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Plauti Assign: Instantly assign & route leads, cases, any Salesforce object
Assign leads, cases, and records to the right reps fast - within Salesforce
- Business Need
- Lead & Opportunity ManagementSales ProductivityCase Management
- Requires
- None
- Compatible With
- Sales CloudService CloudRevenue Cloud
Accelerate lead and case response. Assign and route any Salesforce object by workload, availability, distance, or custom logic. Use Round Robin, load balancing, skills or territory matching, capping, SLA reassign. No-code, Salesforce native. Pair with AI.
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Flexible Routing and Outstanding Support
Plauti Assign has been a great solution for our team. It gave us the flexibility to build complex assignment and routing processes without custom code, and it's been reliable and easy to maintain. The platform supports a wide range of routing options and assignment logic, which helped us meet several unique business requirements. A special shoutout to Michelle, who worked closely with us throughout the implementation to make sure everything worked exactly as intended. Her responsiveness, expertise, and attention to detail made the process smooth from start to finish. I would highly recommend Plauti Assign to any Salesforce team looking for a powerful and flexible assignment solution backed by excellent support.
So many use cases and fabulous customer service!
I can see so many use cases for this amazing tool! But I specifically used the package to replace Apex code. Prior to using this tool, we had no way to update the custom Apex in our org. We were trying to find a workaround and then Plauti reached out to me. It was incredible timing! In under a month, we were able to install, configure, and implement SuperRoundRobin to hand off leads to our affiliate Experience Cloud users. This has been phenomenal and process altering for our organization. Thank you Super Round Robin (and Ed specifically)! This tool does everything! It will run through logic to know which affiliate to assign the lead to, it will automatically send the affiliate an email, including a follow-up email if the affiliate doesn't reply within the allotted SLA timeframe, and it will also reassign the lead if needed. It was exactly what I was searching for. Ed answered any questions I had and was willing to provide all the support I needed. I absolutely cannot say enough good about Super Round Robin.
fast and high quality support
the team is always there to support
The Reviews Speak for Themselves!
Super Round Robin is a versatile round robin tool for any use case you can dream up. Even more impressive than the product is the absolutely amazing support team (& specifically Ed)! Real-time (truly helpful) support right from inside Salesforce!! Fantastic!
Effortless Lead Management and Exceptional Support
We are very happy with Super Round Robin (SRR) as it gives us the flexibility to dynamically organize lead assignments using highly customized rules. Although my knowledge on the subject is practically non-existent, I found that SRR is intuitive enough to manage the settings and make the necessary adjustments independently. It's worth mentioning that I have faced occasional challenges and the customer service has been nothing short of exceptional. Ed, in particular, has always been very supportive, demonstrating his deep knowledge and great patience with me.
Incredibly versitile app and amazing support.
They really thought of everything. The way they built this accounts for just about any specific ask or use case you may have. The most important thing for me is the support and these guys have been incredible on the support side. Above and beyond. If you need a customizable round robin solution this is the one. Shout out to Rob too!! Thank you Rob and everyone over there!
Unparalleled Support
This app gives us the best bang for our buck hands down. We can completely customize and amend our routing which is crucial in a growing business where our needs constantly change. What elevates this app is the support, it is hands down top tier. Our business has been in a state of flux this year, from changing processes to roles. Stepping into an SRR set up built by someone else who is no longer with the company has meant a steep learning curve. But I can rest easy knowing Ed is always there to help, regardless of user error or how silly the question can be. Knowing i don't have to just fumble my way through and figure it out on my own is such a relief.
To get a review like this from someone that has come into the org after SRR is already installed is great - as they don't have the confirmation bias the original people had when they chose and installed the product in the first place! :) And best bang per buck as well? Awesome!!! Thanks Erin.
Amazing Product Amazing Support
This product is so versatile and got us to where we need to be today. Ed is always available and always willing to assist, often time going above and beyond. SRR is a must have for any business!
Great Product, Exceptional Service.
Our process is reasonably convoluted on its face - SRR handles this perfectly, however what really elevates SRR in my eyes is not only that the product does, exactly what it says it will, it's that the support provided by Ed is some of the best I've ever encountered. As someone who took up the role post SRR implementation without encountering it previously, no question has seemed daft, and Ed has been consistently proactive in his support. Firmly recommend both the tool, and the service provided.
Fantastic Tool & Great Communication with the Dev
We needed a Round Robin solution which was cost effective and user friendly / plug & play. SRR did not disappoint. A great tool which allows us to create multiple Round Robin rules and trigger via Flows (or automatically if that's your bag!). Very flexible, we can assign leads via LeadOwner or a Custom User field which is essential to our process. We can filter and sort leads based on any Standard or Custom field in the CRM, making getting the right Leads in front of the right Salesperson really easy to do (Industry, Location, Value etc)! Great UI built to make it easy for our Sales Managers to Activate/De-active users via a Toggle (For each SRR Rule), and/or set working hours for part time users so Leads are only assigned to users Active within the CRM. Admins can set this up and leave it for the team to manage.
Thank you for sharing your experience, Lindi! We’re so glad SRR helped you replace custom Apex and streamline your lead distribution process. It’s great to hear how quickly you got everything up and running and that the SLA reassignment feature is making a difference for your team.