Quick, accurate & flexible
30 days free, no credit card needed. Install directly in Production or Sandbox from the AppExchange.
✖︎ Slow, time-consuming assignments
✖︎ Leads go cold
✖︎ Wrong reps, fewer conversions
✖︎ Limited skills/territory matching
✖︎ No tracking or accountability
✔︎ Instant lead routing
✔︎ Faster follow-ups, more deals
✔︎ Right lead, right person
✔︎ Custom rules for routing
✔︎ Track and ensure accountability
> Assign based on rep schedules, including out-of-office and working hours.
> Limit records to balance workloads and prevent overload.
> Direct leads using criteria like record fields, skills, or geographical locations.
> Route leads the moment they arrive.
> Alert reps right away to take action.
> Respond faster to increase conversions.
> Set capacity limits to prevent overload and ensure fair workload distribution.
> Assign leads evenly to keep reps focused and engaged.
> Tailor assignment caps to align with each rep’s capacity, keeping performance high.
> Ensure follow-ups happen on time, with automatic reassignment if a lead isn’t picked up.
> Track SLA compliance, response times, and follow-up rates with detailed reports.
> Use insights from metrics to balance workloads and enhance team productivity.
> Keep all data securely within Salesforce
> Instantly sync data and manage assignments directly in Salesforce for a seamless experience.
> You can use the SRR data to improve processes across Salesforce Clouds, like: Agentforce, Data Cloud, Sales Cloud, Service Cloud, Health Cloud, Nonprofit cloud and more.
> Launch quickly, with our support team guiding you
> Configure easily with a user-friendly interface and help when needed
> Adapt as your team grows