Lead Routing

Lead routing in Salesforce can be challenging. Without a solid lead-to-account matching solution, effective lead routing is nearly impossible. Learn how to route leads to the correct owner in a simple and efficient way.

Solving Lead Routing in Salesforce

The lead-contact/account divide in Salesforce causes challenges for marketing and operations teams to properly route leads to the sales team in real-time. Luckily, solving lead routing challenges in Salesforce is relatively easy with the right tools and process.

Challenges

  • Leads not routed to the correct owners
  • Multiple leads from the same company owned by multiple sales reps
  • Leads from companies with open opportunities or are existing customers are not routed properly
  • Leads are not routed in real-time
  • Leads need to be manually reviewed and assigned

The Solution

With the right strategy, process, and tool in place, routing leads to the right owner everytime is not only possible, but pretty simple to accomplish.

  1. Maintain a "source of truth" owner on all of your existing Accounts
  2. Match and route leads to the Account Owner (or other User Lookup field) in real-time
  3. Implement lead assignment rules to assign unmatched leads
  4. That's it! Easy peasy!

Ready to take the next step?

Take a deeper dive into all the features and functionality of
Align.ly Lead-to-Account for Salesforce.

Go to Align.ly Lead-to-Account

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