A functioning contact-only assignment model actually relies on leads. But to make it work, you'll need help from some key lead management features. Many companies are moving to a contact-only assignment model to streamline their sales processes. It makes sense:…
While most companies still have their SDRs report to sales, some are having a portion of SDRs report to marketing. For account-based organizations, there’s no doubt that SDR activity is one of the most important tactics (if not the most…
Monitoring and preventing duplicate records is a fundamental need for Salesforce admins. So, it’s no surprise that duplicate management was one of the top 5 ideas of all time on the Salesforce IdeaExchange, earning a whopping 67,260 points. Despite Salesforce's…
Lead Response Speed is Important—and Lead Routing Tools Make it Happen Every sales and marketing professional understands the importance of responding quickly to leads. After all, response speed can be critical to winning a deal—particularly in a competitive SaaS market.…
Lane Four takes the manual work out of the assignment process. With Lane Four round robin rules, you can map leads to territories according to regional factors like postal codes, company size, or more importantly, use matched account data to…
Lane Four is entirely based upon the matching and duplicate rules provided by Salesforce, making it 100% native and built directly into the platform. An easily configurable interface allows you to group matched data into four categories: Matched Leads, Matched Accounts,…
When the time comes for a lead to be assigned, the Lane Four Round Robin interface can help simplify this process. Status, Owner and Regional settings can be defined along with a credit system to weigh users within a round…