Time-Based Routing Datasheet

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Use Time and SLAs for Routing In Sales, your response time can often define win rates. As a result, a lot of teams create Service Level Agreements (SLAs) in the sales playbooks. These SLAs help ensure process compliance e.g. leads are responded to within a specific time or a lost opportunity is followed up after 4 months of losing the deal. PRODUCT SHEET | Use Cases • Automatically re-route a lead (or other object) if a rep / SDR does not take action / update the lead status in 2 hours • Distribute engaged accounts to reps once a week at a specified time e.g. Sunday evenings • Notify a sales rep and / or their manager if there is no activity on a lead within 24 hours • Route a closed lost opportunity to an SDR for follow-up after six months of losing a deal • Automatically create a renewal opportunity two months before the contract end date and assign it to the Account Manager on the account TIME-BASED ROUTING LeanData now offers Time-Based Routing as part of its robust Routing solution. With LeanData's Time-based Routing you can schedule the routing or re-routing of objects or automate actions like creating new objects and notifying sales reps. This ensures you can hold your team accountable for acting in a time-bound manner so customers always get prompt responses f rom your team.

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