Align Your Sales and Marketing Teams

Align your sales and marketing teams by using the same metric to measure success. Optify allows you to create custom lead scoring rules to fit the unique needs of your business. Allocate higher scores to your most important prospect companies. Identify prospects that have spent a lot of time researching your offerings, assign different scores based on source, referral type, industry, location and other metrics you need to prioritize you sales efforts.

Prioritize Your Sales Efforts

With Optify’s custom lead scoring feature, you’ll be able to assign the right lead to the right person, but also prioritize the leads based on the criteria that's important to your business. Is a certain page on your website an indication to a lead readiness to buy? Set your lead score to reflect that, and your sales team will know when to call the lead. The Optify in Salesforce application also ranks the most active leads and breaks them into categories so sales teams can prioritize efforts and assign to appropriate team members for follow-up. Default reports and dashboard make it easier to communicate within your sales team, and manage your efforts without having to train team members on a new system.

Close More Deals – Know When to Call in Real Time

With Optify’s Lead Alerts, each of your sales persons can set up a unique alert that will let him know when a lead is ready to close the deal by email or on our dashboard. You can set up alerts based on score, real time website behavior or any Optify insight you consider to be an indication of a lead's readiness to talk. With this insight already in Salesforce, your sales team will know what to say and how to close the deal.

Full Integration With Salesforce

Optify can be fully integrated with Salesforce to allow you easy, seamless access to Optify data and insight. With the Optify insight in Salesforce, you’ll be able to track your leads' behavior and know when they are ready to close the deal.