With this update, we released a new major update for the LeadBoxer platform, with the introduction of a new ‘view’ called Accounts.
\nBackground:
As you most likely know, in many organisations, important buying decisions are usually made by a group of people, aka the Decision Making Unit (DMU). A DMU consists of all the people in an organisation who are involved in the buying decision. The decision to purchase involves often the end-user, those with purchasing and financial expertise; those with technical expertise and of course the top-management.
This means your sales and marketing efforts need to focus on a group of people instead of one single lead.
\nIntroducing Accounts
Up until now, Leadboxer was primarily geared towards identifying the individuals, and was not particularly useful if you were required to focus on DMU’s or target accounts.
For that reason we are now introducing a new ‘view’ called Accounts.
\nIn our new accounts view we are focused on delivering increased insights into 2 or more individuals or leads within the various DMU’s that you are targeting. We accomplish this by grouping individual leads from the same company and ranking them by their combined score.
\nHave a look for yourself, and find out if there are interesting accounts that have been identified.
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As part of this update, we also had a look at our interface and rearranged and updated a couple of items.
\nHere are the main changes:
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This new Integration enables you to track emails in all versions of office 365, whether it be on your PC, Mac, or in the browser.
\nOutlook 365 email tracking add-in documentation
\nOr get it directly from the Microsoft App-store
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Many of our customers are using the Gmail email tracking extension for Chrome to push prospect or customer email behaviour into LeadBoxer. We have learned however that some of our customers either are not allowed to install extensions or don’t use Chrome as their default browser.
\nTherefore we have introduced the LeadBoxer Email tracking for G Suite App which enables you to track emails in G Suite without the Chrome extension.
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You can now update any lead or customer in the detail view and add an email address manually. This is very useful if you can identify a specific lead / person on your site.
\nFor instance, you were just on the phone with someone and asked them to have a look at a specific page. Once you see this person appear in LeadBoxer you can add their email address to fully identify this person and see all their interactions going forward. As an added bonus- this feature works retro-actively, meaning you will see all of this person’s past activity. We will also use the domain-name from the email address to enrich their company details.
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We are currently working on 2 main new features:
\nAt LeadBoxer, Pipedrive is our CRM of choice. Therefore, we’ve rebuilt the integration so that we can make even more efficient use of the combined technology.
\nThe most important change we made is that we now push all behaviour into Pipedrive as activities, rather than simply adding notes. This is important because it will allow you to create tasks using the Pipedrive workflow automation feature.
\nSo when you (re)activate the integration, we now create 3 new activity types:
\nAnd for each of the leads identified within LeadBoxer, we will automatically create these activities and link them to the relevant deal/ person and organisation.
\nSecondly, we now update the profile of a person with their last activity date/time AND their most recent Leadscore.
\nHow do you like them apples?
\nSee our integration here in the Pipedrive marketplace
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Many of our clients have learned that identification of leads and customers through the use of email tracking, and ability to see the complete buyer journey through both channels is a big insight. Therefore we are diverting developer power into tracking more emails.
\nDuring the coming weeks we will be releasing new integrations:
\nThis new integration will allow you to connect LeadBoxer with your data from your MailChimp account. We will automatically pull in all activity of your recipients going forward. Meaning that if any of your emails is being opened or any links are being clicked, we will add this behaviour to LeadBoxer, and merge this with any website behavior or digital touchpoints we track.
\nYou might be thinking, Hey doesn’t LeadBoxer already offer this functionality? Well yes, but with this super easy-to-configure integration we can automate most of the work! All you need to do is add a parameter to the links to your site and we will do all the heavy lifting. Another significant benefit is that by using this kind of integration, we no longer need to pass personal information such as email address or name through the URL. This will all be done in the background.
\nWould you like to be the first to try this out, read the MailChimp Integration tutorial
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We have many customers already using our Chrome Gmail Tracking plugin. However, many business are actually using G Suite and want to take advantages of these features. Within G Suite, IT admins have the ability to manage access and controls of apps from within the G Suite Marketplace—such as whitelisting app access for users, or installing an app for an entire domain.
\nThis new release will be available only in the G Suite Marketplace and will be quite similar to the current functionality. Going forward, we will be adding more options and features regularly.
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While our current Outlook email tracking plugin is a huge success, we get many request to support more versions of Outlook, like Outlook 365 Online and Outlook for Mac. Similar to the G Suite plugin, official office add-ins are much easier to install and have all the corporate functionality that you can expect from an official add-in.
\nThis new release will be available only in the Microsoft ApSource Marketplace. The first release will be quite similar to the current functionality, after that we will be adding more options and features regularly.
\n","date":"May 08, 2019"},{"id":"cG9zdDozMTI5Mg==","slug":"2019-04-product-update","title":"2019-04 Product Update","content":"We have renamed the smartlist functionally as Segments. When we introduced this feature, we wanted to highlight how smart the technology is, similar to iTunes dynamically generated playlists (Smart Playlists). Industry Standard, however, has dubbed this technology as Segments (as it’s a segment of your data). Conclusion: we realized segments is an easier concept to grasp (and explain).
\nDefinition of a Segment: a saved sub-set of your data that automatically adds and removes leads and users based on pre-defined filters.
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In 2017, we introduced form tracking in order to automatically track your forms. In may cases it was necessary to configure manual form tracking. We rolled up our sleeves in order to figure out how to make the process easier. The short message is that you can now activate this in your account with the cflick of a switch. We are now introducing the following improvements:
\nFor more details read our documentation on setting up automatic form tracking for your site
\nIn this update we are happy to announce our first installable plugin for Outlook on your PC (windows)
\nThis add-in allows you track all the individual emails that you send from your PC using Outlook.
\nFor more details read more about it on our Outlook email tracking page
\n\n","date":"February 28, 2019"},{"id":"cG9zdDozMDkxOA==","slug":"2019-01-update","title":"2019-01 Product Update","content":"
In 2019 we are committed to release new and advanced direct integrations with multiple sales and marketing tools.
\nThe first on our list was Pipedrive.
This integrations enables you to push web and email related activity to Pipedrive CRM to see how your leads are engaging with your company.
\nFor more details read more about it on LeadBoxer and Pipedrive integrations page.
\n","date":"January 10, 2019"}]}},"pageContext":{"limit":8,"skip":8,"numPostPages":10,"currentPage":2}},"staticQueryHashes":["1594276441","1735728694","2055983520","2419988815","2638933970","2666727981","3518108033","3539946348","3887349047","4246717949","61377977"]}