Automate lead qualification and assignment by identifying needs and initiatives, gathering relevant information and automating 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.
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Automatically Score & Qualifiy - Automatically qualify, score and rate leads based on information provided by the prospect such as demographic information or BANT information.
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Lead Assignment -Leads can be assigned by geography, product interest, campaign, etc - in fact any information stored in the database.
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Improve Lead Quality - Improve the quality of leads provided to sales by ensuring that only those leads meeting the defined qualification and score criteria are distributed to sales.
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Lead Notification - Leads are automatically distributed to sales reps based on territory logic and assigned to the rep's followup list. Sales reps receive an automated notification via e-mail.
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Relevant Information - Sales rep's have access to all of the information associated with the lead including contact, lead, campaign and interaction information.