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Managing leads in a highly dynamic competitive market is a vital component of salesforce operation. As the consumer landscape expands letting ever growing number of leads come into vision, maintaining consistent and timely lead processing becomes a crucial challenge for the entire business. When a Fintech company operating a vast multi-level partner network of agents scattered all over the U.S. faced the fact that their lead information updates, searches, and reporting were consuming too much time and manual effort, they […]