Allow country or regional managers to take control of routing and assignment, adjust teams in real-time, and balance workloads - without relying on IT.
Rigid systems, custom-coded rules, and limited visibility make lead and opportunity assignment a challenge. Managers struggle to control and update who gets assigned what, when, and how, leading to delays, inefficiencies, and overburdened IT teams.
With automated, flexible routing, country managers and sales leaders can manage assignments across territories, teams, and working hours—without IT intervention. Update rules, adjust assignments in real time, and ensure opportunities go to the right people with load balancing.
Assigning leads and opportunities shouldn’t be a manual task, and once automated it shouldn’t require custom code or IT support, because it causes major inefficiencies.
Without flexibility and visibility in assignment management, teams are stuck, unable to make the real-time adjustments needed to keep sales moving efficiently.
A fully controlled, no-code approach to lead and opportunity assignment - ensuring managers can adjust routing in real time and teams get the right assignments at the right time.
• Route leads based on country-specific match rules - ensure regional teams only get relevant assignments.
• Assign opportunities to the right teams or individuals based on account ownership opportunity team roles or even distance.
• Distribute opportunities to reps with the fewest open deals, ensuring a fair and efficient pipeline.
• Set workload limits to prevent reps from being overwhelmed while ensuring equal distribution.
•Eliminate reliance on Apex-coded assignment rules that require constant maintenance.
• Give managers direct visibility into assignments instead of relying on IT for updates.
Interested in a similar outcome?
• Turn team members on/off so the user calendar is respected, adjust routing rules, and manage assignment. All without IT involvement.
• Easily reassign leads and opportunities when team members are out or workloads shift.
Now sales can focus on engaging leads and closing deals rather than administrative tasks.
• No more waiting on IT for updates.
• No more overloaded reps or missed deals.
• No more rigid, hardcoded routing rules.
Take full control of lead and opportunity assignment - without the complexity of a customized to death system.
Turn dirty data into trusted, actionable insights.
All within Salesforce.
