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
