Glossary

A

Affiliate

An affiliate is pretty much the same thing as lead vendor. You can use affiliates to drive traffic to your landing page or join an affiliate network and become an affiliate. It is a term used to describe a relationship between lead buyer and lead supplier. A lead supplier is an affiliate.

Authorize.Net

Authorize.net is payment processing gateway. It is used by a large percentage of merchant companies. At ClickPoint we have a bi-directional integration with Authorize.net. This helps our clients to be able to process credit cards and track purchases through our software.

B

Banner

A banner is a form of online advertisement. It is used to drive people to a landing page where lead data is collected and disseminated. Often banner advertisement will display some kind of an offer that will intrigue its intended audience. It acts much like a billboard or newspaper advertisement.

C

Call Verification

Call verification is a process that is carried out by an internal caller within a company that collects leads. The caller will call on leads to determine the validity and interest level of the applicant. Call verification has always been one of the best ways to score lead data.

CDYNE

CDYNE is an integration partner ClickPoint works with to provide lead scoring. CDYNE is able to perform reverse 411, e-mail validation, phone verification, and more.

Click to Chat

Click to chat is feature in LeadExec and Lead Management Systems that allows you to speak via instant messaging with a support person. You can type your request and be connected with a support person in a live chat environment.

Contacts

Contacts are clients or vendors that you want to keep on file for future business dealings. You want to save vendor and clients that have a high value and potential for future business.

Column Header

Column header refers to the header on top of each column in an Excel document or in a grid that displays leads. The column header can be Loan Amount, Name, Phone Number, and other header descriptions. The Column Header is always on top of the document and usually in bold type.

Criteria Value

Criteria, is a term used to describe the set of values that a client may request with a lead order or a vendor may supply with a post. The criteria will usually be the amount of requested leads, $ values, geographical locations, etc. Criteria are often used to help determine how leads should be delivered to a destination.

CSV Attachment

A CSV is a type of file that is separated by commas. It is usually an Excel document and you can easily save a document in Excel as a CSV (Comma Separated Value).

D

Dashboard

Dashboard is the first screen you see when logging into LeadExec Lead Vendor Edition. The dashboard gives you a snapshot of your lead delivery, volume, revenue, essentially a company snap shot.

Delivery Delay

Delivery delay is a process within LeadExec Lead Vendor Edition that allows you to set a time for leads to be sent to a particular client. Some clients may pay more for real time leads and some may want a lower price per lead and don’t mind paying for leads that are not real time. If a lead buying client wants leads older than 24hours you would set a Delivery Delay in order to get them the leads in that time frame.

Dupe

A lead that is already either A. provided to a client within a certain date range by another lead company or B: A lead supplied to a client by your company within a date range. Most large companies with their own lead management system will set a dupe range within 30, 60, or 90 days.

F

Field Mapping

Field mapping is a process within LeadExec Lead Vendor Edition and Lifecycle where you map fields within a lead file and the fields within the system for lead import. When you are importing a lead file into either system the column headers need to match in order to get leads into the system. If column headers don’t match you can imagine it would cause problems with lead sorting and delivery.

H

Hot Transfer

A hot transfer is pretty much the same thing as a live call transfer. A telemarketer will initiate interest with a potential lead. The telemarketer will then transfer the lead via the phone so that the call is connected directly to a company that can fulfill the needs of the lead. Remember that a lead is someone looking for a product or service.

I

Import Leads

If you are unable to get live leads into LeadExec Lead Vendor Edition you may want to import old lead files. LeadExec Lead Vendor Edition gives you the ability to import lead files. You can import as many leads as you like as long as they are in a .xls or Excel file format.

Import Contacts

With LeadExec Lead Vendor Edition you have the ability to sync your contacts up to Outlook or import them all at once. Use the import contacts feature on the left hand column of LeadExec Lead Vendor Edition to get all of your Outlook contacts right into LeadExec Lead Vendor Edition.

K

Knowledge Base

Knowledge Base is the section within LeadExec and our LMS systems where you can find helpful information, frequently asked questions, videos, and how to information.

L

Landing Page

A landing page is a web address that you internet marketers use to collect lead information. If you create a banner campaign the banner will direct an applicant to a form page for submission. Similarly, e-mail campaigns and other marketing campaigns will commonly refer to the form page as a landing page.

Lead

A lead is anyone who is looking for a product or service. People go online to search for products and services but also respond to mail, radio, and television ads. When a person responds to this type or marketing or searches for a product or service using a search engine they become a lead for a company that wants to offer them their products or services.

Lead Distribution

Lead distribution refers to advanced software systems that use a variety of methods to deliver leads to a specific location. In LeadExec there are many ways to deliver leads. Lead distribution typically refers to delivering leads in an automated way so that once settings are in place leads can be sent automatically. Lead distribution also has several components to it like the method that leads are delivered to their final destination. Typical methods include http post, get, ping post, ftp upload, soap post, e-mail with .csv attachment, e-mail with info in the body, and e-mail with an embedded link. Leads can also be delivered using a real-time or time delayed setting.

Lead Management

Lead management describes systems that have been created to aid sales organizations in maximizing their effectiveness with leads. Most lead management systems will use a combination of delivery settings to ensure that leads are responded to as quickly as possible while being delivered to the best sales agents in the company. Lead management systems typically will also have methods for increasing the percentage of contacted vs. non-contacted leads. Some of these methods include dialing functionality, automated e-mail, lead validation, and advanced filtering capabilities.

Lead Scoring

Lead scoring referrers to using our LeadExec Lead Vendor Edition lead scoring system. Many companies that specialize in lead sales will use some kind of lead scoring to determine the quality of the leads they are creating or buying. The higher the score the higher quality leads are coming through your LeadExec Lead Vendor Edition system. Typically, we use a good to contact ratio. If you contact 2 potential leads and one is good and the other is bad you would have a 50% score.

Lead Type

Lead Type refers to the many types of leads that you can create with the LeadExec Lead Vendor Edition system. You have the ability to have any kind of lead you can create come directly through the LeadExec cleansing system and distributed to your lead buying clients.

M

Maximizer

Maximizer is a term coined by ClickPoint Software to describe our lead distribution center within LeadExec Lead Vendor Edition. We call it the Maximizer because this system maximizes the amount per lead you can get from potential lead buying clients. With automated delivery, multiple lead campaigns running simultaneously, lead grouping, lead sorting, a color coded legend, posting, and instant server responses our Maximizer is one powerful lead distribution tool.

Merchant Account

A merchant account is what businesses use to process credit cards. There are many choices available, however, Authorize.net has to be the approved gateway for your merchant account. Make sure you read the section on getting started for your merchant account.

My Account

My account is where most of your user settings are located. The My Account tab will let you provide information about your company along with settings that determine the rules you would like in place with your LeadExec Lead Vendor Edition system.

N

New Client

In LeadExec Lead Vendor Edition you have the ability to setup a new client to receive leads. Every time you bring on a new client you will set them up in the system.

New Lead

A new lead is a lead that has just been posted, imported, or received via e-mail into LeadExec Lead Vendor Edition. Each new lead will first appear in the Quality Control bin.

O

Order ID

Order ID is an ID given to each order created in LeadExec Lead Vendor Edition. The Order ID is used to keep track of orders and give them a chronological order.

Order Summary

The Order Summary is a way to keep track of all of your active orders. This summary will show you orders that are about to expire and orders that are in need of more funds to keep receiving leads.

P

Pre-Populate

Pre populate is a term used to describe what takes place when a potential lead fills in an application form and then the next form that pops up has their information already filled in. This is a method used by internet marketers to increase the number of online application filled out by one particular applicant.

Predictive Dialer

A predictive dialer is used to make telemarketing and call verification more efficient. Typically a predictive dialer will dial out anywhere from 3 to 5 lines per caller at once. When a call is connected it uses mathematical algorithms to slow down the dialing until the call is released. Typically, a caller can make several hundred calls per hour with this tool.

Q

Quality Control

Quality control is the process of protecting your lead buying clients from bad leads. There are many bad lead sources out there, many bogus lead entries, and many malicious competitors that will fill out bad information on purpose. It is your job to protect your clients from this. LeadExec Lead Vendor Edition equips you with all the tools you need to give your customers the best possible leads.

S

Search Posting String

A posting string is the response you get from posting a lead to another lead buying client. Their system will either return a Valid Success string or a string that tells you why it was not a success. You can use this string to help troubleshoot a bad post or new post.

Scrubbing Leads

Scrubbing leads often refers to lead cleansing. When you have a large list of leads and you want to make sure they are not on the DNC (Do Not Call) list you will most likely perform a lead scrub. This will check all the names and numbers you have against the DNC list so that you do not call anyone on that list.

SQL Server

LeadExec Lead Vendor Edition is hosted on a Microsoft SQL server. Their servers are considered to be the best in class and can handle heavy data volume which LeadExec Lead Vendor Edition requires.

SSL Certificate

An SSL certificate is required to post leads back and forth between lead companies. It essentially makes the transmission of personal information contained in leads unreadable and protects it from possible interception. It encrypts the data so that even if it were intercepted it would be unreadable. This is protection for you and your lead buying clients. LeadExec Lead Vendor Edition, Lifecycle, Lender Admin, and the Basic Lead Retrieval system all use an SSL certificate to ensure your protection.

T

Targus

Targus is a national database that will match your prospects name and phone number to an address using their vast database.

Trouble Tickets

A trouble ticket can be submitted using the Help tab on LeadExec Lead Vendor Edition. By submitting a trouble ticket you are informing support of a problem you are having with the LeadExec Lead Vendor Edition system.

U

User Groups

User groups are groups of clients or vendors that you group together to prevent duplicate information, make reporting easier, and help with billing. If one particular client receives several kinds of leads you would want to assign them to a group so that invoicing and lead retrieval are easier for the client. Similarly, vendors that supply more than one lead type or several tiers of one lead type need to be assigned to a group in order to make their reporting easier.

V

Vendors

Vendors are LeadExec providers, sources, and affiliates. A lead vendor could be a banner company, cpc company, reseller of leads, SEO LeadExec provider, any online or offline lead source. We use the term vendor to stay consistent when describing these lead sources.

Vendor Admin

A vendor admin is a web-based system used by lead suppliers to track statistics. Any affiliate, vendor or third party lead source would use this system to check accepted and rejected leads. LeadExec offers a vendor admin that these sources can use so that they always know how they are performing.

VoIP

Voice over Internet Protocol is a telecommunications service that utilizes the Internet to provide a user with Telephony services.