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PowerRouter: Lead routing, Contact & case assignment, Smart opportunity routing

Smart Salesforce lead routing & case assignment with no-code routing flows

Overview

PowerRouter is an easy-to-use lead routing & case assignment tool for Salesforce to ensure your leads, contacts, cases, accounts, & opportunities are routed to the right teams in real-time with no-code routing workflows. Routing made simple & efficient.

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  • SMART LEAD ROUTING: Assign leads in real-time using round robin, weighted round robin, smart load balancer algorithms. Assign leads based on geography, revenue size, or custom criteria. Routing based on SDR's workload capacity & availability

  • PROMPT BUYER ENGAGEMENT: Avoid routing leads to unavailable & inactive SDRs. Set up re-routing rules to immediately assign uncontact leads to next best SDRs. Expand pipeline by re-routing old & cold leads in your Saleforce CRM. Prioritizing routing order

  • REAL-TIME MANAGEMENT: Receive real-time alerts about new assignments. Smart trackers & dashboards to adjust routing rules to maximize SDR performance. Real-time alerts about assignment failures. Smart auditing & troubleshooting of routing workflows.

  • DYNAMIC ROUTING: Remind SDRs about their SLAs & enforce prompt time-to-action. Segment, prioritize, & route leads & opportunities based on your custom criteria. 100% accurate lead-to-account matching & deduplication before routing to avoid routing errors

PowerRouter helps you with all aspects of lead routing & opportunity assignment ✅Advanced lead routing algorithms like active load balancing ✅Routing leads & other Salesforce objects based on SDR's workload capacity. ✅Easy-to-implement and easy-to-optimize lead routing workflows with drag-and-drop functionality. ✅Lead & opportunity routing based on SDRs' skills, experience, & expertise. ✅Rerouting of old & uncontacted leads based on smart SLA rules. ✅Pause assignments to unavailable and inactive SDRs ✅Real-time notifications about routing failures. ✅Smart auditing & troubleshooting of routing workflows ✅Fuzzy matching algorithm for lead-to-account matching with 100% accuracy. ✅Real-time duplicate checks and account matching, all within one workflow. ✅Avoid routing duplicate leads or same leads to multiple reps with data deduplication. ✅Prioritize your routing criteria to optimize for high sales performance ✅Segment, prioritize, and route inbound leads in real-time with hyper-accuracy. ✅Auto rerouting of failed assignments. ✅Weighted round robin and load balanced routing to ensure fair assignments PowerRouter: Lead routing made simple, reliable, and efficient

Categories

Business Needs
Sales
IT & Administration
Campaign Management
Industries
Financial Services
High Tech
Personas
Administrator
Business Operations Manager
Business User
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