Automatically Route Opportunities To The Right Rep
Leads are the most important CRM object at the top of the funnel. However, as the sales cycle
progresses, objects like Opportunities, Contacts, and Accounts take center stage. That is why
LeanData provides the most robust routing solution to ensure that all Salesforce objects can be
easily and automatically routed to sales team members based on your custom business rules.
Opportunity Routing is one such critical aspect as it determines how opportunities are managed
throughout the customer lifecycle. Using LeanData Opportunity Routing, you can easily create
assignment rules on new opportunity creation, opportunity stage updates, and even after winning
or losing an opportunity.
Safe & secure in Salesforce
• Native within Salesforce environment
• Your data is never exported
• LeanData maintains history of your
previous routing rules
Opportunity Routing can
help organizations in the
following ways:
• Auto-create & Assign New Opportunities:
Define the business rules for routing new
opportunities that are created automatically
when certain conditions are met (e.g., the
lead / contact has seen a product demo)
• Renewal Management:
Create a renewal opportunity and
automatically assign to a sales team
member (e.g., the Customer Success
Manager)
• Up-sell / Cross-sell Management:
Route growth opportunities to the relevant
sales rep to grow an existing account
• Lost Opportunity Re-engagement:
Route lost opportunities to new owners for
post-loss nurturing in order to reactivate
interest
PRODUCT SHEET |
OPPORTUNITY
ROUTING
