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
