Maximize Revenue per Lead.
SquareFinch is the only revenue-based routing solution for Salesforce. It is intelligent lead routing designed to increase sales productivity by helping you win more revenue from the same volume of leads.
Plan
Establish rules which automatically segment incoming leads and calculate their revenue potential
Build assignment quotas to indicate how much each salesperson needs per quarter to hit sales quota
Route
Dynamically route leads to the right sales rep, at the right time by considering segment, need and performance
Monitor lead distribution in real-time with reports and dashboards
Optimize lead distribution based on your business objectives without manual adjustments
Analyze
Analyze historical performance to determine:
Who performs the best on particular lead segments
How many leads each person can handle
Align customer segments across leads and opportunities to easily report on the end-to-end journey from assignment to closure
“Route the right number of leads, of the right type, to the right rep… and you’ll see a real boost. This probably boosted our revenue 10%. Which is a big deal in a recurring revenue model.”
– Jason M. Lemkin, Co-founded Adobe Sign / EchoSign. Partner @ SaaStr Fund
“Even if your team is closing deals, there’s a good chance you’re not making the most of every lead. It’s not enough to hope that every rep is maximizing each deal. You need to dig deeper into your sales data to find how you can better optimize your reps’ time by re-routing leads.”
– Mattermark, "The Metric That Helps Maximize Sales Efficiency”