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.
Get Started with Lead Assign
Managing leads for sales reps and partners is critical for all company owners and department leaders. Help your brand stand out with effective response to potential clients with our leading AI-based lead management platform that can also enhance your CRM software.
Lead Assign is positioned as the go-to software for organizations looking to optimize their distributed sales model. Organizations from across the country have used our solution to improve their lead management and distribution no matter their sales model. Calculate how much more Revenue Opportunity you can generate from your marketing leads by implementing lead management.
Our real-time lead management solution offers simple integration with multiple CRMs so you can get the visibility and data you need without adding any more software. Eliminate the waiting period for your leads by texting or emailing their info to the right partner within minutes of their engagement. The platform’s AI-based lead scoring and routing automatically distributes leads to the most qualified channel partners for the deal. See your potential success with the Power of Automation.
If you want to hear more about how Lead Assign can help you improve your distributed sales model, we’d love to talk with you. Schedule a demo with one of our specialists to get started.
Are you a small business in need of a quick implementation? Get started here.