The software to use for managing your marketing campaigns
Updated July 22, 2015

The software to use for managing your marketing campaigns

Troy Rockman | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version


Overall Satisfaction with Lead Liaison Lead Management Automation

Marketing is now under even more scrutiny for companies wanting the details with campaign and ROI. Many companies are overwhelmed by social media and wondering if it is worth engaging in the conversation. Lead Liaison is my one stop shop to gain insights into how my marketing campaigns, investments and social trends as it relates to our services. Another added benefit is predictive modeling. We now can take the data from tracking in combination of adding a numerical value [which] leads to more understanding of which tactics lead to sales and measure the sales cycle. Let Lead Liaison help you manage the numerous tactics through marketing automation so you can focus on your company's strategies.
  • Predictive Modeling
  • Social Media Management End-to-end
  • Ease of use
  • Easy connection to CRMs
  • As with any tool, getting started
  • Specialist versed in managing the product for me
  • Full-circle Social Media tracking
  • Understanding sales cycles
  • Better idea of target audience base on tracking interactions
Sugar, Microsoft Dynamics
Those two are Customer Relationship Management (CRM) tools for tracking data. Think of them as an excel spreadsheet. Lead Liaison (LL) is a Marketing Automation tool for understanding the behaviors of your current and potential clients relating to your Marketing campaigns. I compare this to a coloring book. LL gives you color or insights into what is working with your campaigns, segmentation, determining the best tactics and Return on Investment (ROI) by tactics. I hope that helps.
Understand your business needs and then find the software that best matches those needs.

Lead Liaison Feature Ratings

WYSIWYG email editor
Dynamic content
Ability to test dynamic content
Landing pages
A/B testing
Mobile optimization
Email deliverability reporting
List management
Triggered drip sequences
Lead nurturing automation
Lead scoring and grading
Data quality management
Automated sales alerts and tasks
Event/webinar marketing
Social sharing and campaigns
Social profile integration
Standard reports
Custom reports
Role-based workflow & approvals
Integration with
Integration with Microsoft Dynamics CRM
Integration with SugarCRM

Using Lead Liaison Lead Management Automation

Since we are a small group, the Chief Marketing Office, Chief Financial Officer, and our Chief Technology Officer work in Lead Liaison. Everyone has the same dashboards for complete transparency. Everyone can understand the Marketing investment made the outcome. Our Chief Financial Officer loves the Lead Liaison the most. She now understands the correlation between a Marketing dollar invested and the ROI it will provide.
Our Chief Technology Office is the one keeping us on track ensuring we can tie our entire organization has a clear insight into client's and potential client's status. She is the one working with the CRM, Lead Liaison, Accounting and project tracking system are in harmony. We can work towards having the ability to stay ahead of client's needs.
  • Campaign tracking
  • Predictive modeling
  • Insightful dashboards
  • The details from Lead Liaison, the lead generation needed and the number of closed deals each month.
  • Leveraging landing page with blogs to collect data as it relates to answering best practice questions.
  • The ability to resell to my clients which helps me understand trends between industries.
  • Email Campaign Nurturing
  • Once we have a better understand of what tactics convert, we change the numerical value in the predictive capability for improving close time frames
  • Pick-up more on the segmentation of improving campaigns
Why move from a product that is help grown the speed on Marketing ROI? We see that the dashboards, flexibility and tracking are meeting and exceeding the business needs we had outlined. The support they provide is consistent, available and responsive. They will work with you until your issue is resolved.

Evaluating Lead Liaison Lead Management Automation and Competitors

  • Price
  • Product Features
  • Product Usability
  • Product Reputation
  • Prior Experience with the Product
  • Vendor Reputation
  • Existing Relationship with the Vendor
  • Positive Sales Experience with the Vendor
  • Analyst Reports
As our discussions grew over a period of time the team did a great job of validating our needs with their capabilities. The product features for the price was a clear advantage. Product Usability was needed with the people using the product were entering into an area that they did not have experience.
There was a slight
but definite increase in satisfaction
among buyers who used more features
at the start of their deployment. This
was especially notable because it
appears to contradict the popular
“crawl-walk-run” approach, in which
marketers start with a simple
marketing automation deployment
and add features over time. We need to do more with Lead Liaison for greater return.

Lead Liaison Lead Management Automation Implementation

Any issue with the adoption of the product were on our end. I wish we had the band width to run faster so we can know more faster. Our team enjoys the dashboards and ease of using the product. I know our clients are appreciating the results of the information as well.
Yes - We did a ramp up process to ensure the best outcome for the team. We are working toward having one person on our team good enough that they can help our clients with implementation and manage their product on an on-going basis. That will help us be a better agency for our client.
Change management was minimal - Since we adopted the product during the launch of our business, our adoption was easy. We use the product everyday and work constantly to make sure we know ROI for our campaigns, volume of leads and see the sales cycle process is current. The more we use the product the better we get.
  • Speed of adoption
  • Deciding if we were going to include soft cost with hard cost for ROI
  • Taking too long for adopting all the capabilities.

Lead Liaison Lead Management Automation Support

Lead Liaison has tremendous support. I''ve never gone more than a hour or so without a response. They are quick to understand my request, review the options for solution and deliver the best option with the best outcome. Also, the good part is that I don't need support all the time because the product is so easy.
Quick Resolution
Good followup
Knowledgeable team
Problems get solved
Kept well informed
No escalation required
Immediate help available
Support understands my problem
Support cares about my success
Quick Initial Response
I don't have just one situation for exceptional support. I always receive the best attention to ensure I'm up running and knowing where my business is going. I wish other companies would take this type of attitude for helping their clients. I will continue to leverage this for my clients as well.

Using Lead Liaison Lead Management Automation

One item you did not ask, but should be in around customer support. They do a great job of working with you, training and ongoing questions. Lead Liaison is always available and easy to get answers. The dashboards are great to gain business trends. The social media management is easy and a great way to ensure content is being tracked. The ability to gain tracking code for additional tactics. Our team enjoys the easy access and useability. We work with our clients to make sure they have a tool that we can use to scale for their needs. Lead Liaison makes it easy for us to help clients understand that Marketing ROI is closer to their finger tips than ever before.
Like to use
Relatively simple
Easy to use
Well integrated
Quick to learn
Feel confident using
  • Building landing pages
  • Pushing content to Social Media
  • Campaign tracking
  • Just getting started
  • Making sure the list in your CRM is correct
  • I think this was more our issue than Lead Liaison, but moving to Google for leveraging the platform
Yes - I can gain insights into my dashboards to know what leads to connect while in the field