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Enhance your sales tech stack. Enable your sales operations.

Automated lead management that improves marketing operations and sales velocity.

Collect

Automate lead capture from any source.

Enrich

Real-time lead enrichment to increase lead quality.

Route

The most intelligent lead routing engine on the planet.

Convert

Automated conversion data capture from your entire partner network.

Consolidate

Multi-point workflow integration and advanced business intelligence.

Learn More

Collect

Automate lead capture from any source.

Lead Assign’s flexible endpoints make it simple to manage all your marketing campaigns and existing lead funnels.

Easily scale marketing efforts while consistently capturing business intelligence data.

 

Lead Assign has been designed to parse any format of incoming lead. This means all you need to do to start distributing leads to your network is point them at your unique email endpoint.

Salesforce - Lead Assign Enterprise Integrations API

Direct your leads from Salesforce into Lead Assign for immediate assignment. 

With our Salesforce connector, your team is automatically updated and leads flow in real-time.

Direct your leads from Facebook into Lead Assign for immediate assignment, ensure they are never missed, and remove the need to constantly download CSV files.

HubSpot - Lead Assign Enterprise Integrations API
There are multiple ways to integrate Hubspot, from sending leads to Lead Assign first and populating Hubspot downstream, to grabbing opportunities from within your Hubspot account and routing to your network of salespeople.
Next: Enrich

Enrich

Real-time lead enrichment to increase lead quality.

Get the full picture from the get-go. 

We utilize Clearbit technology to seamlessly enrich contact details with additional profile data to ensure your sales partners get the upper hand.

Battle Cards

Create simple to use battle cards that put the right information at the fingertips of your sales reps at the right time

Lead Hints

Create customizable previews for your sales reps to view prior to lead acceptance.

Showing exactly what reps need to see to determine if a lead is right for them.

Next: Route

Route

The most intelligent lead routing engine on the planet.

Lead Assign’s patented intelligent routing engine is highly customizable, learns over time, and scalable enough to meet the demands of global enterprises.

Intelligent Routing With Time-Sensitive, SMS Based Lead Offers

Lead Assign’s patented intelligent lead routing platform parses incoming leads and routes based on the content of the lead and how it matches the skillset, location, and historical performance of people within your sales network.

Interested in seeing what it’s like to be on the receiving end?

Take a test drive
Flexible Routing Models

You have likely considered Shark Tank (fastest finger) vs Round Robin (even distribution amongst sales reps).

Lead Assign employs an intelligent hybrid approach.

Routing Models

Shark Tank, Round Robin or Something Else?

When considering your lead distribution process you likely have considered Shark Tank (fastest finger) vs Round Robin (even distribution amongst sales reps).

Lead Assign employs an intelligent hybrid approach. Leads are offered one-by-one for an exclusive time period based on how well the lead matches with the skills and performance of the sales rep. If two agents should score the same then the lead will use round-robin rules to determine who is offered the lead first.

Should an exclusive lead opportunity be missed, the rep may still be able to get the lead by opting for another chance. If the lead becomes available at the end of someone else’s exclusive opportunity then whoever opted for a second chance first will be offered the lead (Fastest Finger).

If nobody picks up the lead, then all qualified agents and sales reps will be notified of a traditional shark tank opportunity before finally an administrative catchall is notified and the lead can be manually assigned. On top of that, all these functions are configurable.

Isn’t it time you started using distribution logic that makes sense to your business needs rather than force-fitting to an outdated routing model?

Routing to External Partners

Lead Routing to External Partners and Competitive Sales Teams

When working with a multi-tier lead routing environment where you are distributing leads to teams of sales reps (be it internal or leased) you need to consider whether you wish to encourage competition between the teams, or once a lead is with a team, it stays within that team. Lead Assign’s platform supports both types of lead distribution models. The standard model goes like this… decide which partner is best suited and then “give” the lead to that partner and let the lead route through available and qualified sales reps within that organization. We have what we think is a smarter approach. We call it the “Reach” model. This is where you reach into partner accounts to find qualified and available sales reps. The result is the sales lead is offered to the very best sales reps from across your distributed sales network. This method has proven to provide higher conversion rates and improved customer satisfaction.
Geolocation

Geolocation Routing

Offer leads to qualified agents within an operating distance of the customer. Make sure you get the right lead to the right partner based on both lead and partner location using geolocation data.

Geolocation Map View

Get a real-time overview of your sales funnel on an interactive map. This is a wonderful way to see where you may have geographic areas that are being underserved, where your campaigns are taking off, and how your sales teams are performing coast-to-coast.
Operating Hours

Timezone Based Operating Hours

Lead Assign runs 24/7. However, your sales team may not. If you prefer to hold back leads that are being generated during the times of the day that your sales reps are not available you can enable operating hours.

Incoming leads that arrive during out of hours periods are held back, then automatically trickle out to the sales team, call center, or lead buyers based on your operating schedule.

Operating hours are determined using the time of the incoming lead and respect the geo-location of the lead to ensure you have the best lead distribution software solution for a truly global deployment.

No Login = 100% Adoption

You cannot guarantee your team will adopt new software. That’s why we built Lead Assign’s lead offer and acceptance platform using standard tools they already use, SMS and Email.

No Login

No Login = 100% Adoption

We understand the challenges faced when attempting to roll out new software services. You cannot guarantee your team will adopt new software and it’s tough to change behaviour. That’s why we built Lead Assign’s lead offer and acceptance platform using standard tools they already use, SMS and Email.

Your salespeople do not need to log in, nor do they need to download any software. Lead Assign securely delivers lead opportunities via SMS and Email, allowing them to accept or decline leads as desired.

Lead Assign’s barrier-less secure technology allows them to simply get on with what they do best… converting new leads to sales.

Positive Acceptance

Positive Acceptance

Conventional lead routing and lead distribution systems use basic rules to determine who should receive a lead and then simply hands it off to them. There is an inherent problem with this approach; just because someone has been given a lead does not mean they actually want it, or more importantly intend to actively work on it.

Lead Assign uses a positive acceptance model. Salespeople are given pertinent information about the customer and overall intent, and the opportunity to accept or decline the lead. Performance is tracked and used as part of the real-time scoring algorithm to determine who are the best salespeople from your roster to receive lead opportunities.

Performance Scoring

The Lead Assign platform is constantly learning which agents from your network are most responsive and who provides timely feedback.

Performance Based Routing

Performance Scoring

You work hard to make sure your lead quality is high. You need to make sure you are offering the lead to sales reps that perform well. This means they respond to new lead opportunities (and that can also mean declining a lead if they are not able or willing to work it at that particular time) and keep you in the loop when it comes to conversion.

Lead Assign’s real-time performance scoring system actively encourages sales reps to respond to new leads in a timely fashion, provide conversion feedback (so your sales and marketing managers know which lead generation campaigns are working), and ensures you are automatically matching incoming leads with the very best sales reps from your roster. All in real-time 24-7.

Performance Dashboard

Performance Dashboard

The built-in dashboard gives a high-level overview of all your sales reps activities. It shows you their current performance score, accepted and declined leads, leads that were missed, and the status of the conversion tracking feedback. It can be a useful tool in determining who is succeeding and who is falling behind. For Enterprise customers, we offer a much deeper level of integration allowing you to track via Microsoft Power BI, Salesforce, Dynamics etc.
Lead Management UI - Lead Assign
Battle Cards & Lead Hints

Create simple to use battle cards that put the right information at the fingertips of your sales reps at the right time.

Battle Cards

Battle Cards

Create simple to use battle cards that put the right information at the fingertips of your sales reps at the right time.
Lead Hints & Preview

Lead Hints and Previews

Create customizable previews for your sales reps to view prior to lead acceptance. Easily turn campaign codes into human-readable strings, add additional information based on the content of a lead, simplify the acceptance process by showing exactly what reps need to see to determine if a lead is right for them.
Coalesce and De-dupe

Lead Coalescing

Our proprietary patented algorithm can interpret incoming leads to determine if 2 leads are from the same customer. If a sales agent is already working with the customer it automatically informs the sales agent and adds additional information to the existing lead. All in real-time.
Next: Convert

Convert

Automated conversion data capture from your entire partner network.

Making sure you are routing a lead to someone who is qualified and has demonstrated the ability to act in a timely manner is half the battle. But now you need to be able to track how a lead is progressing through the sales funnel.

Our conversion tracking system presents the sales rep with an intuitive, customizable interface that enables them to quickly and easily update the status of a sale. All without having to log in.

Interested in seeing what it’s like to be on the receiving end?

Take a test drive
Automated Follow-up

You set the cadence and the platform will request feedback from your sales network as the deals progress.

Automated Follow Up

Automated Follow-up

Set the cadence and the platform will request feedback from your sales network as the deals progress.

Agents can set contact status, deal stage, and products & services that the customer is interested in.

Form fields are customizable and the agent need not log in to update.

Customizable Feedback Options

Conversion tracking fields can be free-form or pre-configured to show your range of products and services. Customizing these fields makes it easy to tie exact sales items to lead generation efforts.

Customizable Forms

Customizable Feedback Options

Conversion tracking fields can be free-form or pre-configured to show your range of products and services. Customizing these fields makes it easy to tie exact sales items to lead generation efforts.
Next Touchpoint Scheduling

Sales reps can easily set next touch points dates. We will remind them to update the lead status, and you will get more accurate reporting on expected progress with the sales conversion.

Next Touchpoint Scheduling

Next Touchpoint Scheduling

Sales reps can easily set next touch points dates. We will remind them to update the lead status, and you will get more accurate reporting on expected progress with the sales conversion.
Agent/Admin Communication Channel

The sales rep interface also features a communication channel between the rep and your administrators. It acts as an easy location to ask a question, provide notes, or provide support.

Agent - Admin Channel

Agent Communication Channel

The sales rep interface also features a communication channel between the rep and your administrators. It acts as an easy location to ask a question, provide notes, or provide support.
Next: Consolidate

Consolidate

Multi-point workflow integration and advanced business intelligence.

Through a series of multi-point integrations, we provide the capability for you to capture and track data from your extended network and update records across your entire stack.

The built-in analytics gives a high-level overview of all your sales activities and is an incredibly useful tool in determining the overall health of your sales operations.
It’s critical you have the data you need across your organization.

Whether marketing automation platforms or CRM’s, Lead Assign is the binding glue and enrichment engine for your current stack.

Salesforce - Lead Assign Enterprise Integrations API
HubSpot - Lead Assign Enterprise Integrations API
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