Introduction to Revenue Organization

Revenue organization in Cargo enables users to bring all of the lead routing process and caapcity management under one roof.

By integrating with various CRM and sales tools (email marketing, slack, etc), you can streamline operations and enhance the efficiency of your revenue operations.

What you will learn

In this module, you will learn how to:

• Understand the concept of revenue organization and its importance in lead routing.
• Utilize the allocation node to assign leads and interlink your different sales tools.
• Configure territory and capacity settings to balance workloads across team members.
• Designate fallback members to assign leads to when the rest of the team is at capacity.
• Use slack alerts in combination with assignment for high priority leads.

Tutorials

To help you get started, we have included practical tutorials that demonstrate how to use revenue organization features effectively. For example, learn how to set up an allocation node, manage territories and capacities, and create dynamic segments. These tutorials provide step-by-step instructions to enhance your understanding and application of revenue organization in real-world scenarios.