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The Comprehensive Survival Guide For Lead Routing And Account Assignment

Almost every company has the need to route leads and assign accounts to sales reps in their Customer Relationship Management (CRM) system. It's about as universal a problem as you can get, yet it's also one of the most confusing subject areas in sales and marketing operations because every company uses unique routing and assignment processes, they change frequently, and there a lot of technical solutions to help automate these processes.

In this guide, the following topics are covered:

  • Understanding basic routing and assignment use cases;
  • Identifying common business requirements;
  • Scoping your technology needs;
  • Selecting the best technology options; and
  • Implementing deployment best practices.

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