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%
Asynchronous Process Manager / Creator
1.Engine for running/managing asynchronous processes, include: prioritize jobs, error reporting, reprocessing, schedule job for future date/time, repeated jobs, chain asynchronous jobs in sequence. 2.Tool for building background processes using configuration only. Simple-medium tasks like: cleanup job, mass update, rollup calculations ad much more can be set up and run without code. 3.For complex processes can write apex code that implement interface and schedule it into the same manager queue (example provided in User Guide).
Top keywords
- jobs3×3.80%
- processes3×3.80%
- asynchronous2×2.53%
- code2×2.53%
- job2×2.53%
- schedule2×2.53%
