RevOps
LeanData
Lead routing and matching, so the right rep gets the right lead.
Pricing
Custom pricing (typically $2,000-4,000/mo)
Used by
RevOps
LeanData handles one of RevOps' biggest headaches: getting each lead to the right rep at the right time. You build routing as visual flowcharts, and it adds lead-to-account matching and round-robin distribution. If you have complex territory rules, multiple products, or partners, LeanData keeps leads from falling through the cracks and keeps routing rules visible.
Key features
- Visual lead routing flowcharts
- Lead-to-account matching
- Round-robin distribution
- Territory-based routing
- Partner routing
- Salesforce native
How to get started
Install in Salesforce and build visual routing flowcharts. Define your routing logic (by territory, account ownership, round-robin). LeanData matches incoming leads to existing accounts and routes them accordingly. Monitor routing performance and adjust rules as your team grows.
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