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SquareFinch: Revenue-Based Lead Routing

Maximize Revenue Per Lead

Overview

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!*

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  • PLAN -Establish rules which automatically segment incoming leads and calculate their revenue potential -Build assignment quotas to indicate how much each salesperson needs per quarter to hit sales quota

  • ROUTE -Route to the right sales rep, at the right time by considering segment, need and performance -Monitor distribution in real-time with reports and dashboards -Optimize lead distribution based on your business objectives without manual adjustments

  • ANALYZE -Align customer segments across leads and opportunities to easily report on the end-to-end journey from assignment to closure -Analyze historical performance after leads were assigned

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

Categories

Business Needs
Sales
Sales Intelligence
Marketing Automation
Personas
Business Operations Manager
Executive
Sales Representative / Manager
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