Unlock New Efficiencies With LeanData’s Any Object Routing

Many companies rely on Salesforce to manage customer data and sales processes, but as they grow, so do their needs for more complex workflows and automations. 

That’s where LeanData’s Any Object Routing (AOR) comes in.

It helps businesses to automate and optimize workflows, whether they’re using standard Salesforce objects or custom objects.

In a recent LeanData “Expert Hour” training, attendees learned how AOR can help streamline complex processes, reduce manual tasks, and unlock new efficiencies. 

Let’s take a closer look at how Any Object Routing can help you work smarter and get more done.

Why Any Object Routing Matters

The ability to automate workflows involving both standard and custom Salesforce objects opens up new possibilities for improving operational efficiency. 

Any Object Routing offers several key benefits, including:

• Flexibility Beyond Standard Objects: Enables companies to automate processes beyond standard workflows, allowing for more tailored engagement. 
• Enhanced Collaboration: Seamless handoffs between teams ensure that everyone has the information they need, improving collaboration and customer experiences.
• Better Data Accuracy: Eliminates the need for manual reassignments, reducing errors and improving CRM hygiene.
• Faster Response Times: Real-time routing and Slack notifications enable faster approvals and follow-ups, accelerating sales cycles.

Key Use Cases for Any Object Routing

1. Customer Onboarding and Implementation

Onboarding new customers often involves multiple teams and workflows. 

LeanData’s AOR can streamline this process by automating the assignment of tasks and ensuring that each team member has the information they need. 

For example, when a sales opportunity is marked as closed-won, LeanData can automatically create a custom implementation object, assign key stakeholders such as the implementation manager and customer success manager, and notify the account executive for visibility. 

This ensures a smooth handoff from sales to post-sales teams, reducing onboarding time and enhancing customer satisfaction.

Additional Considerations for Onboarding and Implementations:

• Users can populate the primary contact from the Opportunity to ensure a proper first call handoff.
• This feature can be used in conjunction with Account and Opportunity Router to update or assign Account or Opportunity Team Members..
• If other software manages these projects, AOR can automate any objects stored in Salesforce.

2. Matching & Routing for Partner Registrations

Managing partner relationships is critical for many businesses. As a result, many organizations track leads from partners through a custom Partner Registration object in Salesforce.

LeanData’s AOR allows companies to route partner registration records to the appropriate teams based on factors such as account ownership and partner tier. 

Using fuzzy matching capabilities, LeanData can identify existing accounts and contacts related to the partner registration, ensuring that leads are routed to the correct owner. 

This eliminates duplicate records, improves data accuracy, and ensures timely follow-up, helping businesses maximize the value of their partner networks.

3. Quick Quote Approvals and Discount Requests

Securing approvals for quotes and discounts can be a bottleneck in the sales process. 

With LeanData’s AOR, sales reps can submit quote approval requests that are automatically routed to the appropriate approvers based on factors such as discount percentage or deal size. 

Then, using LeanData’s NotifyPlus, approvers can receive notifications and approve or reject requests directly within Slack, reducing response times and accelerating deal cycles.

Additional Considerations for Quick Quote Approvals: 

• If no action is taken within a specified timeframe, the quote or discount request can route to another channel for approval.
• Notifications can be posted to channels so that more than one person can view and act on an approval.
• Add an option to comment and send back to address issues before approval.
• Approval or rejection can trigger subsequent actions on an opportunity or account.

4. AI Call Recordings and Product Mentions

Many businesses use AI-driven call recording tools to capture customer conversations. 

These call recordings can be synced into a Call Recordings Object with Salesforce, generating a call summary stored in a Call Recordings record. 

LeanData’s AOR can analyze call transcripts for product mentions and route the information to the appropriate product specialists. 

For example, if a prospect mentions interest in Product A, LeanData can assign the call recording to the Product A specialist or notify them via Slack or email. This ensures that product experts are looped in at the right time, improving collaboration and increasing the likelihood of closing deals.

Additional Considerations for AI Call Recording Summaries: 

• This functionality is platform agnostic. Users can leverage the AI capabilities of any call recorders that sync into Salesforce.
• Users can also update other fields on an account or opportunity based on the contents of the call recording.

5. Cross-Object Updates and Notifications

LeanData’s AOR also supports cross-object updates, allowing businesses to trigger actions on related objects. 

For example, when a task is marked as completed in Salesforce, LeanData can automatically update the status of the associated lead or opportunity and notify the assigned sales rep. 

This ensures that teams stay informed and aligned, maintains data hygiene, reduces delays and improves workflow efficiency.

Additional Considerations for Cross-Object Updates: This approach works with any object associated with the activity, not just leads.

Discover What Any Object Routing Can Do for You

Any Object Routing is not just a convenience. Rather, it’s a strategic advantage that ensures revenue-driving processes are automated, scalable, and aligned across departments.

Need to speed up customer onboarding?
Keep partners in the loop?
Get quotes approved faster?
Make it easier for teams to work together? 

Any Object Routing can help.

This means less manual work, smoother processes, and a better experience for your team, your partners, and your customers.

Expert Hour is a monthly gathering where LeanData customers come together to share insights and best practices. These sessions are invaluable, offering a chance to hear directly from our most advanced users about how they leverage LeanData today and what capabilities they’d love to see in the future.

Check the LeanData Certification page to become LeanData Certified.