Lead Email Redesign

We recently released completely new lead email communication designs. These new templates are designed to match the lead detail screens and make it much easier to get to the information you need quickly and efficiently.

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Technical Sales and Support Engineer

Job Description

Lead Assign is a provider of SaaS pre-CRM lead management software. Lead Assign is growing its sales team and is seeking a Technical Sales Engineer located in the greater GTA to join our growing team.

This role will support outside and inside customers with a wide range of technical issues and ensure clients receive excellent pre and post-sales support.

As a Technical Sales and Support Engineer, You Will:
– Work as a key member of our pre-sales team and help our existing and potential customers understand the Lead Assign solution

– Resolve customer issues and requests through to resolution
– Coordinate and participate in the development of prototypes and reports
– Facilitate and lead technical meetings with existing and potential customers
– Serve as the technical liaison between the engineering teams and customers
– Be able to assist in post-sales technical support issues from customers
– Write and provide technical documents, checklists, solution road-map presentations, and more
– Attend sales visits, on-site supports, conferences, and trade shows
– Confer with customers and engineers to assess solution needs and to determine system requirements
– Collaborate with sales teams to understand customer requirements and provide sales support
– Help clients solve problems with the Lead Assign Solution

About You
– Detail-oriented, love teamwork and collaboration
– Share your ideas and results from your research and hands-on experience
– Excellent verbal and written communication skills with the ability to influence customers at multiple levels on product and solution strategies
– Experience supporting customers and sales efforts in SaaS based software, preferably B2B

Job Type: Full-time

Salary: $40,000.00 to $55,000.00 /year

Operating Hours

Operating Hours

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.

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Leadassign form test

Hi there, do things

Combine and assign leads, update Salesforce dynamically

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.

Some of your leads are missing, you just don’t know it yet

Leads: The more we understand them, the more we realize how completely the business world relies on them. It’s difficult to think of a line of business that isn’t dependent on leads in one form or another.  By definition, a lead is essentially the prospective consumer of a product or service, created when an individual or business shows interest and provides contact information that is captured by various means. Businesses gain access to potential customers through advertising, trade shows, direct mailings, and numerous other marketing efforts.

Some lead-driven businesses are more obvious than others. Automotive, Real Estate, Subscriptions, and Software come easily. However, if you dig a little deeper  you’ll discover some far less apparent businesses that fly under the radar.  Consider Law Firms, Construction Companies, Recruiters, and everyday Retailers for starters. Then look at Collection Companies, Screen Doors Manufacturers, and even African Safaris, these are just some of the industries that have come to Lead Assign looking to solve some very real lead routing challenges.

Most of us have seen the wildly shocking statistics published online  proclaiming that the average lead sits idle for 46 hours before being handled, and lets not forget the jaw dropping data showing that the likelihood of a lead converting will drop 900% from five to 30 minutes.

One statistic that you don’t see too much about revolves around hidden leads. The culprit is a Black Hole or perhaps the Bermuda Triangle of sales…where good leads go to die. There are many opportunities for a lead to get lost while navigating along its doomed path on a one-way journey to the grave. Many of us are guilty of helping a lead along on its ill-fated destination, yet we do it unknowingly so.

As Director of Sales & Marketing here at Lead Assign, I’m lucky to get an inside glimpse at our customers’ lead growth and activity. Quite often our amazing customers will share some very candid stories with us. We have had customers tell us that before using Lead Assign they relied on post-it notes being stuck to telephones. We have seen highly paid executive staff spending 15% of their day manually distributing leads to staff.  We’ve seen a receptionist channelling preferred leads to her boyfriend… who also worked for the firm. The stories are endless but the point of it all is that leads come from anywhere and everywhere and in doing so, they often get mishandled and never make it to a salesperson because there was no predefined destination to begin with, aside from an neglected email inbox or a voicemail that will never get heard.

We know this because we see the immediate results when leads are consolidated within Lead Assign. When we on-board a new customer at Lead Assign one of the very first things we ask is, “How many leads do you estimate will be distributed monthly?”  Without exception, the response is always about 20-40% light of the volume that we see  immediately once their leads are consolidated in our system. While it may be a short-lived pleasant surprise to our client, it doesn’t take long for the light bulb to go off when they start calculating exactly how many of their leads ended up in the Bermuda Triangle of Sales in the past. Having one single destination for all of your web leads will instantly increase your lead pool. Lead Assign allows you to point each of your lead channels at a single endpoint email address. We then parse it and distribute it based on relevant rules that you design using keywords and tags. Your chat leads, website inquiries and web-form leads plus leads from corporate HQ and even phone ins and walk ins are easily consolidated and distributed with Lead Assign.

If the available lead response data is to believed, you are probably right now, sitting on leads that you’ve paid for but, sadly they have long since gone cold. It’s not too late to buck the system. Take the steps to consolidate the leads that you are paying to generate. Get them all into one place and distribute with intelligence. Get them to the right salesperson first time, every time. Remember, you have about five minutes to get to the prospect. If you want to see this in action, click here and enter your cell phone number. I promise you will hear from us every time.   Get Lead Assign.


M. joe Steeves

Director of Sales & Marketing

Lead Assign

W: www.leadassign.com

E: [email protected]

P: 416-629-4477


Kick off 2017 by giving yourself a nice raise… Don’t bother asking your boss, Lead Assign has you covered

With 2016 behind us we are all looking forward to seeing what 2017 has hidden in store for each one of us. A new American President, record setting hydro bills, a nation divided like never before and a world without David Bowie…It can only get better.

Regardless of where one resides and how political loyalties may lie, there is certainly one thing that everyone understands and that’s the almighty quest for more money.  Cash, Moolah, Cake, call it whatever you like but there is no shame in wanting more. Lead Assign is happy to help you thicken your wallet with its brand spanking new Affiliate Referral program for 2017.

Throughout 2016 one specific theme became increasingly evident when speaking with our amazing users and that is the simple fact that our customers clearly love Lead Assign, and I mean they really, really love Lead Assign. Time and time again we’re on the receiving end of comments like “Shhhhh, you’re our secret weapon”,  “you’re our competitive edge” and “our salespeople are now responding to leads within seconds”!

It’s clear that Lead Assign has saved our community 1000’s of man hours and 1000’s of dollars while concurrently allowing our customers to conduct business in ways that they never thought possible, until Lead Assign enabled them to make their own relevant rules of lead distribution.

While Lead Assign was initially developed with Real Estate in mind, we now equate about 40% of our business to other interesting verticals including Automotive, Big Insurance, Banking Services, Lead Generators and Healthcare just to name a few.

Recognizing the incredible impact Lead Assign has had on so many of our customers bottom line, it’s only natural that we believe and trust that our customers and advocates of Lead Assign will be our best resource in spreading word about the wonders of Lead Assign to others who have yet to discover the magic.

Here is the Deal:

The first step to earning commission cash is to set up an account and join the Lead Assign Affiliate Program. Account setup and registration is free and it only takes seconds. Refer new customers from your network or your circle of influence and you’ll immediately start receiving commissions.

Do it right here, right now: https://leadassign.com/join/

Once you’ve signed up as an affiliate Lead Assign will provide you with a link that you can share with your network. When someone in your network signs up, you will receive 15% of their Lead Assign fees. Not just on leads, but also for every agent they add! We will also give you access to your very own dashboard where you can view sign ups from your referrals and track your incoming payments! Keep talking about us and keep sharing your referral link then simply put your feet up and watch the cash roll in.

Lead Assign is a young and growing self funded Start-Up. If there has ever been an opportunity to get in early on the ground level this would be it. Remember, the people you refer will also be able to refer people in their network as well. You will see a piece of that pie too.

The odds of winning the Cash For Life Lotto is approximately 1 in 7,282,016. Instead of betting on blind chance, bet on yourself and make it happen. We want to share the success of 2017 with all of you, consider this your formal invitation to write your own ticket for 2017.