Campaign Member-Based Routing

Datasheets that provide the latest information for understanding how LeanData is helping businesses master their complicated lead-flow process.

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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 | CMROUTING-013122-001 Request Demo Get Started Today Visit 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.

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