Are you a Spectrum Client Manager? Please view our internal resource on flowing LISA leads into PSAI.
Yes. If you're both a LISA platform client and a PSAI user, then you have the opportunity to connect these two platforms—making it even easier to track and nurture all of your company's leads.
By setting up this connection, you'll be able to flow your LISA platform leads directly into your PSAI Com Portal, including leads from:
- Quote forms
- Contact forms
- Google Ads
- And more!
You can also set specific rules as to which leads flow into PSAI and which do not, as well as how your email notifications will work: receiving only a LISA admin email, only a PSAI email, or both. Your Spectrum Client Manager can help with these details.
At this time, the only type of LISA platform lead that cannot be directed to the Com Portal is phone call leads.
How Do I Set up the Connection?
To flow your LISA platform website leads into PSAI, please contact your Spectrum Client Manager. We'll be happy to set this connection up for you and explain exactly how it works.
Please note that all leads from PSAI site conversion tools—like the drop-on weather widget, Gia chatbot, and floating button calls-to-action—are already flowing into your Com Portal. Setting up this additional connection simply adds your LISA platform leads to these PSAI leads.
Why Connect Your LISA Platform to PSAI?
By flowing your LISA platform leads into PSAI, you'll be able to use the PSAI Com Portal to communicate directly with these potential customers.
Through the Com Portal (as shown above), it's easy for you or your team members to:
- Send SMS messages
- Send emails
- Send instant weather returns
- Send attachments, such as images or PDFs
- Assign leads to each other
- Add internal notes
- Calculate Predictive Portraits
- Request a third-party review
While some similar functionality is available directly in your LISA platform, the Com Portal provides even more options for you and your team members. Especially popular is the ability to send and receive text messages directly through PSAI (which you can use on any mobile device!).
Connecting your two platforms will ensure that you're making the most of the robust toolset available and getting the most value from every lead.
Not a PSAI customer but would like to learn more? Please contact us to see a live demo of Predictive Sales AI and to learn how this tool can help your company attract and convert high-quality leads.