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  • Product

    Product Overview

    Our patented technology has been developed across hundreds of different use cases to work as a platform that optimizes your entire sales funnel. 

    Lead Assign is available as an all-in-one solution that integrates with your existing technologies or as amodular API based technology solution using your own user interface.

    Learn More

    Advanced Routing

    Efficient and effective lead routing that doubles your inbound conversion rates.

    Conversion Capture

    Collect and analyze data from your distributed sales network.

    Data Integration

    Integrate sales and performance data seamlessly into your existing stack.
  • Price
  • Use Cases

    By Role

    Marketing

    Deliver your leads to sales reps without delay

    Sales

    AI-driven lead assignment to the best sales rep instantly

    Channel

    Understand your channel sales pipeline in real time

    Revenue

    Integrate and improve your revenue ops technology with ease

    By Industry

    Real Estate

    AI-driven lead routing, acceptance, and follow up within 5 minutes

    Insurance

    Policy close information and real-time account routing to your broker network

    Manufacturing

    Automate strategic lead distribution to your partners and retailers nation-wide

    Global Enterprise

    International lead management excellence for partner business managers
  • Customer Stories
Test Drive
Test Drive
The Brooks Group - Lead Assign

The leader in sales training optimizes their speed to lead by over 55%

Woman working at laptop in an office.

The Company

Founded in 1977, The Brooks Group is an award-winning B2B sales training company focused on bringing practical, straightforward solutions to your sales force selection and training challenges.

Where Lead Assign Came In

The Lead Assign functionality eliminates lead assignment inefficiencies thereby reducing speed to lead significantly. The Brooks Group reduced their speed to lead by over 55%!

Enhancements

Speed to lead quality improvement

The Brooks Group improved their sales team performance. Being a leader in sales, TBG sets an example and understands the importance of speed to lead as it pertains to responding to customers, especially now more than ever. The company was focused on cutting down on the time it took to respond to a lead.

Lead Assign’s patented technology helped The Brooks Group to decrease their lead time by more than 55%, resulting in better customer service and higher performing sales team.

Routing Methodology

Integration services drove immediate results

“Speed to lead is quite important. After implementing Lead Assign, we’ve been able to cut our lead time in half, from 12 minutes to under five minutes. The reporting dashboard and built-in rolling average is a significant added benefit from an analytics point of view. I can understand how the platform can be hugely beneficial to retailers with distributed sales teams. I would like to highlight the customer service, responsiveness very well-done. Thank you, Lead Assign.”

– Josh Winters, Director of Business Development at The Brooks Group

Integration

Purpose-built data analytics means continuous improvement

The Brooks Group integrates their platform with HubSpot. Lead Assign’s self-serve functionality resulted in a straight-forward process to get going fast and a smooth integration with their HubSpot account. The platform is tailored to the company’s needs.

Everything that comes through the Lead Assign platform is intentional and, in doing so, adding efficiency to the sales process. It is greatly beneficial to have the data at an all-in-one central location.

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The Goals

  • Reduce time to contact a lead
  • Ensure leads are routed to the best agents quickly and consistently
  • Track lead analytics to identify the most lucrative lead sources

The Approach

  • Implement a thorough tagging structure to quickly identify and notify the best possible agent
  • Monitor Lead Assign’s dashboard to identify the highest value leads driving lead pursuit

The Result

  • The Brooks Group reduced their speed to lead by over 55%!

Tech Companies

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