Full activation of a self-serve Lead Assign account can happen today!
For international lead distribution models, Lead Assign’s added service model offers an opportunity to work with our devoted team of lead management experts to be up and running as soon as possible. For enterprise lead management, get started here.
Lead Assign was designed to be as user-friendly as possible.
With instruction and guidance from our team as support, configuration of the tool is easily managed by our clients.
Please click here for our technical documentation, where support tickets can also be created.
With no need for sales agents to login into a platform, Lead Assign’s integration is a seamless process.
After configuration, agents will simply be offered or routed leads via their contact details, eliminating the hassle of constant logins or in-app training. Click here to see what we mean.
Lead Assign has integrated with all sorts of sales and marketing platforms providing a variety of different solutions to easily become part of a complete sales management package.
Integrations are always in ongoing discussions with our team of engineers to expand our capabilities.
For technical information, click here.
Lead Assign uses the optional ‘coalesce’ feature first to ensure that leads with a recurring contact are managed by the same salesperson, and second to identify leads which can be flagged as duplicates.
By flagging these leads, they can then be removed from reporting to ensure clean and accurate analytics.
By entering your endpoint address used for the purpose of online lead generation, web leads are automatically entered into Lead Assign for distribution.
Manual entry is also possible in a variety of file formats.
For more information, please see here.
Lead Assign has in app functionality to export any set of leads based on criteria that you define.
Through any series of parent-child relationships, Lead Assign manages leads across your entire sales network.
This ensures appropriate routing to applicable partners, and the applicable agents within those partners, with a data trail for documentation and reporting.
Yes. Lead Assign has been built to accommodate a variety of different languages and currencies with users all over the globe.
Lead Assign has functionality to manually reroute leads to either a set of specific agents, or simply enter them back into the distribution funnel.
If a member of your team is either permanently or temporarily leaving, Leads can easily be redistributed with all of their accumulated progress attached to other applicable agents.
As marketing generates leads from webforms, emails collection, Facebook campaigns, HubSpot, etc., Lead Assign’s patented parsing and scoring engine matches leads to the best suited partner automatically.
Lead Assign uses SMS and email to automatically distribute lead acceptance offers to the matched agents from your network.
Urgency is critical when dealing with leads. Our exclusive acceptance clock creates lead urgency, if not accepted in the time window – it goes to the next best agent.
Agent lead pursuit activity is tracked and measured for performance scoring and your visibility. Tracking lead pursuit activity gives you visibility to which lead source is producing the best SQL’s.
No more requesting that monthly partner network report. No more emails to partners asking “how are our leads progressing?”.
All your partners activity and success metrics are available in Lead Assigns real time dashboard. Use PowerBI or Tableau?
No problem, our team can configure custom reports for you.
Yes, our platform connects your digital leads with your sales reps, no matter their digital lead source.
Yes, we can brand the Lead Assign platform, emails, etc. with your company’s branding. We can run the Lead Assign enterprise platform on your own subdomain.
In this guide, we’ll walk you through the process of creating user groups for basic lead assignment, such as round-robin, and provide you with valuable insights and tips along the way.