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Softsquare - Round Robin Distributor
in partnership with Top Shelf CRM
- Business Need
- Productivity
Cases and Leads can be assigned or transferred to any users in real time or on demand using the Round Robin application.
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Showing 9 of 9 Reviews
Great tool but not very helpful support
Great tool but the team at Softsquare isn't very helpful. I had to send multiple emails and wait over 2 weeks just to be sent a copy of an invoice.
Fantastic Product
Product makes our simple round robin assignment tasks super easy. Straightforward configuration; easy to adjust when people leave/go on vacation, etc. Support is fantastic when needed. Highly recommended, especially for the price.
Great company to work with!
We have worked with a few Salesforce development companies who are quite lacking in support and follow through, the company behind Round Robin Rules has been nothing but exceptional to interact with. Questions were answered quickly and they even went beyond ordinary help and customized the app to make it work within my special requirements. Thank you for making it so easy. I'd recommend you everyday to anyone looking for this type of application.
Must have
This app has been one of the best investments we've made. The native assignment functionality in Salesforce is very limited and complicated to set up, not to mention impossible if you have multiple record types. This app is very simple to set up and use, it's ideal for our business needs and the support received has been excellent. Don't know what I would do without this app!
Must Have!
We have been a paying customer of Round Robin for almost 2 year now. The product handles hundreds of leads a day and has been instrumental in growing our sales team efficiently. I tested several of the other products in the exchange and this is clear and away the best one to use.
Easy to use
This is an easy to use tool that will spare you hours of manual lead assignment. Easy to install and configure.
Straight forward with solid support behind it
There are a number of lead allocation engines out there, but this one is straightforward and works. On top of that the company is quick to respond with feature requests to make the product better.
Easy Distribution
We downloaded this app and have had a great experience so far. Salesforce does not have such great built in Round Robin tools, so this allows us to create multiple round robins based on different criteria that we select. It makes it a lot easier for us to get the right lead into the right hands!
Amazing tool - simple and powerful
We have used this tool for several of my clients and every time the setup and configuration took only a few minutes, there were no major issues after deployment and the support is instant. The functionality that this tool provides is a must for almost every sales organization.