Automatically assign Salesforce leads to the right reps with custom lead routing rules. Make Salesforce work for you, not the other way around.
Say goodbye to assigning leads manually
Automatically assign Salesforce leads, accounts, and opportunities using custom rules and round robins that work with your existing sales process.
Create custom rules that can deduplicate, match, qualify, and auto-convert leads the way you want.
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.
Advanced territory management and smarter round robins. Leads are always distributed fairly to your sales teams based on your preferences.
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