Traction Complete Leads
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%
Smart Lists
Smart Lists is the component you need if you are struggling with the limitations of List Views and Related Lists or need an advanced search component This flexible component allows you to build custom lists of records, files, and external data by using point and click configuration. It can be deployed on record pages, home pages, custom app pages, community pages and flow screens. It offers advanced filtering and searching capabilities that are not available in standard list views and related lists: - Inline edit with multiple record types - Standard filters All, My, My Team, My Subordinates & My Queues - Fully customizable filters such as Open Cases I Created - Advanced search capabilities for record types, record owner, and related records Smart Lists supports complex relationships as Cases related to the Department of the parent Account or Files related to the Account of the parent Case Smart Lists comes with standard actions creating, editing and deleting records. New custom actions can be added For complex use cases, it is possible to populate the list from custom data sources such as web services
Top keywords
- lists6×3.28%
- related5×2.73%
- custom4×2.19%
- pages4×2.19%
- record4×2.19%
- advanced3×1.64%
- cases3×1.64%
- component3×1.64%
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