Round Robin Distributor
Lead Assignment, Case Assignment & Distribution
By Mirketa IncProductivity
- Rating
- 4.9
- Reviews
- 11
- Pricing
- Paid
- From $2,000 per company per year
- Listed since
- 2016
About Round Robin Distributor
Automated Round Robin Lead Assignment, Account Distribution & Case Routing
Round Robin Distributor is the most effective way for distribution and automation of Leads, Opportunities, Accounts and Case assignment in just a few steps, helping you by not missing out on potential business. It lets you configure any distribution/assignment criteria in minutes. Route leads,cases,accounts & opportunities to the right agent in the right team at right time Load balancing/Weighted Allocation. Enhance teams’ productivity by handling open items with reps/teams Users can create teams dedicated to case or lead distribution. A focused and organized approach to managing and assigning records. Distributes workload evenly among team members and prevents overload Fair and balanced allocation of tasks, leads, cases, or other work items among team members, avoiding overburdening specific individuals or leaving others with lighter workloads. Reassign from Queue and Release and Reassign from Detail Integrates with your existing Salesforce queues/assignment rules. Integrate with different marketing automation software. Custom/Standard Reports for higher visibility and productivity. Configurable Alerts and smart Dashboards Notification option via task, email, or both
Highlights
- 1. Smart Scheduling: Performs inbound record distribution and assignment based on the reps’ work schedule, load in the current cycle, skill-based, geographies-based, past relationships with companies, lead source etc.
- 2. Real time Assignment: Round Robin Distributor takes into account data enrichment issues. Activity Log is an inbuilt feature that aids in tracking real-time case/lead assignments in your org
- 3. Efficient Tracking System- Out of the box reports & dashboards to track user status, ensures priority-based case routing to right team & real-time alerts on lead/ case/ account/ opportunity assignment. Exclusive feature for cross-object assignment.
- Flexible & Quick Configuration Set up any distribution or assignment criteria in minutes without complex coding.
- Advanced Reporting & Dashboards Track assignment trends, monitor workloads, and boost productivity with custom and standard Salesforce reports.
- Seamless Salesforce Integration Works with Salesforce queues, assignment rules, and marketing automation platforms like Pardot, HubSpot, and Marketo.
- Load Balancing & Weighted Allocation Assign records based on team capacity, performance, or priority, ensuring fair workload distribution.
Screenshots
Image 1 of 15
Pricing
Paid, from $2,000 per company per year.
| Plan | Price | Billed | Free trial |
|---|---|---|---|
| Default Plan | $2,000 per company | Yearly | 15 days |
Try FREE for a month! Install Now. For upto 10 users, $169 per company per month For 11-30 users, $369 per company per month Custom pricing for more than 30 users, 20% discount for NGOs and Nonprofits. Please reach out for discounts.
The publisher offers discounts.
Compatibility
- Works with
- Sales Cloud
- Service Cloud
- Requires
- Sales Cloud
- Service Cloud
- Salesforce editions
- Professional
- Enterprise
- Unlimited
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on March 8, 2016
- Industries
- Communications
- Education
- Healthcare & Life Sciences
- Languages
- English
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