Zenroute gives automated solutions to best manage the Lead Management that is the key factor to determine the success of a business. We will help you to manage duplicate leads by auto merging , find best matched account for your leads, convert leads into customers, and automate lead assignment.
Here are the Zenroute solutions to best manage the leads -
1. Auto Merging
Manage the duplicate leads by automating the process of merging. Zenroute provides this process to merge leads by finding duplicate leads on the basis of Standard Duplicate Rules those are active and are enabled for auto merge, or can use custom merge rules in which user can define conditions are required to find duplicates.
We also provides Merge Mapping to maintain lead data during merging. User can setup the mappings to retain some fields data on lead during the merging process.
2. Lead To Account Matching Score and prioritize the accounts to find the best matched account for the lead which will
help leads to convert to the loyal customer.
Here Zenroute provides some settings like - Lead to Account Domain Match, Lead to
Account Name Match and Standard Duplicate Rules to find the matched account for leads.
From all the settings which are enabled, will get matched account then on the basis of
prioritization rules will give some score to each account. The account with score greater than
minimum account score will be the Best Matched Account for the lead.
3. Lead Conversion Zenroute automates the process of lead conversion by providing easy setup to setup
criteria and settings to convert lead on create/update.
Set conversion criteria to filter leads for conversion , set converted status, set create new
opportunity option as required.
Zenroute also provides bulk lead conversion feature, to convert bulk leads on running a
batch job with all the setup and settings considered.
4. Lead Routing
Automated routing to assign lead using some set of rules and criteria's. User can setup some set of rules on so any lead which comes can match to a set of criteria in a rule and get assigned to the assignment user, an assignment user can be a user, queue, round robin or some value from lead field.
User can filter leads on which assignment will happen by defining Entry Criteria condition.
a lead matched the entry criteria , then it goes to match routing rule criteria in order
there rank. If lead matched any routing rule it will get assigned to it otherwise will look for
rule if set any. your teams generates a significant amount of leads then these automated features definitely make easier for you to manage leads.
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