Capture and Deduplicate Leads
Seamlessly capture and automatically de-dupe and distribute inquiries coming from a variety of sources, including website lead forms, marketing automation systems, and 100+ lead providers.
Intelligently Distribute Leads
Take advantage of an unparalleled ensemble of push, pull, and hybrid lead distribution options that drive fast response, max conversion, and optimal performance.
PUSH DISTRIBUTION assigns leads to a specific set of reps based on detailed criteria
PULL DISTRIBUTION allows you to leverage a pool of leads reps can pull and work when lead flow diminishes
HYBRID DISTRIBUTION creates competition to call hot, time-sensitive leads quickly by pushing leads to multiple reps, the first to pull it wins the lead
Guide Your Selling Process
Establish an optimal selling process for your team that ensures their daily sales interactions are controlled, seamlessly monitored, and measured to drive more deals into the pipeline.
DEPLOY a best practice contact strategy
CREATE pre-defined sales cycle actions
CONSTRUCT prioritized sales activity settings
TRIGGER automated email and text messages
Continuously Prioritize Activities
Ensure the highest value sales activities are always worked first, removing the guesswork for sales.
PRIORITY VIEW ensures reps stay focused on the most important sales activity with a single, centralized list of high-priority sales activities
TAKE ACTION allows reps to easily select the outcome of an interaction, i.e. called left message, this updates the status and triggers additional workflow
Automate Routine Communications
Free up your sales team to focus on selling by automating routine communication.
TRIGGER automatically sends email and text messages at the ideal times in the sales journey
TRACKING analyzes every email open or bounce to determine how engaged your prospects are
TEMPLATES offer best practice sales cycle messaging to leverage as a starting point that can be customized to your unique needs
Gain Actionable Sales Insights
Quickly isolate opportunities for process improvements that can be deployed across the team.
REPORTS analyze every historical performance on marketing and sales activities
DASHBOARDS pinpoint areas for immediate attention within your sales team