Fair and consistent lead distribution to your partners
Easy lead assignment
Leads can be either assigned on the platform or fed from your CRM. Factors including geography, industry, expertise, lead source, and performance can be used to distribute leads according to business rules.
Optimize partner engagement
By automating the lead distribution process, you can optimize partner engagement and productivity. Partners can focus on nurturing and converting leads, generating business opportunities for them and for you.
Enhance partner visibility
Partners have a clear view of the leads assigned to them within their pipeline view, empowering them to prioritize and manage their opportunities effectively.
Seamless lead conversion and tracking
Partners can receive and process leads within the platform with both sides having visibility into lead progression. This enables effective co-sell activities with both parties working to progress the opportunity.
Seamless CRM integration
Our integration with Salesforce, HubSpot, or SugarCRM ensures data consistency and accuracy, eliminating the need for manual lead assignment and reducing the risk of errors.
Efficiency and collaboration
Automating lead distribution fosters efficiency and collaboration between your organization and partners, creating a streamlined and productive lead management process.
Automated partner journey notifications
Leverage partner journey automation to receive notifications based on partner actions or inactions within the portal. Stay informed if a partner hasn't updated a deal within a specified period, allowing for timely intervention and updates.