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%
Medallion
Medallion for Salesforce is a no-code application that enables healthcare organizations to automatically verify state licenses, NPI, SAM, OIG, DEA, NPDB, board certifications, Medicare Opt Out and more across multiple provider types directly on the provider's Salesforce profile. With Medallion for Salesforce, you can handle a limitless volume of primary source verifications across 193 different provider types and 47 states and get providers onboarded, verified and monitored quicker with less effort. Maintain one source of truth from provider onboarding to ongoing monitoring with all verifications centralized on your provider record. Plus, automatically send provider data to Medallion when you create or update their information in Salesforce to take advantage of the full Medallion suite without duplicating any work, including cross-state licensing, payer enrollment and credentialing.
Top keywords
- provider5×4.00%
- medallion4×3.20%
- salesforce4×3.20%
- automatically2×1.60%
- medallion for salesforce2×1.60%
- provider types2×1.60%
- source2×1.60%
- types2×1.60%
- verifications2×1.60%
