Apprivo | Named Accounts

Minimize channel conflict with streamlined lead routing.

Minimizing channel conflict. It's an age-old problem. Caused by a collision of selling efforts within accounts.

Many companies have turned to named accounts in an effort improve sales alignment. Naturally, the success of this strategy hinges on the ability to route the right leads to the right reps based on account ownership. But the process breaks, and the strategy fails, when routing rules become unwieldy.

Apprivo Named Accounts uses an innovative technique to streamline lead routing and solidify account ownership.

How it works

Because named accounts is not a native concept in Salesforce, routing account-specific leads to direct reps or channel partners requires the development of distinct lead assignment rules for every desired account. Even with a medium volume of accounts, this process quickly becomes unmanageable.

With Apprivo Named Accounts, you can distinguish whether or not an account is "named" in Salesforce. This innovation allows you to break free of assignment rules by creating matching rules that use either the account name or email domain of the named account to automatically route leads, or send notifications, to the appropriate account owner. The process is streamlined, scalable and manageable.

See it in action

See Apprivo Named Accounts in action. Watch the online demo.

Benefits

• Protect customer relationships with named accounts
• Minimize channel conflict with tighter sales alignment
• Accelerate conversion with clear account ownership
• Reduce admin overhead with efficient matching rules

With Apprivo Named Accounts, you can minimize channel conflict and strengthen key customer relationships.