Solution Brief

Campaign Member-Based Routing with LeanData

Your Leads and Contacts in Salesforce regularly engage with your marketing campaigns, but that campaign engagement information often isn’t used to improve routing decisions or buyer conversations. The result is suboptimal assignment and distribution of Leads and Contacts to representatives for priority follow-up activities.

In this solution brief, learn how LeanData Routing‘s  campaign member-based routing feature allows you to automatically assign and manage leads based upon their engagement with your campaigns.

Tags
  • Lead Management
  • Lead Routing
  • Marketing
  • Operations
  • Revenue Orchestration
  • Tech Stack

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Interactive Tour
Lead: Dedupe, Merge and Assign | Routing Template

With our Dedupe, Merge and assign template we leverage the deduplication functionalities of LeanData while allowing for assignment to an individual user