Lead management

Capture leads across channels, campaigns in real time or upload in batches manually.

Identify, clean lead funnel by removing inactive leads and automatically match leads to accounts

Collect and build firmographics, demographic and behavioural history for both leads and accounts.

Clean lead information in real time, integrate external profile enrichment sources and store profile data

Associate the right information with the right lead and account

Eliminate incomplete, redundant, or duplicate lead information

Create multiple lead qualification and scoring processes using AI/ML driven business rules

Boost Account Based Marketing (ABM) with account and engagement scoring.

Set scores based on criteria including campaign, product type, customer segment, lead data fields, estimated customer value, opportunity value and more.

Create lead management workflows to manage and control the lead life cycle through drag and drop visual designers.

Auto routing leads through intelligent logic, including lead scoring, qualification, nurture, augmentation, and distribution processes based on criteria such as geography, estimated value and more.

Execute multiple lead management processes and workflows simultaneously in a single instance.

Implement your lead strategy across multiple channels or platforms, thus maximizing opportunities to interact with prospective customers.

Capture and nurture from basic channels including emails, websites, landing pages, microsites, social, webinar, direct and more

Take advantage of advanced channels including E-commerce, VR/AR, trade shows, events and more.

Predictively forecast revenue generation, revenue guidance and insights based on current lead volumes/quality.

Get preconfigured reports, insightful, role based, dashboards, metrics and KPIs.

Close the loop between sales and marketing with real time attribution and get prescriptive analytics like journey design, content recommendations, campaign optimization and more, driven by AI/ML models.