Companies who take in and assign leads to their clients are looking for an easier way to manage all of their information. They will often see leads who have work that is available for multiple clients, and have to manually figure out which one accepts the lead, before assigning it to them. Collecting lead information efficiently, assessing vendor partner availability, and assigning leads to appropriate partners are the main challenges that can be resolved with a digital solution. This system makes use of personalized communication automation, to notify a large number of qualifying vendors at once.
SimplyCast presents the Third-Party Lead Management use case, designed to help connect leads with the right partners without the hassle of manually sorting information. As soon as a lead submits the job they need, the solution will start working to connect them with the right third-party vendors and partners. This solution makes use of digital forms, the ability to notify appropriate vendors and determine availability, and different options for assigning leads.
How This Solution Can Help You
Marketing companies have many opportunities when it comes to how they manage their new leads. By implementing a digital solution, they are streamlining the connection process and ensuring that the appropriate partners are assigned to a lead. There are many perks of using the Third-Party Lead Management solution, but here are a few key benefits that we identified.
Allows For Easy Lead Submission
When a lead has a job that needs to be done, all it takes is a short online form to be filled out. Once they have submitted the details of their job, a notification will be sent out to relevant vendors and the search process will be initiated. This process is simple, efficient, and gives the optimal outcome for everyone involved.
Notifies the Appropriate Vendors
To ensure that only the correct partners are contacted, the system can sort submissions by region. This way, the right vendors are made aware of the lead, and you aren’t contacting anyone who doesn’t qualify for the job. This saves time on both ends, and makes sure someone who can provide the service is contacted in a timely manner.
Assesses Partner Availability
Partners in the correct area for the service will be sent a notification explaining the details of the job and can then indicate whether or not they want to accept. If they don’t give a response, a reminder message can be sent to one of the available partners. This step helps to filter out any uninterested or unavailable partners, to ensure the right one is found quickly.
That’s the core of what it takes to create a Third-Party Lead Management system, and it’s only scratching the surface of what is possible when it comes to using digital technology to improve marketing automation.
The SimplyCast platform is a no-code platform that allows anyone to build and edit their solution. As a result, this solution is fully customizable, it can be tweaked or altered to meet the exact needs of every institution.
Don’t worry about scalability and security! SimplyCast is an ISO 27001:2013-certified company with data centers in the USA and Canada. This means we can assure you that your confidential data is safe on our secure server and the messages you transmit are completely encrypted. Our platform has the capacity to send 100,000+ messages every hour and allows 10,000+ concurrent sessions. We can also acquire additional gateways and servers if you need them.
Most importantly, we have a 99.5% minimum uptime. With our solution, you can have peace of mind.
Don’t wait! Our experts are ready to give you a one-on-one demo to explain how this solution works.
Simply request a demo by clicking the button below and let us show you how our solution can help you manage your Third-Party leads more efficiently.