Datasheets

Round Robin Datasheet

Datasheets that provide the latest information for understanding how LeanData is helping businesses master their complicated lead-flow process.

Issue link: https://leandata.uberflip.com/i/1005905

Contents of this Issue

Navigation

Page 0 of 1

The Standout Choice in Round Robin Assignment Round Robins are one of the most common and crucial lead assignment methods for sales organizations. They ensure there is a fast and fair distribution among front-line SDRs so everyone has a shot at meeting their quotas. However, Salesforce does not support out-of-the-box round robin assignment features. Instead, businesses spend time writing and maintaining complex code to implement round robins. PRODUCT SHEET | ROUND ROBIN The Secret Sauce for Speed to Lead LeanData allows companies to set up multiple, robust round robins to support all complex routing rules for leads, contacts, accounts, and opportunities. Routing Insights also help you see the actual round robin assignments by reps so you can control your pools better. Handle Multiple Use Cases for Round-Robin Distribution • Skipping over someone who is travelling or where it is outside their working hours • Assigning a smaller share of leads to new team members who are still ramping up • Stop assigning leads to someone who is already working at full capacity Never make a prospect wait. Research* shows that the companies that respond within an hour have a 7 times higher rate of success. * Harvard Business Review ®

Articles in this issue

view archives of Datasheets - Round Robin Datasheet