Complex Assignments Made Easy

Assign the right owner and team for every Salesforce record — quickly and accurately

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  • Built for Salesforce

    Seamlessly integrated into Salesforce. Supports Financial Services Cloud, Partner Relationship Management, and more.

  • Assign any object

    Assign any object, including Leads, Accounts, Opportunities, Contacts, Cases and custom objects

  • Scalable & Flexible

    Highly configurable and extensible to fit virtually any sales model. Scales to handle the most demanding global deployments.

  • Account Based Sales

    Assign a complete team to work each account. Match inbound leads and route them to the SDR, AE or CSM based on sales stage.

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Features

It’s easy enough to manage assignments when your team is small — but the complexity quickly grows as you add reps, geo coverage and products. The built-in Salesforce tools can’t handle the job. Custom code is expensive and hard to maintain.

Decisions on Demand provides a complete set of features to meet the most complex assignment challenges:

  • GEO-BASED DISTRIBUTION

    • Flexible geographic assignments — using any combination of address fields and telephone area codes
    • Geo-based distribution
    • Concise, legible rules
    • Reusable region definitions — from
    • continents down to zip codes
      Automatic normalization of country and state names
    • International support for postal codes and phone numbers

  • ROUND ROBIN AND LOAD BALANCING

    • Use Round Robin to distribute leads equally across a group of reps
    • Add Load Balancing to send more leads to reps with lower existing workload
    • Customize either mode with advanced features like weighting, caps, absences and working hours

  • LEAD-TO-ACCOUNT MATCHING

    • Automatically match incoming leads to existing accounts or contacts, based on fields like company name, email domain and location
    • Assign leads to the same owner as the existing record, or a member on the account or opportunity team

  • TERRITORY ASSIGNMENT

    • Assign accounts to territories based on geo, industry, company size, and more
    • Complements Salesforce Enterprise Territory Management
      • Add powerful tools for authoring, testing, and versioning of rules
      • Handle complex object models and exception cases

  • ACCOUNT TEAM ASSIGNMENT

    • Assign a team of users to a record to cover multiple roles, such as an Account Executive and Sales Engineer
    • Use the Account and Opportunity Teams in Salesforce, or create custom user lookup fields

  • CHANNEL PARTNER ASSIGNMENT

    • Route selected leads to Channel Partners
      • Determine partner eligibility based on geo or other criteria
      • Manage partner tiers with weighted distribution
    • Optional integration with Salesforce Partner Relationship Management
      • Partners view leads in a dedicated portal
      • Large partners can manage their internal lead distribution rules

  • SKILLS-BASED ROUTING

    • Assign a rep or engineer with the right language skills and product knowledge
    • Match required skill levels to optimise utilization of your most senior staff

  • WEIGHTS AND CAPS

    • Reward high performers with more leads, and avoid overloading junior staff as they learn
    • Enforce assignment caps to make sure no rep gets overloaded

  • WORKING HOURS AND ABSENCES

    • Temporarily pause assignments when users are on vacation
    • Respect working hours to make sure all leads get a fast response

  • ANY OBJECT, ANY FIELD

    • Assign any object, standard or custom
    • Assign to custom lookups or the standard owner field

  • SCHEDULED OR TRIGGERED REASSIGNMENT

    • Automatically re-assign leads when the original rep does not follow up in time
    • Enforce Service Level Agreements or automatically transition accounts to Customer Success when an opportunity closes

  • EXCEL IMPORT AND EXPORT

    • Easily update large numbers of rules in bulk
    • Share rules with managers and other stakeholder who do not have Salesforce access

  • UPDATE RULES SAFELY

    • Build in test console and version history
    • Detailed execution log supports in depth reporting and analysis

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What do our customers say?

“We leverage FunnelBeam for automated strategic enrichment on our target accounts and leads. Auth0 has found the AI driven insights tremendously valuable.”

Director of Marketing
Auth0

“FunnelBeam provided professional profiles on these personal emails and valuable company information, identifying 60%+ highly valuable leads that were previously unknown before. We were then able to use FunnelBeam/DoD complex routing to manage lead assignments to our reps..”

Head of Demand Generation
Copado

“Using FunnelBeam, Firmex could finally target their ideal customer profile on Facebook. They drove larger companies with greater potential ACV and saw a 20% increase in conversion from prospect to qualified lead.”

VP Sales
Firmex

“Houlihan Lokey considers FunnelBeam’s AI Driven technologies as having their own private IBM Watson for marketing ops.”

VP Marketing
Houlihan Lokey