Instant Lead Assignment
Distribute Leads Instantly To Speed Up Your Sales Process
Delays in assigning leads can slow down your sales process, causing missed opportunities. Our CRM ensures that leads are automatically captured and assigned to the right salesperson instantly, allowing your team to act fast while the client’s interest is still at its peak. With Instant Lead Assignment, leads are routed to the sales team in real time based on predefined rules that you can set. Say goodbye to manual distribution and ensure every lead is handled promptly by the sales team.
What Leaf CRM can do for you?
Assign leads instantly to sales reps for quicker responses.
Eliminate manual distribution and save valuable time.
Ensure every lead is tracked and followed up promptly.
Maximise Your Sales Potential
Reduce the time it takes to assign leads so that your sales team can handle more leads effectively and drive higher sales performance and enhance customer satisfaction.
Assign Leads Instantly to the Salesperson
Slow lead distribution can cost you great sales opportunities. With every automatic lead assignment, every lead is directed to the most suitable salesperson in real time. By ensuring leads are assigned quickly and accurately, your team can respond promptly while interest is still high, and increase conversion rate.
Balance Workloads While Rewarding Top Performers
Distributing leads unevenly can overwhelm some team members while leaving others underutilised. Our system lets you to set predefined rules for each campaign to assign leads based on sales performance, product expertise, and salesperson availability. At the same time, your top-performing salespeople can receive additional leads as a reward for their performance and maximise their potential.
Eliminate Errors With Automated Lead Assignment
Manually assigning leads can be super slow and increase the risk of making mistakes, leading to delays and missed opportunities. Leaf CRM automates the entire distribution process to ensure every lead is assigned quickly and accurately without the intervention of human errors. The automation process also frees up time for teams to focus on the marketing campaign strategy while empowering the sales team to engage with leads faster.
Assign Leads With Rules To Your Sales Team
Optimize your sales process by assigning leads based on predefined rules. Automatically distribute leads to allow your top-performing salespeople to receive more leads, maximizing their potential while maintaining balance within the team
Define Distribution Rules:
Establish criteria for lead distribution, such as assigning two leads per cycle to top-performing salespeople and assigning one lead per cycle to other sales team members.
Automate Assignment:
Set up the system to automatically distribute leads based on the predefined rules to ensure the system cycles through the rules consistently, assigning leads accordingly.
Monitor and Adjust:
Regularly review the performance of the distribution rules and adjust the criteria as needed to optimize lead management and ensure fair distribution.