SquareFinch
Revenue-Based Lead Routing
By SquareFinchMarketing Automation
- Rating
- Not rated yet
- Reviews
- No reviews yet
- Pricing
- Paid
- From $25 per user per month
- Listed since
- 2023
About SquareFinch
Maximize Revenue Per Lead
Increasing revenue per lead is arguably the most important objective of a sales team. But, it is impossible to achieve without the ability to assign leads to the sales rep who has the highest probability of winning.
Deciding who gets assigned a lead with rules, weighting or round robin-based approaches is fundamentally flawed. They do not account for a lead’s potential value or sales rep performance, and require substantial manual work to properly optimize distribution across the sales team.
SquareFinch is the only lead routing solution for Salesforce specifically designed to maximize revenue per lead. SquareFinch considers a lead’s ‘revenue potential’, sales rep quotas and historical performance to automatically assign leads to the person that either needs it the most, performs the best, or a combination of both.
Installation instructions: bit.ly/3EOMoBA
Highlights
- PLAN -Establish rules which automatically segment incoming leads and calculate their revenue potential -Build assignment quotas to indicate how much each salesperson needs per quarter to hit sales quota
- ROUTE -Route to the right sales rep, at the right time by considering segment, need and performance -Monitor distribution in real-time with reports and dashboards -Optimize lead distribution based on your business objectives without manual adjustments
- ANALYZE -Align customer segments across leads and opportunities to easily report on the end-to-end journey from assignment to closure -Analyze historical performance after leads were assigned
Screenshots
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Pricing
Paid, from $25 per user per month.
| Plan | Price | Billed |
|---|---|---|
| SquareFinch Subscription | $25 per user | Monthly |
$5,000 flat fee for your first 10 users. $25 per user per month after that.
Compatibility
- Works with
- Sales Cloud
- Service Cloud
- Requires
- Sales Cloud
- Service Cloud
- Salesforce editions
- Essentials
- Professional
- Enterprise
- Unlimited
- Lightning Experience
- Supported
- Salesforce mobile app
- Supported
- Salesforce security review
- Passed on May 11, 2023
- Languages
- English
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