Territory Management Datasheet

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

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Automate Routing Based On Sales Territories Companies typically manage a complex sales team by organizing them in territories that are mapped to an individual salesperson or a team. Sales territories can be defined based on parameters such as product lines, size of the company, industry segments, geography, sales potential, or a combination of these factors. LeanData brings you the easiest way to ensure that your Salesforce Leads, Contacts, Accounts, and Opportunities are automatically routed based on these territory definitions. LeanData Territory Management allows you to easily set up and maintain existing territory mappings and then leverage the visual FlowBuilder interface to assign Leads and other objects based on territories. With Routing Insights you can also see how leads are being routed by territories and step up marketing campaigns in regions that are not getting enough leads. With LeanData, sales and marketing teams align and manage custom business segments and sales territories to accelerate revenue. Safe & secure in Salesforce • Native within Salesforce environment • Your data is never exported • LeanData maintains history of your previous routing rules Critical Components Of Territory Management • Define business segments by using CSV templates • Map territories within each segment to individual owners or round robin queues • Route Leads, Accounts, Contacts, and Opportunities based on territories • Track the number of Leads assigned by territories PRODUCT SHEET | TERRITORY MANAGEMENT

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