Automate Round Robin Assignment of Leads and Cases in Salesforce With SuperRoundRobin
With this easy to install AppExchange app, set rules to segment your leads and fairly assign them to the right team members the moment the lead comes in. No more sales managers manually assigning leads, and no more reps cherry picking leads. Not just leads either - assign any object!
Looking for the free version? Get SuperRoundRobin Lite here
Any Object
Out of the box support for Lead, Case, Contact, Account, Task and Opportunity. A few more configuration steps and you can assign records for any standard or custom object.
Real time assignment
Get immediate email and SMS notifications when leads, cases or any record type are assigned by SuperRoundRobin
Route to the right rep
Use rules with standard and custom fields to route leads and cases to the right rep. Segment based on territory, product type, lead source... anything on the record.
Five Star Rated on AppExchange
As the creator of SuperRoundRobin one of the things I'm most happy about is how everyone always praises two things: 1. how great the app is and 2. the level of service and support they receive.
Shannon Price
Marketing Operations, Snapwire
My company uses a marketing automation tool (Pardot) to manage all of our generated leads. Unfortunately, Pardot and Salesforce doesn't offer a simple and intuitive way to route leads to the correct teams. We added SRR from the appexchange and it solved this problem for us in a couple of hours (after i had been working on a solution for months). Ed was super responsive to help with set up and implementation via email and Google Hangout which was crucial. The app is updated very frequently!
Kerry Hoisington
Senior Salesforce Administrator, NetDocuments
As an admin, I think I am always looking for those apps that will make my life easier as well as improve the efficiency of my users. I found it with Super Round Robin. The issue arose with my business development and sales teams that they needed to have a better, more even and fair, distribution of leads. They were tracking it with spreadsheets and having the managers divvy out the leads. I had spent hours researching how to do this myself and it required several custom fields and was not scalable or easy to manage. I then looked to the app exchange with my issue and found Super Round Robin. It did everything that I needed and more. The interface is very easy to navigate and understand and even allows customization on what criteria you use to filter the lead assignment. We have been very happy with the app so far and I have received a lot of recognition, which every admin loves to receive but the thanks and recognition should be directed to Ed at SRR. He has created a great product and is so responsive and attentive with any questions or issues that have arisen.
Israel Fiss
Director of Technology, NRG Clean Power
This app just made life a breeze. I have a very large team that handles the same lead sources and this app simplified the ability to distribute the leads easily. Even if a team member was out for the day, I could simply click a few buttons and the adjustment was made. Ed has been extremely helpful along the way. Great App!
Standard and Custom Objects Supported
All Standard and Custom Objects are supported. Leads, Cases, Contacts, Accounts, Tasks and Opportunities are configured to work out of the box with minimal setup required. A few additional steps and you can automate assignment of any object.
Immediate Assignment
SuperRoundRobin processes records in real time and sends email and SMS alerts to the new owner immediately so no time is wasted in following up the precious lead.
Unlimited Matching Rules with Custom Fields
Use standard or custom fields when matching the inbound leads and cases, to segment and assign to specific groups of reps based on skill, record type, territory, product type, Einstein Lead Score - basically anything in the record.
Not Just Round Robin
Use specific distribution ratios for assigning leads and cases to your team, or use simple round robin - your choice. Cap the number of new leads for your new reps and if they are out that day, tell them to set their Out of Office!
Capacity Based Capping
Define custom criteria to cap your leads, cases and other records. Set individual cap thresholds by user. Limit the number of assignments per day and much more.
Specify Working Hours
For shift workers, or reps in different timezones, use the Working Hours feature. Set one or more weekly schedules and switch between them in one click. You can even use automation to switch assignee schedules to automate support rotations!
Respect Calendar Events
Choose to have SuperRoundRobin skip users that have a busy event in their calendar! For those roles where an immediate response is required, this feature makes sure that users are only assigned when they are not in a meeting or on a call.
Assign To Any Field
Have other 'owners' on your object, like a Technical Support agent, or a Document Specialist? Any custom user lookup field can be assigned to by SuperRoundRobin.
Match to Existing Accounts
If incoming leads correspond to existing leads, contacts or accounts, you can set it up to assign the new lead to the owner of the matching records. If a rep is already working a lead or account it makes sense for any related inbound leads to be routed to them!
Reject Bad Records
Allow your users to reject dud records and get a replacement without losing their place in the round robin. Useful if you get spammy leads or duplicate records. Audit rejected records to ensure everyone is playing fair.
Editable Email Templates
Edit the notification emails using merge fields and specify email template overrides so that specific types of assignments get a custom email notification.
Automate Multi Stage Sales Processes
Companies with great Sales Ops often have processes where the lead is worked by several types of rep as it becomes more qualified. If you have a team that qualifies leads and then passes them onto specialist teams that focus only on closing deals, SuperRoundRobin can automate the whole assignment process.
See SuperRoundRobin in action
Extensive Knowledge-base
SuperRoundRobin comes with a built-in knowledge-base with extensive step-by-step guides and documentation.
Updated regularly as new releases come out, you are only one click away from online chat help if you don't find what you are looking for.
>> Explore the SuperRoundRobin knowledgebase
Supports Any Lead Integration
No matter how your leads come into Salesforce, SuperRoundRobin will assign them.
Webhooks, Wordpress Ninjaforms, Marketo, Pardot, Hubspot, Web to Lead...
