Account Router Overview

Automating Account Ownership 

Manually routing Accounts and updating ownership in Salesforce can take hours and often needs to be done frequently, sometimes on a weekly basis. Account ownership should be dynamic to support the natural changes in GTM (go-to-market). Changes to strategy, people, and account lifecycle as it gets routed from team to team all require updating Account ownership in Salesforce.

Benefits of using LeanData to Route Accounts

1. Save Time. Assign and re-assign Account and Opportunity ownership in minutes instead of days/weeks.
2. Easily Implement GTM Strategy. Keep up with GTM changes instead of struggling to implement them in Salesforce. 
3. Keep Salesforce Data Clean. Keep your Salesforce data around Account and Opportunity ownership up to date. 

Use Cases

Here are common use cases for Account Routing:

1. Route a new Account to the Customer Success team after an opportunity is closed-won.
2. Assign Account Owner and ADR based on your GTM rules when new Accounts come in.
3. Re-assign Accounts when a rep leaves your company.
4. Re-define segments, then update segment and owner fields on all affected Accounts 

To learn how to implement Account Routing, check out the Account Routing Guide. 

**Account Routing is included with Advanced Routing packages. If you don’t have this but would like to learn more, reach out to your LeanData account team.