leadsquared vs old school crm
TRANSCRIPT
COMPARISON DOCUMENTJan, 2016
vs Old-school CRMs
Sales specific, so marketing and sales teams are never
on the same page
Aligned Marketing + SalesIntegrated marketing + sales CRM suite
No alignment
Zero lead leakageComplete lead capture from all sources, so there is
no lead leakage
Lead leakageYou would need to use multiple tools for lead capture,
therefore some opportunities slip through the cracks
Lead intelligenceAutomated tracking and scoring of marketing and sales
activities
Limited lead insightsYou get the details that you input. Automatic tracking
of marketing activities does not happen
Old-School CRMs
Lead nurturingAutomate lead nurturing tasks like email and SMS
autoresponders
No lead nurturing
Lead source attributionAttribute leads and revenue to specific sources
No lead source attributionYou need to buy separate marketing suite ($$$)
Website trackingTrack what your leads do on your website
No website trackingYou need to buy separate marketing suite ($$$)
You need to buy separate marketing suite ($$$)
Old-School CRMs
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LEAD CAPTURE
Responsive landing pages and web forms N M
Web chat integration N M
Inbound call lead capture N $$
Lead capture from 3rd party websites N M
Google Adwords and Facebook integration N M
GoToWebinar Integration N M
Event lead capture N Limited
APIs and webhooks N N
Facebook Lead Ads integration N M
* These features are generally available in the marketing suites of CRM systems, but you need to buy the marketing suites separately.
Old-School CRM
LEAD MANAGEMENT
Lead & list segmentation N N
Lead tagging N M
Manage multiple email addresses for one lead N M
Lead distribution N N
Unified view of all interactions (call logs, tasks, emails, etc.) N M
Old-School CRM
Simple to use, robust, requires minimal training
LEAD CAPTURESeamless lead capture using responsive landing pages, integrations (webinar, chat, telephony etc.) and APIs
LEADSQUARED ADVANTAGE
“Leandro Jekimim GoulartConsultant , Promtec
I have a very powerful lead capture tool-set in LeadSquared. I can easily create beautiful responsive
landing pages and forms for different purposes – there are really powerful templates to start from.
WordPress integration is also made simple by using plugins.
All the tools you need to support a good digital marketing strategy
”
LEAD NURTURING
Email campaigns N N
Email auto-responders N $$$
SMS campaigns & autoresponders N M
Advanced email tracking N $$$
Advanced lead tracking N M
Advanced activity tracking N M
Engagement scoring N M
Email template library N M
Old-School CRM
Simple to use, robust, requires minimal training
ADVANCED LEAD TRACKINGTrack lead activities (including email opens, clicks,
web pages visited etc.)
ENGAGEMENT SCORINGPrioritize sales tasks based on engagement score
LEADSQUARED ADVANTAGE
“Toni KulikoffMarketing Manager, Arrant-Light Oy
Originally were trying to get more tracking and personalization to our email marketing. We used
MailChimp before and it had its limits. I was blown away what Leadsquared could offer to us.
Great Lead management with sensible pricing
”
SALES EFFICIENCY
Contact management (Inbuilt CRM) N N
Unified view of all interactions (call logs, tasks, emails, etc.) N M
Lead intelligence N M
Lead quality score N M
Task assignment N N
Lead capture alerts N M
Lead scoring N N
Engagement scoring N M
Lead follow up status N M
Old-School CRM
ENGAGEMENT SCORINGPrioritize your leads based on engagement scores
LEAD QUALITY SCORELead quality score for lead prioritization
LEADSQUARED ADVANTAGE
“Povilas LevišauskasPartner, Alpha Advisors
I love the simplicity of lead list management + individual emailing. Effectively, the system works now
as our CRM: we moved away from SalesForce and use this instead; we now have a CRM and
marketing automation in one system. Way simpler + the sales team love it: saves time = more calls.
Effective on the outside + great user experience on the inside
”
REPORTS AND ANALYTICSCustom Reporting
vs Old-School CRMs
SALES AND MARKETING ROI ANALYTICS
Identify best lead location N M
Web Analytics (Services viewed, web pages visited) N M
Sales Analytics N N
Keyword Analytics N M
Lead source attribution reports N M
Landing Page Analytics N M
Advanced Email Analytics N M
Engagement Scoring of your Leads N M
Old-School CRM
*Although some CRM systems offers landing page solutions and analytics, they are generally available in marketing suites for which you would need to pay separately
REVENUE ANALYTICS
Revenue tracking from one customer N N
Revenue attribution report for lead source N N
Revenue attribution report for sales person N N
Total Revenue generated per center (for multi-location businesses) N Customization
Old-School CRM
Complete marketing + sales
solutionSales solution
THE BREAKDOWN
All in one platformYou need to buy marketing
suite/plan separately
Affordable solution Basic CRMs seem affordable, but
the combined cost is very high
Old-School CRM
“Madhu EadaraCEO, Winbold Systems
If you need end to end integration of entire marketing and sales processes, LeadSquared is what
you need. We were up and running in literally a couple of hours, and my teams - both sales and
marketing fell instantly in love with it.
Forget Hubspot, Salesloft, Toutapp and Marketo.
”
Some of our clients
LEADSQUARED OVERVIEW
Capture and Organize Leads From All Sources
Website Social
Media
Paid
AdsWebinar
Referral
Websites
Landing
PagesForms &
CTAs Phone
via
API
Support
Web Chat
& Top Bar
Winner
Use Responsive Landing Pages to Increase
Visitor to Lead Conversion
USA
Office
UK
Office
Distribute your leads by location
Jerry Lana
Or by any other criteria
Distribute your leads by Product/ Service
Sam submits a form on your website
He gets an automated thank you email & SMS with product brochure
The sales staff gets a new lead alert
Connect with your Leads Promptly with Email and SMS
Sam gets a product overview video
He gets a case study on how businesses are benefiting from the product
He gets a discount offer to buy the product
Day 1
Day 3
Day 7
And periodically
Sam gets the discount offer email after looking at the pricing page
Sonia gets the product brochure after looking at the features page
Martin gets the account setup email after buying the product
Drive Engagement based on Behavior
Lily Joseph JrLead Source = FacebookLead Owner = Adam Lead Score = 160
• Downloaded customer case study from your website on 14th Aug, 10:30 am
• Clicked on video of product demo on 14th Aug, 10:53 am
• Opened download notification email on 14th Aug, 11:05 am
• Positive phone call: Adam called Lily on 17th Aug, 2:00 pm “interested in the product”
• Deal closed : Adam added a note “Bought the Product” on 19th August
+50
+10
+100
$1000
+10
Generate Incredible Lead Insights
Lana D
Rebecca
Lily Joseph Chris
Martin SoniaPhillips
Ian B
Cold
Warm
Hot
12
34
Jerry
387
23 29
67 Lead Score 20-40
Lead Score > 40
Lead Score < 20
89
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