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.
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Pendo SXM Support for Salesforce Service Cloud
Pendo for Service Cloud empowers support and customer success teams to deliver faster, smarter case resolutions without ever leaving Salesforce. By embedding Pendo Session Replays and behavioral data directly into the Salesforce Service Console, every rep gains instant visibility into what users actually did before submitting a ticket. Instead of guessing what went wrong or asking customers for screenshots, support reps can see the full behavioral context, enabling them to close cases faster, reduce escalations, and increase customer satisfaction.
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