Opportunity Recycler
Let’s face it, not all prospects are ready to buy at the initial sales approach. Many factors contribute to a customer’s purchase timing: - Existing contract - Budget timing - Internal cycles and calendars for purchasing decisions - Availability of key decision-makers - Pending mergers/acquisitions - etc. Misalignment between sales timing and customer purchase timing can result in a completely lost and forgotten sale. Opportunity Recycler makes it easy to specify a date to recycle a lost Opportunity, and automatically creates a Recycled Opportunity using customizable settings: - Recycle Date Options: Choose from several date options relative to the Opportunity Close Date, or use a custom date on each lost Opportunity, to create a future Recycled Opportunity. - Recycled Opportunity Owner: Select from various ownership settings to determine the Recycled Opportunity owner, when the Original Opportunity owner is no longer an active user or in a different company role. - Other Recycled Opportunity Values: Specify various field values on the Recycled Opportunity. - And much more… Install Opportunity Recycler today to stop missing out on deals due to bad timing!
Top keywords
- opportunity12×6.56%
- recycled6×3.28%
- recycled opportunity6×3.28%
- date5×2.73%
- timing5×2.73%
- lost3×1.64%
- opportunity owner3×1.64%
- owner3×1.64%
- customer2×1.09%
- date options2×1.09%
- lost opportunity2×1.09%
- opportunity recycler2×1.09%
Super Round Robin | Assign Leads, Cases, Opportunites and more...
Easily automate assignment for leads, cases and any Salesforce objects. Go beyond simple round robin with criteria-based rules that intelligently assign leads (or other objects) based on capacity, even or weighted distribution, and custom user fields. Flexible capacity models: Capacity-based, even, or weighted round robin. Custom fields and time management: Assign the Owner and/or Custom User Fields, with options for working hours, shifts, and out-of-office status. Dynamic assignment: Add users in bulk based on roles, divisions, and Chatter Groups. Pause assignments when needed. Geolocation-Based routing: Route to the closest rep. SLA management: Reassign on SLA miss. Advanced options: Editable email templates, sophisticated matching rules (skills, profile, territory and more), performance dashboards and audit logs. Free consultancy and 5 * support: Our expert consultancy offers setup optimization, advanced automation, or Salesforce audits to fit your needs. Plauti scales with your business, seamlessly managing multi-stage sales processes across teams, time zones, and pipeline stages. Less time managing leads, more growth. Experience it yourself, try it for free.
Top keywords
- custom3×1.82%
- fields3×1.82%
- leads3×1.82%
- time3×1.82%
- advanced2×1.21%
- assign2×1.21%
- assignment2×1.21%
- capacity2×
