Super Round Robin

Features

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See how it works
Automate Lead Assignment

Route and Assign Leads, Contacts, Accounts, Opportunities and Cases in Salesforce. Enjoy a user-friendly interface, seamless integration, and efficient workload management using Round Robin or Load Balancing. No custom code needed, ensuring precise and streamlined lead distribution.

What does Super Round Robin do?
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Automate Assignment

Automate record assignments upon creation or update, eliminating manual effort and ensuring swift lead distribution.

No Custom Code Required

Simplify processes by removing the need for custom code, making system management easier and more efficient.

Flexible Configuration

Work seamlessly with any Salesforce object, utilize custom field routing, and assign leads to any field, offering comprehensive configuration options.

Advanced Routing Rules

Implement sophisticated routing based on custom criteria, enhancing the precision and efficiency of lead assignments.

Dynamic Workload Management

Set workload caps based on custom rules, respect calendar events, and implement capacity-based capping to manage workloads effectively.

SLAs and Reporting

Define and manage SLAs, and build detailed reports and dashboards to track and monitor performance.

User-Friendly Interface

Interact easily with an intuitive and user-friendly interface, designed for seamless navigation and operation.

Fair Distribution

Utilize Round Robin or Load Balancing methods for fair and efficient lead distribution, ensuring equity among team members.

Real-Time Notifications

Receive immediate email and SMS notifications when records are assigned, enabling prompt action and follow-up.

Integrated Workflows

Integrate with Sales Cadence, automate multi-stage sales processes, and respect calendar events to streamline workflows.

Manage Workloads

Fine-tune rep availability, implement dynamic capping, and reject bad records to ensure manageable and productive workloads.

Automation Capabilities

Automate assignment on record creation or update, and streamline multi-stage sales processes through automation, enhancing operational efficiency.

Customizable Notifications

Personalize communication with editable email templates, allowing for tailored and effective messaging.