RingLead Route provides complete control and
visibility over the lead-to-rep process
with configurable workflows and a powerful
rules engine to route all Salesforce objects.
With Route, you can build multiple pools of complex round robin assignment workflows to ensure that leads are evenly distributed to sales reps with a flexible drag-and-drop function.
For example, notify a sales rep’s manager if there is no activity on an assigned lead within 24 hours.
For example, trigger RingLead data orchestration processes and routing workflow any time lead status becomes a Sales Qualified Lead (SQL).
Days Off - Users have the ability to select an individual in a round robin at specific day/time they have scheduled to be unavailable.
Distribute engaged accounts to CSMs or sales people once a week at a specified time
Automatically create a renewal opportunity a month or two before a contract end date and assign it to the Account Owner or to the appropriate account role.
Leads based on the account owner utilize account segmentation and account fields, like technologies used, and NAISC code, company size, in your lead routing logic.
Build various if/then statements into routing workflows to enable optimal lead routing across multiple scenarios that depend on incoming lead and matched existing lead, contact, or account.
Prerequisite segmentation streamlines the process of building routing rules.
For example, during industry-based routing, instead of mapping hundreds of NAICS and SIC codes into your routing rules, easily attach consolidated industry segments that automatically buckets the related field values.
- Distribute engaged accounts to reps once a week at a specified time
- If a salesperson does not connect with a new lead within one business day
- The lead owner is changed and re-routed to a different salesperson
- Route a closed or lost opportunity to a SDR for follow-up after six months of losing a deal
- Automatically create a renewal opportunity two months before the contract end date and assign it to the account manager
Assigning leads in a timely and accurate fashion continues to be a top priority, yet many organizations still rely on primitive approaches to routing. Leads get assigned to the wrong rep, qualified leads fall through the cracks, and conversion rates suffer.
How refined is your routing process ?
You need a lead routing tool robust enough for your exact needs without sacrificing the speed you need to drive conversions.
Learn the basics of lead routing:
RingLead Route capitalizes on powerful prerequisite data operations in your lead assignment process for a truly data-driven routing solution that ensures your team never misses their window to connect.
Don’t just take our word for it. Listen to our customers.
See how Tradeshift automated the enrichment and deduplication of web form submissions to improve routing and sales processes.
Watermark caption: See how Watermark Insights uses RingLead Route to match incoming leads to Salesforce instantly to deliver positive customer experiences.
RingLead seamlessly integrates with your CRM and marketing automation platform for a hassle-free process to high-quality data. With a simple set up and easy-to-follow instructions, cleaner data is only a few clicks away.
Easily connect your CRM to RingLead and experience powerful duplicate matching, duplicate protection, real-time enrichment, intelligent routing, and more.
RingLead integrates with your Marketo Instance via Webhooks and APIs to prevent duplicates, enrich in real time, normalize, match leads to accounts, route leads, and more.
RingLead integrates with Eloqua via APIs to merge your existing duplicates, prevent future duplicates, and enrich in real time for a stronger database going forward.
Easily configure Pardot and experience real-time enrichment, bulk enrichment, and smarter lead generation via intelligent web forms right in your website.
“RingLead linked an incoming lead to an existing account and it helped my salesman close a huge deal. I never knew how great data-centric routing could be until I tried RingLead.”Stephanie PDirector of Sales Operations
“I don’t have a lot of experience creating decision trees and routing flows, but RingLead’s simple interface made it easy for a newbie like me to get our lead assignment model up and running in no time.”Samantha SVice President of Marketing
“No other routing tool on the market has this level of flexibility and customizability”Puneet AMarketing Automation Specialist
“Route got rid of duplicates, enriched my data, and normalized it - all before the lead even got to my salesman. This made all the difference.”Noelle BBusiness Development Manager