Lead Liaison is a terrific lead management product!!
Use Cases and Deployment Scope
Heartland uses a variety of lead sources to provide outbound call campaigns for our financial technology platforms. We automate our solutions, generate lead capture, and real-time lead tracking as well as qualify the leads before providing them to our sales force. Our team enjoys the cleanliness of the sources that we provide and it has provided us with better "up front" qualifications so our team focuses more on closing deals.
Pros
- Lead qualification.
- Lead tracking.
- Lead distribution.
- Social Media engagement.
Cons
- ROI reporting is lacking to some degree.
- We get too many feature updates but it doesn't appear to contain anything useful.
- Not integration friendly.
Return on Investment
- Cleaner lead generation, less time "hunting" and more time "closing".
- Great customer support during implementation.
- Not integration-friendly had to have Salesforce modifications implemented to connect.
Other Software Used
Salesforce CMS, Outreach, Dialpad Talk




