If you’re using Salesforce to manage your lead generation and distribution, you’ve already made a good choice. This platform is one of the biggest available today, earning annual revenues of more than $21 billion and growing at exponential rates. It also has a host of tools and apps that can integrate with the Salesforce platform, offering even more functionality to businesses looking for a better way to manage leads, clients, and their business as a whole.
When it comes to lead routing, Salesforce has no shortage of tools to assist you along the way. A simple look at the Salesforce App Exchange will show you more than three dozen different apps and tools that can be used to assist with lead assignment, routing, distribution, and scoring.
But which tools are the best? Part of that answer depends on what you’re looking for in a lead routing app. The good news is that there are plenty of options to choose from. To help you narrow down the choices, let’s look at 10 of the best lead routing apps for Salesforce available today.
Chili Piper is one of the most popular lead routing tools available, offering conversion and scheduling capabilities, collection of web form information, and lead segmentation by region, size, etc. All of the information gets synced with your CRM and you’ll enjoy one-click bookings and automated reminders. You can even customize the lead routing process and choose from rule-based routing or round-robin distribution. The platform starts at just $15 per user, per month.
This advanced lead management tool has everything that you need for intelligent lead routing and more. Lead Assign provides real-time visibility and AI technology to match leads to the best sales reps. Automated follow-up and feedback-based routing are some highlights of the tool, which is highly intuitive. You can manually change whatever you want, but the software learns over time to help with intelligent lead routing. Prices start at $149 per month.
This is the top-rated app when you search for “lead routing” on the App Exchange, and for good reason. Q-assign has advanced lead assignment rules and plenty of tech-forward features like omnichannel routing, code-free assignments, precision lead routing, SLA management, weighted lead scoring, and more. You can route any object or customer and create the rules that work for your organization, and it comes with a free trial. Prices start at $36 per month, per user, for this native Salesforce app.
WorQ is another native Salesforce app that allows you to utilize queues and gain valuable insights on your team’s performance to manage the workloads and lead routing more effectively. It helps address more leads, increase conversions, and provides your team with a simple interface and easy-to-use dashboard where they can follow up, make changes, etc. You can use metrics to learn more about your leads and create case-by-case routing solutions to ensure the right people get the right leads. Even better, this is a free app, so if it works for you, it can save money, too!
PowerRouter is a native Salesforce app that was developed by the team themselves. It has capabilities for lead segmentation and routing that are easy to customize based on your criteria. It’s an easy-to-use dashboard and it makes changes a breeze. Plus, reports ensure that your leads are getting the attention they deserve. It also features match and route capabilities, pairing leads with account owners. For just $15 per month to start, this platform is a steal when you want the best in lead routing.
Kubaru is a native tool that allows you to create advanced assignments and rules for any leads or other objects that you desire. You can assign contacts, cases, leads, and other records, and it comes with a 30-day trial. The simple platform is a native Salesforce app and it includes features like round-robin assignment, load balancing and automatic reassignment, and even criteria-based routing for the unique needs of your business. It starts at $15 per user, per month.
Lean Data is another native Salesforce platform, offering automation and lead distribution tools to help you get the best routing for your leads. This native app provides organized data and up-to-date information. It can even check to see if you’ve already got a lead’s information and add them to the related account. It has rule-based lead routing and integrates with other tools. Pricing is available by custom quote.
This application makes routing and assigning leads easy. Distribution Engine uses a variety of algorithms to assign leads based on things like seniority, skills and expertise, and availability. It also installs easily, but this one is for the big boys—it only works with Salesforce Enterprise edition and higher versions. For larger companies, $45 per user, per month isn’t a bad starting price, either.
LeadSquared is a tool designed to help with marketing automation and lead conversion. Users can manage their entire database of leads, create custom logic, and boost conversions with round-robin lead distribution so no one is waiting for a callback. It shows communication history and customer details that can help close deals, and starts at just $25 per user, per month with annual billing.
We’ve covered Bitrix24 in other software blogs in the past. This tool offers advanced reporting and intelligent routing, including automatic rerouting when agents are unavailable. It also has marketing tools and social media management solutions so that you can interact with customers and leads as you go. It starts at around $40 per month per user, with pricing going up from there.
Leads are a big part of business. Fortunately, there are also plenty of “big” resources out there to assist, including the dedicated 24/7 answering service from Smith.ai. We can make sure that you never miss a call, along with providing solutions for lead intake, appointment scheduling, and outreach campaigns. To learn more, schedule a consultation or reach out to firstname.lastname@example.org.
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