You can’t manage what you can’t track.

Tracking leads is critical to understanding how your partners and marketing programs are progressing. Use this FREE spreadsheet as a starting point for your leads that are sent to your partners or retailers.

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With Lead Assign, we can enable the quick response that is critical to engaging online customers with a better service experience.

Kelly McCain – Director Business Services, Royal LePage

What’s Inside

This FREE spreadsheet will let you add your leads from your marketing efforts, track which partner they have been sent to and report on overall lead pursuit so you can forecast potential conversion values. This spreadsheet is a great starting point for lead tracking.

Is your partner network too big for a spreadsheet?

We get it. You need an automated system to manage an out of control process. You’re here because you need more visibility to how your partners are progressing on your leads. Lead Assign is that platform of choice for companies like Royal Lepage, Widex, Mannington Mills, and others.

"We've eliminated the black hole."
Alvin Hung
Director Partner Experience

How Lead Assign Works

Lead Parse & Score

As marketing generates leads, the patented parsing & scoring engine matches leads to sales roster profiles and utilizes dynamic performance metrics to determine the best fit for lead offer.

Positive Acceptance

The most relevant agent receives a secure email and/or SMS authorization link to the lead offer for acceptance (configurable exclusive opportunity timer).

No login is required.

Lead Pursuit Tracking

Agent pursuit activity is tracked (key input to agent performance scoring).

Sales pursuit activity data is directly integrated into account owners CRM.

Analytics & Reporting

Admin dashboard for real-time analytics on every partner organization and agent.

Data exports and Integration with PowerBI for detailed funnel visualization.

You can’t manage what you can’t track.

Tracking leads is critical to understanding how your partners and marketing programs are progressing. Use this FREE spreadsheet as a starting point for your leads that are sent to your partners or retailers.

Is your partner network too big for a spreadsheet?

We get it. Get in touch and we’ll get you on a path to success.

Click here
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Get your FREE lead tracking spreadsheet

Interested in taking the next step?

Get ready to leave your lead management headaches behind.  Our proven enterprise methodology makes sure you receive all the benefits of the Lead Assign platform.

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