Distribution Engine
Lead Routing & Assignment | Round Robin, Territories & SLAs
By NC SquaredProductivity
- Rating
- 5.0
- Reviews
- 139
- Pricing
- Paid
- From $20 per user per month
- Listed since
- 2013
About Distribution Engine
Smarter Lead & Case Routing | Rules-Based Assignment & Distribution
ROUTING & AUTOMATION 🔹 A Salesforce automation tool for Leads, Cases, Opportunities, and custom objects 🔹 Omni-channel routing across Sales Cloud and Service Cloud with availability-aware assignment
LEAD MANAGEMENT & DATA QUALITY 🔹 Lead to account matching in Salesforce with deduplication - improve data quality before records reach a rep 🔹 Full audit trail and lead tracking on every routing decision
SPEED TO LEAD 🔹 Instant assignment to reduce lead response time - auto-reassign stale or overdue records 🔹 Real-time speed-to-lead monitoring across every rep and team
CASE MANAGEMENT & ESCALATION 🔹 Salesforce case management with automated triage, priority routing, and shift-based assignment 🔹 Escalation rules in Salesforce - auto-escalate and reassign before SLAs are breached
BUILT FOR REVENUE OPERATIONS 🔹 A lead distribution tool for RevOps - configure and scale routing without developers 🔹 Works with Sales Cloud, Service Cloud, Revenue Cloud, and Financial Services Cloud
THE ORIGINAL SALESFORCE LEAD ROUTING SOLUTION 🔹 Before Chili Piper, LeanData, Traction Complete & Ortoo Q-Assign 🔹 Benefit from our vast experience in Salesforce lead routing solutions
Highlights
- 🧠 Intelligent Lead Routing → No-code automated lead routing → Lead assignment rules in clicks, not Apex → Match leads by skill, workload or territory → Weighted round robin routing → Auto-dedupe and lead-to-account matching
- 🔀 Lead Assignment Distribution → Automate lead assignment across Salesforce → Round robin lead routing to keep distribution fair → Assign based on any Salesforce field → Account-based assignment for ABM
- 💼 Case Assignment Rules & SLA Management → No-code case assignment rules built in clicks → Automate case routing by priority, skill, availability → Track and enforce SLAs on every case → Auto-escalate overdue or breached cases
- 🔁 Round Robin Assignment → Fair, automatic round robin for Leads, Cases, and Opportunities → Weighted round robin - control rep record volume → Skip unavailable agents automatically → Works across any Salesforce object
- 🗺️ Territory Management → Define and manage territories inside Salesforce → Assign by geography, zip code, or region → Auto-stamp records with defined territories → Works with Salesforce Enterprise Territory Management
- ✅ Lead Matching & Account Assignment → Automatic lead-to-account matching in Salesforce → Match leads to existing Accounts and Contacts → De-duplicate leads before routing → Support ABM with account-based routing
- 📊 Track, Manage and Report → Monitor lead distribution, case assignment and performance → Full routing audit trail on every record → Auto-reassign overdue records → Monitor SLAs, response times and speed to lead in real time
- ☁️ 100% Salesforce Native → Everything built inside Salesforce - no new tools needed → No integrations, all data stays in your org → Works with Sales Cloud, Service Cloud, Revenue Cloud, and Financial Services Cloud
- 😌 Empower Ops & Revenue Teams → Reduce dependency on IT for routing rules → Point-and-click, no code required → Adjust routing rules on the fly → Scales from startup to enterprise
Screenshots
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Pricing
Paid, from $20 per user per month.
| Plan | Price | Billed | Free trial |
|---|---|---|---|
| Starter | $20 per user | Monthly | 30 days |
| Advanced | $35 per user | Monthly | 30 days |
| Unlimited | $55 per user | Monthly | 30 days |
🔹 Try it free for 30 days - click "Get It Now" and follow the instructions. → Minimum order of 5 licenses → Volume & nonprofit discounts available Pricing FAQs https://www.nc-squared.com/pricing/ or contact us at hello@nc-squared.com
The publisher offers discounts.
Compatibility
- Works with
- Revenue Cloud
- Financial Services Cloud
- Education Cloud
- Requires
- Sales Cloud
- Service Cloud
- Salesforce editions
- Enterprise
- Unlimited
- Performance
- Lightning Experience
- Supported
- Salesforce mobile app
- Supported
- Salesforce security review
- Passed on February 25, 2021
- Industries
- Horizontal Product
- Financial Services
- High Tech
- Languages
- English
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