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Opportunity Routing Datasheet

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2901 Patrick Henry Drive, Santa Clara, CA 95054 | www.LeanData.com PRODUCT SHEET | OPPORTUNITY ROUTING Benefits Of Opportunity Routing • Ensure pipeline distribution is fair, fast, and happens without manual bias • Faster sales cycle by responding immediately to new deals • Grow accounts faster with better post-sale opportunity management • Leverage lost opportunities in the system to win new deals Critical Components Of Opportunity Routing • Define business rules that trigger opportunity routing • Assign opportunities to matching opportunity or contact owners • Automatically update opportunity fields or assign opportunities round robin to owners • Notify owners of new opportunities assigned to them • Use Routing Insights to optimize opportunity assignment rules Why LeanData? Built upon the best-in-class matching technology, LeanData Engagement is the most simple, accurate, and actionable engagement analytics tool in the market. LeanData provides the market's first Revenue Operations platform for accelerating revenue and growth in B2B. Standing at the center of Salesforce CRM, LeanData's family of solutions orchestrate and automate the go-to-market process to help revenue teams close more deals and drive more revenue, faster. Visit leandata.com to learn more about LeanData's revenue operations solutions for Lead-to- Account Matching, Routing, Engagement and Marketing Attribution. Or visit us on AppExchange.

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