Maximize revenue generating activity at scale with lead-to-account matching, advanced routing, and SLAs in Salesforce.
Is your sales data too vast, complex, and unstructured for your processes to be efficient? With Lane Four Highroad, you can finally automate the decisions and actions required to maximize revenue generating activity at scale. Built specifically to meet the demands of high-growth companies, Highroad provides the operational engine you need to manage high-volume inbound, account-based strategies, and complex territories effectively.
Match View: Identify and manage matched accounts, duplicates, and related leads at a glance
Merge Duplicates: Keep your data clean in real-time, upload lead lists seamlessly, and give your team the context they need
Match, Convert, & Create Records: Automatically match leads to existing accounts, create new accounts, and convert leads to contacts without even looking at Salesforce
Without lead-to-account matching, sales teams run the risk of actioning leads with zero context, resulting in missed (or worse, blown) opportunities.
Matching is also the operational foundation for account-based strategies, providing the connections and account visibility required to execute them effectively.
Get your Salesforce records to the right people with the right context, so they have what they need to take action.
Account-Based & High-Volume Routing: Make sure the right people get the right records based on your unique go-to-market strategies
Rule Actions: Trigger automation from directly within your rules: send a Slack or email notification to the owner, add the record to an Outreach sequence, or activate an SLA
Region-Only Rules: Build your territories into Salesforce with region-specific rules and actions
Round Robins: Assign records via round robin alone, or layer round robins onto your territory structure for fair and logical distribution
Custom Object Routing: Route any object inside Salesforce in one touch – you’re no longer limited to just leads, accounts, contacts, cases and opportunities!
Whether you’re dealing with high-volume inbound, account-based strategies, or complex territories, Highroad transforms your routing decisions into orderly, automated actions in Salesforce.
Expand your territory management possibilities with the ability to route any Salesforce object and easily build round robins into your model.
Plus, make sure records always go to someone who can work them by assigning records based on user presence and availability.
Get Faster Lead Response Times: Automatically send Slack notifications, bell alerts, or email reminders to slow reps (or their managers)
Re-Assign Neglected Records: Automatically reassign any neglected record to a new rep, queue, or round robin
Get a Birds-Eye View of Rep Activity: Out-of-the-box reports let you easily view the data you need to hold individual reps accountable, improve team performance, and make staffing decisions
Use SLAs to gain insight on — and control over — what happens after Salesforce records are assigned.
SLAs do more than just align marketing and sales. In Highroad, they also let you measure and monitor lead response times, automate actions on waiting leads, and gain a clear view of team performance inside Salesforce.
Plus, get an accurate read on your average response times by basing SLAs on rep business hours and online status.
Easily Book Meetings with Calendar Integrations: Automatically book meetings based on your reps’ calendar availability. Plus, take advantage of real-time bookings with our custom embed code for your website.
Zoom Integration: If the next rep in your assignment queue is in a Zoom call or meeting, Highroad will automatically assign to a rep that’s currently available, in real time.
Shotgun: Allow reps to claim leads based on alerts so immediate action is taken on all opportunities.
One of the most important factors that drive revenue is lead response time. The faster you can action your leads, the more likely you are to get ahead of your competitors.
Highroad’s real-time assignments give you that competitive advantage of routing your leads faster based on who is actually available on your team.
With multiple integrations and the ability to route any custom object with one touch, Highroad’s intelligent routing consolidates your tech stack and actions your leads (or cases, or anything!) as fast as possible.
Salesforce & RevOps Experts
of High-Growth Companies
In Funding raised by Lane Four clients
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