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%
Hearsay for Marketing Cloud
Supporting both employee (BYOD) and company provided devices, Hearsay empowers the field to engage with customers compliantly through text messaging and mobile calling. By leveraging Hearsay’s persistent texting capabilities, firms in high-touch industries like financial services can better equip their field to engage and service customers while adhering to regulatory and brand care standards. Integrating Hearsay with Marketing Cloud bridges the gaps between marketing campaigns and field activities. Firms can now seamlessly connect scalable marketing campaigns with their field teams, inserting automated, compliant 1-to-1 engagement into Journeys to allow their field teams to step in at critical points of engagement. Firms can now more effectively drive acquisition and servicing workflows, and Hearsay provides full visibility at the enterprise level to assess what’s working. With Hearsay for Marketing Cloud, enterprises are connecting marketing and sales and driving more powerful client outcomes. To discover other ways Hearsay can unlock greater value from Salesforce with compliant texting, see "Hearsay for Salesforce" on the AppExchange.
Top keywords
- hearsay7×4.29%
- field5×3.07%
- marketing5×3.07%
- firms3×1.84%
- campaigns2×1.23%
- cloud2×1.23%
- compliant2×1.23%
- customers2×1.23%
- engage
