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%
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- time3×1.82%
- advanced2×1.21%
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- capacity2×1.21%
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- custom user2×1.21%
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- even2×1.21%
Forms by SharinPix - Offline Inspection Mobile Form with Photo-Video-Sketch-Plan
Do you need to collect data in the field from an easy-to-setup and highly customizable mobile offline form? We have designed the FORM to raise the technicians' efficiency & reduce customer dissatisfaction. All that with low implementation effort. By combining the core experience of a mobile form with our deep experience in image capture from the device and a plethora of other visual elements, SharinPix Forms App will ensure that information gathered on the field is done so seamlessly and without error or limitation. The entire experience is Salesforce Native, works fully offline & is supported by AI to help cut down on the not-so-fun parts of the collection process. Users will rely on their existing digital habits to collect data from their job sites. By answering survey questions, snapping photos, capturing videos, scanning documents, or collecting digital signatures, your field team already has the skills they need to get started. But that's not all. Take advantage of numerous other tools like placing remarks on plans, sketching with personalized tools & backgrounds, capturing 3D twins by scanning a room, & using the power of AI to automate filling of fields from photos.
Top keywords
- experience3×1.60%
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- ai2×1.06%
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- data
