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%
CV Product Search
CV Product Search your sales rep can easily search and add multiple products to the opportunity. This app is designed natively on a Salesforce platform and compatible with standard opportunity and product objects. Lightning interface gives you limited field options to search products and add to the opportunity, but with CV Product Search, there is no limitation on the fields and the filters you can search on. You can refine your search results by using multiple field filters in a single search, keeping all the other Salesforce functionality. Highlights: > CV Product Search increases the productivity of your sales team. > Reduce time by giving accurate results without any hassle. > Enhance lighting product search functionality. > Up to 10 Field Filters to refine Search Results. > Out of the Box Field Sets to customize columns on the Search result Page and the Add Product Page. >Start using CV Product Search at no cost for one user, with a license that never expires. >Easily purchase additional licenses anytime at our pricing page https://cloudvandana.com/cv-product-search-pricing-page/.
Top keywords
- search12×7.02%
- product7×4.09%
- product search5×2.92%
- cv4×2.34%
- cv product4×2.34%
- cv product search4×2.34%
- field4×2.34%
- add3×1.75%
- filters
