Lead Management

Increase Lead Conversion Rates

Managing leads effectively and optimizing lead flow across sales partners is critical to achieving success. With Salesforce you can route qualified leads to the right partner and track the status of every lead. Partners get instant access to the latest prospects, and leads are never dropped or lost.

Online Lead Distribution

Easily distribute leads to partners, defining rules for routing and handling leads, so each lead gets to the right type of partner.

Integrated Lead Management

Take leads from Salesforce SFA, and automatically route them to the right partners in Salesforce PRM. Automatically capture leads from a Web site, or import them into Salesforce.

Security Controls

Allow partners to access leads only in their own territories and to manually share specific leads with other users. Manage secure channel partner lead assignment.


Lead Acceptance

Partners accept leads to enable tracking and accountability, so you always know lead status.

Lead Tracking

Monitor leads end to end–from creation to conversion–with capabilities that include automatic date/time stamping, campaign or lead source tracking, lead status changes, and lead activity management.

Lead Conversion

Let partners convert qualified leads to sales opportunities with a single click. Notify partners when leads are assigned to them.