Qualification, Assignment & Distribution

Identify needs and initiatives, gather relevant information and automate determination of the lead value & stage in the buying cycle. Answers to questions and/or combinations of questions can be used to automatically score and rate leads where appropriate.

• Automatically qualify leads based on information provided, such as budget, timeframe, etc.
• Leads can be assigned by geography, product interest, campaign, etc - in fact any information stored in the database.
• Qualify, score and rate leads based on information provided by the prospect.
• Set up lead queues and lead assignment rules to automatically route leads to the right sales organization or rep based on customized business rules.
• Leads are automatically distributed and recipients notified via e-mail.

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