We have launched a completely revamped dashboard that simplifies the overall view of agent performance while at the same time allowing you to drill down and get more insight into individual agent performance.
The lead performance bars show you leads accepted, missed, and declined. If you expand an agent row you will have access to a detailed data extracted from multiple touch points within the platform.
We are able to capture data and display agent stats on the following:
- Acceptance rates
- Response times
- How many successfully customer engagements
- How many deals in progress
- How many deals closed won
- How many deals closed lost
- Comments logged with system admins
Get a snapshot of how your business is performing
In addition to individual agent performance, we allow you to get a snapshot of how your business is performing across the entire roster.
We are able to display business performance for the following:
- Total number of leads
- Acceptance rate
- Catchall involvement
- Delinquent leads
- Typical response time (median response times on accepted leads)
The dashboard allows you to track against a number of key performance indicators. Quickly and easily see how your business is performing, compare against different time periods, and drill down into agent performance.
If you are not already using our platform, reach out and book a demo with one of our knowledgeable account managers. We will show you this, and the many other benefits of using Lead Assign.
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.