Lead Assign

Lead Assign is an AI-powered lead management platform designed to optimize the process of routing and assigning leads. According to the vendor, it caters to businesses of all sizes, from small enterprises to large corporations. Sales and business development professionals, marketers, real estate agents, insurance providers, and manufacturers can utilize Lead Assign to automate lead distribution, track lead performance, and enhance revenue operations.

Key Features

AI-DRIVEN LEAD MANAGEMENT: Lead Assign employs advanced customizable business rules to score and route leads to sales agents, partners, or networks. According to the vendor, it automates the routing and assignment of inbound leads, resulting in time savings and efficient lead distribution. The platform offers real-time data on programs, partners, and leads, empowering users to track performance across their network and make data-driven decisions to enhance revenue operations.

LOGIN-LESS ROUTING & FEEDBACK CAPTURE: Lead Assign offers a login-less lead delivery and feedback capture system via SMS or email, ensuring complete adoption by the sales network. According to the vendor, the seamless lead distribution via email or SMS streamlines onboarding and go-to-market strategies for the sales network. The platform enables users to capture feedback from lead owners, providing valuable insights into the sales funnel and improving lead management.

PATENTED LEAD ROUTING ENGINE: Lead Assign's patented lead routing engine processes incoming leads and extracts relevant information based on customizable rules and metadata. According to the vendor, it leverages a combination of business rules, performance analysis, and historical activity to identify the most suitable sales representative or partner to receive the lead. The platform allows users to enrich lead payloads by querying internal and external data sources, providing salespeople with deeper insights and additional sales support materials.

EASILY INTEGRATES WITH OTHER PLATFORMS: Lead Assign seamlessly integrates with various platforms, including CRM, PRM, and other software systems, streamlining lead management processes. According to the vendor, the platform offers easy integration with popular platforms like Salesforce, HubSpot, and Microsoft Dynamics, allowing for the consolidation of demand generation sources, channel partners, and real-time pipeline updates in a single platform.

TRACK CONVERSION PROGRESS: Lead Assign provides real-time tracking of lead progress, enabling users to monitor the progress of individual leads, agents, and campaigns. According to the vendor, users can observe real-time conversion rates of campaign sources, empowering them to make data-driven decisions and improve lead conversion. The platform offers a comprehensive dashboard that provides real-time visibility across the sales network, allowing users to track and measure the status of every lead and partner.