Lead and Account Routing
Instantly Route Leads & Accounts with Precision
Fullcast Perform automates lead, account, and opportunity routing aligned to your territory and GTM plans.
Eliminate manual routing errors and delays.
Get the right leads to the right reps fast and consistently.
Streamline Your Routing in Minutes
- Set routing rules once, then let Fullcast handle the rest.
- When territories or assignments change, routing updates automatically.
Don’t Just Take Our Word For It
“What I really like about Fullcast is the ease of use and the simplicity of the platform, and the fact that it is integrated fully with Salesforce. It truly made my life easier and my team’s life easier.”
Christine Dorrion
Former VP Global RevOps, Degreed
“Without a tool like Fullcast, you cannot efficiently manage a collaborative territory planning process for an organization of any scale. With Fullcast, we’re trading internal meeting time for customer-facing time.”
Clay Blanchard
VP Sales Operations, Sprout Social
“The Territory Planning and Management module is very easy to learn, implement, and use. What’s more, Fullcast’s customer support and account management is excellent.”
Scott Malish
VP Revenue Operations
Routing for Every Stage of Your Revenue Funnel
Lead routing, account routing, contact routing, opportunity routing, case routing, and subscription routing are all fully automated and configurable.
Real-Time Routing Dashboards
Track SLA compliance, lead assignment speed, and identify routing bottlenecks immediately.
Flexible Routing Logic & Fair Distribution
Configure routing based on territory, role, rep availability, skills, or round-robin fairness. Route based on any CRM attribute or custom business logic.
Push Notifications & Auto-Qualification
Alert reps immediately on new lead assignments. Automatically qualify and prioritize leads before routing to increase conversion potential.
Automated Routing Solutions
Lead Routing
Automate lead assignment directly within Salesforce.
Account Routing
Automatically assign new accounts to the right people and roles.
Contact Routing
Route new contacts to the correct sales reps or teams based on customized policies.
Opportunity Routing
Assign incoming opportunities to the appropriate person, team, or role.
Case Routing
Route incoming cases in accordance with your sales strategy.
Subscription Routing
Ensure that new subscription opportunities are assigned to the right team member.
Why Fullcast Perform?
- Real-time, automated lead and account routing
- End-to-end GTM alignment and synchronization
- SLA tracking and routing analytics
- Flexible, no-code routing logic
- Instant notifications and lead qualification
Get leads in the right hands, faster.
Drive more pipeline and revenue.
Case Studies
Udemy
Udemy partnered with Fullcast to improve GTM execution and saw a 46% decrease in rerouted leads and a 32% decrease in unmatched accounts.
Degreed
By consolidating planning, execution, and analysis into a single platform, this customer eliminated disconnected tools and gained total visibility across their GTM motion with Fullcast at the center.
Read Our Resources
How Territory-Based Routing Drives Efficient Sales and CX
Territory-based routing is the most accurate and efficient way to route your leads. Integrate territories and routing with Territory Management software.
Achieve Agile Territory Management in Large Enterprises
Territory management is a core capability needed for sales force agility, enabling organizations to effectively navigate unpredictability and strategy changes.