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Tag: Lead Management

4 Features You Need for a Contact-Only Assignment Model

A functioning contact-only assignment model actually relies on leads. But to make it work at scale, you’ll need help from these four lead management features.

Should SDRs Report to Marketing? Some Pros and Cons

While most companies still have their SDRs report to sales, some are having a portion of SDRs report to marketing. The pros and cons to having SDRs report to marketing instead of sales.

Why and How to Use Salesforce’s Native Duplicate Management

Learning how to use Salesforce’s native duplicate management will save you time and money, relieve strain on your system, and allow you to apply duplicate management to unique use cases using custom Apex, flows, and clicks.

Why is Lead Routing Critical for Account-Based Strategies?

Why and how lead routing software is essential for getting leads to the right reps and contacted in a timely fashion.

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