Services.

Create game-changing lead automation strategies across all workflows by harnessing the power of our lead experts with proven methodologies.

Enterprise Methodology

Enterprise battle tested, globally scalable, localized, and purpose built to handle the demanding needs of enterprises like yours.

Get started with Lead Assign by tapping some of our lead guru’s with deep experience in delivering enterprise level solutions to today’s top brands.  We’ve helped companies like HP, Royal LePage, and RBC amongst others. 

Think of our experts as your experts.

Our experienced team and proven methodologies are an effective way to accelerate your time to value with Lead Assign. From complete lead automation to ongoing service, you’ll be sure your investment gets the best return possible from our platform.

Your success team and our approach.

Every project can be hard to get started, we know that, but rest assured we’ve been through this more times than we can count. We work as an extension of your team and processes always making sure we can deliver a strategic impact on your business. Together we will automate your lead management processes and ensure you get the visibility and business intelligence you need.

Professional Services

Lead guru’s you can rely on.

There are two main barriers that stop enterprises from realizing true lead automation and intelligent lead distribution – lack of resources, and lack of expertise. We’ll do a deep dive on your processes, your tech stack, and sales and marketing needs to get you up and running quickly to speed time to value.

Our Lead Guru’s design a lead automation and deployment plan based on your specific business needs. Regardless of the size of your partner sales network or the retailers you support we can handle your needs.

  1. Automation
    An inability to effectively understand and automate strong marketing lead sources and ineffective sales teams lead pursuit can singlehandedly decimate a promising organization.  It usually manifests itself in an inability to score lead quality, randomized lead distribution, and ineffective lead pursuit.
    We’ll tackle each of the issues head on – in days, not months.
  2. Launch
    We’ll Pre-configured your automation processes to jump-start your initial deployment.  It lays the foundation for continued innovation upgrades and extensions as your programs evolve.
  3. Adoption
    Get your extended sales team up and running and delivering business value faster with our experts.  We’ve assisted companies rollout automation solutions and now the pitfalls and opportunities you can face.  We’ll ensure all stakeholders are aware and ready for every phase of your solution.
  4. Ongoing Data Analysis
    Using your business intelligence tool of choice, we can assist in developing your newly available KPI’s from your own Vantage+ data source.

Training

Get fully up to speed on your system.

From knowledge transfer to agent training and guides, we can make your team as fluent as we are in Lead Assign.  We can even do custom training to suit your networks needs.

Our handover is your time to shine. 

We’ll ensure your team is trained and provided a full knowledge transfer of your solution.

  1. Virtual Training
    We know times have changes.  We know provide virtual training for your teams administrators and IT team (if necessary).  Learn from the comfort of your own desk or home as our experts get you up to speed.
  2. Admins and Agents
    We have both administrator and agent user guides and docs to assist with the training for a learn at your one speed capability.
  3. Developers
    Learn how to extend the platform using our API’s.  Our developers are happy to work with your team.

Customer Support

Answers in real time.

From knowledge transfer to agent training and guides, we can make your team as fluent as we are in Lead Assign.  We can even do custom training to suit your networks needs.

As the original “super users” and beta testers who use Lead Assign every day, we are empowered to get you the answers you need.

  1. Dedicated Support Team
    24 hr online support capability to create your support tickets and ensure you get the help you need as fast as possible.  The team is ready to solve problems and not simply work tickets.
  2. Knowledge Base
    Our knowledge base and release notes are available through our dedicated, searchable document site.  docs.leadassign.com
  3. Subscribe to our Change Log
    You can also subscribe to our change log here: https://docs.leadassign.com/changelog/ to keep up to date with every release and maintenance upgrade.

Workflow Automation

Automate more, worry less.​

The Power of Automation

How much more you could spend on lead generation by automating your lead flow?

Automate more, worry less.

Lead Assign uses A.I. to score leads from any source.  We use proprietary A.I. to match the lead with the best-suited sales members.  It uses A.I. to score your top sales outcomes by members.  So it really acts as a flywheel for your marketing programs and continues to get better over time. There are no apps to download. No login required, no barriers at all – just increased revenue from your marketing programs. 

Automate your business with
the help of our experts.

An inability to effectively understand and automate strong marketing lead sources and ineffective sales teams lead pursuit can singlehandedly decimate a promising organization.  It usually manifests itself in an inability to score lead quality, randomized lead distribution, and ineffective lead pursuit.

Different marketing departments have different lead automation challenges and need unique expertise to support their objectives.  One objective for every organization however is to ensure a potential customer is converted to a customer.  With our advisory services we’ll ensure you have 360 degree visibility the necessary data to meet that objective.

Complex qualification processes

Our team has deep experience mapping complex qualification processes in organizations from real estate, to manufacturing, to finance, too retail. Each business is different but key learning and patterns can be leveraged from years of successful Lead Assign implementations to ensure your projects success.

Reduce time to Contact.

Studies show responding to a lead in the first 5 minutes increases the likelihood of a successful transaction by 900%.  When we intelligently distribute the lead, your team member is offered the lead with a configurable timer to claim the lead.  If it is unclaimed, it is distributed to the next best member – and so on. 

Integration Services

Connect more, remedy less

Automate more, worry less.

Lead Assign Integration Services ensures your source systems get the updates they need to as part of your marketing-to-sales visibility journey.  We have packaged integrations for marketing campaign systems, such as  Hubspot and Facebook, and for sales CRM systems, such as Salesforce, netSuite, Pipedrive, and Dynamics.

Keep and enhance your existing assets with Lead Assign Integration Services.

Get the right advice and technical assistance to accelerate time-to-value.

Maximize your current infrastructure investment with our enterprise Integration suite to provide seamless integration, improved coordination, and increased efficiency.

Pre-configured automation processes are leveraged to jump-start your initial deployment.  It lays the foundation for continued innovation upgrades and extensions as your programs evolve.

Adoption Services

Adoption by design

We understand the massive effort it takes to implement a company-wide strategy with existing systems in place.

We work with you as a partner to reduce bottlenecks and disruption while your teams reap the benefits fast.

Get your extended sales team going and delivering business value faster with our experts. 

We’ve assisted companies rollout automation solutions and now the pitfalls and opportunities you can face.  We’ll ensure all stakeholders are aware and ready for every phase of your solution. 

Start to finish project services

We help you manage the project scope from start to finish by identifying risks and costs associated with implementation during each phase.

We ensure you have the proper level of internal and Lead Assign support services to streamline implementation.

 

Ensure adoption.

We don’t require your sales team to download an app or remember log-ins.  We use the original killer apps – SMS and email.  Providing leads and lead feedback without having a sales person log into your CRM is a game changer.

Business Intelligence Services

Understand More, Chase Less.

Lead Assign Business Intelligence Services provides your organization with the complete real-time view of every prospect and the pursuit by your team.  

Want to know your lead velocity? No problem.  

Your MQL to SQL? No problem.

Your average cycle from suspect to prospect to close? No problem. 

Using your business intelligence tool of choice, we can assist in developing newly available KPIs.

The world is data driven.

Be properly informed. Make better decisions.

Maximize your ROI

ROI is a key focus for every client. We ensure the fastest time to market and lowest total ownership cost to make sure you obtain an ROI that can be measured in the short-term.

Our Enterprise Methodology.

Our approach is designed to encourage adoption and increase overall conversion rates in a 4 phase approach.

Launch

Specific KPI’s and training are communicated to the network, solution deployed and lead automation underway

Acceptance

The acceptance phase ensures every network sales agent is accepting leads within the time window configured.  A 95% or greater KPI is desirable here.

Lead Pursuit Capture

Lead pursuit is captured though automating the status of each agents pursuit.  Pursuit feedback provides funnel and sell through visibility.

Performance Routing

By scoring overall agent performance (Acceptance and Pursuit feedback) we work with you to define the threshold for routing a lead to only top agents, tiers of top agents, or all agents. It ensures every lead has the best opportunity of closing.

Get started

Tell us a few things about your needs and we will take care of the rest. 

Let's go

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