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Solution Brief

Automate Routing Based on Sales Territories

LeanData can help you simplify your sales team’s complicated territory management process by ensuring the your Salesforce Leads, Contacts, Accounts and Opportunities are automatically routed based on your specific territory definitions.

Our Territory Management system allows you to set up and maintain existing territory mappings with ease, as well as leverage the visual FlowBuilder interface to assign Leads and other objects based on territories.

Download the solution brief to learn more now.

  • Lead Management
  • Lead Routing
  • 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.