Are you having trouble with Salesforce’s default lead assignment rules, which might not be sufficient for all of your particular business requirements? You’re not alone, so don’t worry. Round Robin Distributor (RRD) is a tool that helps firms overcome obstacles that go beyond traditional lead distribution. RRD is an indispensable tool for Salesforce customers, providing…
Read more
Round Robin Distributor (RRD) app overcomes the limitations of Salesforce Omni-Channel and optimizes and simplifies complex routing logics for your Sales & Service Teams. RRD tool is a robust, highly customizable, and open-platform solution for your distribution automation solutions and integrates with your marketing and sales automation apps like Marketo, Hubspot, and even with existing…
Read more
Lead distribution – Lead distribution is a set of process through which all incoming leads are assigned to a skilled and qualified sales representative. The business requirement in doing so is to reach out to the prospects in limited time and putting their best representative to work. Based on a recent Harvard study, it has…
Read more
Assuming you are a Salesforce Admin/ Sales Manager at your company, you want a solution to route the inbound leads to the right and the most suitable sales representatives. You are the one who has to decide who gets the next incoming lead, and hence, you need a full proof solution to your constant problem…
Read more
That ticket requires immediate attention! If you are looking to optimize handling of urgent cases (tickets) using Salesforce as a helpdesk ticketing system, then you have landed at the perfect place. As your client base grows, you would require a customizable solution to the available functionalities that a platform can offer. With the growing awareness,…
Read more
What are assignment rules in Salesforce? Salesforce Lead Assignment Rules and Salesforce Case Assignment Rules are used to automate lead capture and service support processes by assigning incoming leads and cases to the right owner (User or Queues). Based on the defined formula condition and the criteria set the assignment is done to the users…
Read more
Round Robin Algorithm Curious to know what Round Robin is. Hurray! You have just landed on just the right page to know the whole caboodle about it. In general terms, Round Robin refers to ‘a series or a sequence’. Consider the example of a card dealer here and assume that there are 4 people sitting…
Read more
Covid-19 Pandemic has posed a significant challenge to Business Process Outsourcing Sector, and it’s now when companies realize how crucial Case Response Time can be. As the companies are down-sizing, the load of Inbound Data is increasing multifold, posing a challenge to the sector. But what is Case Response Time? Case Response Time or Service…
Read more
Why is every company trying to optimize its Lead/ Sales Tracking? Lead management is defined as a set of procedures/ methods of managing the incoming leads efficiently. It involves categorizing the lead from the moment it enters the system, to tracking the behavior and affirming by conversion of lead into an opportunity. It is crucial…
Read more
Recent Comments