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Lead Assignment Automation

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Lead Assignment Automation
Lead Assignment Automation
Lead Assignment Automation
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The client is a financial consulting service company that collects, qualifies, and delegates leads. Previously, lead documentation was performed manually, and their use of Salesforce was limited only to recording leads. They needed a dynamic lead automation solution that would keep their information organized in a central location with automated task functionality.

AllianceTek enhanced the client's existing Salesforce system by developing an automated lead assignment feature. This Salesforce automation enabled the client to easily manage and assign leads by tracking their locations and assigning them to the appropriate expert. AllianceTek built various features into the system, including lead calculation, automated emails and alerts, and an automated calling service.

AllianceTek created custom page layouts that improved the look and feel of the site, made navigation easier, and enhanced its usability. As a result, the client is now able to customize reports in tabular and matrix formats, which can be shared and saved within the system, along with automatically recording activity histories. AllianceTek’s integrated solution provided automated processes that saved time and enabled them to stay up to date on leads and vital information.

AllianceTek also provided the client with the following capabilities:

  • Collect inquiries from their website, which are saved as Advisors and Leads in the Salesforce protection environment.
  • Send emails to Advisors and Leads, as needed, and send emails when a task is created and a field updated.
  • Custom page layout views for better look and feel.
  • Create custom reports in tabular and matrix formats.
  • Integrated API for third party automated calling services.

AllianceTek was the major difference in our project getting completed and our company growing into the automated system it is today. The level of service you receive starts right from the owner himself down through his levels of staff and implementation specialists regardless of their location worldwide. AllianceTek has become our technology and implementation partner and we highly recommend their service to any company small or large who is looking for timely, active and effective implementations. Thank you AllianceTek.

- Mark Johnston (CEO)
Annuities HQ
Toronto, ON Canada

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