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%
Way2Sell Toolkit
Are you tired of your sales methodology being an administrative form-filling exercise that offers no value to your team? Are you looking for a toolkit that creates new performance standards to grow your business? The Way2Sell Methodology is designed with your customer's buying journey in mind, allowing you to tailor it to the way your customers are buying. It supports the creation of memorable value-added moments that differentiate you from the competition. On top of this, the toolkit is built to facilitate digital selling, making all learning assets available for just-in-time learning whenever and wherever your team need it. ***NEW FEATURE: The integrated AI Sales Coach provides tailored coaching to advance your deal or account.***
Top keywords
- buying2×1.74%
- learning2×1.74%
- methodology2×1.74%
- sales2×1.74%
- team2×1.74%
- toolkit2×1.74%
