Fullcast's lead routing software automatically routes leads, accounts, cases (and more) in alignment with your GTM PlanBook a Demo
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“What I really like about Fullcast is the ease of use and the simplicity of the platform, and the fact that it is integrated fully with Salesforce. We decided to use Fullcast for the full go-to-market process in terms of not just account assignments, not just the territory mapping, etc, but also the routing piece. It truly made my life easier and my team's life easier.”
Former VP Global Revenue Operations and Enablement at Degreed
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.
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.Download Now