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Round Robin Distributor: Lead Assignment, Case Assignment & Distribution
Automated Round Robin Lead Assignment, Account Distribution & Case Routing
- Industries
- CommunicationsEducationHealthcare & Life Sciences
- Business Need
- SalesProductivity
- Requires
- Sales CloudService Cloud
- Compatible With
- Sales CloudService Cloud
Round Robin Distributor assigns leads/cases to live agents in real time based on a configurable business logic. Round Robin Distributor also lets you perform: • Schedule based assignments • Relationship-based assignments • Load Balancing
Highlights
1. Smart Scheduling: Performs inbound record distribution and assignment based on the reps’ work schedule, load in the current cycle, skill-based, geographies-based, past relationships with companies, lead source etc.
2. Real time Assignment: Round Robin Distributor takes into account data enrichment issues. Activity Log is an inbuilt feature that aids in tracking real-time case/lead assignments in your org
3. Efficient Tracking System- Out of the box reports & dashboards to track user status, ensures priority-based case routing to right team & real-time alerts on lead/ case/ account/ opportunity assignment. Exclusive feature for cross-object assignment.
Flexible & Quick Configuration Set up any distribution or assignment criteria in minutes without complex coding.
Advanced Reporting & Dashboards Track assignment trends, monitor workloads, and boost productivity with custom and standard Salesforce reports.
Seamless Salesforce Integration Works with Salesforce queues, assignment rules, and marketing automation platforms like Pardot, HubSpot, and Marketo.
Load Balancing & Weighted Allocation Assign records based on team capacity, performance, or priority, ensuring fair workload distribution.
Provider Details
Mirketa Inc
Dublin
- Social ImpactPledge 1%This company pledges 1% of their product, profit, equity, or time to support the community. Learn more about Pledge 1%
- Pledge 1%
Founded
2015
Website
Email
Phone
8556475382Mirketa Inc is a California based Salesforce Crest (Gold) Consulting partner and ISV Partner. Mirketa has over 2 million hours of experience in providing Development and Administrative services to companies in Nonprofits, Healthcare (Providers), Education, Manufacturing and Finance domains. Mirketa offers utility and domain specific Salesforce Apps. Besides Duplicate Data Search and Merge App, Mirketa has Round Robin Distributor, Elixir (EHR & RCM) and eCourier applications published on Salesforce AppExchange.
Pricing Details
You must pay to use this solution. Discounts are available for nonprofits.
Try FREE for a month! Install Now. For upto 10 users, $169 per company per month For 11-30 users, $369 per company per month Custom pricing for more than 30 users, 20% discount for NGOs and Nonprofits. Please reach out for discounts.
Default Plan
$2,000 USD/company/year
Free trial available for 15 days
Lowest Starting Price