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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.

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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.
Why Lead Assign?
“Speed to lead is quite important. After implementing Lead Assign, we’ve been able to cut our lead time in half, from 12 minutes to under five minutes. The reporting dashboard and built-in rolling average is a significant added benefit from an analytics point of view. I can understand how the platform can be hugely beneficial to retailers with distributed sales teams. I would like to highlight the customer service, responsiveness very well-done. Thank you to Paul at Lead Assign.”
Josh Winters
Director of Business Development at The Brooks Group
Read the full customer story

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.

Lead Management UI - Lead Assign

Analytics & Reporting

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

Data exports and Integration with PowerBI for detailed funnel visualization.

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