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%
- capacity2×1.21%
- consultancy2×1.21%
- custom user2×1.21%
- custom user fields2×1.21%
- even2×1.21%
Email to Case (E2C) Advance | Expediting/Redefining Case Management Cycle
Email to Case Advance is built to tackle the everyday challenges of managing customer emails in Salesforce. It helps reduce clutter, ensures data accuracy, and makes case handling simpler for agents and smoother for customers. Features: - Prevent Public File Link Creation - Prevent Email Looping - Blacklist Domains and Emails - Account Approved Domains & Emails - Record Type-Based Configuration - Duplicate Case Merge/Delete - Personalized Comment Publisher Page - Enabled File Attachment - Switch Show between Public/Private Comments Checkbox - Keep Case and Account Teams in Loop Enabled File List Section - Sync with Available Recipient List - Auto Save Draft After Setting - Enable Case Summary Section - Enable Case Update Section - Public and Private FieldSet - Article Suggestions - Add Watchers to Cases - Image Text Extractor
Top keywords
- case6×4.51%
- emails3×2.26%
- file3×2.26%
- public3×2.26%
- section3×2.26%
- account2×1.50%
- domains2×1.50%
- email2×1.50%
- enable2×1.50%
