Protect your data at the perimeter by preventing duplicates from ever entering whether from upload lists, marketing automation, web forms, of ANY integration creating duplicates in Salesforce, including salespeople manually entering them.
Standardize, normalize, segment are built-in. Enrichment (see below) can be connected to enrich at the perimeter.
RingLead Intelligent Routing allows users to easily build customizable routing workflows and create round robin groups to assign incoming Leads and/or Contacts from web forms or list imports to the right Owner for sales or marketing to accurately engage.
New and Existing Leads, Contacts, and Accounts can be Routed Accordingly
RingLead looks at four high-level conditions before routing to determine the appropriate workflow: Account match, Lead match, Contact match, and no match.
Accounts Based Routing with Multiple Owners
RingLead now includes Account routing which can be used with our Segment tool to route Accounts to the appropriate owners based upon region, territory, revenue, or any Salesforce data.
Account Based Selling requires complex routing often with multiple owners on a single Account.
Route Any SF Object
Leads, Contacts, Accounts, Opportunities, and Cases can already be routed. Any Salesforce standard or custom object will soon be available (coming soon)
Advanced Workflow Rules
RingLead rules engine enables you to define conditional logic on unlimited fields with various operators to route Leads to the right Salesforce user.
Round Robins with Weighted Round Robin
Configure round robin rules to assign leads to a specific group of users and prioritize to ensure the quality leads are evenly distributed.
Time Off and Working Hours
Easily configure unlimited time zone working hours and give user time off with a "backup owner" if the owner is specifically routed in a workflow (not just in a Round Robin).
Lead generation made simple for those browsing the web. This is the best Chrome Extension for sales.
Easily capture websites, searches, and more to bring back valuable person and company data for generating leads and export into platforms such as Salesforce, Zoho, Marketo, Microsoft Dynamics, and more.