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Distribution Engine: Lead Routing & Assignment | Round Robin, Territories & SLAs

By NC Squared Ltd

Smarter Lead & Case Routing | Rules-Based Assignment & Distribution

Starting at $20   USD/user/month

Discounts available for nonprofits

Try It
Industries
Horizontal Product
Financial Services
High Tech
Business Need
Sales
Lead & Opportunity Management
Agent Productivity
Requires
Sales Cloud
Service Cloud
Compatible With
Revenue Cloud
Financial Services Cloud
Education Cloud

Distribution Engine: The most comprehensive, no-code solution for leveling up your lead & case routing inside Salesforce. Automate lead distribution, case assignment, & round robin routing - based on workload, availability, skills, territory & more.

Highlights

🧠 Intelligent Lead Routing → No-code automated lead routing → Lead assignment rules in clicks, not Apex → Match leads by skill, workload or territory → Weighted round robin routing → Auto-dedupe and lead-to-account matching

🔀 Lead Assignment Distribution → Automate lead assignment across Salesforce → Round robin lead routing to keep distribution fair → Assign based on any Salesforce field → Account-based assignment for ABM

💼 Case Assignment Rules & SLA Management → No-code case assignment rules built in clicks → Automate case routing by priority, skill, availability → Track and enforce SLAs on every case → Auto-escalate overdue or breached cases

🔁 Round Robin Assignment → Fair, automatic round robin for Leads, Cases, and Opportunities → Weighted round robin - control rep record volume → Skip unavailable agents automatically → Works across any Salesforce object

🗺️ Territory Management → Define and manage territories inside Salesforce → Assign by geography, zip code, or region → Auto-stamp records with defined territories → Works with Salesforce Enterprise Territory Management

✅ Lead Matching & Account Assignment → Automatic lead-to-account matching in Salesforce → Match leads to existing Accounts and Contacts → De-duplicate leads before routing → Support ABM with account-based routing

📊 Track, Manage and Report → Monitor lead distribution, case assignment and performance → Full routing audit trail on every record → Auto-reassign overdue records → Monitor SLAs, response times and speed to lead in real time

☁️ 100% Salesforce Native → Everything built inside Salesforce - no new tools needed → No integrations, all data stays in your org → Works with Sales Cloud, Service Cloud, Revenue Cloud, and Financial Services Cloud

😌 Empower Ops & Revenue Teams → Reduce dependency on IT for routing rules → Point-and-click, no code required → Adjust routing rules on the fly → Scales from startup to enterprise

Provider Details

NC Squared Ltd
London. UK
Social Impact
Pledge 1%
This company pledges 1% of their product, profit, equity, or time to support the community. Learn more about Pledge 1%
Pledge 1%
Founded
2011
Website
Email
Phone
3023803700

Hi, we're NC Squared! We're a leading provider of smart Routing and Scheduling solutions, built natively on Salesforce. People know us for our high-quality products, integrity, and exceptional customer service. We're an employee-owned business with teams based in the UK and the US, proudly supporting a global network of customers. We build the tools that help revenue and service teams work smarter - from automated lead routing and case assignment with Distribution Engine, to intelligent Salesforce meeting scheduling with Booking Engine. No code, no new tools to log into, and all your data stays securely in your Salesforce org. Ready to see what's possible? Book a call: https://www.nc-squared.com/contact/

Pricing Details

You must pay to use this solution. Discounts are available for nonprofits.

🔹 Try it free for 30 days - click "Get It Now" and follow the instructions. → Minimum order of 5 licenses → Volume & nonprofit discounts available Pricing FAQs https://www.nc-squared.com/pricing/ or contact us at hello@nc-squared.com

Starter

$20 USD/user/month

Free trial available for 30 days

Lowest Starting Price

Advanced

$35 USD/user/month

Free trial available for 30 days

Unlimited

$55 USD/user/month

Free trial available for 30 days

More From This Provider

Booking Engine: Salesforce Meeting Scheduling & Appointment Booking
by NC Squared Ltd
Salesforce meeting scheduling and routing. Convert more pipeline with personal booking links, round robin scheduling, calendar sync, and SDR-to-AE handoff. Book meetings in seconds - no code, no integrations, no calendar juggling. All inside Salesforce.