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%
mDrafty | The First
Manage inbound and outbound Email directly on Leads, Contacts, Opportunities, Cases, Accounts, and Custom Objects. Improve Email-to-Case workflows, replace Einstein Activity Capture (EAC) limitations, track complete Email Threads, and keep full Email history visible on every record. ✔ Email-to-Case Enhancement ✔ Alternative to Einstein Activity Capture (EAC) ✔ Email Tracking & Email Visibility ✔ Complete Email Threads & Email History ✔ Native Email Storage ✔ Shared Inbox Visibility ✔ Outlook & Gmail Integration ✔ Enhanced Email & EmailMessage Support ✔ Email Templates & Email Automation ✔ Standard & Custom Object Support View all customer Email communication directly on Salesforce records. Improve Email-to-Case processes, increase Email visibility across teams, track Email activity, manage Email Threads, and maintain complete Email history for Sales and Service teams. Ideal for organizations looking for a Shared Inbox experience, Email Tracking, Email Logging, and an alternative to Einstein Activity Capture. Supports Email-to-Case, Shared Inbox workflows, Email Tracking, Email Logging, Email Visibility, Email Collaboration, Outlook, Gmail, Enhanced Email. Start your free trial
Top keywords
- email23×15.44%
- activity4×2.68%
- email-to-case4×2.68%
- visibility4×2.68%
- activity capture3×2.01%
- capture3×2.01%
- complete3×2.01%
- complete email3×
