Route your leads, contacts and accounts to the most appropriate sales people for faster response and higher sales.
Route Any Object
Route leads, contacts, opportunities, and accounts based on flexible and powerful rules. Auto-convert objects as necessary.
Powerful Segmentation
Segment leads based on any characteristic, such as geography, size, industry, product interest, inquiry email domain, use of competitor’s product, or account status.
Flexible Distribution
Distribute segmented leads via round robin, lead assignment individually, weighted, or queue algorithms.
Account Based Assignment
Route all leads and contacts to the account owner.
Easy Maintenance
Maintain your system with our intuitive and centralized rules.
Segment Objects Using Any Parameter
Optimized distribution of sales-relevant objects begins with the right segmentation.
- Segment leads and other objects using any combination of dozens of characteristics, including geography, size, industry, product interest, open opportunities, inquiry email domain, or account status
- Create custom lists for separate treatment. Define a list of your most desired customers, your competitors, or channel partner territories, for example, and set up automated processes for all matched leads
Assign Leads with Flexible, Powerful Rules
LeadAngel’s lead distribution system gives you all the tools you need to act on segmented lead lists.
- Distribute via round robin, individual, weighted, or queue algorithms
- Enable unified account ownership by routing all leads that match an existing account to the owner or the customer success manager of that account
- Define rules for groups of leads that trigger drip campaigns, emails to account owners, or take other actions. LeadAngel integrates with any marketing automation platform including Eloqua and Marketo
- Set up time limits that trigger warnings or reroute leads if action isn’t taken within a set time period
- Auto-create opportunities from leads, if desired
Easy Setup
Use a visual flowchart interface or use a drag-and-drop list interface to build routing rules.
- Work on a draft canvas until you are ready to push changes into action.
- Object oriented routing concepts provide a visual and hassle free maintenance
Escalate and Reroute Leads
LeadAngel’s advanced lead routing makes sure that no lead falls through the cracks. Set up tasks and reminders. Reroute sales leads to another salesperson if they’re not acted upon quickly enough, and escalate leads to other sales teams.
Easy Maintenance
Global Data Dictionary: global definitions allow for simple creation and modification of rules. For example, define a group of 5 salespeople and route leads to them in multiple flows. Adding a 6th salesperson? Just add the new salesperson to that definition and all rules auto-update.
Smart updates: We learn from your overrides. As you manually adjust lead routings, the system learns to automatically route the leads next time.
100% Secure
LeadAngel is a cloud service that is built on a SOC-2 compliant infrastructure with 2FA authentication. Your leads are 100% secure in the LeadAngel system.
LeadAngel’s Lead Routing Helps Your Business Drive Sales
LeadAngel isn’t just the best lead to account matching software for Salesforce and other popular CRMs. Lead matching is just the beginning of a powerful suite of tools. Company name matching algorithm enables advanced lead routing that will optimize your sales team and make sure that great leads are followed up on quickly.
The LeadAngel magic begins with automated lead routing workflows. You can set these up and control them using either a list or a graphical interface. Powerful and flexible rules will make sure that the right person gets the right lead right away.
Once your system is running, you can optimize your lead distribution system by tweaking the rules on the fly manually or automatically. The global data dictionary allows you to make changes in one place that automatically adjust the lead distribution software rules across your entire system.
LeadAngel customers are able to distribute leads using a number of methods, such as the round-robin lead assignment algorithm, in Salesforce or any other CRM. Aside from load-balancing your sales team, it allows you to escalate or reroute leads based on sales team performance.
LeadAngel isn’t simply the best lead router app, it’s the best lead routing system available on the market today. Contact us today to learn more.