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Solution Brief

Account Routing With LeanData

LeanData’s Account Routing brings the power of its visual FlowBuilder and automated Routing to your Salesforce account, allowing you to implement company business/territory rules in a fair and uniform way while also allocating accounts to the correct sales reps. 

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Tags
  • Lead Management
  • Lead Routing
  • Lead-to-Account Matching
  • Marketing
  • Operations
  • Revenue Orchestration
  • Sales
  • Tech Stack

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Customer Story
How LeanData Acts as the Foundation of Spekit’s Integrated Tech Stack

Laura Wheeler, VP of RevOps and Enablement at Spekit uses LeanData to ensure that leads being routed to the sales team are equitable and creating equal opportunities across the team.