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GEO-BASED DISTRIBUTION
- Flexible geographic assignments — using any combination of address fields and telephone area codes
- Concise, legible rules
- Reusable region definitions — from continents down to zip codes
- Automatic normalization of country and state names
- International support for postal codes and phone numbers
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ROUND ROBIN AND LOAD BALANCING
- Use Round Robin to distribute leads equally across a group of reps
- Add Load Balancing to send more leads to reps with lower existing workload
- Customize either mode with advanced features like weighting, caps, absences and working hours
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LEAD-TO-ACCOUNT MATCHING
- Automatically match incoming leads to existing accounts or contacts, based on fields like company name, email domain and location
- Assign leads to the same owner as the existing record, or a member on the account or opportunity team
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TERRITORY ASSIGNMENT
- Assign accounts to territories based on geo, industry, company size, and more
- Complements Salesforce Enterprise Territory Management
- Add powerful tools for authoring, testing, and versioning of rules
- Handle complex object models and exception cases
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ACCOUNT TEAM ASSIGNMENT
- Assign a team of users to a record to cover multiple roles, such as an Account Executive and Sales Engineer
- Use the Account and Opportunity Teams in Salesforce, or create custom user lookup fields
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CHANNEL PARTNER ASSIGNMENT
- Route selected leads to Channel Partners
- Determine partner eligibility based on geo or other criteria
- Manage partner tiers with weighted distribution
- Optional integration with Salesforce Partner Relationship Management
- Partners view leads in a dedicated portal
- Large partners can manage their internal lead distribution rules
- Route selected leads to Channel Partners
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SKILLS-BASED ROUTING
- Assign a rep or engineer with the right language skills and product knowledge
- Match required skill levels to optimise utilization of your most senior staff
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WEIGHTS AND CAPS
- Reward high performers with more leads, and avoid overloading junior staff as they learn
- Enforce assignment caps to make sure no rep gets overloaded
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WORKING HOURS AND ABSENCES
- Temporarily pause assignments when users are on vacation
- Respect working hours to make sure all leads get a fast response
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ANY OBJECT, ANY FIELD
- Assign any object, standard or custom
- Assign to custom lookups or the standard owner field
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SCHEDULED OR TRIGGERED REASSIGNMENT
- Automatically re-assign leads when the original rep does not follow up in time
- Enforce Service Level Agreements or automatically transition accounts to Customer Success when an opportunity closes
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EXCEL IMPORT AND EXPORT
- Easily update large numbers of rules in bulk
- Share rules with managers and other stakeholder who do not have Salesforce access
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UPDATE RULES SAFELY
- Build in test console and version history
- Detailed execution log supports in depth reporting and analysis
Complex Assignments Made Easy
Assign the right owner and team for every Salesforce record — quickly and accurately