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Distribution Engine: Lead Assignment & Opportunity Routing. Round Robin.

By NC Squared Ltd
Distribution Engine: Lead Assignment & Opportunity Routing. Round Robin.
Lightning ready

$25 USD per user per month 30 day free trial offer - click "Get It Now" and follow the instructions. Minimum order of 5 licences. Volume discounts on request. Pricing FAQs www.nc-squared.com/pricing/ or contact us at hello@nc-squared.com

Rating

(83)

Listed On

2/6/2013

Latest Release

5/27/2018

CATEGORIES

Productivity
Automated Lead Assignment + Account /Contact Routing designed for Sales Ops

Distribution Engine is an easily configurable, intelligent, rules-based lead assignment engine that ensures your Leads, Opportunities, Contacts (any standard or custom SFDC object) are automatically distributed to the right team member at the right time.
  • Right Rep: Distribute by team using round robin, weighted assignment, territory, skills-based, lead source or account match. Prioritize your assignment criteria based on the process that delivers the highest results.
  • Right Time: Load balancing helps to maintain fairness of lead assignments while working hours and online toggle make sure no leads slip through the cracks.
  • Every Time: Alerts, analytics, and tracking time to contact along with auto-reassign helps manage sales team productivity and predictability.
Be confident your leads are getting the follow-up they deserve. Distribution Engine is lead assignment automation made simple. Designed for sales operations to easily set-up and maintain lead routing to match your sales processes without using complex Salesforce workflow rules. Increase fairness, productivity and predictability by using an intelligent rules-based engine to automate your lead assignments. ####Example use cases include:##▪ Round robin assignment to ensure fair distribution within each team##▪ Weighted Lead assignment for reps with higher quotas##▪ Keep reps topped up using load balanced assignment##▪ Route Leads to regional teams##▪ Automatic re-assignment of leads not followed up##▪ Enable reps to pull additional Leads manually from a designated queue##▪ Respect local time-zones for multi-region companies##▪ Chart average hourly distribution volumes to predict team load####Integrate##▪ Integrates with your existing Salesforce queues / assignment rules##▪ Integrate with marketing automation software e.g. Marketo, Pardot, Hubspot, Eloqua to assign inbound Leads using Lead score or other criteria

Highlights

  • Optimized for Lightning ExperienceLightning Ready
  • Compatible with Enterprise, Unlimited, and Performance EditionsEnterprise & Up
  • Built 100% on the Lightning Platform, providing reliability and performanceNative App
  • Optimized for the Salesforce1 mobile appSalesforce1 Mobile
  • Apps, tabs, and objects in this package don't count against org limitsNo Limits
  • Supports orgs where Person Accounts is enabledPerson Accounts
  • Provider has pledged 1% of their product, profit, equity, or time to support the communityPledge 1%

Contents of managed packages don't count against your org's app, tab, and object limits. Contents of unmanaged packages count against these limits, so check your org before installing.Package Contents

  • Custom Objects: 32
  • Custom Applications: 1
  • Custom Tabs: 8

Lightning components are building blocks for Salesforce apps. Use global components to build custom apps with tools like Lightning App Builder and Community Builder.Lightning Components

  • Global: 0
  • App Builder: 0
  • Community Builder: 0

Requirements

Salesforce Edition
Enterprise, Unlimited, Performance
Other System Requirements
Supported browsers include:####- Chrome##- Firefox##- Internet Explorer (8 and above)

Support All Distribution Engine customers qualify for our Basic Support at no additional cost. For additional support services, including Premier Support & Professional Services please contact us directly for further details. https://nc-squared.com/contact-us

Additional Information

Package Name
Distribution Engine
Version
Dragon / 8.25.0
First Release
2/6/2013
Latest Release
5/27/2018
Languages
English

Customization Guides

Install guide

Setup guide
NC Squared Ltd
London. UK
Founded
2011
Phone
+44 (0) 20 3608 1466

We are a highly technical software development company. We started as a consultancy and built the Distribution Engine because our customers needed more from Salesforce. Its since become the market leader and our sole focus. We are based in the UK working predominately with customers in North America and Europe.

$25 USD per user per month 30 day free trial offer - click "Get It Now" and follow the instructions. Minimum order of 5 licences. Volume discounts on request. Pricing FAQs www.nc-squared.com/pricing/ or contact us at hello@nc-squared.com