Have your partners work your leads faster, without having to call, email or send spreadsheets.
Track, measure, and report the state of every lead and partner, individually or as a team, using a detailed dashboard.
Make data-backed decisions and continuously improve revenue operations with lead management insights.
The state of every partner’s lead conversion progress allows you to know your lead to close pipeline data in real-time.
Lead Assign tracks, measures, and reports the state of every partner and lead program in an easy-to-use and highly useful data dashboard so you can act on the insights.
Real-time dashboard and aggregated lead information is at your fingertips in your own branded enterprise instance.
Know the state of every program, partner, and lead, without having to lift a finger and ask. Notify and request feedback from lead owners to improve your view of the sales funnel.
Track agent and partner success through comprehensive analytics and gain a comprehensive high-level view of all your lead generating channels. Marketing ROI, campaign attribution, and sales conversion all readily available through an interactive dashboard.
A complete step-by-step guide of each feature.