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%
B2B Studio for Marketing Cloud | SalesWings
SalesWings provides essential tools for marketing, sales and agent operations running on Salesforce any Marketing Cloud edition. Use SalesWings stand-alone with Marketing Cloud, or in combination with CRM. Easily collect detailed behavioral activity, and leverage behavioral intelligence available in Marketing Cloud, Sales Cloud, Data Cloud and Agentforce Gain powerful insights and data points for your sales, agent, service and marketing processes: >> Interest of leads and accounts in services, products, categories, topics etc of interest for behavioral segmentation and reporting >> Identify sales-readiness with no-code lead and account scoring and grading with multiple scoring models >> Automate hand off of the best leads and accounts >> Granular lead, account, opportunity insights: Surface marketing touchpoints, interests and full engagement history to sales >> B2B marketing attribution reporting to understand impact of marketing campaigns on sales SalesWings is the missing piece in your Marketing Cloud puzzle, provided in a user-friendly and compact platform.
Top keywords
- marketing9×6.16%
- cloud6×4.11%
- sales5×3.42%
- marketing cloud4×2.74%
- behavioral3×2.05%
- saleswings3×2.05%
- account2×1.37%
- accounts2×1.37%
- agent2×
