Say goodbye to manual assignments and routing errors. Automatically assign any standard or custom object with precision - no manual effort, just efficient and flexible rules.
✖︎ 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
Simplify processes by removing the need for custom code, making system management easier and more efficient.
Add users to MatchGroups in bulk based on roles, divisions, or even Chatter Groups.
Route records to the closest rep with our new Distance mode, ensuring location-based assignments are always precise.
Work seamlessly with any Salesforce object, utilize custom field routing, and assign leads to any field, offering comprehensive configuration options.
Save time by cloning MatchGroups along with their related records.
Implement sophisticated routing based on custom criteria, enhancing the precision and efficiency of lead assignments.
Set workload caps based on custom rules, respect calendar events, and implement capacity-based capping to manage workloads effectively.
Track team performance, SLA compliance, and more with a customizable Salesforce Analytics dashboard.
Interact easily with an intuitive and user-friendly interface, designed for seamless navigation and operation.
Utilize Round Robin or Load Balancing methods for fair and efficient lead distribution, ensuring equity among team members.
Receive immediate email and SMS notifications when records are assigned, enabling prompt action and follow-up.
Integrate with Sales Cadence, automate multi-stage sales processes, and respect calendar events to streamline workflows.
Fine-tune rep availability, implement dynamic capping, and reject bad records to ensure manageable and productive workloads.
Automate assignment on record creation or update, and streamline multi-stage sales processes through automation, enhancing operational efficiency.
Personalize communication with editable email templates, allowing for tailored and effective messaging.