The Challenge
Leads and Contacts continually engage with 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.
The Solution
Automatically assign and manage leads based upon their engagement
with your campaigns and provide additional, campaign-related context
to your GTM teams.
Campaign Member-Based Routing
Initiate routing when Leads or Contacts are added to campaigns or their
campaign member information is updated. Then use related campaign
information to improve automated routing decisions and notifications.
Campaign Member-Based Routing
Use campaign data to better assign SFDC Leads & Contacts
Proven Results with Over 800 Customers
Why LeanData?
LeanData is the industry leader in lead-to-account matching and
routing solutions. Standing at the center of your Salesforce CRM,
LeanData connects data to the right people at the right time, every
time. By aligning Marketing and Sales with accurate matching, routing
and trustworthy engagement analytics, sales reps receive only the
leads, contacts, accounts and opportunities they need to work on, so
they can close more deals and drive more revenue, faster.
2901 Patrick Henry Drive, Santa Clara, CA 95054
669-600-5676 | www.LeanData.com
CMROUTING-013122-001
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Visit LeanData.com to learn more
about LeanData's go-to-market
operations solutions for Matching,
Routing and Engagement, or visit
us on AppExchange.
Routing Use Cases
Outbound
When a cold Lead responds
with interest to a new campaign,
route accordingly and drive
immediate action from Sales.
Outbound
After a Lead qualifies for routing,
automatically determine the best
rep by referencing their campaign
member status in specific
campaigns.
Inbound
When a Lead requests a demo
as a result of a campaign, route
them to the correct rep along with
information about the relevant
campaign.
