Automate Lead Routing with the Push of a Button

Say goodbye to time-consuming spreadsheets and switch to the only full service RevOps platform that automatically assigns leads and syncs them directly to Salesforce.

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Manage Your Routing
with a Single Click

Create and deploy rules of engagement that sync with Salesforce to ensure that leads, opportunities, accounts, and cases are automatically routed to the correct teams, individuals, and roles as defined in your go-to-market plan.

Track and Manage Holdouts

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.

Customize Routing Policies

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.

Resources

Zones Case Study: Achieving RevOps Balance with Fullcast

Want to balance your territories (and all your go-to-market, really)? Learn how we helped Zones achieve balance.

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Software-Defined-Ops

Aligning Sales Plan Strategy to Operational Execution Operational agility is key to driving sales growth. Teams able to q...

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Fireside Chat: Partnering with IT to rollout GTM Plan

Without IT, there's no way to get your GTM plans from your spreadsheets to your CRM. In this chat, Bala and Dharmesh disc...

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Frequently Asked Questions

Can I share my plans, models, etc. with colleagues for collaboration?
Will my data and strategy information be secure with fullcast?
Do I need any additional software to integrate with Salesforce?
How long will it take for changes to translate from fullcast to Salesforce?
Can I assign territories based on non-geographic criteria?
Will changes in Salesforce (sales, pipeline changes, etc.) be reflected back to fullcast automatically?