What Are Live Transfers with Data Matching (Ping Post)?

When using live transfers with data matching, the live call is transferred and sold to the buyer based on the data collected by the telemarketer during the initial call. For example, if the telemarketer collects the customer's zip code, mortgage amount and LTV, any or all of these fields are used to determine the best buyer before a call into the LeadAdvisors.net system is placed. This is done by pinging partial customer details into the LeadAdvisors.net system and to your network of buyers in order to collect and sort the best available buyers. See the step-by-step process below.

A customer calls into a telemarketer or a call center places an outbound call to a customer. The telemarketer collects additional information from the customer and submits it via a form that pings partial customer information into the LeadAdvisors.net lead system. Using the ping information, the system determines which of your buyers will accept that customer.

The system then returns the matching buyers' information with the phone number at which they would like to be reached. These responses are aggregated and sorted either by priority or best price.

The telemarketer then dials the phone number provided in the response by the best available buyer. When the buyer picks up the phone, the telemarketer introduces the lead to the buyer and then drops off of the call. If the first buyer does not pick up, the telemarketer must dial the next available buyer.

Once the customer and the buyer are successfully connected, the telemarketer posts the full customer details into the LeadAdvisors.net system and the data is routed to the corresponding call buyer.

Live Transfers With Data Matching
(Ping Post) Pros

This method provides better filtering options compared to live transfers with call matching because the buyer of this live transfer is determined based on the data collected by the sales rep instead of the phone call data. Any of the collected fields can influence the buyer matching logic.
This method ensures the data portion of the lead is only sent to the buyer after the buyer pickup and purchase the phone call.

Getting Started With Live Transfers

If you'd like to start selling live transfers using the LeadAdvisors.net call routing system, we'd love to help you get started. If you are currently using the LeadAdvisors.net system, please create a support ticket to get started. If you are not a LeadAdvisors.net client, fill out the form below and we can get you set up as quickly as possible.

If you're interested in exploring additional live transfer routing logic, please visit our live transfers page.