Lead Liaison Provides Tighter CRM Integration in its Latest Release

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Lead Management Capabilities Enhanced Through its Application Upgrade

Lead Liaison Marketing Automation

Lead Liaison improved the integration between its flagship Lead Management Automation™ (LMA) platform and the leading CRM solution in a product upgrade release on September 15. The LMA has been long recognized as a tightly integrated complement to the popular contact management application but Lead Liaison has actively expanded the LMA's integration and capability set to seamlessly synchronize records between the two applications.

The recent upgrade supports Group Edition as well as the Professional, Enterprise and Unlimited editions of Salesforce while improving lead management between the marketing automation and CRM platforms in four key areas:

1)    Advanced support for Campaigns. LMA users are able to identify leads and contacts in a Salesforce campaign in the lead management interface. Records can be added or removed and a lead's status in a campaign can be updated without transitioning to back to the CRM.

2)    Support for Queues. Records can be distributed using the LMA's sophisticated lead distribution capabilities. LMA leads are routed according to multi-layer attribution models, which users define. For example, new leads in a queue may be searched and distributed "round robin" to the sales team.

3)    Integration of Briefcase dashboard. The release provides a new integration of Lead Liaison's hot lead dashboard, which displays data about a salesperson’s hottest leads based on the industry’s most sophisticated lead qualification parameters. The dashboard – to be released on the Salesforce AppExchange in Q4 2013 – automatically identifies hot leads based on buying signals, lead score, lead grade, recency and level of activity.

4)    Simplified integration. The LMA provides an easy-to-use wizard for batch imports along with optional integration of nearly all CRM custom fields that are used as part of a company's business process (database segmentation, lead nurturing, etc.).

Lead Liaison's Lead Management Automation application has been available on the AppExchange since June 2012. "Our commitment to improving the integration between the LMA and the leading CRM is a testament of our devotion to those companies that see value in working with vendors who recognize the strength of their CRM but wish to develop marketing automation capabilities that can be used as a standalone product," said VP of Communications Alex Brown. "We realize that not all SMBs can afford the pricing structures of the new breed of marketing automation/CRM hybrids. They are looking for full-featured apps that can seamlessly blend in with the systems they are already deploying. We're giving them an option."

To experience how tightly the LMA integrates with a CRM, request a 10-minute demonstration of the Lead Management Automation platform.


Lead Liaison is a software company that provides cloud-based marketing and sales automation solutions. The company markets to small and medium-sized businesses worldwide, and focuses on creating the broadest and most user-friendly revenue generation software platform. It’s innovative and robust software combines lead capture, real-time lead tracking, lead qualification, lead distribution, database segmentation, lead nurturing, content creation, social media engagement and ROI reporting into a single platform.

For More Information:

Alex Brown
VP, Corporate Communications
888.895.3237 (888 89 LEADS)

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Alex Brown
Lead Liaison
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