Route the right leads to the right rep in Salesforce
Stop manually distributing leads or waiting on IT to make changes to code. Scale your sales efforts by automatically routing and assigning leads to the right rep in real time.
of B2B leads purchase from the quickest responder
Salesforce lead assignment doesn’t scale
Salesforce lead assignment rules work well for simple routing. But when faced with complex sales processes or frequently changing territories, they fall short.
Troubleshooting is inefficient
Interpreting complex logic and troubleshooting is a daunting task when you have to sift through hundreds of line of text-based rules.
Changes rely on others
When you need to make changes to assignment rules you have to wait weeks for IT, consultants, or developers to prioritize it.
Functionality is limited
Out-of-the box functionality such as updating fields, round-robining leads, and routing objects like contacts, accounts, and opportunities, all require custom development.
Solution
Level up your routing for revenue growth
Optimize your Salesforce lead management process with an intuitive interface and advanced routing features that scale with your business.
Improve assignment accuracy
Route leads to the right rep based on a variety of criteria, so you can have better conversations and increase the likelihood of conversion.
Modify on your terms
Use an intuitive drag-and-drop builder to easily create, modify, and troubleshoot routing rules without relying on others.
Support complex routing
Go beyond simple lead routing with the ability to reference fields on any object to drive decisions, build advanced round robins, and process huge data volumes.
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Enhance lead routing in Salesforce
Auto-match, merge, convert
Normalize, standardize, validate, and supplement data with AI waterfall enrichment
Go beyond email domain matching
Basic, weighted, capped, availability based
Features
Optimize your lead management
No code
Make changes to matching and routing flows in minutes.
Notifications
Prompt fast follow-up by notifying reps in Slack or Email.
Any object routing
Route leads, contacts, accounts, custom objects and more.
Visual history log
Audit routing results with a detailed history log at every step.
Speed-to-lead analytics
Enforce SLAs with rep response timers and dashboards.
Multi-user permissions
Allow business units to manage their own routing rules.
FAQ
A partner with answers
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How quickly can routing rules be updated in Complete Leads?
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Complete Leads is configured at the data level, which allows RevOps and operations teams to update routing rules directly through a drag-and-drop visual flow builder.
Changes can be tested and deployed in the same session, without requiring IT tickets, custom development, or deployment windows. As a result, routing updates for new territories or product lines can typically be implemented in minutes rather than weeks.
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How is Traction Complete different from Salesforce Native Lead Assignment?
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Salesforce Native Lead Assignment is included in Sales Cloud and works well for businesses with simple lead routing needs. However, as routing logic grows more complex or territories change frequently, maintaining a list of text-based assignment rules can become difficult to read, troubleshoot, and update.
Complete Leads is a Salesforce AgentExchange solution that allows RevOps and sales operations teams to build matching and routing flows through a drag-and-drop visual interface. Rule changes can be deployed without admin or developer support.
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Are Traction Complete’s products 100% native to Salesforce?
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Yes. Traction Complete’s full product suite is available on the Salesforce AgentExchange and installs directly into your Salesforce org.
And because everything runs natively inside Salesforce, your data never leaves your environment, and there is no need to manage a separate single sign-on (SSO) configuration or integrate with an external vendor’s platform. This means lighter security review for your IT team and fewer ongoing maintenance points for your administrators.
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How is Complete Leads different from Salesforce Flows?
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Salesforce Flows is a declarative process automation tool included in Sales Cloud. While it provides unparalleled flexibility, configuring it for lead routing will require custom development from scratch.
Traction Complete includes essential features right out of the box such as lead-to-account matching, SLA management, and round-robin distribution.
In addition, Traction Complete is configured at the data level instead of the metadata level, allowing for quick changes without the need for new deployments.
Lastly, Traction Complete automatically detects the size of the job and fires as many asynchronous processes as necessary to complete the job, eliminating the issues of hitting limits or the need to manually split jobs.
Want to learn more?
Read our comparison article
