skip to Main Content

Assignment

Your sales representatives and account executives are far and away the most important groups of people for your company. When a lead comes in, you have to decide who that lead is assigned to. With thousands of leads pouring in daily, all organizations have long forgone any form of manual assignment. Round robin assignment takes all the tedium out of assigning leads, and turns to a model based upon automation. How you decide to automate your robins is completely up to you. With the wide variety of customization options, it’s important that you know where to begin.

longer field notes 1-4 in

  • Introducing the Lane Four Visual Router

    Introducing the Lane Four Visual Router

    Do you want to manage your routing process in an intuitive and easy-to-use way? Now you can, using Lane Four’s new visual router. Our visual router is configured through the Salesforce Flow Designer, a powerful tool that ensures that complex…
  • Match Accounts & Auto-Assign a Lead Owner

    Match Accounts & Auto-Assign a Lead Owner

    Lane Four Demo from Nuvem on Vimeo.
  • Lead Re-Assignment Could – and Should – Be Much Easier

    Lead Re-Assignment Could – and Should – Be Much Easier

    If you’ve ever had to re-assign a stack of leads within Salesforce, you know how difficult it can be without the right tool. Often, companies are forced to pull their records out of Salesforce, plug them into Excel, update their…
  • How to Solve Contact Assignment Problems in Salesforce

    How to Solve Contact Assignment Problems in Salesforce

    Account-based marketing (ABM) is a growing trend for a reason: sales teams see that it works. And while it might not be a totally new idea, it is being given new life as more organizations embrace its ability to bring…
  • Four Essential Routing Rules to Simplify Account Assignments

    Four Essential Routing Rules to Simplify Account Assignments

    Automated account-based marketing tools like LaneFour are essential to simplifying the matching process of marketing automation leads and sales accounts. When used correctly, this can empower sales-marketing alignment by giving both teams visibility into how leads are being assigned, as…
Back To Top