LeadTacker Agent

LeadTrackr Agent - OSI Digital

Inspiration

Sales teams often struggle with inefficiencies in lead prioritization, routing, and follow-ups. We were inspired to create a solution that leverages Salesforce and geolocation intelligence to help sales reps optimize their day-to-day lead engagement, boost productivity, and close more deals with less effort.

What it does

Lead Trackr Agent is a Salesforce-integrated lead management platform that empowers sales executives with: • Integrated with Google Maps for intelligent route planning. • Helps sales executives target leads along specific paths and nearby areas. • Boosts productivity by allowing more lead coverage in less time. • Optimizes field sales planning through location-based lead prioritization • Enables aggressive follow-up until maximize the leads conversion. • Targets the right qualified leads to maximize sales outcomes. • Leads Trackr Agent supports product selling to dealers, Hospitals, etc..

How we built it

We built Lead Trackr using Salesforce's suite of tools including Apex, Flows, and Experience cloud, LWC. Google Maps API was integrated for geolocation features. The backend logic handles lead scoring, retrieval filters, and performance analytics.

Challenges we ran into

• Mapping leads accurately by geolocation and syncing real-time updates. • Managing performance and responsiveness of Google Maps when dealing with large lead datasets. • Lead with no follow-up status and monitoring • Balancing field usability with platform limitations in a mobile context. • Ensuring data consistency across multiple systems (Salesforce, ERP, Data Cloud).-yet to implement

Accomplishments that we're proud of

• Seamless integration of Google Maps into the Salesforce environment. • Automated lead scoring, high-revenue hot leads identification. • Real-time sales rep performance metrics. • Quick Lead Creation by sales executives on the go. • Seamless Lead Conversion into existing or new accounts. • Flexible Conversion Options — with or without opportunity linkage. • Streamlines Sales Workflow from lead capture to account creation. • Assign or Reassign Leads to specific sales representatives with ease by manager • Gain Full Visibility into team-wide and individual performance. • Track Sales Rep Activity including follow-ups and engagement. • Monitor Lead Conversions by rep, etc., • Optimize Team Efficiency through data-driven insights and oversight.

What we learned

• How to effectively combine Salesforce capabilities with external services like Google Maps. • Strategies for optimizing API usage and performance under data-heavy operations.

What's next for Lead Trackr

• Enable predictive analytics for lead conversion. • Expand to service teams for field support optimization. • Introduce AI-driven recommendations for follow-up timing and messaging. • Develop a dedicated mobile app for offline lead tracking and routing. • Lead Agent hosting on third party website • Data Cloud integration • ERP Integrations (Order Management, Shipping) • Email notifications on lead reassignments, etc. • Improved performance matrix for Sales and Service Executives