Lead distribution automation

Optimize your inbound lead distribution with intelligent, modern automation from Gradient Works.

The four steps to Gradient Works lead distribution

How does it work? Every lead goes through four steps in Gradient Works Assignment.

4 steps to lead distribution

1. Match: A new lead comes in, and we compare it to existing accounts to see if it matches

2. Route: No-code routing logic built directly in Salesforce routes the lead correctly

3. Assign: The lead is assigned to a rep using smart round robin with weighting, capacity and scheduling support

4. Act: The rep keeps track of follow-up with SLAs, tasks, and integration with Salesloft and Outreach

Inbound leads are messy

You may not have much information about a new lead. You need to lead matching to know if that lead is associated with an existing account.

And you have to route that lead to the right rep based on all your team’s assignment rules - like round robin, territories, market segments, rules of engagement, and more.

To deal with this kind of complexity, you need intelligent, automated lead distribution to be sure inbound leads are sent to the right rep quickly.

Lead-to-account matching

Every new lead must be evaluated against existing accounts through a lead-to-account matching process.

Messy CRM data contributes to sales collisions, process delays, and even lost revenue. You need to be able to quickly and accurately match new leads to accounts and route them to the right sales rep.

Gradient Works Assignment includes accurate lead-to-account matching, ensuring new leads are accurately matched to existing accounts.

Integrations with the tools you already use

We now offer easier integration with the rest of your tech stack, the tools your reps live in every day. That includes new integrations with Slack, Outreach, Salesloft, Google Workspace, and Microsoft 365. Use Gradient Works to:

Create a follow-up task in Salesforce
Enroll prospects in an engagement cadences in Outreach and Salesloft
Send a Slack notification when a lead is assigned
Schedule meetings in Google Calendar or Microsoft 365

“We’ve automated our MQL distribution process with Gradient Works, which has been instrumental to scaling our sales organization for the next stage of our company’s growth.”

-Brandon Smith, Revenue Operations Manager, QuotaPath

Used by these companies

Gradient Works Customers

Integrates with these tools

Gradient Works Integrations

Lead distribution resources

Want to learn more about lead distribution and how to implement a smarter system? Check out some of our resources.

Close up of hand repairing pipes with wrench

Blog post

Reps should own accounts, not leads

In B2B revenue organizations, sales reps should own accounts - and only accounts.

Blog post

Beyond lead routing

Think beyond just lead routing and how to manage assignment throughout the customer lifecyce

Guide

Round robin assignment

Make your round robin lead assignment smarter with this guide to advanced round robin.

Lead distribution for the future of your business

Gradient Works Assignment can handle all of your inbound lead distribution needs. Working directly with your Salesforce, our software will automatically route every inbound lead to the right rep in seconds, ensuring you always connect to a prospect quickly. Our lead-to-account matching uses a number of intelligent matching criteria to ensure new leads are matched to existing accounts.

Make sure every new lead is sent to the right rep based on your assignment rules. Never drop another new lead on the floor again.

Learn how

More than just lead routing

Gradient Works can assign opportunities, accounts, new customers, renewals, and so much more - for every handoff throughout your entire customer lifecycle.

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