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

Fireside Chat: Overcoming Account Hierarchy Challenges for Segmentation

How can you make the most of your data? Hint: Account Hierarchy Policies!

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Growth Ops Summit: Data Governance - The Foundation of Everything

The sooner a data governance policy is established for your sales operations, the more reliable and valuable your prospec...

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Data Is The New Oil – Only If You Can Capitalize On It

I was thinking about data and an Economist article I read a while back that had compared a new data center to the oil wel...

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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?