Imagine a world where all your leads were sorted, cleaned, and available to your sales people in minutes. Now, imagine those leads are not duplicates of your existing database and where there are duplicates, they are called out to you. Even better, what if those leads were automatically sorted by product of interest, territory or lead interest level? Welcome to CEDAR Lead Record Management, a tool that integrates your marketing automation and CRM data to provide a Lead Flow System that will help you WIN MORE DEALS!

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About Cedar

CEDAR LRM is a web-based system built to deliver a new level of data control for marketing and sales professionals. As a Lead Record Management system, it ensures that all data is collected in one, unified environment to streamline the sales process and help close business faster. Marketing can now track the overall effectiveness of each campaign by tracking each lead all the way to a sale. CEDAR also focuses on data quality as it runs data validation and cleansing against your existing customer data. When you upload data into CEDAR, rules seamlessly reconcile every piece of your data, from capitalization and punctuation to consistency among entries. This record cleansing allows for a cleaner data environment, which means that your data is easier to sort, search and utilize.




Lead Flow Management

CEDAR Lead Flow Management gives you the flexibility to manage how leads are assigned, setting lead status and/or stage as well as managing sales and marketing notification to ensure that leads are processed efficiently. This makes it simple and fast to distribute leads to sales teams based on product or territory, and to identify and track those leads with specified markers.

Integrate and Sync Sales and Marketing Systems

CEDAR acts in tandem, serving as middleware, with your existing marketing automation and CRM software including Hubspot, Pardot, NetSuite and Salesforce. The ability to use CEDAR alongside your current sales and marketing systems means you gain more visibility into your sales and marketing processes, allowing your team to better monitor and track leads and results.


CEDAR dashboards gives your sales, marketing and management teams increased insight into your sales and marketing tactics. The ability to follow, track and report on leads, campaigns, sales reps, and more means you can easily determine which strategies are working, so your team can spend their time using successful tactics pursuing qualified leads.

Lead Mapping

Lead Mapping and Revenue Plotting is an intuitive way that users can geographically locate customers and leads as well as identify revenue ranges within an area. The comprehensive set of tools allows users to easily locate, view and export segments of their data. Use this information to determine your long-term plans, like where to hold your next sales event, identify new markets for expansion, assist with sales and marketing planning or you can simply monitor your results and predict industry trends for future successes.

Intelligent Data Cleaning Tools

Good data is a key component of every successful enterprise. CEDAR has a series of built-in cleaning rules which ensure that your data is always as accurate as possible. Using multiple logic profiles, standardization dictionaries, and variable matching algorithms, CEDAR notifies the user of potential duplicate creation during data entry. It also uses a pre-built dictionary to standardize your data to help with more personalized email campaigns and mailings. Automated data accuracy allows your sales and marketing teams to focus their time on converting more leads and closing deals.

Vendor Connections

CEDAR Enterprise LRM extends functionality to Channel Distribution Eco-systems. Like the CEDAR Business Edition, CEDAR Enterprise LRM is utilized to deliver real time access to all users and companies in the channel. With CEDAR Enterprise, OEM’s are able to share leads and other data points directly with their channel partners, removing the barriers created by each company having their own back office system. In this new environment, OEM’s can see how partners are working leads and partners receive OEM data live.