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good afternoon everybody this is prashant from lead squad uh welcome to this webinar on implementing lead management best practices using least squad uh as some of you would probably know that lead squad is a marketing software that helps companies in generating leads captioning leads engaging them nurturing them with the objective of making them sales ready and there are a number of uh lead management you know features in lead squad using which one can implement the best practices and we are going to talk about them today a little bit about myself i am prashanth singh i am co-founder and chief customer officer of lead squad uh before founding lead squad i was with symphony teleca where i was running a view around emerging verticals like energy healthcare and media and prior to that i co-founded protein software which was into product engineering services space and i have a degree in mathematics and computer applications from iit delhi and with me i have my colleague pooja today a customer success executive and she is going to help me out with demos of some features of lead squad today all right so what uh you will learn from the webinar today so the first thing that we are going to talk about is how to capture and manage all your leads in one place uh and then we'll be talking about uh how do you basically map your business entities with lead squad in case uh you know the you have lead fields which are not available lead squad how to create those lead fields and how to map your your fields with that with them and then we'll be talking about four important uh attributes of the leads namely lead sources lead stages lead scores and lead grades and we'll also talk about how to track and nurture leads so with that background let me begin the presentation and i'll be using ppt as well as i'll be showing you live data from lead squad so between me and puja will be showing you two two instances with some uh you know one with demo data and one with live data uh in case anybody has any question uh in between just put that question in the question panel and as i said earlier i will be taking the questions one and once in between and then all all the other questions in the end okay so how do you manage all your leads in one place using lead squad so lead squad uh you know provides you different ways of capturing leads uh so it pretty much automates all possible uh uh ways of uh you know getting a lead in a software so you you can of course uh import leads using the csv file you can add leads manually you can capture leads you know from your website by putting a lead capture form you can use an api provided by lead squad to add leads from third party applications like chat tools etc you can design and publish landing pages and use them to capture leads and you can also capture the leads from your outlook the if you send email to a lead you can capture that in lead squad if you receive email from a lead in outlook then that also can be captured so on the next slide i have given some examples of the use cases of these ways of adding leads for example in case of manually adding lead typically it would be for known contacts or referrals in case of website normally it would be on your contact us page or a blog page you know you would have visitors there and you would want them to capture their data as lead in case of api it would be typically chat tools that might be there on your website you might be using a crm system from there you want to capture lead lead squad or custom business applications or even phone and sms you receive a phone call and you want to capture that as lead then you can also import leads so typically companies would be maintaining uh leads in some form some shape so they can export the leads in csv and import them lead squad then you some of you might be running promotions on social media or search engines you can capture the leads as a result of people clicking on your ad they can come to a landing page created in lead squad and whatever data they put that will be captured as lead in each word and you can also using outlook you can capture a lead to whom you're sending email or capture a lead that has sent you an email so these are different ways this pretty much covers different ways of know capturing the leads so our philosophy is that will not let our customers lose an elite will help them capturing leads from all possible sources and you know so that there is no lead leakage so with that background information let me ask puja to give you a quick demo of two of these things importing lead and adding lead lead squad and and then i'll i'll you know again take over the presentation cover rest of the items and rest of the presentation thank you prashant good afternoon everybody i'm puja and i'm the customer success executive of lead squad here you can see the dashboard of lead square this is what it looks like when you first log into the lead square and to start with let's go to leads and go to manage leads here you have list of all the leads which is present in the system so to add leads manually to lead square we have a quick add lead form if you want to add a lead with the minimal information you can use quicker lead form so you can add leads with the first name last name email phone number and few minimal data here and then if you want to add a lead with the detailed information you can go to add new lead form and you can add all the information about the lead the first name last name email you can say job title and the lead grade lead stage about the lead grade lead stage we'll be talking later about in this webinar and then you can even add the company details additional details and then you can import leads uh into lead square through a csv file for this let's take an example of a fictitious education company let's say this education company is providing online courses to working people so they have the details about the lead that is the first name last name email phone number in the college they studied in the highest degree and working it on designation so we have to import all these details into the lead square so before we import let's see if if all these fields are present that is a college or the highest degree and all is present in lead square so let's go back to lead square and then we'll go to manage custom fields we have 40 odd fields present in lead square this is used by most the companies but in case you need other fields which is regarding to your company you can add them so let's go create custom field and then let's say college and then we'll include that in lead details and then let's leave this blank and then let's say data input type is text and then we'll say showing quick add if you select this option it will be it will start appearing here in the quick add lead form okay and then let's select and show in import and then including quick search this will help you to search quickly based on the college we'll save and add new and then let's say highest degree and then we'll say data input type as select we can observe here in the highest degree we have graduate postgraduate and doctorate so we can select this as a drop down so we'll use select in the data input type and then we can give her the graduate postgraduate and then we'll say doctorate and then we'll say uh showing quick add showing import uh including quick search will save it so now let's go back to manage leads and we'll import the csv file say import leads and then you can upload a csv file let's select the csv file and then we'll say next here you can map all the fields so you have fields in csv file you have a lead square field here city has been mapped and then college has been mapped designation you can it's not map so let's map it to job title we have a field called job title and then email is mapped to email highest degree is mapped and the phone number is mapped the first name and the last name is not mapped so let's uh map the last name and then the website working it is not mapped so let's map it to company if you don't want any of the fields to be imported you can just unselect them for like example you don't want zip to be imported so you can just unselect them and say next here you can decide on how you want to handle the duplicates then the duplicates is based on the email id if you select ignore duplicates the duplicate records will be ignored or you can override the duplicates or you can update the empty fields of duplicates and then if you import any data without the email address you can just unselect this option here you can select the lead owner by default it will be the account user or you can select the other user also you can add all the leads of the csv file to a list if there's any list here you can select or you can create a new list and let's say csv import and then give the description okay and then you can select the lead source you have different sources here but if you want to add a different other source you can select others and then say with source you getting all these leads from let's say for example we're getting it from csv file so we'll say lead source is csv okay we'll go next here you have the summary all the leads we have there was 19 leads in the csv file 18 was created one was ignored because it was duplicate so now if you just go to manage lists you can see csv import here and you can see 18 leads which is added to this list so now let's go back to manage leads and here you can see all the leads present here so you can go to quick actions and then say iit college remember we added iit into quick search so lets say iit and then so you can see the list is where the college is from iit this is how we can do quick search and then you can do advanced search you can select any criteria here say for example you want to see all the leads whose lead score will be talking about lead score again later in this webinar so now let's say is searching based on lead score say greater than or equal to 10 okay so we have all the leads whose lead score is greater than or equal to 10. so you can do advanced search here right and then you can also filter the leads based on the lead stage a different stage right now everything is in prospect stage so um it doesn't make sense to filter it and then say let's say from lead source so if you want to do a search based on lead source against the social media so you have four different leads builds on social media okay and then depending on the lead owner also you can filter the all the leads and see and then you can perform quick actions on these leads you can select a few leads and then you can say export these leads and this will be exported you'll receive an email of email on all the details of this leads and then you can send email that will be a quick one-to-one email on these for these leads okay and then and then you can add them to a list or you can change owner of these leads let's say this is the owner is puja located right now so let's you can change the owner and then you can change the owner to prishan singh so that will be done you can change the owner so these are the quick actions you can do on the lead so now i've spoken about manually adding leads and then about all the quick actions you can do on the leads now mr prashant will take over thank you all yeah thanks puja for describing the import leads and customizing lead squad based on the business needs and also talking about how to add leads so let me move ahead in the presentation right so having this background about you know adding leads uh you know using uh ad lead forms and import leads uh let's also see some examples of how we can add leads uh you know say from website or from landing pages or how we can do it using email so i'll show you some quick examples uh i have already opened uh you know some pages in my browser uh so for example uh if you want to capture leads from your website and you don't want to create a complete landing page for doing the same you can do so just by replacing this form uh so form like this for example this form this is our customer crack iitj so they have just used lead squad form and integrated that as an iframe within their website and whatever leads you know are captured they get added to their instance of lead squad uh so that's one example another example is uh you know another custom customer of ours as for education so this is their blog page and they have just uh integrated a quick small form to capture leads so with just name an email and send me tips so again this is designed now in the landing pages module of lead squad and the form has been integrated as an iframe over here so those are two examples of capturing leads from the website then there could be cases where you are you know you want to capture leads uh from say social media or ppc ads so when people click on those ads they will normally land on a lead capture form or a landing page so this is an example of our own landing page that we are using uh so if we anybody who comes and puts the data here that lead gets added to lead squad and let me you know just uh give you an example i'll just say so i'll just submit and that this lead will uh you know appear in lead squad in uh 30 seconds uh in the meantime let me show you some other examples of landing pages for example uh this is our customer uh so google hi they are using this they have created this landing page using lead squad and this lead capture form so whatever leads are captured here they go to their own instance of uh lead squad also if i mean i can show you some real uh for example if you search on google for lead management system you will see this our this is our ad lead management system right if you click on this uh so the same form you know whatever whatever i was showing you that appears over here so a similar form appears it has more fields and if you input the data over here that lead will be captured in lead squad so these are different ways of capturing leads through website and through landing pages another way which i spoke about was using outlook so this is my outlook if you see uh in the new uh message you see this outlook plugin so this is lead squad plugin so if i send the email to anybody using this particular button then that lead will be added to lead squared if it's not there and the email conversation will be recorded in lead squad that you know i have sent email to this particular lead on such and such date similarly when i receive an email i can say track and lead squad i can say you know whether it's a positive response or a neutral response or a negative response and i can add that lead in leads for it so using this outlook plugin one can add uh leads lead squad uh then there are you know one can use apis like i was saying one can use apis you know from the chat tools or from crm tools or custom business applications to add lead squad so these are multiple ways of you know capturing leads and this gives you the capability to capture all your leads in one place and manage them so once you have all the leads you can do different things like searching for the leads or creating a list of the leads or sending emails on the leads tracking their activity all that is possible uh within uh lead squad uh so before i go next let me pause uh for questions if uh let me see in the question panel if we have any questions and if anybody wants to raise raise a question invoice then just raise your hand and i'll unmute you and you'll be able to speak with the audience so i can see a question from swathi uh the question is please tell how to manage leads coming on website visitor reports and another question from swati is are they different from the leads already imported swati the way lead tracking happens is that if somebody has submitted on a landing page or a form or somebody has opened one of your emails then we lead squad will be able to identify the person that who is the person who has come to your website uh if neither of these things have happened then the person will be shown as a visitor so unless the person submits on a page or opens an email it won't be possible to identify the name and email address of the person once the person does that will be able to identify then there's a question from rohit how to restrict the owner transfer access so rohit as of now in lead squad uh we have kept it very simple as of now in terms of uh the access control and uh you know role-based security so there are two roles admin and normal users so i've been so there are some privileges associated with the admin but the privilege to assign the roles is available uh assign the lead to anybody else is available to everybody and we plan to include this feature of role-based security in our future releases when that happens so you'll be able to define whether the person can change the lead owner or not so another question from rohit why only microsoft outlook so that's the first uh integration we have done because most of our customers are using outlook for emails and we plan to support uh gmail as the next and then other popular email clients so those integrations will be available in the future how can i configure ms outlook with software so saurabh let me show you how can you you can do that if you go to lead squad i hope you can see my screen leads word screen and if you go to settings in settings you will see a setting called connectors and there you see this lead square for outlook so from here you can download and the plugin and then uh that plug-in that icon will start appearing in your outlook and you can log in and start using it so hema question can lead squared form be integrated in zoomla yeah so hema yeah technically it's possible it can be integrated so the way whatever forms that you create in lead squared you can i mean either you can directly use a landing page basically link of the landing page or you can export the iframe or you can export the html in lead squad and use that to integrate in any any kind of website so uh technically yeah it's possible vikram was the form to create user vikram this is the place to create user manage users you can you know create a new user and when you create the user you define what kind of reports he should receive then there is one more question um from swathi can we import the lead manually say only one lead without csv so swathi you can add that lead i mean import is i mean you can put uh for importing you will need the csv uh if you want to just say add one lead then you know adding the uh you use the add lead form that will be better suited for that can lead squad be integrated with the facebook apps also so with the raj so we provide we have provided the api so the way it would work is that either from the facebook apps uh you know after say some some action on the app right a landing page is invoked and you know data is submitted there or you use our api so i mean our apis allow you know to add leads to edit leads to get a list of leads to add lead activities to schedule tasks around leads all that is possible nishanth outlook plugin supports 2010 and 2013 not before that rohit what happens if same lead provides his information on the social media as well as the website how to differentiate between the two so rohit our system unique basically enforces uniqueness of the lead so the email id is the unique key and you would not be able to add two leads with the same email address so if a person provides different email addresses on say social media and any other platform so those will be too late but if he's providing the same email address say second time then whatever data he's providing with the uh you know the second time that will overwrite the existing data of the lead for example he provides a different name so his new name will be reflected but his lead source will be the original lead source for example first time he came from social media right so his lead source will be social media next time he comes from ppc ads so although his data like first name or last name if he has provided differently it will be updated but the lead source will remain the same as social media can we get any type of lead ing to a requirement erupina i mean you can uh add any type of lead i mean i could not understand the question completely but uh i mean if you're just asking about any type of lead data yes it's possible what are the ways to categorize the lead uh sarah there are different lead attributes and i'll you know cover some of them in the presentation so just wait for uh you know few few more slides and in case you don't find your answer just pick me again and i'll answer your question okay so with that uh let me move ahead in the presentation so i mean once you have added the lead uh you would of course you addedly to convert them to customer right so what are the different uh things which are important about the lead in context of lead management which can help you in nurturing them and converting them to customer so four things which are fundamentally very important about the leads so one is that where is the lead from what is the original source of the lead the second is how engaged the lead so you would be running marketing promotions on on existing leads for example you might be running email campaigns on leads you might be inviting them to webinars or workshops or events so you would want to figure out as a result of those marketing activities how engaged are the leads then you want to know where is the lead in the sales cycle whether lead is you know just a contact or it's a prospect or it's hot lead or opportunity where exactly is the lead and based on that you would uh plan your marketing activities on a particular lead then what is the quality of the lead so you know how so in terms of so companies would define that what is the meaning of the quality and based on that where you know how much elite matches to that criteria and based on that they can classify the lead uh you know the quality of the lead so in lead squad you can find these things as lead source so the where is the lead from so that is captured using lead source how engaged is the lead that is uh captured using lead score and where is the lead in the sales cycle that's captured using lead stage and what is the quality of lead that's captured using lead grade so let me cover each of them uh one by one uh lead source there are some sources which are like online lead sources they are tracked by lead squad automatically for example if lead has come through direct traffic which means they have directly typed the url of your landing page and put the information there then that that's tracked automatically then organic search if people are searching on say google or other search engines and they get the link of your lead capture form or your landing page and submit the information there then the lead source will be organic search uh if the lead was clicked on a ppc ad for example on google adwords before submitting the data then the lead source will be ppc ad if the lead was say on facebook and then clicked on the landing page and submitted the information then the lead source will be social media if the lead was on some other referral site you might have some partner sites where your link might be there uh then in in those situations it would be referral sites the resource will be referral sites uh if the lead has come through email marketing the lead source is email email marketing so these are few things which are tracked automatically because these are online activities and we can track them uh then there might be offline uh you know sources for example there might be an inbound call so unless you integrate with api we would not know so uh so if you do ap integration then of course we can capture the lead source as inbound call but if it's not there then a user of lead squad you know a user of lead squad on the customer side will have to associate the lead source as in mount call same goes for outbound call and you know trade shows employee referral customer referral partner referral i'm sure all of you would understand these terms so i will not describe what they are so let me again go to uh lead squad and show you uh so in lead squad you can configure your lead sources in lead source management in settings so by default uh you know a number of sources will be pre-configured like organic search customer referral these kind of lead sources and you can add your own lead sources also for example if you want to add you know particularly source you can do that over here so you know you can provide the information you know of a new lead source and if you look at this lead source report so by the way this is live data of lead squad so you see that email marketing has been most effective lead source for us then social media then outbound call then direct traffic so if i click on social media uh i know that there are 422 leads in our system you know from social media and out of that top is facebook if i click on facebook as the lead source then i get a list of all the leads that have come from facebook and if i uh click on a particular lead then i see all the lead data show sources social media and if i go to lead details it tells me which media it's facebook so that information is captured over here right so that was uh lead source so similarly the example i showed was about social media so if you know if any other lead source is there that will be reflected in uh the lead details data so next important item is the lead score so which is a measure of for how engaged is the lead uh typically in the in the marketing uh you know cycle or sales cycle the way things will happen is that lead will be created you might be manually creating the lead or it may come you know from a landing page you might be running um marketing promotions so the lead might you might be sending email it might open an email click a link in the email after clicking the link in the email they might just you know browse your website they might get distracted come to your website again five days down the line again come to a website you know one week down the line then one finally they might submit on the landing page uh you might have a phone conversation with them uh i mean if they're interested you might give a demo to them or make a site visit make a presentation so all these things may happen uh within the life cycle of lead and all these are important uh notable activities all these are activities that make or take the lead closer to sales to conversion so we so one has to of course track them and one has to score them so these activities are important but all activities are not equally important for example submission on landing page would be more important than email open so submission on landing page means that somebody is really interested in your product or service email opening just means that uh you know somebody uh was just curious what this email is all about and might have opened the email so lead squad provides you a mechanism using which you can associate scores with individual lead activities so for example you can associate a score of zero with lead created you can associate a score of email opened a 5 with email open score of 10 with link clicked 10 with web page visit you know 25 with submission 75 ford demo and as and when these activities happen the aggregate lead score will keep changing for example initially it will be zero once somebody has opened the email it will become five after that if he has clicked on a link in the email it will become 15 then if this event happens in 25 so it will keep adding and so in this example it will become 675. so what this would tell me is that uh the leads you know if i have all the leads between say score of 0 and 1000 so what lead score would tell me is that leads which are closer the score having closer to 1 000 they are more important for me they're more engaged with my marketing offers and the probability of converting them to customers is higher so engage leads means the probability is higher so lead scoring gives you that mechanism where you can filter out the leads which are which are where the probability converge of conversion is higher compared to other leads in the system uh let me again take you to lead squad and show you uh how lead scoring happens uh so let's go to settings again in the settings page you have lead scoring so you can see that lead score are configured so for example email opened a score of one link click two so these scores are you can change them so for example we have changed them for ourselves uh if somebody unsubscribes to email then minus 500 so you can define the score of these online events you may also have some uh important notable offline events so you can you can also configure them you can create them for example uh if you uh you know have an event like met in a conference then you can create that notable activity here you can define the score and once you meet lead in the conference then you can add that particular notable activity and the score will be updated with the lead so so for example let me just go to manage leads and say say if i had a phone call with this person so i can add a notable activity that i had a positive phone call with the person and i can put the notes and i can add so a positive phone call would have a score of 10 that i have configured so this lead will get additional score of 10 and this event will be recorded over here in the activity history of the lead and using lead score so you can if you want to figure out how you know the leads which have higher lead score so in lead squad you can sort leads using lead score so so so these are the leads which have a high lead score so which means these leads are more important for me than than other leads in the in the system so i can sort them or i can do you know an advanced search i can basically filter out a list where lead score is more than a certain amount for example if i determine that all the leads who have a score of more than uh say 200 which are so they are important then i can get list of all all all those leads over here okay let me go back to the presentation so please keep typing your questions i'll take up all the questions once uh you know i'm done with the presentation so the second important attribute was lead score the third important attribute of the lead is lead stage so lead stage tells you where exactly is the lead in your sales cycle so whether it's you know just a contact or suspect or a prospect or it's marketing qualified lead or it's a hot lead or sales qualified opportunity or a customer so i mean this definition of lead lead stages configurables you can basically customize lead squad to put your own lead stages so if you don't use a term like mql sql you can you know choose your own terms uh so that's that that can be configured or customized and lead squad and your marketing activities will be depending upon where the leads are in the sales cycle so for example leads at the prospect stage will need the campaign that offers educational content uh so they would not probably be interested in a discount offer i mean you need to nurture those leads so the prospects you know they are they are still they are probably curious about your offering they are probably slightly interested but they may not be the right set of people to whom you are offering say you know a discount package kind of thing so you need to nurture them and so to figure out you know which are the leads that require nurturing you need to filter all the leads in the system which are in prospect stage similarly if a lead is a marketing qualified which means that some kind of qualification has already already been done by marketing team then probably case studies will be a good offer that you send to them leads which are in opportunity which means that they have evaluated your product or service enough and they they are probably ready to sign up so it might be about the pricing so there you might be sharing the discount pricing uh so let me go to lead squad and let's go to settings again and see how lead stages can be configured so here you can see lead stage management so here you can see different stages prospect so this is our own i mean we have customized the stages for ourselves that in our business people are prospect they sign up for demo demo happens they sign up for free trial then it becomes opportunity from opportunity we dis disqualifies certain leads which are not interested or probably there is not a relevant fit uh there might be some invalid data that may come unreachable or lost opportunity or customers these are least stages and you know if you want to add your only stage you can do that you can you know customize lead square to add your own stage and so as and when we talk to talk to leech or interact with the leads we we can change the read stage we can you know for example for this lead if i want to change the lead stage i can uh you know just say edit or i can say edit from the grid itself and i can change the stage over here that this particular lead i mean this lead has become customer uh but if the lead was prospect i would have probably said sign up for demo demo happen etc so you can change the lead stage from here so by the way this grid that you saw for the lead we are doing a release of lead squad updating lead squad in uh next few days where this view will be customizable you will be able to choose what you want to see if you want to don't want to see for example each score you can leave outlet score if you want to see a custom field you'll be able to choose that what you want to see in this particular okay let me again go to presentation and take the fourth topic which is lead grade so lead grid tells you what is the quality of the lead uh and thus typical way of uh establishing lead grade is to define the ideal customer profile for your business so i've taken example of a software business so they may define that their ideal customer would be between 5 million and 25 million revenue having 52 250 customer and having more than 10 percent of revenue uh being spent on software uh industry logistics b2b so so one can define what what kind of a customer the business wants to add and then one can basically figure out whether a lead is matching his profile and what is the percentage of match whether it's more than 90 then typically you'll call the lead grade as a if it's between 75 and 90 then you'll call it b between 50 and 75 it's c and less than uh no 50 percent d so this definition may differ from business to business and different businesses may want to have different ways of uh associating quality to the lead so this is something which which is which is not done automatically by lead squad so we have given a provision as lead grade so that you can figure out a definition what a b c d means and you can associate these grades with the lead so again for example this lead grade you can say see the or some leads are graded a b and you know some leads are don't have any grade so one can just quickly say edit lead and uh you know select the grade over here right so those were those are four important uh you know attributes of the leads so once again uh you know lead source lead score lead stage and lead grade so these are four important attributes which will uh give you a lot of information about the lead which will tell you where uh where exactly is the lead you know in the sales and marketing efforts and what kind of more marketing or sales activities are required in order to convert the lead to a customer or you may decide to disqualify the lead okay so what all you can do with the lead once uh no it's there in lead squad you can um i was talking about in when i spoke about lead scoring that uh you know based on important activities you should be able to score provide scores and aggregate the score as and when those activities happen so let me show you an example so let's take an example of javed itself who has uh uh already signed a fully squad so you can see uh that we have the demographic data about javed we have the lead sales customer we have delete score we have the lead source uh the lead owner who's the lead owner in my company about for this particular lead and on the right i see the activity history so before i show you activity history let me show you the summary of that so javed has opened six emails out of 16 which have been sent to him he has submitted on our forms three times and seen the landing pages 26 times spent average one or three seconds uh we there was positive phone call happened with him so this this tells me this gives me the summary of the important activities that have happened with javed and if i want to see details i can see it here so i can see that he viewed a page today he viewed a page homepage of lead squad on 9 july again he saw one particular page so i know that uh we sent an email using hit squad to him so that's recorded here uh and if i want to see that he has when did he submit the form so let me just search for that so he viewed this landing page submitted the form gave his information so he had done the submission thrice on three landing pages so i can see the entire history of interaction whether he has opened an email you know click the link in the email or he has come to a website seen some pages submitted on landing page that entire history is captured over here so within this lead details view i i get all the information about the lead which is relevant uh for me as a marketer or an inside sales person in order to move the lead from one stage to another uh then the lead details i i see you know that he's the ppc ad is the source and i can see which adwords this was on google and the name of the ad was marketing software so that has been captured and which was the campaign so this was the campaign that we are running and i know that he registered for the previous webinar so that information is also captured i can also see his social profile so if it's available so if a social profile is associated with an email address so we can fetch it and show it over here in the social profile so i can see his facebook facebook id his uh gravatar id or if twitter is account is available that that's visible linkedin twitter facebook cloud data is available over here if it's available with this email id and then i can see all the tasks and reminders so i mean these were the tasks that were created if for example i called javed and if you know i want to schedule a task that i have to follow with him again say tomorrow i can quickly create a task i can say that you know say called javed tomorrow and say at 4 pm so i can add the task so this task is added i'll i'll get a reminder tomorrow so i'll when i log in tomorrow i will see this particular task in this particular window uh that there's a pending task for me today and if i want to see all the tasks which are pending for me i can go here and see uh so this is a task view which is available so i can see all the tasks or overdue tasks you know uh or pending tasks so if you see all the tasks you will see tasks which are completed also so we have this quick feature of task and reminder you can create tasks around the lead you will get reminded over email you will get a daily task report in your email you can see all your tasks over here so that's that's there coming back to the lead details so you can create tasks you can add you know any kind of node you want to associate if you want to associate a notable activity that also is possible then if you want to see java is member of which list so typically business will be maintaining multiple lists of people to and list is a way to segment the leads to run marketing promotions so for example if you're doing email campaign you'll be typically creating a list of leads matching similar criteria for example list of all leads which are in the stage opportunity and you will send an email promotion to them so and then you can associate the leads with the list so he's part of three list so let me show you how to actually create a list you can just say you know create new list and all the leads who have opened my one of my previous email campaigns say i sent a reminder of email on this particular webinar so let's see you know let me get all the leads so one not six people opened this particular uh email campaign so i can save this list as a static or dynamic list so if it's dynamic list then if anybody else opens my email the lead will automatically get added to the list so i can create this list and now i can if i have this list i can use this list in my email promotion or if more people you know open the email campaign that those leads will automatically get get added over in this list if i save a static list the automatic association of lead based on the criteria will not happen it will be a fixed list so let me again go to uh manage leads so you saw that java is a member of three list and then you have activity summary so again the summary of the activities so this is uh basically you know about uh capturing leads about how to manage leads searching for leads managing leads creating tasks and reminders about the leads using lead squad and also uh how to figure out the lead source how to associate lead shows how to customize lead stages how to associate grade etc for the leads so let me pause for questions again okay what is the full form of sql sort of the full form of sql sales qualified lead so when sales people qualify a particular lead uh as good enough to be pursued then it's called sql ano has a question can we do email campaign using lead squad yes or no you can do email campaign let me show you how so if you see here in marketing there is email campaign and you can quickly create an email campaign you can select you know a template or copy an existing email campaign or start with a blank html editor so once you select uh a particular you know so for example let me quickly give say test email campaign 11 july and then i can go to the next step so you can um design the email campaign it's an html editor you can design you can put images html text etc and so there are multiple steps so first is compose message then select the recipients you select the recipient list then review the campaign and then you can schedule the campaign so that's possible uh using lead squad so surf i hope i have answered your question regarding categorizing the lead if in case you have any specific question around that feel free to type it uh what are the maximum emails i can send in one day during email campaign so rohit the maximum number of emails using lead squad depends upon your plan so there is a monthly limit uh per plan there is no daily limit so as long as you have not crossed the monthly limit you can send any number of emails per day so on from the technical perspective if your question is that how many leads can be how many emails can be sent we use uh we have three backend email platforms uh you know that we integrate with which are the top three platforms of the world the first is amazon the second is 10 grid the third is mandrel combining these three platforms we can send very high volume of emails per day uh so we can send millions of emails uh you know per day uh normally our customers do not need that volume but from the capability perspective we can send millions of emails per day can we check if the email will be a spam so a new it i mean there are some some ways to figure out to basically make a guess that email may reach the spam folder but it cannot be told with 100 certainty whether it will reach the inbox or the spam folder so it depends upon two things one is the authenticity of the sender and sender domain the second is i know what is the content of the email so assuming that the sender domain is authentic it all depends upon what kind of offer is there in the email if you for example if you use say word free a number of times in subject and email message then it will be a high candidate for to reach the spam folder so yeah i mean we actually we have if you go to a website in the past webinars section there is a you know previous webinar around b2b email marketing best practices so in that uh we have a section around how to ensure higher deliverability of email you can refer to that if you want to get one then shareem this question could be scheduled sending newsletters in advance yes you can do sharim you can schedule rohit do you have api for blogging sites so rohit if i understand your question you i mean we we have lead squad api that can be invoked from blogging site to add leads uh if that is the question uh do we have geographical analytic feature like which region we get maximum leads yes so across the leads so whenever lead is captured uh the so we automatically capture uh the the location of the lead so that that gets captured you know by the ip address you know from which what is the ip address uh using which the lead has come to lead squad so using that one can one can segment the leads for a particular geography for example if we want to see all the leads say from usa so we can change change select the country as usa and figure out all the leads belonging to that particular country sort of the software has been written in dotnet abhishek has a comment uh i'm just reading that yes abhishek your i mean of course you can know by whether the person has how many opens have happened but if as uh no many times people just ignore the email so and as from the software perspective we whatever data that we provide to our customers how many open clicks not delivered that has to be accurate any other questions that i might have missed feel free to type them or copy paste them again in case i have missed any question in the meantime let me quickly show you the last few slides and i'll just take up the questions uh remaining questions again so uh so just summarizing um uh you know the best practices and how they can how you can implement using lead squad so first of all capture all leads and never lose any lead which means that you need to automate the lead capture process and the way lead squad can help is by the import feature add forms you know adding leads manually by landing page and forms and using api then the second uh no good practices to know about is that not all leads are equal in importance some leads will always be more important than others so the way you can figure out which leads are important are by lead scoring by lead grade lead stage the third thing is know your leads very very well capture all the relevant information about the leads and the way you can do that is by knowing about lead source lead social profile by activity history uh then quality of lead is always more important in quality i mean focusing just focusing on quantity may not help and you can determine the quality by lead grade following the lead is actually the way to succeed so i mean if you keep following the lead what lead is doing and how they are behaving with your marketing offers uh then that's certainly going to help you in converting the lead to customer so the way lead squad can help is by lead activity tracking by lead scoring and one marketing offer does not fit everybody so you need to segment the leads you need to figure out the stage of the lead and based on that you should be aligning the marketing offer and don't try to align your business process you know with the software and i have seen this happening at number of places when people try to implement a software like crm they try to change the business process which might be working otherwise don't try to do that rather try to align the software with your business needs if your business process is working it's effective then try to align the software and we can help in lead squad by means of custom fields so that was the summary and if you want to find out more about lead squad or about lead management and other topics marketing topics you can find more information over here on our facebook page on our linkedin page our blog site our blog site is pretty active we put at least a couple of blogs every week and uh very relevant marketing topics are there i encourage all of you to visit that and then you can also look at the past webinars upcoming webinars and download some marketing ebooks so that's about it let me again just go back to question panel and see if there are some questions which are unanswered hema you can uh integrate with your crm by using our api so our api is meant for integration so use using that you can i mean any kind of indication is possible okay rohit your question is suppose i open the dashboard on phone will the ui be similar the ui will be similar rohit but as of now it won't be responsive completely responsive we are you know working on that and probably in next few weeks we'll have all the features will which will work very well on different platforms also right now it works well on uh chrome and firefox on computers is it platform indepen dependent uh the software is not platform dependent as long as you're using a browser and like i said we are supporting different versions of chrome and firefox so pretty much all the versions of them on on any kind of os so it should work uh on mobile platforms it may not be completely responsive so sharim i mean from any business application if you want to say add lead so it's possible in using you know the api you can use the lead squad api to add the lead you can use the api to add lead activities you can use it to schedule tasks reminders so all that is possible yeah so saurabh if your question is that if you can classify leads say department wise like sales marketing you can associate leads with department-wide that's possible so you can create a custom field called department and you can put the values uh it can be a drop down full field you can put the values like sales marketing etc etc and you can associate each lead with one of these values that's possible yeah sharim so you google api i could not understand completely but let me make a guess if you are saying that is it possible to invoke google api yes we do provide custom hooks for that if the question is things like google conversion code or google analytics script if they can be uh integrated within lead squad yes that's possible in landing pages okay think uh that's pretty much about this webinar and q a in case i have not been able to answer any question please uh get in touch with me offline you can just drop me an email at prashanthwa.com and i will be able to answer that there is one last question from srish do we get any reports after campaign yes shirish you do get reports let me quickly show you it's it won't take more than a minute in email campaigns for example this email campaign this reminder invitation that i send to people today right so you get this report that delivery report uh to how many people it was sent so by default it will exclude the people uh from whose ideas the email would have bounced in the past uh and in the open click rate etc you get that so on the link how many people have clicked and the leads which are engaged who have either opened or clicked so you can filter by open or click so that's possible and sort of what should be the field each department include so saurabh i think basically you will need to create say a custom field called department and you can have multiple departments as drop down there for example over here in manage custom fields you will say create custom field and you can call it say department or whatever you want to say and you can have a drop down of type select and add multiple values you can say say sales marketing business development these can be departments and then you can associate so this this is a lead field so every lead will have this field available so you can choose what department you want to associate the lead with okay so the email campaign report so you can get a csv of all the leads who are engaged i think that will be information you will be interested in and so you cannot export this pdf right now but you can get the data of engage leads in a csv format so abhishek this report gets refreshed continuously so if i have done an email campaign and if today at 5 pm say somebody has clicked so it will it will get reflected so i mean we we don't have hourly or uh you know say daily update refresh of the report it i mean i think there is some time interval it might be five minutes or ten minutes every five ten minutes we'll be updating that so my email id is prashanth leadsquad.com mobile number uh is nine nine zero one six six two triple one nine nine zero one six six two triple one that's my mobile number uh can you take this take me through the analytics first so hema you saw the lead source report you can see the user performance report so basically if you have inside sales people within your company and you want to see their performance you can use this report for example if i click on say mario susan i know that how many leads she's owning so thousand likes she is owning out of that six have converted to customer 32 have demo happen stage so stage wise distribution of the lead then total outbound activity she has done she has sent the email to 595 people left a voicemail to 301 people neutral phone call with 680 people and all that data you can get your email sent so to which people if phone calls then you know the notes around that so that data you get here so this is the user performance report to figure out this performance of inside sales people uh then there is a you know the report that you get so i'll not show this report over here but rather it may show in the email so you get the daily website uh you know visit report this is the report that i get in my inbox that what is the volume of leads people you know who who are visiting the website what are the keywords they're using to come to the website or website uh what are the then referral sites from which people are coming so this report comes on daily basis then there is the daily lead digest so that tells which are the top new leads that have come on daily basis and which are the active leads and this also so you get a weekly summary of this weekly and monthly summary of this also abhishek i mean this was an educational webinar so i did not discuss about the pricing uh if you're interested in lead squad just drop me a note and i can give you a call to talk about the pricing rubina same answer applies to you also i'll i'll just type my contact number on the chat my email address because a number of people are asking about it yeah the best way i mean if you're interested in lead square the best way is actually to go to a website uh you know leadsquare.com there you'll find information about the pricing also features also you can just sign up for free so just put your details here and you will get a response within an hour uh hema so if i download and in my outlook i will get the same uh yes so hema if you subscribe to lead squad you will get your uh this reports uh you will get on daily basis in your outlook or whatever email client you will get we are we are based out of bangalore hima all right it seems that uh we have finished all the questions in case there is any other question i have already shared my email address and mobile number feel free to contact me thanks a lot everybody for joining the webinar and we will conduct another webinar next week that will be most likely around adwords you know google adwords remarketing and how to integrate that with lead squad so i'll be reaching out to all of you with an email to invite for the webinar and you can go to a website and look at other pages for example these pages to know more about lead squad and other marketing information so thanks again uh and it was great to see some very good questions uh thanks for joining and have a good day and good week ahead bye