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%
Tackle Cloud GTM Platform Integration
Tackle transforms Salesforce into your Cloud GTM revenue operating system—built for enterprise scale, security, and performance. It streamlines partner-led selling across AWS, Microsoft, and Google, so your team can operate with precision confidence. Tackle Prospect helps sellers instantly identify where their buyers are most likely to transact, eliminating guesswork and enabling smarter, more strategic selling. Tackle Co-Sell simplifies opportunity sharing between you and cloud partners, allowing you to manage a single pipeline, build trust with cloud sellers, and drive more inbound deals. Tackle Offers supports every sales motion through the marketplace—whether direct, channel, Paygo, renewals, or expansion. It just works the way your teams already sell.
Top keywords
- tackle4×3.70%
- cloud3×2.78%
- sellers2×1.85%
- selling2×1.85%
