Hewlett-Packard - Lead Management
Royal LePage - Lead Conversion
Northbridge Insurance - Lead Qualification
Version 2.3 includes many interface changes and performance upgrades. The following document is designed to help communicate what has changed and why.
The majority of the changes can be summarized in 3 categories; Technical Performance, Multi-Lead Management, and Performance score.
As always we are focused on making sure your partners are able to interact with your leads securely and effortlessly.
From speed optimization to expanded support for more email clients. Version 2.3 improves the overall experience and ensures you are getting the very best from the platform.
From Vue JS for the agent interface front end, improved email compatibility with outlook, and mobile-first design enhancements.
We have implemented a number of interface changes that make it much easier for salespeople to manage all their leads from one location, the most obvious of which is the new desktop lead view.
Mobile views have also been rebuilt to encourage multi-lead management while keeping the platform as easy to use as ever.
Lead Assign tracks the performance of your partners and salespeople within the platform. This gives you the ability to route leads to partners that actively engage in accepting and converting leads. New updates have made it possible for users to be able to see how they are performing and improve their score by completing tasks and providing feedback.
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Before
After
In the interest of making the agent interface more useful and connect with agents, we changed the name of “follow up” to “Conversion” as it more accurately describes the purpose. This lays the foundations as we build more tools to assist agents track and manage their incoming leads.
There have also been minor visual changes to the interface to create a simpler cleaner layout of next actions
The calendar picker does not dominate the screen as much, making it easier to interact with. This also encourages additional form interaction.
The desktop lead view has been completely reworked. Leads are now shown in a sidebar with the relevant lead “selected”. This is a major improvement that allows agents to interact with all their leads from a single view.
Simply closing the sidebar allows interaction with all other leads and results in a dramatic increase in conversion feedback capture.
Looking to optimize lead routing, bolster sales effectiveness, and improve pipeline visibility?
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