LeanData Routing Platform Adds New Territory Management Capability

Sudipto Ghosh

April 3, 2018

The Territory Management Capability Adds Depth and Breadth to the LeanData Routing Platform, Empowering Sales and Marketing Ops Teams to Effectively Manage Sophisticated Lead Routing Strategies

LeanData, a leader in Lead-to-Account Matching, Routing and Marketing Attribution, announced a new capability that adds depth and breadth to its industry-leading Routing Platform. LeanData’s Territory Management capability empowers sales and marketing teams to execute go-to-market strategies that seamlessly automate complex territory lead routing and distribution.

At the time of this announcement, Hendrick Lee, Vice President, Product, LeanData, said, “We are seeing many mid-market and enterprise-sized companies focus their growth strategies on rapidly expanding and optimizing their sales territories. LeanData’s Territory Management capability automatically routes leads to the appropriate team or individual based on sophisticated territory definitions.”

How Does The LeanData Routing Platform Enable Sales and Marketing Ops Teams?

As high-growth companies expand into new territories, regionally, nationally, globally, it is imperative to speed the automation of lead routing for teams or individuals with specific sales territories and target accounts. The Territory Management capability adds depth and breadth to the LeanData Routing Platform, empowering sales and marketing operations teams to effectively manage sophisticated lead routing strategies, including account-based, round-robin, or territory to accelerate time to revenue.

Hendrick Lee added, “LeanData’s Routing Platform is now the first end-to-end solution for managing customers most comprehensive Lead Routing processes. This announcement furthers LeanData’s product innovation and commitment to facilitate meaningful connections between data and people to get to revenue faster.”

As part of LeanData’s robust Routing Platform, enterprises can now leverage the Territory Management capability to seamlessly route leads based on specific territory definitions, enabling sales and marketing teams to:

Build and maintain territory and segment definitions seamlessly by using ready-made templates that can be uploaded directly into LeanData’s Routing Platform
Speed the lead management process by ensuring leads are automatically routed to the right representative based on their companies’ territory assignments
Monitor lead assignment by territory to ensure that leads are being generated across all territories to accelerate revenue growth
Create strong alignment and data confidence between sales, channel and marketing teams

Tiffany Yick-Whitney, Director, Marketing Operations, Financialforce, said, “LeanData’s robust Routing platform is a critical component of our integrated sales and marketing technology stack. As we (Financialforce) prepare to expand our sales territories, it is critical for us to leverage a solution that would enable us to create our own sales territory definitions and automatically route leads to the right reps based on those definitions.”

Tiffany added, “LeanData’s Territory Management feature is the solution we need to deliver Leads to the right team or person, and ultimately empower our sales and marketing teams to align around the data to deliver personalized experiences to our customers at every touchpoint.”

Currently, LeanData provides industry-leading solutions, including Lead Routing, Account Matching, and Marketing Attribution, deliver in-depth account insights to sales and marketing teams, enabling them to increase pipeline, maximize marketing ROI and drive revenue.