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Optimize Salesforce with Zenroute - The Ultimate Lead & Data Management Solution

By Athenalogics Solution Pvt Ltd.

Automate Salesforce Lead Management: Efficient Assignment and Round Robin.

No Ratings
Freemium  

Payment required to increase usage, users, or features. Discounts available for nonprofits.

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Industries
Education
Financial Services
Professional Services
Business Need
Sales Productivity
Lead & Opportunity Management
Account-Based Marketing
Requires
Sales Cloud
Service Cloud
Compatible With
Sales Cloud
Service Cloud

Streamline Lead Management Effortlessly: Zenroute is a comprehensive lead management solution that seamlessly integrates with Salesforce, automating lead assignment, conversion, and processing. It offers advanced features like duplicate merging (de-dupe).

Highlights

✔Streamline assignment and conversion with custom rules for efficient processing. Automate the distribution of leads, accounts, contacts, opportunities, cases, and custom objects to optimize your entire Salesforce pipeline.

✔ Duplicate Detection and Merging (De-dupe): Identify and merge duplicate records effortlessly with configurable settings. Maintain data integrity by automatically merging or converting duplicates.

✔ Custom Round Robin Assignment: Distribute workload evenly among team members to prevent overload. Ensure fair and balanced allocation of tasks, enhancing team productivity.

✔ Salesforce Routing Optimization: Automate the routing of leads, accounts, opportunities, cases, and contacts based on criteria like skill set, location, and product interest. Maximize conversion rates by assigning leads to the most suitable personnel.

✔ Detailed Insights and Logging: Gain comprehensive insights into leads, accounts, opportunities, cases, and contact processing. Monitor activities, changes, and system events for a clear overview of operations.

✔ Data Mapping Simplification: Simplify merging records across Lead, Contact, and Account categories. Define mappings between source and target fields for accurate data integration.

✔ Mass Merge and Schedule Merge: Automate bulk merging of duplicate records using standard rules. Schedule merge jobs for consistent data quality and enhanced productivity. Live Claim Feature: Receive real-time notifications for leads in a queue.

✔ Seamless Lead Conversion: Efficiently convert leads into contacts, accounts, and opportunities. Use bulk conversion and specific criteria to streamline the lead transformation process.

✔ Intuitive Dashboard: Unlock insights with a comprehensive dashboard featuring key metrics, custom filters, and vibrant visuals. Track lead conversions, merges, ownership, and recent activities.

Provider Details

Athenalogics Solution Pvt Ltd.
Jaipur, Rajasthan, India
Social Impact
Pledge 1%
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Founded
2014
Website
Email

Athenalogics Pvt Ltd is a premier Salesforce product development company that provides innovative and customized solutions to meet unique business needs. Specializing in Salesforce product development since 2014, Athenalogics has earned recognition as a trusted partner in the Salesforce ecosystem by successfully delivering numerous Salesforce projects across industries. The company's values are centered around customer satisfaction, transparency, and collaboration, and it strives to build long-term relationships with clients. Athenalogics leverages the latest technologies and tools to deliver innovative and scalable solutions that help clients stay ahead of the competition. A notable achievement is that Athenalogics' team designed and coded a project that was acquired by Salesforce, reflecting in-depth understanding of the Salesforce platform and ability to create innovative solutions. The company is committed to providing high-quality Salesforce solutions and is an ideal partner for any Salesforce project.

Pricing Details

Freemium

You can use this limited solution for free, but must pay to increase usage, users, or features. Discounts available for nonprofits.

The solution is free for up to 5 users, but it has limits on features. To know more about the limitations please visit:- https://www.zenroute.io/plans-pricing

Customers with more than 5 users or customers who want unrestricted access to the features can purchase the Premium version of the product. The minimum license required for the upgrade is 5 users. https://www.zenroute.io/plans-pricing

Premium

$10 USD/user/month