also wanting referrals (adolescent programs only) from Best Choice Admissions, or to be paid for referring your unused leads through BCA, the system is seamless in providing for the easy transfer of such information to and from that service. Again, this is totally optional.