Third Party Lead Management- How the Automated Solution Works

Third Party Lead Management- How the Automated Solution Works

Marketing communicationAutomationEngagementAutomated solutionLead management

Marketing companies often manage leads for a variety of vendor partners, and struggle to manually handle all of the details. Determining which clients are available to take work and assigning them to the lead can be made much simpler with an automated solution. It can be slow and inefficient to do this manually, which is why SimplyCast created the Digital Third-Party Lead Management solution. This combination of automated tools was designed to help companies collect lead information and assign them to the relevant partner.

This solution makes use of personalized communication automation to notify several vendors at once, as opposed to staff members individually reaching out. Automation can eliminate some of the challenges that these companies face, such as collecting lead information efficiently, assessing vendor partner availability, and assigning leads to appropriate partners. This solution makes use of a set of digital tools, all created to help companies connect leads with the right vendors, without adding any additional work to staff member’s days. Digital form technology, the ability to notify specific vendors, and multiple options for assigning leads are some examples of how the solution can help. 

How to Use the Automated Solution 

Marketing companies have many opportunities when it comes to how they manage their new leads, and our automated solution introduces a simpler method of doing so. The system helps organize how companies take in leads, and assign them, by automatically assessing who is available and right for the position. By reducing the manual work, this process becomes much quicker and more efficient, leaving the staff time to complete other important tasks. We have identified three key steps in the solution and have outlined them for you in this blog. 

Step 1- Intake Form 

The first step in this process is creating an online form that can either be hosted within a website or be made available through other methods such as QR codes. This form will allow leads to fill out all their information and specify exactly what they are looking for. These forms are also completely customizable to fit any company’s exact needs. 

Step 2- Regional Sorting 

Marketing companies often take in leads from all over the world, and it can be challenging to keep track of all the required information. To make this simpler, leads can be automatically sorted by region, allowing the right partners to be made aware of the lead, and avoiding sending the lead’s information to partners who wouldn’t be right for the position. 

Step 3- Assess Availability 

Any partners that are in the related region for the job can be sent a notification detailing the position and are then able to indicate whether they can accept. If a partner doesn’t respond, a reminder message can also be sent ahead of the lead being assigned to one of the available partners. 


Why SimplyCast? 

That’s all it takes to create an effective third-party lead management solution and it’s only scratching the surface of what is possible when it comes to using digital technology to improve how companies connect leads and vendors. 

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. Let them know you’re looking at UC000059, Third-Party Lead Management, when your demo begins. 

Simply request a demo by clicking the button below and let us show you how our solution can help you manage leads more efficiently


Blog Share Section

Previous and Next Blogs

Related Blogs


Let us answer them!
CTA Image for Questions