CRM Review – Lead Zeppelin

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In-Depth CRM Review

Lead Zeppelin

cre8, Inc.

321 South Sangamon Street, Suite 801
Chicago, IL 60607-3609

Telephone: (312) 738-2637
Fax: (312)
Email: Contact Lead Zeppelin
Web: http://www.leadzep.com/

CRM Category: Tactical Solution – Cloud
Sub-Category: Lead Management
Seats: Small Business/Mid Market

About the Company:

Please note: We have only just initiated a dialog with this solution developer. So, we are still fully researching their background.

cre8 is a professional services firm providing digital business solutions and interactive marketing for the small to medium-sized company.

Being a small shop ourselves, we understand the importance of using what you have. By leveraging those assets and going for the low-hanging fruit, we can get you to your goals faster and more affordably.

For further details, see: http://www.cre8media.com/

About the Product:

Please note: We have only just initiated a dialog with this solution developer. So, we are still working this solution through our review process.

Sales Lead Management Made Easy

Your inbox is no place to manage your important leads and prospects. With custom fields and our web-to-lead forms, you can route leads from your website, directly into your account.

Collaborate Remotely

Share your deal-closing notes and files with your team, assign tasks and leads to people. Track your leads’ status or use Deals for bids.

Quickly Find Notes, Files and Status on Leads

Keep your leads separate from your contacts. Easily find the information you need when a prospect calls.

Lead Zeppelin - Key Features

Leads. Get the info you need. Now.

Let Lead Zeppelin worry about who’s doing what and when so you can get back out there selling.

Assign leads to your team and keep tabs on them in our filtered leads view
Assign follow up tasks, or make sure your team is by checking in on the Tasks tab
Boss, it’s easy to get started with our free trial

Quickly see which leads you need to focus on by filtering by status.
Share the load by assigning leads to other guys on your team.
Enter leads manually, or get up to speed by importing a CSV file.
Hook up your website with our forms or API and feed leads right into your ‘zep.
Attach proposals, agreements, documents, sketches and other files.
Add notes from email and phone conversations and view them quickly and easily next time you’re on the phone with the prospect.
Clean up your desk and add some leads now in our free trial

Deal maker? We have you covered.

Link a deal to a contact so you can reference it later.
Assign deals to other folks on your team.
Create tasks to keep the deal on track and on time.
Add notes and attach files so you have a complete picture for everyone involved.
Try out a deal in our free trial

Use tasks to get things done.

What’s better than a to do item? One that you can assign to someone else. Delegation is good.
You can apply tasks to leads, contacts or deals. For whatever you need: appointments, meetings, phone calls, blimp trips, you name it.
Stop forgetting, add some follow up tasks now in our free trial

Secure access. Wherever.

Only people you add to your account have access. If you lose your laptop, we’re still here.
We back up your data.
Who’s got the proposal? It’s on the ‘zep! No more extra copies of files or old copies, put the latest up in your account and your team will always have access to the latest version.
Windows or Mac. We won’t judge. Just login with a recent browser like Firefox 3+, IE 7+ or Safari 3+ and you’re cleared for take off.

Price:

For pricing details, please contact the company directly.

http://www.leadzep.com/pricing

Fresh News from Lead Zeppelin

Adding Deals August 1, 2011
Some users have been asking about how to go about getting started with using Deals. Here are a couple quick points to get started using them effectively.
Eric
Currency Preference Added April 26, 2011
For our overseas travelers, we've added the ability to edit your Currency preference on the Account Overview Screen.
Eric
Filtered Exports Now Available April 26, 2011
For your convenience, we've now added the ability to export your filtered lead lists.
Eric
To Destinations Unknown September 27, 2010
Our Lead Zeppelin web app has changed a bit from our original vision.
Eric
Should You Leave a Voicemail? September 6, 2010
From the excellent Win Without Pitching blog, Blair Enns lays out a 4-touch follow-up plan for prospects: 1st touch – Voicemail 2nd touch – email; within 48 hours of 1st touch 3rd touch – Voicemail (1-3 days later) 4th touch – email (1-2 days later) We use a similar system with our own Lead Zeppelin [...]
Eric
Do you need PRM? August 29, 2010
PRM? Yes, Partner Relationship Management. We’re in the CRM, customer relationship management, business here, but PRM is decidedly a B2B (business-to-business) function. As you might have already seen, we’ve rolled out the ability to only show users leads that have been assigned to them. But what about vendors you may refer to business to? You [...]
Eric
View Only Assigned Leads August 22, 2010
This has been one of our most popular requests. We’ve had the ability to assign a lead to another user for awhile, but our customers have been asking to create permissions so that your users can only see the leads assigned to them. Now you can, by editing your user’s Permissions: Checking Assigned Leads will [...]
Eric
Our Lead Zeppelin is now ® August 15, 2010
Our service mark registration came in the mail today for Lead Zeppelin®!
Eric
Get a Bird’s Eye View of Companies August 13, 2010
Looking for a way to see all the companies that you do business with? Look no more! Click on the Contacts tab and there on the right sidebar, you’ll see a link to View Company Directory If you’ve specified a Company for any of your leads or contacts, they’ll show up here. You can manage [...]
Eric
Custom Fields Have Arrived! June 12, 2010
This is BIG! We just rolled out the ability to add custom fields last night. There is still some tweaking to be done, but you can now add your fields for your leads and contacts! You can access the field manager by going in to add or edit a lead or contact. Look for the [...]
Eric

Rich’s View:

This review is undergoing a major update and should be available real soon now!

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Go ahead, Get a second opinion:

I have never claimed to be the only source of CRM software reviews. If you would like an alternative view of this CRM solution, here are some links that you can visit. However, if you are looking for totally independent, no BS! CRM reviews, I will look forward to working with you when you get back to my site!

I have yet to find an objective independent review of Lead Zeppelin.