YourMediaHQ announces SmartForm, a lead qualification platform using soft credit inquiries to reveal key financial metrics ahead of sales calls, helping high-ticket sales businesses reduce wasted appointments and increase close rates.
-- SmartForm, a lead qualification platform that uses soft credit inquiries to reveal a prospect's credit score, available credit, and income before sales calls occur, has been officially announced. The system allows founders and sales professionals to fully replace existing opt-in forms with a dynamic alternative, one that delivers meaningful data in seconds.
More information is available at https://www.simplecheck.com/smartform-trial?aff=peter
SmartForm's team says the platform is intended to address a persistent challenge faced by sales professionals, wherein roughly 30% of scheduled calls connect with leads who are not qualified and cannot afford the advertised service. Considering that only around 20% of all initial connections reach the opt-in form stage of the process, this 30% reduction can result in wasted resources.
To address this disparity, the platform automatically performs FCRA-compliant soft credit pulls that access real financial data without requiring a Social Security Number or affecting the prospect's credit score. CredibleCapture, a proprietary consent verification feature built into opt-in forms, ensures transparency and regulatory compliance while maintaining a frictionless user experience.
The platform integrates directly with GoHighLevel, HubSpot, and Salesforce, embedding financial qualification data into existing workflows without requiring manual data entry or separate dashboards. SmartRoute, the platform's automated lead distribution feature, applies custom thresholds based on credit score, available credit, or income to assign leads in real time.
Crucially, SmartForm feeds qualification data back to Meta Ads through Conversion API events, training advertising algorithms to identify and prioritize audiences with financial profiles that match past buyers. Qualified leads trigger events that signal value to the platform's machine learning systems, while unqualified profiles are added to exclusion lists for 60 to 180 days, preventing ad spend from targeting similar users.
SmartForm is positioned as a solution for sales organizations that operate in high-ticket environments where traditional lead scoring models based on behavioral signals or self-reported data fail to predict purchasing capacity, adds the team. By integrating directly with leading CRM platforms, this analytical agility can be incorporated seamlessly into the sales workflow.
Those interested in testing the SmartForm platform can sign up for a free, feature-complete trial on the company's website. At the link below, one can also access a live demo designed to showcase the platform's "buyer-only calendar" functionality.
Additional details about the platform and trial access can be found at https://amp.yourmediahq.com/
Contact Info:
Name: Peter Ogu
Email: Send Email
Organization: YourMediaHQ
Address: Mason Road, Richmond, TX 77407, United States
Website: https://amp.yourmediahq.com/
Source: NewsNetwork
Release ID: 89198663
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