Salesforce does not support out-of-the-box round robin assignment features. Meanwhile, businesses have needed to spend time coding and maintaining complex round robins in the backend of Salesforce.

With Route, you can build multiple pools of complex round robin assignment workflows to ensure that leads are evenly distributed to sales reps with a flexible drag-and-drop function.

Easily customize notifications through Salesforce tasks and triggers.

For example, notify a sales rep’s manager if there is no activity on an assigned lead within 24 hours.

Customize any lead or account activity to trigger a lead be assigned to a routing workflow. Routing triggers can be integrated to any of your CX datasets or external systems.

For example, trigger RingLead data orchestration processes and routing workflow any time lead status becomes a Sales Qualified Lead (SQL).

RingLead allows you to set up time based routing using any Salesforce standard or custom field with RingLead date/time operators.

Examples Include:

Days Off - Users have the ability to select an individual in a round robin at specific day/time they have scheduled to be unavailable.

Distribute engaged accounts to CSMs or sales people once a week at a specified time

Automatically create a renewal opportunity a month or two before a contract end date and assign it to the Account Owner or to the appropriate account role.

RingLead Route optimizes prerequisite account enrichment and lead-to-account linking processes allowing you to set up routing based on the account.

Leads based on the account owner utilize account segmentation and account fields, like technologies used, and NAISC code, company size, in your lead routing logic.

Easily set up complex routing workflows, utilizing a visual flow builder and/or a drag-and-drop interface to deploy routing rules based on business needs.

Build various if/then statements into routing workflows to enable optimal lead routing across multiple scenarios that depend on incoming lead and matched existing lead, contact, or account.

Prior to being assigned to a routing workflow, data is run through the RingLead orchestration process, normalization, enrichment, deduplication, lead to account matching, segmentation, to ensure that routing workflows are able to continuously distribute leads without lag, because data points are correctly formatted.

Prerequisite segmentation streamlines the process of building routing rules.

For example, during industry-based routing, instead of mapping hundreds of NAICS and SIC codes into your routing rules, easily attach consolidated industry segments that automatically buckets the related field values.

Easily customize multiple scenarios of Salesforce tasks to owners of leads and accounts routed through your workflow. These tasks will ensure that your leads will continue to be nurtured according to best practices.

Examples:
- Distribute engaged accounts to reps once a week at a specified time
- If a salesperson does not connect with a new lead within one business day
- The lead owner is changed and re-routed to a different salesperson
- Route a closed or lost opportunity to a SDR for follow-up after six months of losing a deal
- Automatically create a renewal opportunity two months before the contract end date and assign it to the account manager