A native Salesforce application. Distribution Engine is a powerful and easily configurable rules-based engine that ensures your Leads, Opportunities, Contacts (or any standard or custom SFDC Object) are distributed to the right team members in an intelligent and timely manner.
Distribution Engine is a powerful and easily configurable rules-based engine that ensures your Leads, Opportunities, Contacts (or any standard or custom SFDC Object) are distributed to the right team members in an intelligent and timely manner.
Right Rep: Distribute by team using round robin, weighted assignment, territory, skills-based, lead source or account match. Prioritize your assignment criteria based on the process that delivers the highest results.
Right Time: Load balancing helps to maintain fairness of lead assignments while working hours and online toggle make sure no leads slip through the cracks.
Every Time: Alerts, analytics, and tracking time to contact along with auto-reassign helps manage sales team productivity and predictability.
Be confident your leads are getting the follow-up they deserve. Distribution Engine is lead assignment automation made simple. Designed for sales operations to easily set-up and maintain lead routing to match your sales processes without using complex Salesforce workflow rules. Increase fairness, productivity and predictability by using an intelligent rules-based engine to automate your lead assignments.
Example use cases include:
в–Є Round robin assignment to ensure fair distribution within each team
в–Є Weighted Lead assignment for reps with higher quotas
в–Є Keep reps topped up using load balanced assignment
в–Є Route Leads to regional teams
в–Є Automatic re-assignment of leads not followed up
в–Є Enable reps to pull additional Leads manually from a designated queue
в–Є Respect local time-zones for multi-region companies
в–Є Chart average hourly distribution volumes to predict team load
Integrate
в–Є Integrates with your existing Salesforce queues / assignment rules
в–Є Integrate with marketing automation software e.g. Marketo, Pardot, Hubspot, Eloqua to assign inbound Leads using Lead score or other criteria
