Managing leads efficiently is essential to boost sales performance and close more deals. Many organizations rely on CRM platforms like Salesforce, HubSpot, and Microsoft Dynamics 365 to capture and track leads, but these platforms often fall short in advanced lead management capabilities. To truly streamline the lead management process, a powerful tool like LeadAngel is necessary.
Standard CRMs often lack essential features that LeadAngel provides:
- Real-time Lead to Account Matching: Many CRMs do not match leads to accounts automatically, making it difficult to provide context to sales reps. LeadAngel seamlessly connects leads with existing accounts, ensuring accurate lead assignments.
- Flexible & Advanced Lead Routing: Basic CRMs typically offer limited routing options. LeadAngel supports advanced, customizable routing to match your sales team structure and needs.
- Automatic Data Cleanup: CRMs can accumulate duplicates and outdated information over time. LeadAngel includes automatic data cleansing features to keep your lead data accurate and reliable.
- Advanced Calendar Appointment Scheduling: While standard CRMs offer basic scheduling, LeadAngel integrates advanced scheduling options, allowing smooth coordination for sales appointments.
- Account-Based Marketing Capabilities: CRMs may support account-based strategies only in limited ways. LeadAngel optimizes account-based marketing efforts by enabling precise targeting and streamlined lead handling.
- Unattended Operations: Once set up, LeadAngel’s routing and matching functions run unattended, letting your sales team focus on selling rather than lead management.
How LeadAngel Fits into Your CRM Workflow
The image below illustrates how LeadAngel integrates with CRM systems like Salesforce, enabling real-time salesforce lead routing triggered by flow builders. While CRMs may flag leads for routing through manual updates, web forms, or lead qualification stages, LeadAngel takes it further by matching leads to accounts, routing them to the right representatives, and sending notifications through platforms like Twilio, Slack, and email.
Lead Capture in CRM
Leads can enter your CRM from various sources, including:
- Manual Flagging for Routing: Your sales or marketing teams might flag certain leads for specific follow-up or routing based on criteria like lead score, geographic location, or engagement history.
- Marketing Qualified Leads (MQLs): MQLs are leads that meet predefined criteria (e.g., engagement, budget, or interest) that indicate they are ready for outreach. These leads are prime candidates for immediate action and need to be routed quickly.
- Web Forms: Many potential customers interact with businesses via online forms, submitting inquiries or signing up for newsletters, events, or product trials.
- Manual Updates: Sometimes, sales or marketing teams manually update lead details or create new lead entries from offline sources, events, or third-party databases.
No matter which CRM you use—Salesforce, HubSpot, or Dynamics 365—these leads need to get to the right sales reps quickly. That’s where LeadAngel steps in!
LeadAngel’s Key Features
Across all supported CRMs, LeadAngel offers core functionalities that elevate your lead management process:
Lead-to-Account Matching: LeadAngel scans your CRM to find if a new lead matches an existing account. If there’s a match, the lead is automatically routed to the right owner or team. This ensures that no lead gets lost in the shuffle and that existing customer relationships are maintained.
Smart Routing and Task Creation: LeadAngel provides various lead distribution options to ensure leads are assigned to the most suitable sales reps. Based on your unique criteria—such as account ownership, sales rep lookup, or team assignment—LeadAngel can route leads accurately and efficiently. These options include assigning leads to account owners, sales teams like weighted and round robin, or using custom lookup fields to match the right rep. This flexibility helps your sales team stay organized and responsive, driving higher conversion rates and more streamlined lead management.
Real-time Notifications: With LeadAngel, sales reps get notified instantly via tools like Slack, Twilio, or email. This keeps response times fast and gives your sales teams the edge they need to close deals.
CRM Updates
Once a lead is routed, LeadAngel automatically updates the lead owner information in your CRM, whether it’s Salesforce, HubSpot, or Dynamics 365. This keeps your CRM data clean and ensures that every lead is tracked from acquisition to closure.
Benefits of Using LeadAngel with Multiple CRMs
What makes LeadAngel truly powerful is its universal integration capabilities. It doesn’t matter which CRM your business uses—this smart lead routing solution fits right in and optimizes your existing workflow.
Here’s why it’s a game changer:
Universal Integration: LeadAngel integrates smoothly with multiple CRMs, including Salesforce, HubSpot, and Microsoft Dynamics 365. This makes it an ideal solution for businesses that rely on different platforms for various teams or regions.
Automated Lead Distribution: The lead routing process is automated, eliminating the need for manual routing. Real-time lead matching and routing allow your teams to focus more on nurturing leads and closing deals rather than managing administrative tasks.
Faster Lead Response Times: With instant notifications via Slack, Twilio, or email, sales teams are immediately alerted to new lead assignments, which significantly reduces response times. Quicker responses lead to higher conversion rates and more closed deals.
Customizable Routing Rules: LeadAngel gives businesses the flexibility to set their own routing rules based on unique needs. Whether your rules involve geographical territories, lead scores, or product interests, LeadAngel accommodates them all.
Data Integrity in CRM:
By automating updates, LeadAngel ensures that your CRM remains accurate and up to date. Lead ownership, task assignments, and follow-up actions are all recorded in real time, preventing any loss of crucial lead information.
Real-world Example: Salesforce Integration
Let’s take a closer look at how LeadAngel integrates with Salesforce:
- Leads can enter into Salesforce from various sources, such as manual updates or web forms.
- Salesforce’s Flow Builder triggers the lead routing in real-time.
- Now, LeadAngel matches the lead to an existing account, routes it to the right rep, and sends notifications via Slack, Twilio, or email.
- Your CRM data gets updated with the new lead owner information, ensuring accurate tracking.
- This same workflow can be applied to other CRM platforms like HubSpot and Dynamics 365, making LeadAngel a flexible solution for any business.
Conclusion
LeadAngel’s ability to integrate with multiple CRMs, including Salesforce, HubSpot, and Microsoft Dynamics 365, offers businesses a comprehensive solution for managing their lead routing processes efficiently. Whether you’re dealing with manual lead entries or web forms, LeadAngel ensures every lead is accurately matched, routed, and followed up on in a timely manner. This gives your sales team the edge they need to close more deals.
If you’re searching for a solution that seamlessly fits into your existing CRM setup, LeadAngel combines automation, flexibility, and real-time notifications to elevate your lead management game.
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In addition to exploring the platform, we recommend visiting our LeadAngel Help Center for in-depth guidance. Our dedicated customer support team is also available to answer any questions you may have at sales@leadangel.com.
