Lead Assignment rules in Salesforce | Salesforce Case Distribution

Round Robin Distributor for

Automated Salesforce Lead &
Case Assignment

Inbound record ownership made easy!

Reducing pressure on sales & service team
Timely data distribution
Managing response time
Administering round robin schedule
Runs on configurable business logic

RRD in Salesforce Spotlight

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.

Features

| Intelligent inbound records distributor for Sales and Service teams |

Automated-Distribution-from-Queue

Complex Salesforce Round Robin

  • Need even data distribution mechanism for your teams?
  • Want to avoid cherry-picking of records by specific reps?

Bulk-Management-on-Team-Level

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?

Complex-Salesforce-Round-Robin

Prioritizes Urgent Cases

  • Case Response time is crucial for your business?
  • Assign high priority cases to the best and right reps automatically?

Prioritizes-Urgent-Cases

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?

Load-Balancing-&-Weighted-Allocation

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

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?
Reassign-Records-to-Efficient-Reps

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?

Relationship-&-Criteria-based-Routing

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?

Intelligent-Reporting-&-Auditing

Lead Assignments

  • 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?

About Us

|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 |

STAR RATING
3
Downloads
0 +
Records Distributed Everyday
225 +

Trusted By

“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

Our Team

The idea behind RRD is to enhance org-wide team experience customers and striving to make it better each day.

Rajeev Kumar

CEO

RRD is defining new standards of inbound record ownership with minimal costs and maximum experience.

Maureen

CFO

RRD is envisioned to eliminate cherry-picking amongst people in Sales & Service Teams across industries.

Rahul Pasricha

Product Director

Latest Blogs

| Our Latest Insights on Salesforce Sales Cloud, Service Cloud, and RRD Use-Cases |

Round Robin Distribution: Better alternative to Omni channel

Round Robin Distribution: Better alternative to Omni channel

Round Robin Distribution: Better alternative to Omni channel Round Robin Distributor (RRD) app overcomes the limitations of Salesforce Omni-Channel and optimizes and simplifies complex routing logics for your Sales &…

Salesforce Round Robin Lead Assignment *Best Practice* with RRD

Salesforce Round Robin Lead Assignment *Best Practice* with RRD

Salesforce Round Robin Lead Assignment *Best Practice* with RRD Assuming you are a Salesforce Admin/ Sales Manager at your company, you want a solution to route the inbound leads to…

Salesforce Lead Distribution – Efficient assignment through Round Robin Distributor

Salesforce Lead Distribution – Efficient assignment through Round Robin Distributor

Salesforce Lead and Case Assignment Rules Lightning What are assignment rules in Salesforce? Salesforce Lead Assignment Rules and Salesforce Case Assignment Rules are used to automate lead capture and service…