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Product Overview
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.
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.
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.
Credit Card Not Required
No Auto subscribe after free trial
Trial Period: 1 Month
Native Salesforce App. Installation occurs through the Salesforce AppExchange
Some technical expertise required
24-48 hours
Marketing Function Automation, Metrics and Insights, Productivity
For Use ByCompany Type B2B
Company Size Medium enterprise (1000 – 9999 employees)
Geographic Scope Multi-national
Market/Industry Specialization Business Software & Services, Financial, Insurance, Software, Technology
Current / Past Customers Box, salesforce, marketing, paypal, act-on
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