The Los Angeles based CRM company, Leads360 has recently implemented the Pull method to their platform. It appears they have taken note from one of the top mortgage CRM’s in the market, Icosales . If you are not familiar with the Pull and Push terminology you can read a comparison between the two methods HERE.
Jeff Solomon, founder of Leads360 comments on this post as well and briefly discusses the subject with Icosales founder Bill Rice and also here on his own blog.
March 29, 2007 at March 29, 2007
This is very interesting. I suppose imitation is flattery. Hopefully they get it right for the sake of their clients. My initial designs go back to 2001–so it is not at easy as you might think–a lot of hidden complexity.
Morinsight, my question is where did you hear this? I can find anything official from Leads360 on the news. Did you get a scoop or are they keeping it subtle?
March 29, 2007 at March 29, 2007
I received the information from a Leads360 employee. He stated that it was implemented into the system last week. On what level of implementation I am not sure. I can’t wait to see it though. I think it will be a good additition to their platform, if they do right, as you said.
May 15, 2007 at May 15, 2007
Sadly we had to figure out pull distribution on our own and from input from our clients as we’ve had very little visibility into icosales. I know Bill has always “pushed the pull”, but as I’ve indicated in the past, there are many ways to skin a cat. Giving our customers the flexibility to do push, pull, or a infinite combination of both is the way to go. Time will tell. Kudos to you guys for getting the scoop before we even did a press release.
May 16, 2007 at May 16, 2007
Jeff, you are correct I am a very big fan of the pull methodology and we have discussed the advantages in the past via our blogs and respective comments.
As for flexibility, you are also correct it is important to have those options based on your individual business objectives. That is why we too offer both options. Our push system is managed through our automated workflow engine that allows for clients to set up very complex lead (push) allocations to teams, individuals, special channels, etc.
It is good to have innovation and competition to continue to improve this space that is so critical to sales production and customer experiences.