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.

Dashboard in Gradient Works
Assignment Details in Gradient Works

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
Integrations V2 - Dayman
Quotapath logo

“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 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.

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.