- Cease the practice of manual lead assignment, preventing representatives from selectively favoring certain leads and cases.
- Remove the necessity for custom coding, simplifying and enhancing operational efficiency.
- Facilitate the optimization of sales operations with ease.
- Enable instantaneous and accurate routing of leads to the appropriate representatives.
- Utilize a high-value lead assignment application, offering features such as weighting, capping, shift hours, and considerations for out of office scenarios, among other functionalities.
Unlocking the Power
Explore the Robust Features of RoundRobinPlus with Zoho CRM
Supported objects include both standard and custom ones
Standard and Custom Objects are fully supported, with Leads, Cases, Contacts, Accounts, Tasks, and Opportunities already set up and ready to work with minimal configuration. With just a few extra steps, you can automate the assignment of any object.
Assigning available agents immediately
RoundRobinPlus efficiently processes records in real-time, promptly notifying the new owner through email and SMS alerts to ensure there is no delay in pursuing valuable leads. In the event of being Out of Office, the records are skipped temporarily and revisited upon their return.
Custom Fields allow unlimited Matching Rules creation
To segment and assign inbound leads and cases to specific groups of representatives, utilize standard or custom fields. These fields can be based on factors such as skill, record type, territory, product type, or the Einstein Lead Score, essentially any information within the record.
Load balancing is not limited to just Round Robin
You have the option to either utilize specific distribution ratios for assigning leads and cases to your team or opt for a simple round-robin system. Additionally, it is recommended to set a limit on the number of new leads for your new representatives. In case they are unavailable
for the day, kindly advise them to activate their Out of Office notification.
Capping based on capacity
Create personalized parameters to limit the number of leads, cases, and other records. Establish individual threshold limits for each user. Restrict the number of assignments per day and many other options.
Establish Work Schedule
The Working Hours feature is designed for shift workers or representatives in different timezones. It allows you to set one or more weekly schedules and easily switch between them with just one click. Additionally, you can automate support rotations by using automation to switch assignee schedules.
Agreements on Service Standards
To increase accountability for reps, establish SLAs and define the criteria for meeting them, optionally reassigning the record if the SLA is not fulfilled. Utilize standard Zoho CRM reporting to track the promptness of the 'first action'.
Observe Calendar Commitments
For roles that demand prompt responses, RoundRobinPlus avoids assigning users who have busy events in their calendar, ensuring they are available only when free from meetings or calls.
Designate to Any Area
Can RoundRobinPlus assign any custom user lookup field to other individuals such as a Technical Support agent or a Document Specialist who are considered 'owners' of the object?
Link to Current Accounts
If there is a match between incoming leads and existing leads, contacts, or accounts, you have the option to automatically assign the new lead to the owner of the matching records. It is logical to route any related inbound leads to a representative who is already working on the lead or account.
Discard Invalid Entries
Users are enabled to decline ineffective records and obtain a substitute without disrupting their position in the rotation. This feature proves handy in situations where unwanted or duplicated records are encountered. Furthermore, rejected records can be audited to guarantee fair participation for all users.
Customizable Email Formats
You can modify the notification emails by utilizing merge fields and indicating which email template should be used for certain types of assignments, allowing for a personalized email notification. Additionally, if desired, you can designate an Org Wide Email Address as the sender of these emails.
Streamline Complex Sales Procedures
RoundRobinPlus can automate the entire assignment process, making it possible for companies with excellent Sales Ops to implement processes where leads are handled by multiple types of representatives as they progress towards qualification. With a team responsible for qualifying leads and another team specialized in closing deals, the software streamlines the entire process.