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%
Cuvama CVM
B2B Sales and Customer Success are failing to connect with customers. Customers don’t want to buy more products. Customers want a solution to their problem and a positive business impact. They want value. But Sales and Customer Success reps struggle to meet this need. With less money to spend, customers now only buy and renew with providers that can sell and deliver value. Providers that don’t do this are failing to win and retain customers. B2B GTM teams need to focus on better uncovering customer pain, selling based on outcomes, and reinforcing success. They need to focus on Customer Value. That’s why we built Cuvama. Find out more: https://cuvama.com/
Top keywords
- customers5×4.39%
- customer4×3.51%
- success3×2.63%
- value3×2.63%
- want3×2.63%
- b2b2×1.75%
- buy2×1.75%
- customer success2×1.75%
- cuvama2×1.75%
- don2×1.75%
- failing2×
