Round Robin Datasheet

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

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Round Robin Lead Assignments Round Robin pools are one of the most commonly used and most crucial lead assignment methods for Sales organizations. They ensure there is a fast and fair distribution among f ront- 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 inordinate amounts of time writing code and maintaining complex rules to implement round robin pools. Handle Multiple Use Cases for Round Robin Distribution • Skip over representatives who are travelling or when it is outside their working hours • Assign a smaller share of leads to new team members who are still ramping up • Stop assigning leads to representatives who are already working at capacity 7x more likely to qualify a lead when reaching out within an hour as compared to just one hour later. (Harvard Business Review) Increase Speed to Lead with Round Robin Pools LeanData allows companies to set up multiple, robust round robin pools to support complex routing rules for leads, contacts, accounts and opportunities. Routing insights also help you see the actual round robin assignments by rep so you can better control your pools. Proven Results with Over 700 Customers

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