Features
Zenroute's Duplicate Merging
Easy duplicate detection features, combined with automated merging or converting, make Zenroute an invaluable tool for any business. This highly configurable platform allows customization of every step of the process, ensuring it can adapt to any business requirement seamlessly. By identifying and managing duplicates efficiently, Zenroute helps maintain data integrity and optimize business operations.
Salesforce Account, Contact and Lead Routing
Automate lead, account and contact assignment optimizing the routing process for maximum efficiency and effectiveness. By distributing leads, account and contact and other records based on factors such as skill set, location, product interest, language, and more, you can ensure that each task is handled by the most suitable personnel. This targeted allocation maximizes your conversion rates by assigning a greater portion of leads to your top performers, enhancing overall productivity and success.
Detailed Insights
logs offer detailed insights into the processing of leads, accounts, and contacts, capturing comprehensive data on activities, changes, and system events. These logs allow businesses to monitor the entire lifecycle of leads from capture to conversion, track updates and interactions with accounts, and document communication history and engagement with contacts.
Simplify Data Mapping
Zenroute Mapping simplifies merging records across Lead, Contact, and Lead to Contact categories for seamless data integration. Define mappings between source and target fields to ensure accurate data transfer. Prevent duplicate mappings and easily enable, edit, or delete mappings. Use Zenroute Logs to identify and resolve mapping issues. During merging, master record fields are populated with values from merger records, maintaining data integrity. Simplify your data management with Zenroute Mapping for efficient business operations.
Zenroute’s Mass Merge/Schedule Merge
Automate and streamline Salesforce data management with Zenroute’s Mass Merge/Schedule Merge feature. Merge duplicate records in bulk using standard rules, ensuring accurate data. Our user-friendly interface allows easy rule creation and automation. Test merges with the Run Simulation toggle to ensure accuracy via the Merge Winner field. Schedule merge jobs using CRON expressions for consistent data quality. Save time, enhance productivity, and maintain data integrity with Zenroute’s efficient merging solutions. This feature enhances overall productivity by efficiently removing duplicate records and preserving data integrity through the mapping feature.
Streamline Sales with Zenroute Lead Conversion
Zenroute Lead Conversion simplifies transforming leads into contacts, accounts, and opportunities. Automatically convert leads into contacts based on specific criteria with our intuitive UI. Bulk convert leads using the Lead Conversion batch for efficiency. Key features include enabling lead conversion, defining criteria, managing status updates, and assigning Opportunity Contact Roles. Optimize your sales pipeline and enhance customer engagement with Zenroute’s seamless lead conversion process. Efficiently manage lead conversion from start to finish for better sales outcomes.
Unlock Insights with the Zenroute Dashboard
The Zenroute Dashboard provides a comprehensive overview of customer data through powerful analytics. Our interactive interface displays key metrics with custom filters for week, month, or custom dates. Track lead conversions, record merges, lead ownership, routing rules, and recent activity logs. Enjoy vibrant visuals like bar and donut charts, and seamless navigation via the sidebar menu. Effortlessly uncover insights and enhance your data journey with Zenroute's intuitive dashboard.
Enhance Efficiency with Live Claim
The Live Claim feature provides real-time notifications for leads in a queue, allowing instant claiming. When a lead is assigned, a popup alerts eligible users to claim and own it immediately. Extend this functionality to other objects using the Live Claim API via flows or process builders. Manage alerts with queue IDs in Live Claim settings. This feature ensures efficient lead management, timely responses, and optimized lead conversion rates, enhancing sales team productivity and overall business performance.
Simplify Management with Matching Rules
Zenroute's Matching Rules automate merging duplicate Salesforce records. Define and apply your own matching criteria to identify and consolidate duplicates, enhancing data quality. Map standard duplicate rules to custom objects, enabling or disabling them as needed. Our user-friendly interface allows administrators to easily create automation rules, saving time and effort. By ensuring accurate and consistent data, Matching Rules improve productivity and decision-making, reducing clutter and enhancing overall business efficiency.
Optimize Lead Management with Lead to Account Matching
Zenroute’s Lead to Account Matching simplifies tagging related leads to accounts using custom matching settings and prioritization rules. Automatically select the best-matched account for each lead, streamlining lead management. With a user-friendly interface, create rules to automate account identification, saving valuable time and effort. Customize rules to suit your business needs, ensuring seamless automation. The system selects accounts based on configured expectations, facilitating efficient and accurate lead-to-account matching, enhancing overall business productivity.
Custom Round Robin Assignment
Distributes workload evenly among team members and prevents overload Fair and balanced allocation of tasks, leads or other work items among team members, avoiding overburdening specific individuals or leaving others with lighter workloads.