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%
Simpli List Views
Users spend lots of time working with lists of data. In Salesforce those lists are spread throughout the application. Depending on user process, this can create unnecessary clicks and page loads. Simpli List Views helps reduce the clicks a user needs when moving from one object list view to another. All list views for all objects are displayed on one page. Ever needed to look deeper into an object hierarchy? Now you can. Add deeper hierarchical custom fields that reference objects multiple levels deep. For example, on an Account list view you could see the account owners profile by adding Owner.Profile.Name as an additional field in the list views config. Create business specific actions. Select records that need to be processed and choose an action. Actions can be universal to all list views (e.g. to delete records), object specific (e.g. to update specific object fields) or list view specific (process oriented action). Actions can be configured to have users enter data before processing the action. Add multiple list views to a page and have them communicate with each other. This allows for filtering based on user record selection for a more intuitive approach to data.
Top keywords
- list8×4.02%
- list views5×2.51%
- views5×2.51%
- object4×2.01%
- specific4×2.01%
- action3×1.51%
- actions3×1.51%
- data3×1.51%
