FAQs

  • Indicators can vary across industries and business cases. Please see our Solutions by Industry page for more information. 
  • As sales networks become larger and more distributed across various regions and verticals, a need for supporting software to manage additional complexity grows.  Increased time commitment from sales and marketing managers  to lead management, lowering conversion rates, and increased numbers of leads that go unactioned could all be strong indicators.
  • Full activation of a Lead Assign account can happen within days after sign up. 
  • Whereas more complex lead distribution models may undergo pilot testing periods to ensure the solution fits with your sales model, Lead Assign’s added service model offers an opportunity to work hands on with our devoted team of lead management experts to be up and running as soon as possible.
  • 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.
  • With no need for sales agents to login at any time, Lead Assign adoption 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.
  • Lead Assign has emphasized integrations with other sales optimization platforms providing a variety of different solutions to easily become part of a complete sales management package. 
  • Integrations not readily built are always in ongoing discussions with our team of engineers to expand our capabilities. 
  • 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. 

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.
  • 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 world.
  • 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.

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