Predictive Dialers, CRM and Marketing Automation
Leads360 is integrated with thousands of solutions including predictive dialers, pricing engines, marketing automation, crm and lead scoring
Integrated Services
In many ways Leads360 acts as a "hub" to mesh our clients many technology solutions together so that sales and business processes can be made more efficient. For this reason, we have invested heavily in our integration capabilities. Clients benefit because of the many integrated solutions and 3rd party connections we have made.
In addition to custom developing integrations as our clients need them; we have developed some powerful tools to make integrating much faster and very cost effective.
XML Poster - This tool enables clients to post lead data, custom fields and lead attributes to 3rd party solutions in the form of XML or HTTP encoded data. In simple terms, if your system can receive data, we can integrate. Clients can leverage Leads360's powerful rules engine to set trigger points for posts which allows data to be sent intelligently based on custom business logic.
Here are some examples that show the power of our XML Poster:
A client wants to post selected lead data, on leads in a particular campaign, that have been in the system for more than 5 days, for which no contacts have been made. To accomplish this, the client would create a filter set (just as you would in email drip, distribution or custom report) and when the system finds leads that met these criteria; it would automatically post the data.
- Use Case #1 - Post leads to a predictive dialer like Five9. Trigger a post using a status change or action for leads that you want to send to a dialer. Make a batch report of old leads and send them to a dialer to create new opportunities.
- Use Case #2 - Automatically post new leads with no contact in 5 days to marketing automation software like SoftVu.
- Use Case #3 - Create a custom report with all converted leads for the month and post them to SparkRoom or other analytics companies.
- Use Case #4 - Submit lead information to a pricing engine like NYLX to re-quote after more information about the consumer has been collected.
- Use Case #5 - Post returned leads to lead providers by taking an action or changing a status, or using a batch process (Enterprise clients only).
Web Service - The web service can be leveraged by clients and partners to create sophisticated integrations in a bi-directional capacity. Use of the web service does require some programming, but is relatively easy to read/write/edit/delete leads data, system fields and log information. Please contact your sales executive or our professional services group for more information.
Dialers (Predictive/Progressive/Click-to-Dial)top of page
Leads360 offers built-in click-to-dial capabilities and has integrated with numerous predictive and progressive dialers. Dialers can be a very effective tool for rapidly calling large volume of leads. Click here for more information on our built-in LeadDialer solution.
Pricing and Instant Offerstop of page
Leads360 is integrated with numerous pricing engines and instant offer solutions for Mortgage, Insurance and Debt industries.
Current Integrations: Optimal Blue, NYLX, Mortech, LoanSifter, QuoteBurst
Loan Origination Systemstop of page
Leads360 has developed bi-directional integrations with several loan origination software solutions and can easily integrate with most applications using the Fannie Mae file format.
Current Integrations: Calyx Point, Encompass, PCLender, OpenClose, Empower
PDF Generationtop of page
Leads360 offers integrated PDF creation that can merge lead information into PDF templates automatically. PDF's can be emailed or attached to leads for storage.
Live Transferstop of page
Leads360 is compatible with a variety of live transfer providers as well as Hot Transfers from DoublePositive. Integrating Leads360 with live transfer solutions is an effective ways to contact new leads faster or call cold or neglected leads.
Current Integrations: DoublePositive, LeadQual
DNC Scrubbingtop of page
Leads360 has built-in DNC scrubbing capability that can be enabled for all leads or for specific lead groups based on campaigns or rules. DNC scrubbing keeps you compliant with all regulations, but requires use of your SAN(s).
Email Marketingtop of page
Clients who require additional email marketing functionality can easily export emails for use with dozens of providers and the XML Poster can even post leads directly to 3rd party email marketing solutions. Leads360 can also integrate with some email solutions for automated lead posting. Contact your sales executive or account manager for more details.
Marketing Automationtop of page
Leads360 can integrate with a variety of marketing automation solutions for enhanced rich media email and tracking capabilities.
Current Integrations: SoftVu
CRMtop of page
Many clients use a CRM solution to manage customer relationships, customer service and accounting. Leads360 has integrated with a variety of CRM solutions.
Current Integrations: SalesForce.com, RightNow Technologies (RNT)
Lead Scoringtop of page
Leads360 is integrated with several 3rd party lead scoring and verification technologies.
Current Integrations: TargusInfo, eBureau, iLeads
Custom Development & Integrationstop of page
If your solution is not listed here, or you need a custom integration, most likely we can do it. Integrations are a core competency for Leads360, please ask your sales executive or account manager for more information. If you are new to Leads360 please contact us to learn more.
