Product Updates

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Receive Feedback From Your Agents Automatically

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When we launched Lead Assign we solved the problem of how to get the right lead to the right agent. This made a lot of people happy, but one of the things we heard from our customers is the frustration they had getting feedback from their agents on what happened to a lead once it had been distributed.

We just implemented a system where Lead Assign will automatically request feedback from the agent that accepted the lead after a given amount of time (you choose how long to set the system to wait before requesting feedback). The agent will receive an email requesting their feedback. They simply click on a link and answer a Yes/No question and provide freeform feedback that you, as the account owner, will be able to access via the comments sections on your lead details screen.

This greatly improves the data available on initial lead contact, and provides more information that can be fed into your CRM, helping you manage a successful sales funnel.

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.

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.

Interested in finding out more?

Book a call with us to discuss how we can help.

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