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.
Automate record assignments upon creation or update, eliminating manual effort and ensuring swift lead distribution.
Simplify processes by removing the need for custom code, making system management easier and more efficient.
Work seamlessly with any Salesforce object, utilize custom field routing, and assign leads to any field, offering comprehensive configuration options.
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.
Define and manage SLAs, and build detailed reports and dashboards to track and monitor performance.
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.