Case Study: Planon achieves commercial excellence with automated lead routing from Chapman Bright

Creating commercial excellence with automatic lead routing

Planon, an international SaaS company, faced significant challenges due to poor data hygiene and inefficient lead management processes. Their complex sales cycles and expanding partner network were hampered by manual lead reassignments in Salesforce that were automatically undone by Marketo, causing confusion and delays. To address this, they partnered with vendor Chapman Bright and implemented the RingLead Platform to automate data cleansing and lead routing.

The solution from Chapman Bright integrated RingLead with Marketo and Salesforce to automate duplicate management, data normalization, and segmentation. This new process established clear rules for routing leads and partners, centralized data management, and prevented unwanted reassignments. The results were substantial, including the elimination of a manual task that previously took 40 hours per week, a significant reduction in the number of marketing lists maintained, and a more scalable system for future growth.

Planon

Elena Miloshevikj

Online Marketer