Lead Management Software Must-Haves 

Reaching the right prospects and making a lasting impression is challenging.  It takes time, effort and dedication. But the right Lead Management Software can help! 

Email marketing outreach continues to be at the top of the list as one of the best ways to reach potential prospects and convert them into customers. However, email has also become a less trusted method of communication which is why it’s important to incorporate lead management software into your marketing strategy.

As a society, we tend to be untrusting of the origins of an email. We now worry about our information being sold to third parties or whether an email could be part of a scam or phishing scheme. 

A simple click on a link within an email could be disastrous. From an outreach and marketing channels standpoint, this distrust makes reaching prospects a little more challenging but not impossible. 

Connect 365 can help you gain some of that trust back. Sure, there are other lead management solutions out there, but they tend to send mass emails that are cold and impersonal. We offer a more sincere and thoughtful approach that actually builds trust, makes a connection and fosters relationships. 

Why do you need lead management software??

Advances in technology have revolutionized lead generation and management. From large corporations to small business owners, a lead management system allow businesses to reach the right prospects and stay in touch efficiently and effectively. 

The end goal is to get the sale and turn those leads into lifelong customers. But, with so many lead management software products on the market today, how do you choose?

The Top 5 Features to look for in Software for Lead Management

We’ve compiled a quick list of must-haves to help you make an informed decision. If you answer yes to any of the below questions, then the many benefits and features provided by a lead management solution is sure to help you decide.  

1. Simple User Interface By Design

Do You Lack Resources? 

Do you lack a marketing and sales team devoted to lead generation and email campaigns or simply don’t have the time to focus on this very critical area of your business?

If the answer is yes, then lead management software can help because it doesn’t *typically* require a team of people. When you have a few leads, it’s easy to stay in communication and create relationships. 

As leads grow, they often get overlooked due to lack of time and employee resources. Simply put your lead management slips through the cracks.

The first step to making a change is getting started. 

The second step is staying consistent. 

If the tools you are using are too complicated to get started or regularly use, then you are using the wrong tools.

Because too often lead management tools overcomplicate the process. Too many bells and whistles lead to frustration because it takes a technology

Whether you’re a tech expert or have stayed in the dark ages, Connect 365 and its simple set-up process works for everyone. From small start-ups to larger more established businesses, our lead management software is easy to navigate and allows you to stay in control.  

There is no need to hire a position devoted to the process because Connect 365 can do everything for you! Connect 365 has simplified the process by creating a set it and forget it approach. There is no need to spend hours on end responding to every email. Or, scour through pages and pages of bounce backs to find out who didn’t see your message and requires a resend.

Our lead management software makes things simple by automating functions that typically take valuable time and allows you to stay top of mind and in constant contact with prospects. It also detects and removes bounces to improve deliverability to keep your message in front of your best sales leads.

2. Smart Automation For Email Outreach

Is Your Current Lead Management Process a Disorganized Mess? Or Non-Existent?

If you have pages upon pages of spreadsheets to track your different campaigns and various results and things are in complete disarray, then lead management software is the answer to help your business create efficiencies. 

And unfortunately many lead management softwares only help with… managing leads. Not active communication with them. 

With Connect 365, you can manage multiple live email outreach campaigns at once and add new leads to the sequence at any time. 

The set it and forget it approach allows you to tag leads and label prospects who have already engaged with your outreach. Then helps you keep track of all email outreach efforts and results in an automated and organized system.

3. Automated Personal Sales Follow Up

Are You Struggling with Making a Personal Connection Your Prospects?

Making a connection right from the beginning is essential for reaching prospects and converting them to customers. Cutting through the clutter to reach leads and follow up with existing contacts or sales prospects is more difficult than ever thanks to increased noise and competition, but it’s important to break through and make that connection.

Because no amount of leads matters if they are not getting, reading, and engaging with your communication with them. 

Impersonal messaging prevents you from establishing trust and connecting with the right prospects. Connect 365 allows you to send personalized automated sales follow up messages in mass without sounding canned and cold. 

And, it allows you to do so seamlessly so that prospects feel like you’re speaking directly to them from your very own personal account.

4. Multi-Channel Social Media Awareness

Are You Reaching the Right Prospects In The Right Places?

Know this, all of your prospects and leads are different. They spend their time in different places online. So only focusing on email, or LinkedIn, or phone calls is a mistake. You need to be everywhere. 

But that can take a ton of time to do manually.

Not only will we help you reach the right prospects in your target but Connect 365 allows you to keep those prospects engaged throughout the entire process through integrated social media automation

Every month you will get a batch of social posts custom written by our team of U.S. based writers that will automatically be published to your Facebook, LinkedIn, and Twitter accounts. 

So not only  can send custom follow up marketing and sales email campaigns based on open rates, interest and response, you’ll also be showing up all over their social media feeds. This allows you to nurture warm leads, stay connected to cold leads and let Connect 365’s content team do the hard work for you so you can focus on the day-to-day of running your business. 

If your prospect is not quite ready yet, they’ll know where to find you when they are.

5. Lead Scoring & Tracking

How Do You Know if Your Lead Management Approach is Working?

You could be spending hours and hours each day on lead management and email outreach, but if you’re not tracking results correctly then how will you know if your efforts are working? Tracking the results and understanding the data is vital and often requires a dedicated position or team. 

If you don’t have this luxury, that’s ok because Connect 365 can track open rates and track engagement to help you assess results, gauge success, determine next steps and create follow-up campaigns.

Why Connect 365?

Not to answer a question with another question, but why not? See why other businesses are praising it as THE SOLUTION in lead management systems:

“Connect 365 is an automation tool that’s different than everything else that I’ve seen out there … this is a must-have for businesses.”
-Kevin Harrington, Original Shark from Shark Tank and Creator of the Infomercial

“This amazing software and incredible tool got us immediate results. Within about 3 weeks of using it, we reengaged and reconnected with leads and it helped us to close over $50,000 in business.”
-Suzanne Evans, Founder of Driven Inc.

“An amazing piece of technology. It automates the stuff I would do anyway, but allows me to create an intense, personal relationship and helps me engage. Connect 365 is a fabulous tool and incredibly powerful.”
- Danny Iny, Founder and CEO of Mirasee

"The system has allowed me to build a sequence of campaigns that educate like-minded people to take action. I started with zero and I have about 20 new customers and 4 recommendations on partnering since beginning a few months ago. The LEAD Generator has become a significant marketing arm of my organization, like a member of my staff."
- Diane Wells, Non-Profit

"We're just getting started but after trying other methods, The LEAD Generator has produced the fastest and most scalable results so far! I've tried several programs to generate leads and nothing comes close to Connect 365. The ease and simplicity is amazing! 79.5% open rate and 4 proposal submissions sent out from my last campaign.

Connect 365 delivers prospecting automation at scale that will help us monetize hundreds of contacts from our mailing lists. We will also use it to stay in touch with existing customers, industry conference follow-up, and more." 
- Michael Hunt, IT

"My revenue doubled after working with Josh and the team. And it’s continued to double every year I’ve stuck with them. I went from 100 clients to 212+ clients in just that first year. If you’re a small business and need clients, you’ve got to have a system like this in place." 
- Mike Mertz

“This really helped me with my first ever email automation within days of using the training I had 23 requests for a phone call with prospects. I have people reaching out to me rather than the other way around. This is a nice change of pace. Folks are also more aware of the books I've written and the work I do.“
- Janine Bolon, Owner, Speaker & Author

"Another story of success. With my revised approach, I’m getting tons of new prospects to connect with me. Within 48 hours of a request to meet…5 agreed. These are 5 prospects in my target market whom I had no relationship with a few weeks ago. Thanks to everyone who has guided and supported me along the way."
- Jon Dawson

“System Rocks - Sent out 107 messages last night got 58 opens already. 3-4 appointments already scheduled for next week.” 
- Cecil Cunningham, Consultant

“I followed the advice you gave during the training, I sent an email to my contacts that were “dormant” from the past couple years and the results were 4 prospects contacting me again just this week. I've now got some checking our apartments and houses, both are very interested in buying!
- Diego Cruz, Real Estate 

"One of my biggest frustrations previously in trying to scale my business has been controlling the marketing budget; what I discovered with this system is solving that problem for me. I can scale up my business much more quickly by implementing effective messaging that does not rely on increasing advertising expenses. One new team member, one new sale, and several people that have reached out to me that are directly attributable to the messaging done through this system in the first three weeks!
- Lonnie Glosup, Coaching

I'm truly amazed at what I'm seeing so far with this product, and want to make it work for me to maximum effect. I've been in business for almost 12 years, and this has got to be one of the best tools I've come across. Your outstanding support all the way through so far has been a big part of that, and is sincerely appreciated. Thank you again!”  
- Richard Andrews, M.Ed, Speaking & Events

“We use Connect 365 and it has changed the way we are reaching out to our prospects and current customers...It is a great system.” 
- Jacques Skuteeki, Legal & Financial Industry

"No one else in our market is doing this. Instead of calling and just asking to help with orders, we have a process now that allows people to get to know us electronically first, so when it does come to the time for them to buy – we have a much better overall process. Because of that, we’ve found our conversations with leads are more consultative and less us pushing services down their throats. Which has resulted in 4 new clients since implementing this in just the past quarter..
- Carla Corley, Corner Office Consultants

“Hope! The LEAD Generator is a sensible, low-cost solution to a difficult task that confounds many business owners. Its strength is that it is a strategy, not a series of unconnected ideas. We are now able to focus on a specific series of actions aimed at a specific target; a rifle shot rather than a shotgun. There is a defined direction to the day, which was not always the case before.

Further, once set up, automation makes possible tasks that lack of time or enthusiasm might not otherwise have been possible.”
- Sydney Tremayne, Legal & Financial Services

You. Guys. Rock. Finally spending some time with this. My eyes were bugging out as I went through training… and the thought that kept popping up in my brain (as I voraciously consumed videos) was:

“OMG!! Wouldn’t this be awesome if it could integrate with Zapier to connect to Infusionsoft.”


We have a lot of work we need to do as a team to unlock all the power of this. Specifically, we need to draw communication workflows.

But I LOVE IT I LOVE IT I LOVE IT I LOVE IT!! Thank you so much! This is going to solve a major pain point.” 
- Mike Monroe, Digital Marketing 

Attracting and retaining your best prospects is not easy and takes effort. 

That’s when it’s time to call for some back-up. Connect 365 can support you through the entire process with as little or as much help as you need. 

At Connect 365, our goal is to help you build relationships and create long-lasting customers with a simple, streamlined process. From email automation to lead management to social media automation, we can save you time and re-energize your marketing strategy. Request an invite and let’s connect today!

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