Fullcast's lead routing software automatically routes leads, accounts, cases (and more) in alignment with your GTM Plan
With a single platform for GTM planning and operations, you set your routing logic once. When account or territory changes occur, everything automatically stays in sync. No additional spreadsheets, code changes, or headaches required.
Track incoming leads and automate the assignment of those new leads directly within Salesforce.
Track incoming accounts and automate the assignment of new accounts to the appropriate people and roles.
Automatically route new contacts to the correct sales reps or teams based on customized policies.
Assign incoming opportunity leads and route them to the appropriate person, team, or role.
Assign incoming cases to the correct people and roles in accordance with your sales strategy plan.
Create policies to ensure that new subscription opportunities will be routed to the right team or team member.
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With one end-to-end GTM system, you spend less time and money configuring point tools, and more on strategy.
Create routing policies based on a number of different attributes (including territory, skills, role, logged-in status, and more), or assign leads on a turn-based round robin basis.
Track holdouts in the context of your go-to-market segments to enforce "stay in your lane" policies, prevent turf wars between reps, and split sales opportunities when needed.
Lead Routing gets all the attention. But if you really want to focus on a customer retention strategy, Account Routing is an excellent tool.
Build lead routing processes to align with your GTM plan and provide a seamless customer experience across the entire GTM lifecycle.
Lead routing is all about providing a great customer experience. Follow these tips to get any object to the right person at the right time.
RevOps policies are the secret for GTM success. Well-executed policies keep your Ops processes predictable, fair and agile.
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It’s time to say goodbye to clunky Excel spreadsheets and single use case software and time to say hello to the only end-to-end RevOps sales planning and execution platform. Book your Fullcast demo and see how we’re changing the way the world does business.
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