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%
Distribution Insights for Asset Managers
Increase sales conversion rates and grow revenue with an integrated view of the data and analytical outputs from Broadridge’s distribution solutions: Sales Analytics, Market Analytics, Advisor Segmentation and Scoring, Advisor Target, and Opportunity Hunter. Based on the output from Broadridge’s powerful Distribution Insights Platform, this CRM integration solution is easy to configure and enables Salesforce administrators to provide field sales personnel with contact management, sales automation, and opportunity identification. • Distribution Teams have access to the best tools for analyzing market share and sales trends. • Individuals can customize their view to evaluate sales performance by channel, territory, and line of business. • Product and Marketing Teams have consolidated data at their fingertips, making it easier to identify and develop opportunities to introduce new products and campaigns.
Top keywords
- sales6×4.76%
- distribution3×2.38%
- advisor2×1.59%
- analytics2×1.59%
- broadridge2×1.59%
- data2×1.59%
- market2×1.59%
- opportunity2×1.59%
- teams2×1.59%
