LeanData’s Territory Management capability aims to help sales and marketing teams execute go-to-market strategies that seamlessly automate complex territory lead routing and distribution.
The Territory Management capability is designed to provide enterprise-sized organizations with the opportunity to seamlessly route leads based on specific territory definitions, enabling sales and marketing teams to:
- Build and maintain territory and segment definitions by using ready-made templates that can be uploaded directly into LeanData’s Routing Platform;
- Speed up the lead management process by ensuring leads are automatically routed to the right representative based on their companies’ territory assignments;
- Monitor lead assignment by territory to ensure that leads are being generated across all territories to accelerate revenue growth; and
- Create strong alignment and data confidence between sales, channel and marketing teams.
LeanData’s Territory Management capability was designed for mid- to senior-level sales and marketing professionals, as well as C-suite executives.
The feature is available on LeanData’s Lead Routing Platform, which is built natively in Salesforce CRM.
LeanData’s Territory Management capability can be purchased a la carte or as part of a bundled package. It is included in the professional and Enterprise packages.
LeanData’s clientele includes B2B companies such as Uberflip, ON24 and Financial Force.
LeanData offers a unique lead routing solution with a visual interface, where users can create flowchart-like logic for routing objects, such as leads, contacts, accounts, and opportunities. The LeanData Territory Management capability aims to provide users with seamless territory and segment list creation and routing action nodes. It is designed to provide visualizations on how leads and other routing objects are assigned based on territory, so marketing knows if they need to accelerate their demand generation campaigns in strategic growth territories.
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