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Report Openprise The Comprehensive Survival Guide for Lead Routing and Account Assignment

The Comprehensive Survival Guide for Lead Routing and Account Assignment

Almost every company has the need to route leads and assign accounts.

It's about as universal a problem as you can get, yet it's also one of the most confusing subject areas in sales and marketing operations because every company uses unique routing and assignment processes, they change frequently, and there are a lot of technical solutions to help automate these processes.

Report Snap Shot

In this guide, we'll cover the following topics:

  • Understanding basic routing and assignment use cases
  • Identifying common business requirements
  • Scoping the best technology needs
  • Selecting the best technology options
  • Implementing deployment best practices

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