Advanced Routing
& Round Robins

Streamline sales activity and take more intelligent action on your leads and accounts, so you never miss another sales opportunity.

Boost sales efficiency and ease ops strain with automated routing rules.

Process bottlenecks are part of every company’s growing pains. When inbound volume grows, territories evolve, or you decide to implement account-based strategies, it can feel impossible to handle data quickly and accurately enough. Let Highroad manage your data seamlessly with advanced routing and round robins in Salesforce. Here are some of the high-growth companies we’ve helped:

Advanced Routing Lets You Set & Forget Your Assignment Rules.

Dealing with data manually is a losing battle. With dozens of decisions to make for every record, your prospects go cold. And without automation, your account-based strategy is DOA.

Load your rules into a simple rules engine, and let Highroad do the rest. Your sales team will get the right records fast, and they’ll have the context they need to take action.

Manual lead assignment is slow, inefficient, and leaves room for error. At best, your reps receive cold leads. At worst, they go to the wrong person, or nobody at all.

Reps are instantly notified of new assignments via Slack, email, or bell notifications. Easily set user hours, vacations, and more so records only go to someone who’s free.

Without automation, your assignment model is limited to what you can achieve manually. This means you can’t implement the sales strategies that match your growth targets.

Highroad’s rules engine expands what’s possible with your assignment model. Layer round robins onto account- and territory-based models for revenue-maximizing efficiency.

What Our Customers are Saying

"Lane Four has been thoughtful and creative in helping us transform many of our key revenue processes, including lead routing & territory assignment. It's one of the best customer support experiences I've had."
Manas Kulkarni
Manas Kulkarni
Sr. Revenue Operations Manager, Spring Health

What Our Customers are Saying

“Lane Four Consulting is the perfect partner to build and expand your CRM and scale your operations in line with your company’s exponential revenue growth.”
Feleen Ali
VP, Business Operations, Q4

What Our Customers are Saying

"The support team is very knowledgeable about Salesforce. Combined with the amazing customer support, Lane Four really sets us up for success."
Tiffany Thomas
Senior Marketing Operations Architect, BizLibrary

What Our Customers are Saying

"Very strong and responsive support. The team took the time upfront to understand the business logic we needed, rather than just shoehorning us into some out of the box logic.”
jacob levinger
Jacob Levinger
Marketing Operations Manager, Retool

Get Into the Revenue Hero's Toolbox

Level up your knowledge with the latest revenue ops resources.

Tips, Tools, & Ideas For Ops

Speed to Lead: 3 Problems Slowing Sales Down (And How to Solve Them)
4 Ways Matching & Routing Unlocks Territory Planning
Why is Lead Routing Critical for Account-Based Strategies?

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