Blog

How to Manage Third-Party Leads

Industries
Industry Solutions using Marketing Automation

Tools
Contact Relationship Management Software | Manage and Store Data, Form Builder Software | Drag-and-Drop Web Form Creator

2 min read

Third-Party Lead Management

Marketing companies have an opportunity to improve their communication with partners and other leads, resulting in a more manageable system for contacting several vendors at once. By utilizing a simple process for collecting lead information, assessing vendor partner availability, and assigning leads to the appropriate partners, companies can avoid the inconvenience of handling these tasks manually.

A digital solution can make this a much smoother process, by automatically determining which clients are available to take work and assigning them to the correct partner.

SimplyCast presents the Third-Party Lead Management Solution, a complete solution that utilizes communication automation to simplify the contact between companies and leads.

The solution makes use of engagement technology to improve lead management for third-party vendors from the moment a lead submits the job request.

Creating a Third-Party Lead Management Solution

SimplyCast predicted the demand for marketing agencies and other companies to create an easy-to-use method for managing new leads. This is accomplished by connecting only the right partners with the new lead opportunities, while avoiding contacting those who are not able to complete the job.

When it comes to ways a digital solution can help make the lead management and communication process more effective, we identified four key opportunities.

Step 1 – Intake Form

Firstly, creating a fully customizable online form allows for leads to submit any information regarding the job they need completed. These forms can be hosted within a website, or by other means such as a QR code.

Step 2 – Regional Sorting

Since leads are often taken on from several different regions, it is important to keep track of this information to ensure the correct partners are made aware. Leads can be automatically sorted into the appropriate regions allowing the right partners to provide the service.

Step 3 – Availability Assessment

Notifications can be sent to the appropriate partners in each region containing details of the job. They are then able to respond, indicating whether they will be accepting the job or not.

Step 4 – Assign Leads

Marketing agencies are able to review the responses to the notification and conclude the most appropriate partner to complete the job. They can then assign the partner the position and initiate any follow-up steps required. The assignment process is entirely customizable, allowing for methods such as a first come, first-serve basis or a manual review.

 

Why SimplyCast?

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 the lead assignment process.

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. 

Interested?

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 assign partners to the appropriate leads more efficiently.

 

Keywords:

lead generation

management

engagement

automation

Share

with your friends
and colleagues

placeholder logo

Questions?

or call us at
1-866-323-6572