Simplifying Lead & Case Routing with RRD
Trusted by teams in various sectors worldwide
RRD has been successfully implemented and customized for our clients in IT & Services, Software, Healthcare, Retail, Real Estate, Manufacturing, eCommerce, Financial Services, Construction, Higher Education, Telecommunication, Logistics, Business supplies sectors and many more. RRD has proved to be an open platform solution for several other Salesforce Consulting Partners.
| Intelligent inbound records distributor for Sales and Service teams |
Complex Salesforce Round Robin
- Need even data distribution mechanism for your teams?
- Want to avoid cherry-picking of records by specific reps?
Load Balancing & Weighted Allocation
- Looking to promote explicit ownership of inbound data in your team?
- Limit the allocation in a particular assignment cycle to boost efficiency?
Prioritizes Urgent Cases
- Case Response time is crucial for your business?
- Assign high priority cases to the best and right reps automatically?
Relationship & Criteria based Routing
- Assign Inbound data based on past associations of reps with certain areas, companies etc.?
- Create specific teams for certain mapped geographies and products?
Reassign Records to Efficient Reps
- Beginners & Junior Reps face challenge in handling High priority Lead and Case?
- Some teams not paying attention to the Leads or Cases in their portfolio?
Custom Work Schedules & Calendars
- Managing teams across multiple geographies? Different representatives have varied time schedule?
- Need a solution which takes care of Holidays and tracks logging activity?
Intelligent Reporting & Auditing
- Seamless tracking of progress and teams to track working duration and activity?
- Reports for conversion rates, sales funnel, effectiveness across territories required?
Bulk Management on Team Level
- Manage actions on all the users in a particular team in a single click and toggle options?
- Want to activate or deactivate a team with a click and transfer records to the other?
Automated Distribution from Queue
- No user found online or completed the current target?
- Want to automate the process of assigning the pre-existing load of data to right rep at right time?
Transforming Sales Reps to High Performing Engines
Round Robin Distributor is configured on the world’s most trusted CRM, Salesforce and powered by its Silver Consulting Partner, Mirketa Inc. RRD was designed with a view to empower Inbound teams across industries aiming to fast pace their sales funnel and service response cycles.
RRD assigns leads, accounts, opportunities, and cases to live agents in real-time based on configurable business logic. It is a great application for distributing inbound leads & cases from chat, web, and phone. Create custom round robin schedules to trigger distribution. Intelligent Alerts and Dashboards for tracking and reporting. Supports existing lead and case assignment rules in salesforce
The best-rated app on Salesforce AppExchange
| These numbers speak for themselves |
“This has been a great tool for us to download. The feature to assign all unassigned cases at once has saved our company hours of assigning cases to agents in the morning.”- Trent Linton
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