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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
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.
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.
Agent pursuit activity is tracked (key input to agent performance scoring).
Sales pursuit activity data is directly integrated into account owners CRM.
Admin dashboard for real-time analytics on every partner organization and agent.
Data exports and Integration with PowerBI for detailed funnel visualization.
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.
Looking to optimize lead routing, bolster sales effectiveness, and improve pipeline visibility?
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