Get a good start on your lead tracking!
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.
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.
Looking to optimize lead routing, bolster sales effectiveness, and improve pipeline visibility?
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