Are you confused about the difference between lead routing and lead assignment? You’re not alone. In sales and marketing automation, these terms are often used interchangeably—but they’re not the same. In this blog post, we’ll clarify what each term means, how they work, and why they both matter. With the rise of sales automation tools, […]

Customer data is the lifeblood of modern businesses, but it’s also a prime target for cybercriminals. With data breaches on the rise—millions of records are exposed annually, according to the Identity Theft Resource Center—businesses face growing pressure to protect sensitive information. Regulations like the General Data Protection Regulation (GDPR), California Consumer Privacy Act (CCPA), and

Capturing leads with Google Forms is a breeze, but manually transferring that data to your CRM can be a drag. It’s time-consuming, error-prone, and takes your focus away from what really matters—converting those leads into customers. The good news? You can automate this process, ensuring leads flow seamlessly from Google Forms straight into your CRM.

In the fast-paced world of real estate, managing inbound leads efficiently is critical for success. Real estate teams and brokerages often face the challenge of handling multiple leads from sources like listings, online forms, and advertising campaigns. The key to turning these leads into closed deals lies in quick and accurate lead routing. Lead routing

Every lead is a chance to close a deal, but only if it lands with the right sales rep at the right time. Lead routing rules are the backbone of modern sales workflows, ensuring leads are assigned quickly and accurately to the rep best suited to follow up. In this post, we’ll break down what

Lead routing is a critical process for B2B sales teams, ensuring that incoming leads are assigned to the right sales representatives or teams. With the increasing volume of leads generated through various channels, having an effective lead routing system is more important than ever. However, even with the best tools, a poorly set up lead

Running a small business or startup comes with constant pressure to turn leads into customers, fast. Every missed opportunity can feel like a step backward, especially when you’re competing with bigger players. That’s where lead routing for small business comes in: a simple, powerful way to get the right leads to the right sales rep