REPORTING
Experience the power of Informed decisions
You can’t measure what you can’t manage. With LeadAngel your lead funnel is tight and organized—allowing crystal-clear insight into your sales prospects. Elevate your lead management game with actionable data and turn every lead into a success story.
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Trusted by industry leaders:
The Essentials of High-Quality Reporting
Get cleaner data, sharper insights, and reporting that drives action. Improve data quality, gain a clearer understanding of your pipeline, and make informed decisions that support business growth.
Clean
No more duplicate or misleading data to distort your reporting
Accurate
Understand your sales funnel with previously unattainable precision
Actionable
Confidently manage deal flow, eliminate sales bottlenecks, and reward top performers
Improve Your Reporting
Filtered, matched, and de-duped leads produce accurate metrics and generate valuable insight into new leads, salesperson performance, lead pipeline value, sales attribution, and more.
- Track new account growth month-over-month
- Identify and route promising new account leads to most appropriate salesperson
- Measure impact of New vs Re-Engagement campaign efforts
- Track sales pipeline by account
- Separate greenfield leads from those that already have a CRM account
- Group leads by partners, existing customers and fresh leads
- Identify duplicate accounts in CRM using account name matching algorithm
- Create or modify "always match" and "never match" rules based on duplicate report
- Clean up duplicate accounts manually to improve lead routing and reduce sales conflicts
- Ensure sales reps are treated fairly and given adequate number of leads
- Optimize lead response time by managing sales load
- Reward high performers with additional leads
LeadAngel is a cloud service that is built on a SOC-2 compliant infrastructure with 2FA authentication. Your leads are 100% secure in the LeadAngel system.
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Read Our Blogs
TL: DR LeadAngel and Openprise both clean messy CRM data and touch on lead-to-account matching, routing, and deduplication. But their
TL;DR Salesforce lead response time can slow down when lead routing, account matching, Apex jobs, Flows, and other automation compete
Key Takeaways • What is a lead management system? A lead management system (LMS) is a software tool that manages
Lost leads again? Ever feel like your CRM could do more than it does? Do you lose your best opportunities
Key Takeaways • What is lead to account matching? Lead-to-account matching is the process of connecting or matching an incoming
Key Takeaways • Lead routing is important for sales efficiency because it determines when a prospect reaches the best-fit sales
frequently asked questions
A Net New Logo report shows how many brand-new customer accounts you bring into your business. It helps track growth and see which sales and marketing efforts are bringing in business. A Net New Logo report is really about understanding how many new customers you're getting.
Depending on the matching conditions, all the accounts which can be potentially grouped and deduped are shown in the duplicate account report.
On the Spot report is a very transactional report, showing the accept/reject action taken by sales reps. The Lead Routing report shows the lead distribution within the organization.
Yes, you can create custom reports for certain conditions. Please work with support to get this feature enabled.
Yes, it is. LeadAngel has security measures. It is built on a SOC 2-compliant infrastructure and supports two-factor authentication to secure your data.
Clean CRM data is essential because it makes reporting reliable. You can trust your reports when your CRM data is clean. This helps you make decisions based on the reports. Clean CRM data means you have duplicate-free data.
Do you have more questions?
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