Solution Brief

Campaign Member-Based Routing

Your Leads and Contacts in Salesforce regularly engage with your marketing campaigns, but that campaign engagement information often isn’t used to improve routing decisions or buyer conversations. The result is suboptimal assignment and distribution of Leads and Contacts to representatives for priority follow-up activities.

In this solution brief, learn how LeanData Routing‘s  campaign member-based routing feature allows you to automatically assign and manage leads based upon their engagement with your campaigns.

Tags
  • Lead Management
  • Lead Routing
  • Marketing
  • Operations
  • Revenue Orchestration
  • Tech Stack

Related Resources

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Video
Manage Volume with Recurring Routing Jobs

Learn how to prioritize urgent records in your CRM by offloading less time-sensitive records to a recurring routing job. This ensures that urgent records are processed quickly, while less critical records are still assigned.