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Automate and Relax

Stop Manual Assignment

Automate the assignment of records.

No More Custom Code

Simplify processes without the need for custom coding.

Any Salesforce Object

Works seamlessly with any Salesforce object.

Optimize Sales Processes

Adjust representative availability settings, including out-of-office and working hours, to ensure balanced workloads.

Set custom assignment caps to manage the distribution of records, such as limiting maximum opportunities per day.

Use advanced routing rules based on record fields and geographical locations to direct records to the most suitable reps.

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Improve Customer Satisfaction

Define, monitor, and enforce Service Level Agreements, with automatic reassignment for missed deadlines to maintain service quality.

Receive immediate email and SMS alerts when records are assigned, keeping teams informed and responsive.

Avoid overloading by skipping users with busy calendar events, ensuring tasks are assigned to available representatives.

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Clients

Trusted by top global brands

“My company uses a marketing automation tool (Pardot) to manage all of our generated leads. Unfortunately, Pardot and Salesforce doesn't offer a simple and intuitive way to route leads to the correct teams. We added SRR from the appexchange and it solved this problem for us in a couple of hours (after i had been working on a solution for months). they were super responsive to help with set up and implementation via email and Google Hangout which was crucial. The app is updated very frequently!”

Shannon Price Marketing Operations at Snapwire

“My business development and sales teams were tracking leads with spreadsheets and having the managers divvy them out. I had spent hours researching how to do this myself and it required several custom fields and was not scalable or easy to manage. I then looked to the AppExchange and found Super Round Robin. It did everything that I needed and more. Super Round Robin made me a celebrity!”

Kerry Hoisington Senior Salesforce Administrator at NetDocuments

“This app just made life a breeze. I have a very large team that handles the same lead sources and this app simplified the ability to distribute the leads easily. Even if a team member was out for the day, I could simply click a few buttons and the adjustment was made. They have been extremely helpful along the way. Great App!”

Israel Fiss Director of Technology at NRG Clean Power

Case studies

"As the team grew, with 50+ joiners every month — lead assignments was taking considerable resources. This process had become a huge burden. Two weeks would pass after you first requested the change as a sales manager."

Jakub Klimaszewski

Global Salesforce Manager at Booksy

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"SRR allows us to be very flexible depending on the team's needs. We are now able to distribute leads to a team based on the agents' work schedules and assign evenly across a group of agents. It's a game changer!"

Diana Maali

Product Owner at Vacation Innovations

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Read all case studies

Super Round Robin for Salesforce

Super Round Robin for Salesforce

Automate and Relax

Optimize Sales Processes

Improve Customer Satisfaction