Lead segmentation and assignment, made easy
Whether you are scaling your business by geography, business size, or product lines, you need the flexibility to group your leads by territory. So, if your business is spread across the globe and you have multiple offices or product lines, you would want to assign leads to sales reps who have the product expertise or are familiar with the language and culture of a particular region. With Freshsales, you can create a systematic sales territory management plan to organize your team, auto-assign leads in a round-robin, assign phone numbers to territories, transfer calls to territories, limit territory access, and more. With advanced reporting capabilities, you can identify profitable territories, sales reps who are meeting targets, and the potential sales areas to improve. Now this is a lot simpler and easier for segmenting and auto-assigning leads rather than setting up workflows in HubSpot, don’t you think?
Learn more about segmenting and assigning leads using sales territories