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

Data Governance: Salesforce Objects

This article was posted by Sales Hacker on October 10, 2019. You can view the original article here. Reliable data is ev...

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Growth Ops Summit: Planning for Growth

Before you can seriously talk about growing your company you need a well thought out GTM plan that includes the following...

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Fireside Chat: Market-Driven GTM Planning

Want to know how you can avoid one-and-done planning cycles? Here are some of the benefits of building a market-driven revenue plan!

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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?

Territory Tuesday | Every Tuesday, 4pm ET | Bring your territory questions, we've got answers  Register Now