George Samaras
Director of Marketing Operations, Coveo
Speed up, sell more, and keep your revenue teams in sync with the most flexible matching and routing solution built for Salesforce.
“We use Complete Leads for data management efforts in Salesforce. It allows Marketing Operations to have more ownership and autonomy over changes in Salesforce instead of relying on Administrators.”
George Samaras
Director of Marketing Operations, Coveo
Prevent bad data from entering Salesforce by matching incoming records to your existing data so reps have the context they need to make every conversation count.
Customize matching rules to ensure every record is connected to the right account so buying activity is captured in one place.
Stop duplicates at the door by automatically matching, merging, and auto-converting records upon entry.
Cleanse data of inconsistencies and errors with enrichment and normalization to keep bad data out of your workflows.
Increase conversions and prevent prospects from slipping through the cracks by automatically routing records to the correct rep.
Route based on the criteria you need including by geography, territory, partner, hierarchy, account owner, and more.
Distribute records amongst a pool of reps using standard, weighting, capping or availability-based rules.
Give teams the ability to manage their own routing rules without impacting mission-critical flows with nested flows.
Start driving better alignment and accountability by giving teams visibility into speed-to-lead analytics and reporting.
Prompt fast follow-up by notifying reps in their preferred channel including Slack and email.
Encourage urgency and keep reps accountable by adding a real-time countdown on the Lead page layout.
Get a clear view of how fast reps are following up with the built-in rep response dashboard.
Connecting the flow of data between departments can be tricky. Put an end to workarounds, custom code, and manual intervention by automating the movement of data across any standard or custom object in Salesforce.
Make changes to automation flows in minutes without waiting weeks on administrators, developers or IT.
Automate a variety of processes including lead routing, account assignment, territory management, bulk updates, and more.
Struggling to move data between your MAP and CRM? Automatically route records, update fields, and trigger actions across any object.
Our solutions are engineered from 14+ years of consulting experience, understanding the unique data challenges of Salesforce users.
You’ll partner with a dedicated Salesforce-certified Customer Success Manager to get you up, running, and trained on our solutions.
Our solutions are AppExchange certified and 100% native to the Salesforce platform, which means your data will never leave your environment.
Book my personalized demo
When responding within 5 minutes can increase your conversion rate by 21%, speed is everything. Ready to learn how you can speed up and sell more?
Includes:
Complete Clean detects and removes duplicates in Salesforce.
Complete Hierarchies automatically builds and maintains account hierarchies in Salesforce.