Best Web-Based Lead-to-Account Matching and Routing Software of 2024

boberdoo.com is a sophisticated software-as-a-service solution designed for the lead generation industry. boberdoo.com offers lead distribution software, call routing and Ping Tree software. It helps you track, route, bill, and bill all your web leads and phone calls from one platform. Additional features include live calls transfers, lead scoring, form building, internet lead routing, custom filtering options, data science, artificial intelligence for lead buying, feedback capture, ping post, intuitive reporting and SMS lead deliveries.

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.

Key Features of Syncari ADM: Continuous Unification & Data Quality Programmable MDM with Extensibility Patented Multi-directional Sync Integrated Data Fabric Architecture Dynamic Data Model & 360° Dataset Readiness Enhanced Automation with AI/ML Datasets, Metadata as Data, Virtual Entities Syncari’s cohesive platform syncs, unifies, governs, enhances, and provides access to data across your enterprise, delivering continuous unification, data quality, and distribution—all within a scalable, robust architecture.

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

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.

You can't schedule meetings if the wrong accounts are being used. You must dynamically distribute the correct accounts at the right moment. Increase sales efficiency by finding black holes in your CRM, focusing reps only on accounts that convert and moving to dynamic books. It's time for us to move on from static territories and onto something more resilient. Dynamic books are the answer. We've owned numbers and have been in the RevOps trenches. We've been in the trenches and we know what high-performance teams need. Learn more about the benefits of dynamic books and how they can be a great alternative to static territory. Download our free guide on dynamic book management. Assigning any built-in object or custom object. Adaptive round-robin based on weight capacity and availability. Logging, auditing history, and reporting. All dynamic book management features. Premium onboarding, support and assistance.

Routera is used by growing sales teams to manage lead assignment from marketing and ensure compliance. This results in faster response times, more organized pipelines and more pipelines that are moved to closed won. Your sales pipeline is missing out on hot leads. In just 5 minutes, integrate Routera with your CRM and ensure that every lead is assigned, worked and accounted for. Create routers to ensure that all leads are assigned to the correct rep. Distribute with flexibility to increase the probability of winning. Build routers to ensure that all leads are assigned to the correct rep. Distribute leads with flexibility to increase the probability of winning. Set capacities so that each rep is limited to a certain number. Scale your sales operations in a scientific way. Set time limits for how long a sales rep can contact a lead. This will reduce the time between first response.

Distributely is the only lead and ticket routing application built specifically for HubSpot. It will save you time, help you sell more and delight your customers. Distributely's rules engine allows you assign leads and tickets based on criteria such as availability, location or expertise. This is done without manual routing or overlapped workflows. Distributely's seamless integration with HubSpot workflows enables you to use it to complement your existing customer service and lead follow-up processes. Distributely, unlike any other app on the market, is designed to scale businesses using HubSpot. Distributely is easy to set up and powerful enough to be used by enterprise sales and customer service teams. Leaders can focus less on repetition, and more on the performance of their reps. Distributely is easy to use and takes only minutes to set up. It is backed by a HubSpot solution provider with extensive industry knowledge in marketing, sales and operations.

Tray.ai, 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.ai allows users to build and streamline workflows with an intuitive visual editor. 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.ai, 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 builders and new Merlin AI are transforming the automation process. They bring together the power and flexibility of flexible, scalable automated; support for advanced 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.

CaliberMind empowers B2B marketing professionals to maximize revenue growth and pipeline optimization by providing the insights they need. Integration of your entire tech stack with CRM gives you easy access to marketing ROI. It's easy for your team to advocate for the tools they need to be successful when early funnel activity can be linked to sales productivity. These insights make marketing's contribution to the organization easy. It should be easy to predict marketing revenue. Marketers have two dozen tools in their marketing tech stack. Instead of making insights more clear, it is difficult to combine information. See how our customers use real-time insights for the right message to the right people at right times. Marketers spend too much time looking through tons of data to find out what happened in the last quarter. Trend data is easy to read and can be used to correct any gaps in pipeline for the next quarter.

Bluebird is a revolutionary lead management system that was designed for global companies with demand generation programs and sales partner networks. Bluebird's proprietary cloud-based software allows enterprise clients to achieve greater efficiency and clarity between marketing programs and sales efforts. Bluebird can be used as a standalone system or integrated with existing tech stacks. It ensures that every campaign is ROI-proof, that pursuit enablements are optimized and conversion rates for the sales cycle improve. Bluebird is used by some of the top IT providers, manufacturers and real estate companies in the world. It routes over 1 million leads per year to over 30,000 sales representatives and partners from over 300 businesses. With seamless deployments and maintainability, complex workflows can be made simple. This ensures go-to market programs, scalability and high network adoption, without any hand-holding.

Unmatched visibility into marketing performance allows you to prove and improve your impact. What's working and what's not? Every marketer must be able answer this question. It's for this reason that every B2B team needs revenue-attribution. Adobe Marketo Measure provides marketers with unmatched insight into their impact on the bottom-line. With attribution that accurately measures every touchpoint of the customer journey - digital and offline, paid or organic, marketing and sale - identify the channels and campaigns that deliver the highest revenue and ROI. Adobe Marketo Measure connects and unifies disparate data so you can spend less time on tedious tasks and more time on insights. Get accurate data, without the hassle of broken spreadsheets or duplicate conversion counting. There is no one-size-fits-all solution when it comes to attribution modeling.

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.

Chili Piper Meetings is an automated scheduling tool that helps revenue teams convert more leads to qualified meetings faster. After submitting a form on the website, our intelligent Concierge product makes it easy for prospects to book a meeting and/or start a call. Chili Piper uses smart rules, rather than the traditional inbound lead management method, to automatically qualify and distribute leads to the right reps. Our software allows companies to automate lead handoffs from SDR to AE and book meetings via marketing campaigns or live events. Forrester, Square, DiscoverOrg and Spotify use Chili Piper to create amazing experiences for their leads and, in turn, double the number of leads that they convert into meetings.

Ensure that your revenue operations are running smoothly and that your sales team is working at maximum strength, even when plans change. You can build your territories, make updates to market conditions, and seamlessly sync your changes across all GTM system so that your strategy is always in line with execution. You can plan and execute your strategy and resources from one platform. Increase sales productivity and generate more revenue. Instead of focusing on updating spreadsheets, focus more on scaling sales. Fullcast's automation tools allow you to quickly reduce sales operations backlogs so that you can focus on building customer relationships. Fullcast automates policy enforcement and task execution, ensuring Salesforce is fully aligned to your go-to market plan.

Your first-party data can be used to unlock its full potential. D&B Connect is a self-service, customizable master data management solution that can scale. D&B Connect's family of products can help you eliminate data silos and bring all your data together. Our database contains hundreds of millions records that can be used to enrich, cleanse, and benchmark your data. This creates a single, interconnected source of truth that empowers teams to make better business decisions. With data you can trust, you can drive growth and lower risk. Your sales and marketing teams will be able to align territories with a complete view of account relationships if they have a solid data foundation. Reduce internal conflict and confusion caused by incomplete or poor data. Segmentation and targeting should be strengthened. Personalization and quality of marketing-sourced leads can be improved. Increase accuracy in reporting and ROI analysis.