Best Lead-to-Account Matching and Routing Software - Page 3
Lead-to-account matching and routing software automatically matches new leads to the correct account record in a customer relationship management (CRM) and then routes those leads to the correct salesperson according to the organization’s territory mapping or routing rules. Lead-to-account matching and routing enables businesses to gain a more comprehensive picture of leads and engagement within their account-based strategy, as well as follow up with captured leads at a quicker rate.
While most customer relationship management (CRM) software provide the basic functionality for lead-to-account matching and routing, specific lead-to-account matching and routing solutions help with more complex workflows that can't be maintained in CRM or marketing automation solutions. This type of software is often used by sales development representatives and account executives who might otherwise spend countless hours routing leads to the correct individuals and accounts.
Alongside saving time and valuable resources from manually matching and routing leads, lead-to-account matching and routing software also allows businesses to have cleaner and more accurate data within their CRM. This type of software automatically identifies repetitive data, which eliminates any duplicate leads found within the CRM. Additionally, with automatic routing, businesses will never lose track of new leads and can set up routing rules around account owner, account history, lead source, etc.
Lead-to-account matching and routing software is often used alongside other workflow management solutions such as account data management software and marketing automation software.
To qualify for inclusion in the Lead-to-Account Matching and Routing category, a product must:
Best Lead-to-Account Matching and Routing Software At A Glance
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- Overview
- User Satisfaction
- Seller Details
PowerRouter is the Salesforce-native no-code lead routing automation tool built for modern revenue teams. With PowerRouter, revenue teams can orchestrate complex account-based sales plays and streamli
- 63% Mid-Market
- 38% Small-Business
201 Twitter followers
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
FunnelBeam makes the most customizable Sales Intelligence tools. We transform the status quo of AI enabled Account Based Sales & Marketing: facilitate end to end data discovery, enrichment, &
- 45% Small-Business
- 36% Mid-Market
35 Twitter followers
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
Demodesk Scheduling is a robust scheduling automation platform for customer meetings. It is built for teams that handle many leads and need to distribute meetings efficiently to their salespeople. I
- 88% Mid-Market
- 13% Small-Business
259 Twitter followers
- Overview
- User Satisfaction
- Seller Details
Distribution Engine, developed by NC Squared, is a market leading, fully native application for routing and assigning work in Salesforce®. It can be used to distribute: Leads and Opportunities to your
- 40% Mid-Market
- 30% Small-Business
687 Twitter followers
- Overview
- User Satisfaction
- Seller Details
The Salesforce native RealZips app provides instant Zip codes and business GeoData. Analytics and workflows: sales territory management, web-to-lead, lead assignment & ownership alignment and pred
- 45% Mid-Market
- 36% Enterprise
310 Twitter followers
- Overview
- User Satisfaction
- Seller Details
Align.ly builds simple, intuitive Salesforce applications to help B2B RevOps professionals be more effective.
- 100% Small-Business
22 Twitter followers
- Overview
- User Satisfaction
- Seller Details
Lead to Account Matcher (L2A) is a salesforce application aimed at assisting teams that use an account-based marketing (ABM) strategy, streamlining the process of relating leads and converting leads i
- 100% Small-Business
272 Twitter followers
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
demonstro is a platform where sales reps from different companies swap warm introductions. You help get meetings for reps at your target accounts, and they return the favor–turning cold outreach into
- 100% Mid-Market
- Overview
- User Satisfaction
- Seller Details
Distributely is a lead routing and lead to account matching software purpose built for the HubSpot CRM Platform. Distributely sits on top of HubSpot and eliminates the need for manual workflow adj
- Overview
- User Satisfaction
- Seller Details
Bluebird (formerly lead assign) is the revolutionary lead management system designed specifically for global companies with sales partner networks and demand generation programs. With Bluebirds pr
- 100% Enterprise
- Overview
- User Satisfaction
- Seller Details
Lead Assignment and Distribution Automation systemically assigns or distributes Leads generated through various sources to respective Microsoft Dynamics 365 CRM users. Improve sales process efficiency
- Overview
- User Satisfaction
- Seller Details
Client communication is a time-consuming process: Aren't you sick of emailing back and forth to set up online meetings using third-party services? Don't you have enough of the slowdowns and inefficien
- Overview
- User Satisfaction
- Seller Details
Nutsales is an AI-driven CRM that helps unify multiple shared inboxes and operate them at scale! It is built for B2B organizations to manage all customer data, from the cycle of receiving a customer r
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
OnceHub helps organizations big and small to fast-track sales and streamline service delivery with appointment scheduling and digital engagement solutions that adapt to their customers’ preferences in
- Computer Software
- Marketing and Advertising
- 73% Small-Business
- 15% Mid-Market
1,395 Twitter followers
- Overview
- User Satisfaction
- Seller Details
Routera is an inbound lead routing and conversion platform that integrates natively with HubSpot. Now you can easily plan and scale your sales team by improving speed to lead and increasing sales conv
- 100% Mid-Market
