Press release
Intelligent Assignment of Salesforce Leads with Cross-object assignment now possible with Round Robin Distributor
A Salesforce app makes it possible to distribute incoming leads to Account Executives and Sales Representatives (pursuing SALs) in real-timeMirketa Inc. today announced exciting and new functionalities added to Round Robin Distributor (RRD), its leading cloud-based Salesforce sales productivity management application. The new version is now available on salesforce.com's AppExchange and includes significant new record filter enhancements to the product and provides its users the ability to assign reps to sales leads using its popular Relationship-based Assignment feature.
With the new additions to the existing portfolio of functionalities, RRD adds greater flexibility to the SFDC object assignment automation process and expands its scope to many more industries especially in Higher Education (Online Universities) offering a connected campus experience. The sales team would be able to assign advisors to all the prospective leads by just defining the right set of criteria.
Round Robin Distributor is currently available in "Productivity" section of the AppExchange Sales Category at https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3000000DpgwTEAR
With the aim to enhance productivity and maintain sales throughput, Round Robin Distributor has made it efficient for its users to customize their sales management process by enabling Admins to configure the app which takes cares of lead channels, product interest, operating territory (zip codes, state, country), and much more along with volume management.
Top three features to watch out for in the latest update of RRD:
Ability to switch the running user for apex job to handle the distribution process when a user becomes inactive.
Relationship-based lead assignment filters for the exclusion of a Salesforce lead record from entering RBA Assignment provided by Round Robin Distributor.
Distribution works in real-time with an option to run in batches from every 10 minutes to nightly.
“In these unprecedented times the world is in with COVID 19, Mirketa Inc. aims to help its customers and associated business thrive and adapt to a new normal. Round Robin Distributor provides easy assignment of leads, cases (and any standard and custom Salesforce object) to remote working Sales and Service teams. With the added enhancements and continuous innovation, RRD would help facilitate the process of reopening businesses by significantly reducing the time by automating sales assignment processes.” said Mirketa.com’s CEO, Rajeev Kumar.
Additional Resources:
• Learn more about Round Robin Distributor: https://roundrobindistributor.com/
• How to assign leads & cases using rule-based distribution: https://roundrobindistributor.com/salesforce-lead-and-case-assignment-rules-lightning/
• Video demo of RRD by Rajeev Kumar: https://roundrobindistributor.com/rrdquickstart/
12667 Alcosta Boulevard, Suite 150, San Ramon, CA 94583, USA
Alcosta Boulevard, Suite 150
Mirketa is a California based business and IT consulting firm founded in 2003. They are headquartered in San Ramon, CA, and the Global Delivery Centre based out of Noida, India.
Over the last seventeen years, Mirketa has managed over five hundred solution engagements where the company has helped clients transform their businesses through better analytics, organizational process changes, and cloud CRM solutions. Mirketa’s customer base is companies of all sizes and types, including Start-Ups, Fortune 100, and government agencies adding up to over 100+ satisfied clients.
Mirketa provides business and technology solutions using big data and cloud technologies, including Salesforce.com, AWS, Microsoft Dynamics, Marketo, and other platforms. Their business solutions include business modeling/business architecture and business analytics services for sales, marketing, human resources, and customer service areas.
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