LeadAngel’s Lead Router helps solve your lead routing needs based on your desired business rules and organizational structure without the attendant technical complexities. It integrates cutting-edge AI-based Machine Learning business-use cases and a lead-account matching engine into a single solution, thus simplifying and standardizing the implementation of your routing rules for businesses. The Lead Router’s data normalization and standardization routine augments the data supplied with clean data to better detect the industry, company size, and geographical territory for a complete data-driven routing experience.
The LeadAngel Lead Router is made to address almost every possible lead routing scenario. From elaborate product portfolios, extremely diversified sales organization, or numerous customization requirements at data or rules levels. LeadAngel Lead Router salient features include the following:
Define sales team as per your routing requirement. You can decide to route to an individual, a queue or a team of sales people in round robin way. Lead Router periodically checks for the active status of sales people, and will generate an error notification should a routing rule become invalid due to deleted/removed sales people.
Lead router can be configured to convert a lead into contact should business desire so, usually in case of an existing open opportunity. Also, add a lead routing note on the lead records when routing for a specific cause or campaign.
Reports are designed to provide ongoing performance as well historical tracking. You can generate report by:
LeadAngel Lead Router is powered by an intelligent data standardization engine.
Lead routing is incomplete and not effective without an efficient way to match leads against existing account/company name. LeadAngel’s Lead to account fuzzy matching engine uses machine learning-based and dictionary based algorithm. Fuzziness can be configured according to your necessary requirements. An option for creating custom rules is also available, thus allowing for the honoring of some common company-specific matching rules. The following are likewise provided:
LeadAngel Lead Routing engine is a platform independent of any other existing Marketing Automation system or CRM. Natively integrated with SalesForce.com, it can also be integrated with other CRMs with the supporting API. The following integration schemes are supported: