Best Lead-to-Account Matching and Routing Software for Nonprofit

Your first-party data can be used to unlock its full potential. D&B Connect is a self-service, customizable master data management solution that can scale. D&B Connect's family of products can help you eliminate data silos and bring all your data together. Our database contains hundreds of millions records that can be used to enrich, cleanse, and benchmark your data. This creates a single, interconnected source of truth that empowers teams to make better business decisions. With data you can trust, you can drive growth and lower risk. Your sales and marketing teams will be able to align territories with a complete view of account relationships if they have a solid data foundation. Reduce internal conflict and confusion caused by incomplete or poor data. Segmentation and targeting should be strengthened. Personalization and quality of marketing-sourced leads can be improved. Increase accuracy in reporting and ROI analysis.

Calendly makes it easy to schedule meetings without having to send back and forth emails. Calendly takes the hassle out of connecting with others, so you can do more. Calendly makes scheduling easy. It's easy to set up. Calendly will take care of the rest. You can send Calendly links to your friends via email or embed it in your website. They choose a time and the event is added in your calendar. It works with your Google, Outlook and Office 365 calendars so you are never double booked. You can set buffer times between meetings, prevent last-minute meetings, create secret events types, and much more. Supports 1-on-1, round-robin, and collective availability meetings. Instant timezone detection for all your invitees to ensure everyone is on the same page. Automate tasks using Zapier, Salesforce, GoToMeeting and Zapier. It works great for individuals, teams, and departments.

RealZips offers a worldwide territory management solution for Salesforce, organizing all data according to geographic locations defined by zip codes, postal codes, and segments of postal codes. This functionality enables sales and customer support teams to effectively identify market opportunities in various regions, allowing them to conduct targeted marketing campaigns and sales efforts with precision. By leveraging this app, organizations can enhance their strategic planning and improve overall operational efficiency.

Key Features of Syncari ADM: Continuous Unification & Data Quality Programmable MDM with Extensibility Patented Multi-directional Sync Integrated Data Fabric Architecture Dynamic Data Model & 360° Dataset Readiness Enhanced Automation with AI/ML Datasets, Metadata as Data, Virtual Entities Syncari’s cohesive platform syncs, unifies, governs, enhances, and provides access to data across your enterprise, delivering continuous unification, data quality, and distribution—all within a scalable, robust architecture.

Distribution Engine provides various methods for distributing records among your teams, with several outlined below and even more available in the application. Ensuring fairness is crucial for maintaining motivated and successful sales teams, and the round robin method stands out as the most straightforward and efficient approach to achieve this. With round robin distribution, each team member receives a record in turn, cycling back to the start after everyone has had a chance, which eliminates confusion regarding allocation processes. Additionally, load balancing offers a solution to maintain equitable workloads across the team by factoring in the different availabilities and expertise levels of team members. This method is particularly effective for case distribution, as it can be tailored to accommodate assignments beyond what Distribution Engine handles, as well as taking into account the complexity or value of the records being assigned. Ultimately, these distribution methods contribute to a more organized and productive team environment.

Concentrate on the most critical aspects of your business, specifically accelerating the process of closing deals. To maximize the conversion potential of every lead, it’s essential to assign them to the appropriate representative within your organization; both your prospects and your team merit this level of attention. By aligning leads with their corresponding accounts, you can efficiently direct these prospects to the right teams. Rapid outreach from your representatives to potential clients can significantly enhance your closing speed; don’t let revenue slip away due to leads being overlooked – act swiftly to increase your wins. As leads arrive, promptly assign them to your Sales Development Representatives, account executives, or Customer Success Managers, ensuring they are matched to designated accounts in real-time for optimal conversion while interest is still high. The speed at which you respond to leads plays a crucial role in conversion rates. It's all about having an adequate number of representatives ready to engage. Utilize a visual platform that allows you to design workflows effortlessly, complemented by a user-friendly drag-and-drop interface that enables real-time management of your processes. This streamlined approach will enhance collaboration within your team and ultimately drive success.

Sales teams that are expanding utilize Routera to manage the distribution of leads generated from marketing efforts while ensuring compliance is maintained. This approach results in faster response times, well-organized sales pipelines, and a higher number of deals successfully closed. However, valuable leads may be overlooked within your sales process. By integrating Routera with your CRM in just five minutes, you can ensure that every lead is properly assigned, followed up on, and tracked. Create customized routers to guarantee that all incoming leads are allocated to the appropriate representative. This flexible distribution method enhances the likelihood of closing deals. Establish limits on the number of leads each representative can handle to maintain efficiency. Additionally, set specific time constraints on how quickly a representative should contact a lead, which will help minimize the time taken for the first response and optimize sales operations effectively. Ultimately, Routera empowers teams to operate more strategically and elevate their overall performance.

Streamline your operations, boost sales, and enhance customer satisfaction with Distributely, the unique lead and ticket routing application specifically designed for HubSpot. With its rules-driven system, Distributely enables the assignment of leads and support requests based on various factors such as availability, geographic location, or specialized knowledge, eliminating the need for manual intervention and preventing workflow conflicts. Its seamless integration with HubSpot workflows allows businesses to utilize Distributely as a valuable addition to their current lead management and customer support strategies. This app stands out as the only solution tailored for businesses scaling on the HubSpot platform. Not only is it quick to set up within a few minutes, but it also possesses the robustness required for large-scale sales and customer service teams, empowering leaders to prioritize performance improvements over repetitive tasks. Furthermore, Distributely is user-friendly and comes with the backing of a top-tier HubSpot solution partner, ensuring that clients benefit from deep industry knowledge in marketing, sales, and operations. Ultimately, with Distributely, organizations can experience a significant transformation in their efficiency and customer engagement strategies.

Openprise is an all-in-one, no-code solution designed to automate a multitude of sales and marketing tasks, ensuring you gain the full value from your RevTech investments. Instead of piecing together a complicated web of various point solutions that can create an unmanageable "Frankenstein architecture," or outsourcing the problem and risking lower quality and service level agreements with unmotivated workers, you can leverage Openprise. This platform incorporates essential business rules, best practices, and data to seamlessly manage numerous tasks such as data cleansing, account scoring, lead routing, and attribution among others. By utilizing pristine data, Openprise takes over all the manual or inefficient processes often handled by sales and marketing automation platforms, including lead routing and attribution, thereby streamlining your operations. Ultimately, this leads to increased efficiency and better outcomes for your marketing and sales efforts.

Fullcast empowers Go-to-Market teams to deliver superior outcomes through proprietary solutions powered by AI. Our software and strategic solutions help thousands of go-to-market professionals optimize operations, proactively engage with their customers, and inform go-to-market decisions. Go-to-market teams struggle to align and execute on their plans. We make it easy. Working with go-to-market data can be incredibly difficult. Fullcast opens a world of opportunity for marketing, sales, strategy, operations and customer success teams by creating a foundation of accurate data and real-time insights. With our unique expertise in go-to-market planning and execution, we help B2B companies everywhere realize their full potential.

Round Robin Distributor is a fully customizable software that automates lead and case routing using complex round-robin algorithms and criteria-based assignment bulk inbound data. It can be set up in Salesforce CRM and requires no additional setup. It offers a variety of functions, including SFDC record assignment matching rules based upon reps' skills, account being handled, operating territory, Hubspot score, lead source, Hubspot score, Hubspot score, etc. It allows you to prioritize hot leads and high-priority cases, which is crucial for maintaining your sales funnel and responding time. Round Robin teams can also be created based on business logic. Rules that include sales reps can be used to assign them. The product can also maintain an agent schedule, which can be used to disable assignment in case of unavailability.

The early bird gets the sale. Filter, match and route leads to the right salesperson instantaneously. Close more deals. LeadAngel is a B2B Lead Management platform, including Lead to Account Matching and Routing. Fast, Reliable, and Customizable Operations works with Salesforce CRM and others. APIs available to route and match leads. LeadAngel helps businesses, organizations, and enterprises to improve sales process to close more deals, faster. The software offers lead routing, lead matching, fuzzy matching, lead deduplication, account based marketing strategies and detailed reporting. Matching is very customizable and extremely fast. Our system can identify matching companies in dozens of ways. You can further optimize your sales funnel by using tools like auto-conversion of leads to contacts if you find a matching account.

Lead Assignment and Distribution Automation systematically assigns and distributes Leads from various sources to Dynamics 365 CRM users. It allows managers to distribute and assign leads and customer queries in a structured way, ensuring fair workload distribution within each team. Automation and assignment increase efficiency, which results in higher sales and profits. Entity Support: Supports OOB and Custom Entities Round Robin: Divide the Leads equally among the team using Round Robin Algorithm. Capacity: Assign Leads based on the individual capacity of each user Rules: Create multiple assignment guidelines for different selection criteria for Leads Existing Records: Subject to the assignment rules, Leads can be assigned on demand to users. Order: Establish an order to execute assignment rules to allot and distribute Leads according your requirements Period: Define a period for the assignment of work items based upon that period

Access top-tier B2B commercial data tailored to your preferences, ensuring flexibility and accessibility to supercharge your business growth. With leading match rates, impressive accuracy, and exceptional fill statistics, our data reliability outshines competitors by a factor of ten. Unearth potential customers across various channels and enrich your CRM, MAP, cloud data warehouse, or other record systems with the most precise and actionable insights available. Explore our extensive global database, which includes information on businesses ranging from local shops to multinational corporations, featuring detailed firmographics, hierarchies, and technographics developed using our innovative technology. Don’t settle for mere company data; gain a comprehensive view of your customers with unparalleled contact information, real-time intent data, and valuable insights, all accessible from a single platform. Seamlessly integrate our extensive B2B data into any existing system or workflow, and customize the format to suit your needs through cloud data shares, APIs, flat files, or orchestration applications. By choosing us, you empower your organization to leverage superior data intelligence and drive strategic decision-making effectively.

Maximize the potential of high-intent leads as they submit forms by seamlessly linking them to the appropriate sales representative right from your website through instant scheduling. RevenueHero enhances your sales process by shortening the sales cycle, ensuring that your most engaged website visitors are directed to the right rep, ultimately leading to an increase in your sales pipeline. It’s essential to identify your top leads immediately, rather than waiting hours to qualify each form submission. You should have the capability for one-click scheduling directly on your website, eliminating the need for lengthy email exchanges. Furthermore, it’s crucial to connect leads with the right representatives without the hassle of repeated redirections. With quick qualification processes in place, your most promising customers will never be overlooked. Save precious time that would otherwise be spent manually qualifying leads and assign your best reps to your most valuable prospects efficiently. Qualifying leads can be done in just one second, driving booked meetings instantaneously while automatically pairing leads with the suitable sales rep, which significantly reduces sales cycles. This ensures that connections are made immediately, promoting faster sales discussions and ultimately enhancing your business’s performance.

Booking meetings becomes ineffective when you're targeting the wrong accounts; therefore, it's essential to allocate the appropriate accounts at the optimal time. To enhance sales efficiency, identify the gaps in your CRM and direct your sales representatives towards accounts with a higher likelihood of conversion, transitioning to dynamic account management. This shift from traditional static territories to a more versatile and resilient approach is where dynamic booking proves invaluable. Having extensive experience in the RevOps field, we understand the specific needs of high-performing sales teams, as we've been on the front lines ourselves. Discover how dynamic books serve as a viable alternative to conventional static territories by accessing our complimentary guide on dynamic book management. Our offerings include the assignment of both built-in and custom objects, adaptive round-robin allocation based on parameters such as weight, capacity, and availability, along with comprehensive logging, audit history, and reporting functionalities. Additionally, we provide premium onboarding and dedicated support to ensure smooth implementation of dynamic book management. Embrace this innovative approach to transform your sales strategy today.

Welcome to your soon-to-be favorite inbound platform. Seamlessly link your website, craft your workflows, and expedite your sales pipeline. This robust, user-friendly inbound lead platform boasts features such as forms, scheduling, qualification, routing, and comprehensive reporting. Experience top-tier scheduling that efficiently organizes meetings, directs leads, and synchronizes your CRM in mere moments. Effortlessly route, update, or combine leads from your website to your CRM, with complete transparency regarding lead destinations and their reasons. Enjoy sophisticated, conversion-focused forms that automatically enrich leads once completed, integrating effortlessly into your website. Enhance, scale, and refine your go-to-market workflows using a single, cohesive platform. Establish a reliable inbound go-to-market strategy with improved lead qualification and segmentation capabilities. Additionally, optimize your team’s management of inbound leads through customized workflows designed for your primary ideal customer profiles (ICPs). With these tools, you'll transform your approach to lead generation and management.

Tray.ai serves as an API integration platform that empowers users to innovate, integrate, and automate their organizations without the need for developer expertise. With Tray.io, users can independently connect their entire cloud ecosystem. The platform features an intuitive visual workflow editor that makes it simple for users to construct and optimize processes. Additionally, Tray.io enhances the workforce's efficiency through automation of various tasks. At the core of the first iPaaS designed for universal accessibility is the intelligence that allows users to execute business processes through natural language commands. Tray.ai is a low-code automation solution tailored for both technical and non-technical users, enabling the creation of complex workflow automations that streamline data transfer and actions across diverse applications. By leveraging our low-code builder and the innovative Merlin AI, users can revolutionize their automation journey, combining the flexibility of scalable automation with advanced business logic and integrated generative AI features that are user-friendly and accessible to all. This makes Tray.ai an invaluable tool for organizations aiming to enhance operational efficiency.

Become one of the many customers experiencing the transformative benefits of interconnected account hierarchies and robust lead assignment strategies. Embrace the speed-to-lead movement now. This advanced lead assignment system is tailored for large enterprises, enabling seamless and organized account hierarchies through the premier automated solution for Salesforce. By adopting this solution, your team can significantly enhance their lead response times and make impactful improvements. Form a perfect harmony among your data, sales personnel, and revenue-generating teams. With Complete Leads, you gain access to an incredibly effective automated lead-to-account matching and routing tool. Step into the speed-to-lead revolution and unlock your full revenue potential today. Our customers have compelling testimonials that emphasize the effectiveness of this solution. In a market where 50% of prospective clients opt for the vendor that replies first, prioritizing a swift response is crucial. Thanks to enterprise-level features specifically designed to accelerate your processes, you’re equipped to be that first responder. Don't miss the opportunity to elevate your sales strategy.

Link the relationships between businesses and individuals using the premier B2B Customer Data Platform. Foster genuine Customer Obsession through Leadspace CDP. Access all essential information to gain insights into your customers—precise and in-the-moment, consolidated in one location. With Artificial Intelligence (AI) that converts data into straightforward next-step suggestions, you’ll know exactly who to engage, when, and how. Seamless integrations with Sales, Marketing, and Digital Advertising platforms guarantee cohesive execution across all channels. By utilizing Leadspace CDP, you can concentrate on executing impactful Marketing and Sales strategies rather than getting bogged down in data management. Elevate your business strategy with a comprehensive view that empowers you to make informed decisions.

CaliberMind enables B2B marketers to enhance pipeline efficiency and drive revenue growth by providing essential insights. By seamlessly integrating your entire technology ecosystem with your CRM, accessing marketing return on investment becomes straightforward. When you can connect early funnel activities to sales outcomes, advocating for the necessary tools to boost team effectiveness becomes a simple task. This clarity also underscores the undeniable value of marketing within the organization. Forecasting marketing revenue should not be complicated. Despite the average marketer managing around twenty-four tools within their tech stack, the amalgamation of data often complicates rather than clarifies insights. Discover how our clients leverage real-time insights to ensure they communicate the right message to the appropriate audience at the perfect moment. Marketers often find themselves wasting valuable time sifting through extensive data to analyze past performance. With trend data presented in a user-friendly format, identifying and addressing pipeline gaps well in advance becomes a far simpler endeavor. Ultimately, focusing on actionable insights not only streamlines processes but also enhances overall marketing strategy effectiveness.

Demonstrate and enhance your impact with unparalleled insight into marketing performance. Understanding what succeeds and what falls short is a fundamental question that every marketer must address. This necessity highlights the importance of revenue attribution for every B2B marketing team. Adobe Marketo Measure goes beyond simply tracking clicks and leads, offering marketers extraordinary clarity on their actual influence on revenue. By attributing every interaction throughout the customer journey—whether digital or offline, paid or organic, marketing or sales—it enables precise identification of which channels and campaigns yield the highest revenue and return on investment. Managing fragmented data can be a source of frustration, but Adobe Marketo Measure streamlines this process by automatically integrating and consolidating your data, allowing you to focus more on leveraging insights rather than getting bogged down in monotonous tasks. You can obtain accurate information without the hassle of flawed spreadsheets and duplicated conversion counts. Additionally, it’s important to recognize that a single attribution model may not suit every scenario. With flexible options, marketers can tailor their approach to fit their unique needs.

Sugar Market is revolutionizing the way mid-sized marketing teams engage with their audiences and assess their success throughout the buyer's journey. By increasing web traffic, you can gain insight into user interactions with your digital assets, enhancing overall visibility. Generate leads effectively by designing conversion-optimized landing pages, emails, and forms using user-friendly drag-and-drop tools. Additionally, you can qualify these leads through intricate nurture campaigns and advanced lead scoring systems. Utilize your marketing automation platform to ensure seamless collaboration with sales by transferring only the most promising leads. With Sugar Market, you can easily identify effective strategies and areas needing improvement, allowing you to refine campaigns and consistently achieve outstanding results. It is the comprehensive marketing automation solution tailored to meet your needs. With an expertly curated set of features that encompasses intuitive campaign builders, robust automation capabilities, and exceptional reporting tools, Sugar Market prioritizes what is essential for marketers, ensuring they can focus on driving growth and engagement.

Discover and engage with your perfect customer through innovative AI technology that enhances every stage of your go-to-market strategy. Leverage powerful integrations and automation to achieve your lead generation, sales, and revenue targets effectively. Whether you need specialized data that’s hard to find or the common metrics that all businesses prioritize, FunnelBeam is equipped to support your growth in any scenario. Leading sales and marketing teams are opting for FunnelBeam to access the most sophisticated market data available, driving their expansion efforts. Streamline your sign-up processes, enhance lead scoring accuracy, and significantly save your team's valuable time. With our tailored data and AI-driven insights, we provide the crucial information required for rapid scaling. We transform your ideal customer profile into a cutting-edge AI model that produces unique buying signals, enabling your revenue teams to connect with the right accounts immediately. This approach not only increases efficiency but also maximizes your outreach potential, ensuring that you stay ahead in a competitive landscape.

Transform customer interests into sales meetings without delay. Boost your revenue stream with Re:catch, which efficiently channels demo requests into verified appointments with your sales team, significantly streamlining your process to re-engage customers. Leads that are confirmed within five minutes can convert up to 100 times more into actual sales opportunities. Avoid losing potential leads, and instead, focus on the most promising ones. Direct your sales representatives to the most qualified meetings to optimize their chances of success. Eliminate the frustration of endless email exchanges; schedule meetings effortlessly with just a simple drag and click. With Re:catch, you're not just enhancing efficiency; you're also paving the way for greater sales success.