Lead Assign’s Coalescing Prevents Leads Going to Different Agents

Lead Assign’s Coalescing Prevents Leads Going to Different Agents

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Let’s say a customer is on your website and sees something they are interested in. They fill out a contact form and hit submit. Voila! The lead is now flowing through your Lead Assign account to the most appropriate agent.

Ok, that’s great but now the customer is poking about and comes across another item of interest. Again, they fill out the form for more information. Now what? Other lead routing systems would treat this second lead as a completely new lead. Lead Assign however, is not like other lead routing systems. We have built a new feature in Lead Assign that will scan incoming leads to determine if they are from the same customer. If in fact, the lead is from the same customer we can either send it directly to the agent that accepted the original lead or append it to a lead that is still “in flight” (meaning a lead that has yet to be accepted). This is an extremely useful feature for people who find they have multiple inquiries from a customer in a short period of time.

The end result is the agent who accepts the lead and deals with the customer will have all the information they need to make a successful sale, and your customers will not be bothered by unnecessary sales calls.

As with all our rules, the way in which our system coalesces leads is configurable. We can set the sensitivity and the maximum duration between leads to ensure the system works the way you intended.

Get Started with Lead Assign

Managing leads for sales reps and partners is critical for all company owners and department leaders. Help your brand stand out with effective response to potential clients with our leading AI-based lead management platform that can also enhance your CRM software.

Lead Assign is positioned as the go-to software for organizations looking to optimize their distributed sales model. Organizations from across the country have used our solution to improve their lead management and distribution no matter their sales model. Calculate how much more Revenue Opportunity you can generate from your marketing leads by implementing lead management.

Our real-time lead management solution offers simple integration with multiple CRMs so you can get the visibility and data you need without adding any more software. Eliminate the waiting period for your leads by texting or emailing their info to the right partner within minutes of their engagement. The platform’s AI-based lead scoring and routing automatically distributes leads to the most qualified channel partners for the deal. See your potential success with the Power of Automation.

If you want to hear more about how Lead Assign can help you improve your distributed sales model, we’d love to talk with you. Schedule a demo with one of our specialists to get started.

Are you a small business in need of a quick implementation? Get started here.

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