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SquareFinch: Revenue-Based Lead Routing
Maximize Revenue Per Lead
- Business Need
- SalesSales IntelligenceMarketing Automation
- Requires
- Sales CloudService Cloud
- Compatible With
- Sales CloudService 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!*
Highlights
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
Provider Details
SquareFinch maximizes revenue generating potential by enabling optimal lead allocation across sales reps. Most lead routing solutions on the market use round robin, weighting or rule-based approaches which treat every lead the same. SquareFinch provides smarter lead routing capabilities by using the concept of lead value to drive assignment.
Pricing Details
$5,000 flat fee for your first 10 users. $25 per user per month after that.
SquareFinch Subscription
$25 USD/user/month