With Lead Assign, we can enable the quick response that is critical to engaging online customers with a better service experience.
Ease of Use
Whether you call it lead assignment, routing, or distribution, getting leads to the right partners or reps makes a huge difference when it comes to increasing efficiency and maximizing revenue potential. The top lead management tools on the market utilize AI or other technologies to make this happen.
Some software even allows you to customize the rules for routing so you can base them on the unique skills and performance levels of your salespeople. Once these rules are set, the lead will automatically get assigned to the first available rep that best fits them. No need to sift through each lead before distributing; just set the criteria and let the automated process take over.
This can do wonders for ROI because it takes the guesswork out of your marketing efforts. You can easily see what works and what doesn’t and then target your efforts based on those findings.
The kind of data brings clarity to marketing strategies and helps salespeople see the value brought by the marketing team which can create better sales and marketing alignment.
Managing the sales pipeline can get messy for sales leaders, especially as more and more customers start showing interest. CRMs try to solve for this, but most of them really just hold on to your contacts and allow you to add notes. This may cause them to adopt additional marketing tools to try to fill the gaps, but that usually doesn’t do the trick either. Most businesses need something a little more, something that creates scalable and repeatable practices for their sales teams.
That’s the power of a good lead management tool.
|Feature||Lead Assign||Manual (Spreadhseets, Smartsheets, email)||CRM Vendors|
|Platform Adoption across your network.||Yes||No||Partial|
|Guaranteed Lead Acceptance.||Yes||No||Unknown|
|AI based Routing Rules||Yes||No||No|
|Real Time Lead Pursuit Data.||Yes||No||Partial|
|Understanding Partner Performance||Yes||No||Partial|
|Overall Bottom Line Impact||High||Unknown||Unknown|
The proven and patented AI technology that automates your enterprise lead workflow.
Patent covers automating, intelligent routing, and distributing marketing-based leads to sales teams and partners in real time.