Partner Lead Management module
Centralized Lead Management
Manage all prospective leads in one place, whether they are manually entered, synced from a CRM, or bulk uploaded.
- Manually create, edit, or delete prospect records from the centralized list.
- Import a list of prospects in bulk using a pre-formatted Excel sheet.
- Automatically receive system notifications when a record is assigned to you or a group.
Increases sales team efficiency by providing a single, comprehensive platform for managing all lead-related activities.
Automated Lead Distribution
Use “shark tank” or “round robin” schemes to automatically distribute leads to the right partners or groups based on predefined criteria.
- Define lead distribution rules based on country, state, and lead source attributes.
- Set a time frame for lead follow-up with automated system notifications for non-activity.
- Automatically pull back and reassign leads that are not being worked on.
Speeds up lead response times and ensures leads are always routed to the most relevant partners, maximizing conversion potential.
Seamless Opportunity & Deal Management
Transition prospects to opportunities and deals with an automated review and approval mechanism, and integrate with your existing CRM.
- Create a new opportunity directly from a prospect or contact record.
- Set up an automated review and approval workflow for all submitted opportunities and deals.
- Push submitted opportunities and deals to your internal CRM system via configured connectors.
Accelerates the sales pipeline by providing a clear, structured path from lead to closed deal.
Parent-Child Account Visibility
Maintain hierarchical relationships between partner accounts, allowing parent accounts to view and manage records of their associated child accounts.
- Configure hierarchical visibility for sales prospects, contracts, and opportunities.
- A user associated with a master account can view records from child accounts similarly.
- A user associated with a child account can only view their own records.
Promotes seamless data flow and collaboration across an organization’s partner network, enhancing overall visibility and control.
Flexible Bulk Data Operations
Efficiently manage large volumes of data with bulk import and update capabilities for prospects, contacts, and other records.
- Bulk import prospect records and their details using a pre-formatted Excel sheet.
- Download a sample data file to ensure your import file uses the correct format and fields.
- Use bulk updates to apply the same value simultaneously to specific fields for multiple records, saving time and effort.
Reduces manual data entry and maintenance, improving data quality and operational efficiency.
Comprehensive Lead Tracking and Scoring
Track the entire journey of a lead from generation to close with robust scoring, aging, and campaign history features.
- View a lead’s age to help prioritize follow-up activities.
- Automatically generate lead scores based on a prospect’s campaign engagement, such as opening or clicking emails.
- View a complete history of all campaigns marketed to a prospect and their engagement status.
It enables your and your partners’ marketing and sales teams to segment and prioritize prospects based on their engagement level, optimizing outreach strategies.
