Firstly, let me just tell you that I’m really excited about the new SI Lead Manager Beta 5. I’ve learned a lot from using Beta 4 for that past five months. There were things that annoyed me about it and there were some things I liked about it. With Beta 5 I tried to eliminate all those annoyances in order to help me ( and also anyone else using the program).
I can’t quite give a release date for when Beta 5 will be coming out, so I’m sorry about that. I can say that it will be before the end of the year. The main reason is because I want to use it! Yesterday I recorded some quick “teaser videos” of a few of the features so you all can have a look at what I’ve been working on.
I’ve streamlined importing of leads a bit by reducing the number of steps from 5 down to 3. The process will also automatically match up the field names in excel to those in my database. To do this though you’ll have to use specific field names in your spreadsheet (OWNER_LAST_NAME, PROPERTY_ADDRESS, etc…). As time goes on I’ll be improving the auto-matching as I think of new ways. I also added the ability to import using Excel 2008 and Excel 2010 formats.
Here is a teaser video of me importing…
This is one of the features I’ve been working hardest to simplify. You can create and save patterns to use again and again. My most common pattern is to send out 7 mailings, one every 3 months with specific letters for each mailing.
I’ve taken out anything to do with printing envelopes because I found out the best way to do that is to export your mailing list into an excel file and merge with a word document. I do it this way right now and it takes seconds.
Here is a quick video demonstrating how I create mailings in Beta 5 and print them to screen…
This feature is something I think is going to be very useful for people. It’s a one stop place to see all the tasks (Calls, Offers to Make, Comps to Run,etc..) you have to do. You can view tasks in a list organized by date or specific task. Also if you use Google Calendar, the tasks will be visible there as well so you can setup reminders.
Here is a quick demo video of Tasks…
As you can also see in these videos I’ve completely changed the user interface of the program. It is now designed to allow the user to get to the information they want faster and with less clicks.
Leave a comment to let me know what you think and if you have any suggestions.