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SquareFinch: Revenue-Based Lead Routing

By SquareFinch

Maximize Revenue Per Lead

No Ratings
Starting at $25   USD/user/month
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Business Need
Sales
Sales Intelligence
Marketing Automation
Requires
Sales Cloud
Service Cloud
Compatible With
Sales Cloud
Service Cloud

SquareFinch is the only revenue-based routing solution for Salesforce. It is intelligent lead routing designed to increase sales productivity by helping you win more revenue from the same volume of leads. *30 day, risk-free trial is available!*

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Service Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Essentials

App Details

Version
SquareFinch/SquareFinch 1.10.0
Listed On
09/23/2023
Latest Release
09/23/2023
Supported 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.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Managed Package
Salesforce Mobile
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 7
Custom Tabs: 6
Custom Apps: 1
Lightning Components
Global: 18
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.7.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
05/11/2023

Additional Details

Increasing revenue per lead is arguably the most important objective of a sales team. But, it is impossible to achieve without the ability to assign leads to the sales rep who has the highest probability of winning. Deciding who gets assigned a lead with rules, weighting or round robin-based approaches is fundamentally flawed. They do not account for a lead’s potential value or sales rep performance, and require substantial manual work to properly optimize distribution across the sales team. SquareFinch is the only lead routing solution for Salesforce specifically designed to maximize revenue per lead. SquareFinch considers a lead’s ‘revenue potential’, sales rep quotas and historical performance to automatically assign leads to the person that either needs it the most, performs the best, or a combination of both. Installation instructions: bit.ly/3EOMoBA

Need help?

SquareFinch

New York, NY

Support Phone9734641804
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