Automate Routing Based on
Sales Territories
Proven Results with Over 700 Customers
Companies typically manage complex go-to-market motions by organizing into territories that are mapped
to individual salespeople or teams. 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 factors.
LeanData brings you the easiest way to ensure your Salesforce Leads, Contacts, Accounts and Opportunities
are automatically routed based on these territory definitions.
LeanData 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.
Critical Components of Territory Management
•
Define business segments using CSV templates
•
Map territories within each segment to individual owners or round
robin pools
•
Route Leads, Accounts, Contacts and Opportunities based on territories
•
Track the number of Leads assigned by territories
Safe & Secure in Salesforce
• Salesforce-native application
• Data is never exported
• History of previous routing rules
maintained within LeanData
