How We Work

Lead Assign’s Enterprise Methodology

Lead Assign is more than a platform.  Leverage a collective of experienced professionals in lead management, to deploy a solution that works for you. Our patented technology has been developed across hundreds of different use cases, let’s find what fits yours best together.

How We Work - Lead Assign

1. Lead Management Requirement Gathering

We have over a decade of experience, delivering over X million leads to over X thousand agents across over X countries. Help us understand your business case to tailor a solution specific to your needs. 

What criteria defines your lead routing?  Who should be receiving leads and when? Where are you leads coming from and how can we integrate with your other systems? We love to discuss leads. From routing, to management, to analytics and reporting, book a call now to connect with an expert.

2. Revenue Operations Workflow Configuration

Work with our team of lead management experts to optimize lead workflows. Build an automated solution and maximize the potential the Lead Assign platform has to offer.With flexible features for use-cases across every industry, our team will guide and collaborate with you to ensure nothing is left out.

3. Lead Assign Deployment and Onboarding

Through white labeling, branding, and customized messaging Lead Assign can be completely personalized for you and your team. Sales network onboarding and setup on the platform for a smooth and immediate transition. Leverage a dedicated support line, knowledge base, and resource library to continually improve your account, and adjust wherever necessary.

Lead Assign

Salesperson On-Boarding Guide.

A complete step-by-step guide of each feature.

Your channel efforts deserve to be realized. Learn why Lead Assign is the perfect fit for you.

Latest from Insights

Channel Sales KPIs for Enterprise Operations

We’re all about optimizing lead routing and management to help companies reach their greatest revenue operations and budget optimization potential. Here, we’ve discovered the top key channel sales KPIs that enhance performance at the individual, team, and company levels.

Read More »

Frequently Asked Questions

Indicators can vary across industries and business cases. As sales networks become larger and more distributed across various regions and verticals, a need for supporting software to manage additional complexity grows. Check out how we helped our customers address their lead management challenges here.

Increased time commitment from sales and marketing managers to lead management, lowering conversion rates, and increased numbers of leads that go unactioned are all strong indicators.

Full activation of a self-serve Lead Assign account can happen today!

For international lead distribution models, Lead Assign’s added service model offers an opportunity to work with our devoted team of lead management experts to be up and running as soon as possible. For enterprise lead management, get started here.

Full activation of a self-serve Lead Assign account can happen today!

For international lead distribution models, Lead Assign’s added service model offers an opportunity to work with our devoted team of lead management experts to be up and running as soon as possible. For enterprise lead management, get started here.

With no need for sales agents to login into a platform, Lead Assign’s integration is a seamless process.

After configuration, agents will simply be offered or routed leads via their contact details, eliminating the hassle of constant logins or in-app training. Click here to see what we mean.

Lead Assign has integrated with all sorts of sales and marketing platforms providing a variety of different solutions to easily become part of a complete sales management package. 

Integrations are always in ongoing discussions with our team of engineers to expand our capabilities. 

For technical information, click here