Our users have enjoyed the ease of lead capture – now we’re making it easier to follow up.
While transitioning to a new platform over the past couple of months, we heard from an overwhelming number of users wanting a better way to follow up – especially since lead capture has become so easy with Bloodhound. From large customers who had their own marketing automation processes, all the way to smaller customers who didn’t have anything – they all wanted the same thing: an easy initial way to follow up, regardless of how sophisticated or simple their system was after that point. With the features that we launched today, we’re very pleased to say that beyond capturing lead information, we’re making Bloodhound the best way to follow up.
Here are all the improvements we’ve made:
Send Media from Device. Bloodhound is now the fastest way to get your collateral and one pagers into the hands of the person you just met. Whether you’re at a tradeshow or meeting someone for coffee, attach relevant documents straight from your phone while the conversation is still fresh in your mind.
After capturing a lead’s contact information, you can send an email and attach items from your Bloodhound media library. Simply tap to compose an email, add attachments by checking off the files you want to include, and you’re done. You can also send follow-up to a lead you previously collected by opening the lead’s profile and following the same workflow.
Remember – you can add new media to your library from the dashboard. Simply drag and drop or select the files from your computer and they’ll be available on the device and dashboard.
Custom Auto-Follow up Email. 50% of leads close with the person who follows up first. By simplifying the exchange of contact information after you meet a potential business opportunity, we’re making it easy for you to follow best practices. Want to customize the message? No problem. You can manage all of this from the settings screen in the app.
After you capture a lead, we’ll automatically send an email with your vCard attached so the person you just met keeps you in mind and has a way to reach back out to you. You can customize each message for a more personal touch, or change the copy before every tradeshow.
Managing this feature is easy. Simply go to the settings screen in the app and edit the auto follow-up message. If you’ve got your own best practices and prefer not to exchange contact information, you can turn it off from the settings page.
Bulk Messaging from Dashboard. Capturing lead information is just the first step. You’ve spent the time having conversations, qualifying, and taking notes – why wait to follow up? The initial follow-up should happen ASAP – bulk messaging from Bloodhound empowers you to do that. Whether you want to follow up with everyone from a specific show, or everyone who shared the same qualifications, simply select the relevant filter and follow up with everyone at once.
Need to export the leads for a nurturing campaign you’ve set up? Bulk messaging from Bloodhound is designed to compliment existing workflows as a quick and easy addition. Don’t have a sophisticated system yet? Continue using Bloodhound to follow up in bulk and keep those leads moving through your pipeline.
Lead History in Dashboard. Now that you’re sending emails from your phone and in bulk from the dashboard, it’s important to have a history of what’s been sent. We’re happy to introduce a timeline on each lead’s profile page that shows when the lead was added and each subsequent follow-up with the subject line and body of the message. There’s much more to come of this in the future, but we’re excited to have taken the first step with this release.
New UI. We constantly strive to improve your experience with our product – beyond adding new features, we want the app to feel good to use and intuitive to learn. With this update, you’ll notice that the new app has a new look and feel.
We are now displaying all of the standard fields of information so that you can add or edit a lead’s profile any time after collecting. Furthermore, we’ve changed the editing behavior, making it easier and faster to edit the exact information you want. We split the information into 3 tabs: Contact Information (Name, Email, Phone number), Details (Tags, Event tags, Notes), and Qualifying Questions. This is all in an effort to better organize the information for ease of use and navigation.
On the dashboard, you’ll notice that the lead profile page has gotten a facelift. We’ve included the Lead History and just like with the app, we’re cleaning up how the information is organized.
Lastly, in an effort to simplify the experience – and only provide what our users want – we’ve gotten rid of the “Scan As” and “Save to Address Book” features.
Auto-Refresh Tags and Qualifiers. Don’t worry about having to refresh the app every time a change is made to your Tags or Custom Qualifying Questions – Bloodhound will now refresh automatically, so you’re always viewing the latest information.
Itemized Subscription Summary. The subscription package is simple and straightforward – but some of you have experienced that adding or removing team members mid-month often results in a non-intuitive amount charged to your credit card (because we’re pro-rating the subscription price). To alleviate any confusion, you’ll now see an itemized list of what is being charged.
Updated Email Template. We’ve updated the look and feel of the email template used when you send messages through Bloodhound. We’ve gotten rid of all of the excess branding, so the user can focus on your message. Especially now that we have more robust follow-up features, we wanted to make sure the messages you send looked clean, professional, and represent you well.
Like always, feedback is welcomed and appreciated. We can’t improve what we’re doing without you. If you have any further questions, please feel free to contact support.