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%
ReferenceEdge
Customer advocacy and CRM belong together! DM & email blasts seeking customer advocates/references are a drain on productivity and rarely yield results, and spreadsheet management of advocates doesn’t scale. Extensive automation let's you do more with less. Peers are the #1 influence on B2B purchase decisions. If your competition delivers high quality advocates faster than you, that opportunity is in trouble. The basics of our highly configurable app: • Centralize all customer advocate information in Salesforce - Improve visibility across the enterprise • Know who is willing to advocate, for what and how often - Powerful, specialized agile search - Integrate with client success • Quantify program impact (50+ reports, 20+ dashboard charts) - Leverage standard Salesforce functionality • Best video & written customer stories suggested throughout sales cycle - Microsite functionality for content sharing & click tracking • 100% Salesforce interface, familiar user experience - Ensures user adoption • Next gen automation: advocate identification, profiles updating, request workflow, reference matching, metrics - Spend less time on tactical activities
Top keywords
- customer4×2.47%
- advocate3×1.85%
- advocates3×1.85%
- salesforce3×1.85%
- automation2×1.23%
- functionality2×1.23%
- less2×1.23%
- user2×1.23%
