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Round Robin Distributor: Lead Assignment, Case Assignment & Distribution 

Automated Round Robin Lead Assignment, Account Distribution & Case Routing

Overview

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

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See How Round Robin Distributor: Lead Assignment, Case Assignment & Distribution  Works

  • 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.

Round Robin Distributor is the most effective way for distribution and automation of Leads, Opportunities, Accounts and Case assignment in just a few steps, helping you by not missing out on potential business. It lets you configure any distribution/assignment criteria in minutes. Route leads,cases,accounts & opportunities to the right agent in the right team at right time Load balancing/Weighted Allocation. Enhance teams’ productivity by handling open items with reps/teams Users can create teams dedicated to case or lead distribution. A focused and organized approach to managing and assigning records. Distributes workload evenly among team members and prevents overload Fair and balanced allocation of tasks, leads, cases, or other work items among team members, avoiding overburdening specific individuals or leaving others with lighter workloads.  Reassign from Queue and Release and Reassign from Detail  Integrates with your existing Salesforce queues/assignment rules.  Integrate with different marketing automation software.  Custom/Standard Reports for higher visibility and productivity.  Configurable Alerts and smart Dashboards  Notification option via task, email, or both 

Categories

Business Needs
Sales
Productivity
Industries
Communications
Education
Healthcare & Life Sciences
Personas
Administrator
Sales Representative / Manager
Service Agent / Supervisor
Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Native App
No Limits
Lightning Ready
Managed Package

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