Indicators can vary across industries and business cases. As sales networks become larger and more distributed across various regions and verticals, a need for supporting software to manage additional complexity grows. Check out how we helped our customers address their lead management challenges here.
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.
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.
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.
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.
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.
The newly redesigned interface puts the lead you are working front and centre, but allows quick and easy access to all leads assigned to you. As always, no login is required. If it’s been a while since you last viewed a lead, we simply email you a magic link to get you back in the drivers seat.