Smart Lead Management System

The Smart Lead Management System by Value-Ad is a tool designed to allocate leads to salespeople and streamline the sales process using artificial intelligence and automation. According to the vendor, this solution caters to various professions and industries including outbound telemarketing, face-to-face sales, call centers, sales and marketing, and lead generation. The system aims to enhance sales team efficiency and optimize lead management.

Key Features

Smart Lead Allocation: According to the vendor, the system utilizes historical data and predictive modeling to allocate leads to salespeople, potentially increasing conversion rates and optimizing call center operations. The system also aims to build an ideal customer profile for each agent.

Smart Lead Management System (Face-to-Face Sales): The vendor claims that this system effectively manages sales activities by assigning the right leads to the appropriate salespeople at the right time. It offers a user-friendly software-as-a-service process and is compatible with both Android and iOS platforms. The system matches leads to salespeople based on AI and various matching rules such as geography, ownership, product type, and client type. Salespeople are notified of new leads and can provide feedback on their sales activity.

Smart APIs: The vendor states that this system enables businesses to harness AI-driven lead allocation and management through its Enterprise Grade API-based components. It integrates with existing portals or applications, adding lead allocation and management capabilities. The system aims to ensure data security by maintaining separate environments for each customer and providing a secure and encrypted channel for data transfer. It also aims to simplify the deployment process and offer a robust disaster recovery strategy.

Security and Reliability: According to the vendor, the Smart Lead Management System follows security best practices to provide enterprise-grade security. It aims to guarantee the privacy of customer data by avoiding multi-tenancy or commingling. Data encryption is implemented both at rest and in transit. The system incorporates physical and logical access controls to protect data and offers a highly available environment setup across multiple availability zones. It aims to enhance security through advanced ingress and egress policies, firewalls, and proxies. Event logging and monitoring are in place for improved security. The system follows strong password policies, multi-factor authentication, and user-specific access management. It is hosted on a reliable and secure cloud infrastructure, preferably Amazon Web Services (AWS).