Solution Brief

Campaign Member-Based Routing

Your Leads and Contacts in Salesforce regularly engage with your marketing campaigns, but that campaign engagement information often isn’t used to improve routing decisions or buyer conversations. The result is suboptimal assignment and distribution of Leads and Contacts to representatives for priority follow-up activities.

In this solution brief, learn how LeanData Routing‘s  campaign member-based routing feature allows you to automatically assign and manage leads based upon their engagement with your campaigns.

Tags
  • Lead Management
  • Lead Routing
  • Marketing
  • Operations
  • Revenue Orchestration
  • Tech Stack

Related Resources

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Video
Setting Up a Data Table for Routing

If your organization uses many complex criteria for routing, you may end up with a visually cluttered graph. Here’s how to set up a Data Table in LeanData to consolidate many different decisions and actions into a single node.