Lead routing software for revenue teams that need more from Salesforce
Automatically assign leads, contacts, and opportunities to the right reps with custom routing rules.
Make Salesforce work for you, not the other way around.
TRUSTED BY HIGH GROWTH REVENUE TEAMS
ADVANCED LEAD ROUTING THAT SCALES WITH YOU
Assign leads and opportunities with speed and accuracy
Automatically assign Salesforce leads, accounts, and opportunities using custom rules and round robins that work with your existing sales process.
Custom lead routing for every business case
Create custom rules that can deduplicate, match, qualify, and auto-convert leads the way you want.
- Route leads from prospect accounts to the right SDR
- Route multiple leads from the same company to just one sales rep
- Route leads that belong to open opportunities to the existing AE
- Route leads from existing customers to their Account Manager or CSR
- Plus more…
Never miss another opportunity
Stop leads from slipping through the cracks with notifications and SLA tracking.
Alert reps through email, Salesforce Tasks, and Slack. SLAs track speed to lead, keep reps motivated, and help managers measure performance.
Say goodbye to disputed leads
Advanced territory management and smarter round robins. Leads are always distributed fairly to your sales teams based on your preferences.
Easy to implement and manage
No more waiting on Salesforce admins to make changes. Sales leaders can quickly set up and manage their team’s lead routing rules.
Speak with a Certified Salesforce Expert. Get set up in just one working session!
HANDS-ON IMPLEMENTATION AND SUPPORT TO HELP YOUR TEAM WIN
Perkbox
OnFleet
