Remove Friction From Your Funnel
As Sales and Marketing interact more frequently, there is an unprecedented level of friction within
the B2B sales and marketing funnel. This friction is visible when leads are assigned to the wrong
person or get lost in the system, resulting in a poor buying experience for the prospect. This also affects
sales productivity and marketing ROI. LeanData Routing allows teams to build, monitor and optimize
custom routing flows for leads, contacts, accounts and opportunities. It enables you to maximize the
full potential of your Demand Generation and create great buying experiences for prospects.
PRODUCT SHEET | ROUTING
The Gold Standard for
Routing in Your CRM
•
Co-design easily: Visual FlowBuilder
with a drag-and-drop interface to
collaborate and deploy routing rules
based on business needs
•
Optimize continuously: Routing
Insights help you monitor and
improve your lead distribution
process and also fine-tune it based
on seasonal or strategic priorities
•
Automate Salesforce actions:
Eliminate manual errors by
applying automated actions such
as merging duplicates, converting
leads to contacts, creating new
accounts/opportunities, round-robin
assignments, etc.
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