LEAD™
Lead™ is a CRM/ERP hybrid platform designed for call center operations that need to quickly triage incoming leads from paid search campaigns. The software is designed to be Lead-centric, meaning any and all interaction, whether human-to-human, machine-to-machine or machine-to-human are registered within Lead to ensure any and all quoting, purchasing, communication, and tracking is logged in one place.
Lead Software Components —
Automated lead assignment —
Leads are assigned to Team Members based on the company's office schedule and time of day. LEAD™ will only assign Leads to Team Members that are actively logged in. The assignment pattern's default setting is round robin but can be altered to other assignment methods or even set to allow the assigned team manager to manually assign Leads.
Lead follow up —
LEAD™ provides for the ability to quickly set follow-up dates to ensure warm/hot leads don't slip through the cracks. Not every lead turns into an immediate sale, so having the ability to set a follow-up day allows Team Members to continually focus on closing sales. LEAD™ includes a Follow-up Bot that automatically emails a customer with friendly reminders customized to originate from the assigned Team Member. These automated bot-driven reminders are created to help push potential buyers to a decision point without taxing call center Team Members.
business intelligence —
LEAD™ provides the ability to log key events at any stage through the life cycle of a lead. These data points are then organized and presented in customizable dashboards, which are used for general KPI management. Additionally, they can further automate any customer interaction or can be fed into Machine Learning Models to provide deep insights, ultimately driving better targeting and sales.
Automated lead assignment —
Full bi-directional internal and external messaging via email, static note and SMS text messaging is supported - including attachments. Additionally, Team Members have the capability to voice call customers directly from LEAD™.
Team member permissioning —
Full-featured task authorization capabilities ensure only needed functionality is provided to Team Members based on their roles and responsibilities.
automated customer engagement —
LEAD™ provides several auto-engagement features designed to automate repetitive customer interactions. These automated engagements were built based on repetitive and predictable customer behavior. These can easily be modified, or new modules can be created based on newly revealed or changing consumer behavior.