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Operations

How Fuzzy Matching Reduces Lead Duplication and Enhances CRM Data Quality

Ever feel frustrated by duplicate leads clogging up your CRM, all because of minor typos or slightly different spellings?  Duplicate or mismatched leads are a headache for any sales team. Imagine nurturing a lead only to find it’s already in your CRM under a slightly different name—or missing a key opportunity because a contact was […]

LeadAngel
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Operations

Streamlining Lead Hand-Off and Scheduling with LeadAngel’s Smart Lead Routing

Are your BDR/SDR ready when a prospect asks to speak with an account executive right away? LeadAngel provides means for BDR/SDR to find the available and best fit Account Executive in real time, and transfer the lead to them. Also, with LeadAngel’s meeting scheduling tools, prospects (or BDR on behalf of prospects) can schedule a […]

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Operations

How SDRs and BDRs Can Handoff Leads in Real Time within Salesforce

Maximizing the potential of every lead is essential for driving sales success. When sales development representatives (SDRs) or business development representatives (BDRs) identify a qualified prospect, it’s important to transfer the lead seamlessly to an account executive (AE) for further engagement and closing. Salesforce offers robust tools that support real-time lead handoff, but effectively utilizing […]