The tag feature ensures that the best rep is chosen for the record based on seniority, language spoken or any other attribute.
In addition to directing records to the right reps, tags can also be used to weight how records get distributed to team members to limit the number of records held at once. Senior reps will receive more records as they flow through, and junior reps are not overwhelmed with work.
This varies widely by company and depends on the complexity of the process you follow. Some businesses’ systems are up and running within hours, while others take months to consider how they might roll out the installation alongside other process changes.
Typically, mid-sized organizations with 50 to 100 reps take three to four weeks to reach an initial live configuration. They then continue to tweak their setup as the business grows and changes.
