Menu
Incorporate fairness, owner matching and demand for work to distribute leads based on your rules of engagement. Leads are matched to the best reps based on territories, lead priority, rep knowledge, seniority, availability and more. Help reps and the whole team to hit quota by tracking performance and improving ‘speed-to-lead’.
Cases are automatically assigned to the right agent based on their knowledge, availability & workload. Premium support cases are prioritized and time-to-contact or time-to-resolve can be tracked to hit those all-important SLAs. Help to improve first-time resolution with optimal assignment, prioritization and monitoring.
Opportunities from existing customers can be matched to the account owner, while your top hunters receive new high value opportunities. Reps pipeline is dynamically balanced by volume or by value and unworked opportunities can be automatically re-assigned to reps with capacity. Improve close rate and help the team succeed.
Account Managers and Customer Success Managers can automatically receive account assignments based on multiple criteria, including: product or service expertise, geography, capacity & fairness. Furthermore, related objects such as contacts and opportunities can be assigned as a package, saving even more time.
Cover requirements for fair distribution or assignment based on specific criteria. High volumes can be distributed evenly & quickly or assigned based on geography, existing relationships, current workload or more. Time-to-contact can be tracked and contacts auto-reassigned for time-sensitive outbound campaigns.
If your organization uses different types of objects, they can all be assigned using Distribution Engine. We have customer use cases based on their custom objects as well as other standard objects such as Tasks. Automatically distribute, track and report on whichever objects you use, all with the same intuitive user interface!
