Remove Friction From Your Funnel
As Sales and Marketing interact more f requently, there is an unprecedented level of f riction within
the B2B sales and marketing funnel. This f riction is visible when leads are assigned to the wrong
person or get lost in the system, resulting in a poor buying experience for the prospect. This also affects
sales productivity and marketing ROI. LeanData Routing allows teams to build, monitor and optimize
custom routing flows for leads, contacts, accounts and opportunities. It enables you to maximize the
full potential of your Demand Generation and create great buying experiences for prospects.
PRODUCT SHEET | ROUTING
The Gold Standard for
Routing in Your CRM
• Co-design Easily:
Visual FlowBuilder with a drag-and-
drop interface to collaborate and
deploy routing rules based on
business needs
• Optimize Continuously:
Routing Insights help you monitor
and improve your lead distribution
process and also fine-tune it based
on seasonal or strategic priorities
• Automate Salesforce Actions:
Eliminate manual errors by applying
automated actions such as merging
duplicates, converting leads to
contacts, creating new accounts/
opportunities, round-robin
assignments, etc.
Route Leads And Other Objects. Monitor Flows.
Iterate Easily.
Report on Routing
Insights
With just a click f rom any routing action
node, you can see details of objects that
were successfully routed or caused errors,
as well as the owners to whom they were
assigned.
