Complete Leads | Routing | Matching | Round Robin | AI Workflows | No-Code
Join other companies like Asana, Cisco, and Coveo, who are speeding up, selling more, and keeping their revenue teams in sync with Complete Leads. FEATURES THAT MAKE IT POSSIBLE Matching - Match incoming records to your existing data to prevent bad data from entering Salesforce - Proactively dedupe by matching, merging, and auto-converting records - Cleanse data of inconsistencies with enrichment and normalization Routing - Route any object based on any criteria, including by geography, territory, partner, hierarchy, account owner, and more - Build round robins using standard, weighting, capping or availability-based rules - Allow teams to manage their own routing rules with nested flows Automation for RevOps - Make changes to automation flows in minutes without code - Automate a variety of processes, including lead routing, account assignment, territory management, bulk updates, and more - Overcome CRM limitations by routing records, updating fields, and triggering actions across any object in Salesforce Measure & Optimize - Notify reps in their preferred channel, including Slack and email - Keep reps accountable with a real-time response timer
Top keywords
- routing4×2.30%
- data3×1.72%
- including3×1.72%
- records3×1.72%
- account2×1.15%
- automation2×1.15%
- flows2×1.15%
- matching2×1.15%
- object2×1.15%
- reps2×1.15%
- rules2×1.15%
- salesforce2×1.15%
Lead Scoring
Lead Scoring makes sales more efficient by focusing on the most promising leads first, and helps align sales and marketing by clearly delineating which leads marketing owns and which leads Sales owns based on lead priority. Create up to 200 active Lead rules to score some leads higher than others based on who they are. Create up to 450 active Campaign Member rules to score leads based on what they do. Active rules add points towards the Total Score and Total Score drives Lead Priority,so that Sales can focus on the best leads first. Note: Web activity and time based rules are not supported. Consider other AppExchange partners for more advanced scoring needs. Installation Instructions: Please use the uploaded powerpoint guide for more details on how the app works, app limitations, and how to install it. This file is a copy of the source code for version 2.0, and it is more updated than the unmanaged package due to a namespace upload issue: https://na7.salesforce.com/sfc/p/A0000000JKOD6LQwZhKkGBs1mkmFAizNUvtImLc=
Top keywords
- leads6×3.49%
- lead4×2.33%
- rules4×2.33%
- sales4×2.33%
- score4×2.33%
- active3×1.74%
- lead priority2×1.16%
- marketing2×1.16%
- owns2×1.16%
