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RepBlaze - Automated Lead Assignment (Distribution) & Lead-to-Account Matching

Efficient Lead Assignment and Tracking for efficient Sales Operations

Overview

RepBlaze is a Native App with an ability to configure rule-based Lead assignment & distribution, which works with any standard as well as a custom object. RepBlaze also has an ability to Automate Lead-to-Account Matching and Auto-Conversion to a Contact.

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See How RepBlaze - Automated Lead Assignment (Distribution) & Lead-to-Account Matching Works

  • #1. Predefine Intelligent Algorithms, with easily configurable Assignment or Distribution criteria as per your business needs for any standard as well as custom object: - Round Robin - Round Robin - Sticky - Smart Match - Equal Assignment

  • #2. Lead-to-Account Matching & Auto-Conversion to Contacts RepBlaze uses algorithms to first check Leads that qualify & match the conversion criteria. Leads will then be converted to Contacts & matched with the relevant Account & Account Executive/Owner

  • #3. RepBlaze Assistant and RepBlaze Widget available on the Utility Bar. New notifications, alerts or assignments are all displayed on RepBlaze Assistant, giving you one place to navigate to any lead assignment. Why toggle between multiple windows now?

RepBlaze is a powerful automated Lead Assignment / Lead Distribution tool that automates the sales process with Salesforce. If you deal with inbound leads coming through Web-to-lead, Pardot, Social, LMA, etc, RepBlaze automatically distributes these leads to your team members with easily-configurable assignment rules and criteria. RepBlaze also leverages industry-leading Lead-to-Account Matching algorithm to check for leads that qualify & match the auto-conversion criteria. These leads are converted to Contacts & matched with the relevant Accounts & respective Account Executives. Features that make your job easier - Smart Routing Engines - Load Balancing for Fair Assignments - Distribution from Queues/Members - Lead-to-Account Matching & Auto-Conversion - Automatic Reassignment - Auto Re-Route on Leave - Multiple Time Zones - RepBlaze Supervisor - Pull Leads from Queue - Skill & Region-Based Assignment - Equal Assignment - Capping & Weighting - Assignment Analytics - Lead Filtering & Ordering Criteria - Manual Rejection **Works with all Standard/Custom Objects** RepBlaze is a must-have tool for sales/service process automation across all business verticals

Categories

Business Needs
Sales Intelligence
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package

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