With CRM assignment rules, routing leads can be slow and inaccurate. Research suggests as many as 1 in 4 leads get assigned to the wrong rep. With LeanData Routing, anyone can build, track and update complex routing flows on the fly.
Design CRM routing in a visual interface
GE Digital reduced the average lead response time from over 10 days down to 3.
LeanData has a spectacular routing solution that makes it so much easier to set up, manage and remove the manual effort that had been done by the reps.
Use LeanData’s unique drag-and-drop interface to build complex routing flows for leads, contacts, accounts and opportunities. Increase speed-to-lead and realize the full value of your data.
Functionality to meet your business needs
ON24 improved sales team efficiency by 10x and reduced sales cycle by 3 weeks.
We can seamlessly route our hottest leads in real-time, accelerate the buying journey and understand which of our tactics are having the greatest impact.
LeanData adjusts to your go-to-market strategy, not vice versa. From round robin to territory-based distribution, routing has you covered.
Continuously optimize flows
Bluewolf boosted sales activities by 20% and the number of meetings by 40%.
We see LeanData as a critical piece of our larger strategy to make us more productive and efficient.
Real-time Routing Insights
Visualize and optimize your routing rules based on data. Iterate and improve on your sales process in just a few clicks.
Check the Health of any Node
See how leads and other objects are passing through routing nodes in real time. Ensure nothing is stuck in the flow and all nodes / branches are working as expected.
With just a click from the flow you can see details of leads that got successfully routed or caused errors in any routing action node.
Search for a specific lead or other object to understand how they were routed, what CRM actions were initiated on them and why.
For once, routing is as easy as it sounds. No more assignment rules or custom code: LeanData Routing is simple and easy to use.
Ready to get leads to the right reps?
Get a 30-minute demo now.