In response to customer feedback we are excited to announce the release of “Operating Hours”. Operating Hours allows you to set custom time periods for normal operation. Leads received outside of your operating hours will be held back and will resume automatically the next time you are open.Continue reading
Routing and tracking leads is a great start but let’s outline some other technical strategies to make sure you get the most out of your marketing spend.Continue reading
Connecting Lead Assign to your HubSpot account greatly increases the accuracy of your data within HubSpot by creating and updating deals, setting milestones, and tracking revenue opportunities on the fly.Continue reading
New features, more responsive, and all wrapped up in a beautiful new interface.Continue reading
We often hear from existing Salesforce customers who are struggling with the ability to get leads to the right person and have them acted on in a reasonable time.
Salesforce offers a complex suite of solutions that aims to tackle a number of facets of your sales funnel and capture information from many data points. However, adding lead sources to Salesforce can be a cumbersome process and more importantly, lacks the necessary functionality to track and assign leads intelligently. It can also be somewhat restrictive when capturing data from users outside of the Salesforce account.
Lead Assign offers API Integration directly into your Salesforce account. Once integrated, Lead Assign is able search and update lead records, and notify lead owners of updates. The trick is to send all your leads to your Lead Assign account first. Lead Assign’s A.I. routing engine will determine if the lead already exists in Salesforce and update as necessary. If the lead does not exist in your Salesforce account Lead Assign will determine who on your sales team should be offered opportunities at the lead.
Once the lead has been accepted, your Salesforce account will be automatically populated with the lead record. Any future updates from the sales person will update the lead record in Salesforce and notify the necessary users.
Implementing Lead Assign in this manner makes it much easier for your sales people to receive and act on leads in a timely fashion, provide feedback on a lead, and allows you to easily combine all your lead sources into one place while maintaining the integrity of your data in Salesforce.
For help with this and many other integration options, reach out to us.