Solutions for Routing and Matching

Never miss an opportunity

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Getting leads to sales teams quickly is at the top of every company’s to-do list. But routing something quickly to the wrong rep isn’t going to help anybody. 

The accurate matching and routing of leads requires quality data about both the person and their account, as well as the assigned rep. People move, strategies change, so manual or cumbersome processes just won’t cut it.

You need clean data, automation, and an easy way to manage the rules, so you never miss an opportunity.

Boost match rates

Route leads fast and with confidence

Improve lead routing speed and accuracy with powerful and flexible rules and a lead routing process to fit your organization’s unique needs.

Gain confidence your leads are getting to the right place with built-in data cleansing and normalizing, as well as real-time enrichment to boost match rates. We automate lead-to-account matching and analyze multiple fields across multiple languages to find the right match for every lead.

Route leads fast and with confidence

Update lead assignment logic with ease

Go beyond the limitations of simple flow chart and route leads based on all your available data. Gain independence from IT with a no-code routing and matching solution that makes it easy to make updates to your lead assignment logic as needed.

Stage and test the perfect lead routing strategy for your organization, then, immediately activate it with the click of a button.

Update lead assignment logic with ease
Funnel unification

Build a scalable routing and matching process

Replace manual and cumbersome lead routing solutions with a scalable routing and matching automation approach.

Unify your funnels across multiple systems with a solution that orchestrates the enrichment, scoring, matching, and routing of your leads and contacts.

Build a scalable routing and matching process

Get all the capabilities you need to route leads quickly and accurately

“With all our leads converted to contacts on accounts, we can now effectively differentiate between prospects and customers at scale. It was an instant bump to our prospect list and has opened the door for targeted outbound at scale.”

Pat Lechner,
Director of marketing operations, Great Place to Work

Learn more about lead routing