Best Lead-to-Account Matching and Routing Software with a Free Trial of 2024

Demodesk is the number one customer meeting platform for success teams and sales reps. Our platform empowers customer-facing reps to be top performers by guiding them in real time, automating non-selling tasks, and engaging customers at a whole new level. Demodesk automatically loads the best playbook into every customer meeting, providing reps with the right slides and web apps to present, talk tracks, and battle cards on the spot. Sales teams can automate tasks that are not related to selling, such as meeting preparation, scheduling, and CRM documentation. Our screen sharing technology allows customers to interact with the software during meetings. AI-based insights allow sales leaders to understand what's happening on the call, what works, and coach teams in an environment where everyone works remotely. Demodesk seamlessly integrates with your entire tech stack, including G Suite, Microsoft Office and Salesforce.

RealZips is a global territory manager for Salesforce. The app provides a geographic structure for all Salesforce data based on postal codes, partial postal codes, and zip codes. This allows sales and customer service teams the ability to quickly find potential markets in any area and conduct laser-focused marketing activities and sales activities.

Calendly makes it easy to schedule meetings without having to send back and forth emails. Calendly takes the hassle out of connecting with others, so you can do more. Calendly makes scheduling easy. It's easy to set up. Calendly will take care of the rest. You can send Calendly links to your friends via email or embed it in your website. They choose a time and the event is added in your calendar. It works with your Google, Outlook and Office 365 calendars so you are never double booked. You can set buffer times between meetings, prevent last-minute meetings, create secret events types, and much more. Supports 1-on-1, round-robin, and collective availability meetings. Instant timezone detection for all your invitees to ensure everyone is on the same page. Automate tasks using Zapier, Salesforce, GoToMeeting and Zapier. It works great for individuals, teams, and departments.

Distribution Engine allows you to distribute records in a variety of ways within your teams. These are just a few of the many options available in Distribution Engine. Many more options are available in the application. For happy, motivated, and successful sales teams, fairness is essential. Round robin is the best and easiest way to do this. Round robin distributors will give each team member a record, before starting over again. Each team member knows when their turn is, so there's no confusion about how allocation works. Load balancing allows you to distribute workloads evenly across your team while accounting for differences in availability as well as the tags of each member. Load balancing is ideal for distributing cases. It can be configured to take into account assignments outside of Distribution Engine or the value or complexity assigned records.

Your business is what matters most. closing more deals faster. You can ensure that every lead is converted to its full potential by routing it to the right person on your team. Your prospects and your team members deserve nothing less Match leads to accounts, then route leads to team members Close faster if your reps reach out quickly to your prospects. Do not lose revenue due to leads getting lost in the cracks. Follow up fast and win more. Assign leads as they arrive - to your account executive, SDR team or CSM by matching leads with your named accounts in real time. Convert them as soon as they are available. Conversion is all about speed. Reps, Reps & More Reps Visual Canvas allows you to easily build flows Drag and drop interface for managing workflows in real time

Openprise is a single platform that doesn't require any code. It allows you to automate hundreds sales and marketing processes, allowing you to realize all the benefits you promised from your RevTech investments. You could try to fix this by creating dozens of point solutions in a "Frankentecture". However, quality and SLAs will suffer if you have people who are less excited about tedious manual tasks than you. Openprise is a single platform that uses no code. It combines the best business rules and data to manage hundreds of processes such as data cleansing, account scoring and lead routing. Openprise automates the manual processes, such as lead routing and attribute, that are not automated by other sales and marketing automation platforms.

Round Robin Distributor is a fully customizable software that automates lead and case routing using complex round-robin algorithms and criteria-based assignment bulk inbound data. It can be set up in Salesforce CRM and requires no additional setup. It offers a variety of functions, including SFDC record assignment matching rules based upon reps' skills, account being handled, operating territory, Hubspot score, lead source, Hubspot score, Hubspot score, etc. It allows you to prioritize hot leads and high-priority cases, which is crucial for maintaining your sales funnel and responding time. Round Robin teams can also be created based on business logic. Rules that include sales reps can be used to assign them. The product can also maintain an agent schedule, which can be used to disable assignment in case of unavailability.

The early bird gets the sale. Filter, match and route leads to the right salesperson instantaneously. Close more deals. LeadAngel is a B2B Lead Management platform, including Lead to Account Matching and Routing. Fast, Reliable, and Customizable Operations works with Salesforce CRM and others. APIs available to route and match leads. LeadAngel helps businesses, organizations, and enterprises to improve sales process to close more deals, faster. The software offers lead routing, lead matching, fuzzy matching, lead deduplication, account based marketing strategies and detailed reporting. Matching is very customizable and extremely fast. Our system can identify matching companies in dozens of ways. You can further optimize your sales funnel by using tools like auto-conversion of leads to contacts if you find a matching account.

Lead Assignment and Distribution Automation systematically assigns and distributes Leads from various sources to Dynamics 365 CRM users. It allows managers to distribute and assign leads and customer queries in a structured way, ensuring fair workload distribution within each team. Automation and assignment increase efficiency, which results in higher sales and profits. Entity Support: Supports OOB and Custom Entities Round Robin: Divide the Leads equally among the team using Round Robin Algorithm. Capacity: Assign Leads based on the individual capacity of each user Rules: Create multiple assignment guidelines for different selection criteria for Leads Existing Records: Subject to the assignment rules, Leads can be assigned on demand to users. Order: Establish an order to execute assignment rules to allot and distribute Leads according your requirements Period: Define a period for the assignment of work items based upon that period

Tray.io, an API integration platform, allows users to innovate and automate their organization without the need for developer resources. Tray.io allows users to connect the entire cloud stack themselves. Tray.io's visual workflow editor allows users to easily create and streamline processes. Tray.io empowers users' employees with automated processes. The intelligence behind the first iPaaS, which anyone can use to complete their business processes by using natural language instructions. Tray.io, a low-code platform for automation, is designed to be used by both technical and non-technical users. It allows them to create sophisticated workflows that allow data movement and actions between multiple applications. Our low-code tool and the new Merlin AI platform transform the automation process. They combine the power of flexible and scalable automation, support for advanced business logic and native AI capabilities that anyone can utilize.

Join hundreds of customers who are experiencing the benefits of powerful assignment and connected account hierarchies. It's time to start a speed-to lead revolution. Enterprise-friendly, flexible lead assignment. With the first Salesforce automated account hierarchy solution, clean and connected account hierarchies can now be achieved. You can join the speed-to lead revolution and see your team make amazing strides in their lead response time. You can create the perfect symphony between your data, sales reps and revenue teams. Complete Leads is the most powerful automated lead-to account matching and routing solution. Get involved in the speed-to lead revolution and realize your revenue potential. But don't believe us? Our customers are the best. You need to be the first to respond when 50% of potential buyers choose a vendor that responds first. Enterprise level features are available to speed up your process.

The leading B2B Customer Information Platform connects people and companies. Leadspace CDP is the best way to create customer obsession. All the data you need for understanding your customers - in one place, accurate and in real-time. Artificial Intelligence (AI), which transforms data into next-step recommendations. This includes who, what, and when to target. Integrations into Sales, Marketing & Digital Ad platforms are possible to ensure omnichannel execution & alignment. Leadspace CDP allows you to focus on Marketing & Sales rather than managing data.

Sugar Market is changing the way mid-sized marketing teams reach customers and measure success during the buyer journey. Increase your website traffic and get visibility into their digital interactions. Convert leads with conversion-focused landing pages, emails, and forms that are intuitively built using drag-and-drop builders. These leads can be qualified with multi-step nurture campaigns or sophisticated lead scoring models. Use your marketing automation platform to align with sales by only allowing qualified leads. Sugar Market allows you to easily identify which tactics are effective and where improvements are required. This will allow you to refine campaigns and deliver consistent results. Sugar Market is the marketing automation solution that you need. Sugar Market offers a carefully curated tool set that includes intuitive campaign builders, advanced automation, and superior reporting. This allows marketers to focus on what is most important.

Get the best B2B data delivered on terms that suit your business. It's available, flexible, and ready to help you accelerate your business. Our data reliability is 10x higher than other alternatives due to our best-in-class match rates and match accuracy, fill rate, fill rate, as well as fill accuracy. You can identify customers across channels and infuse CRM, MAP, cloud warehouse, and other systems with the most accurate, actionable data. Our patented technology allows you to tap into our global database of companies, from the smallest company to the largest enterprise. It includes firmographics, hierarchies and technographic. With the best contact data, streaming intent, scoops, and other data available, you can get more than just company data. You can integrate comprehensive B2B data in any system or workflow using cloud data shares, flat files, APIs or orchestration apps.