With combined experience of over 40 years in the roofing industry ProStar Builders is a BBB A+ rated company that provides energy efficient and guaranteed installations of metal roofs across many of the south and south-eastern states from Texas to North Carolina and as far north as Utah.
Headquartered in Houston, Texas
Roofing and Construction
Solving new problems on a monthly basis to save ProStar reps hours of work each week
ProStar generate a huge number of leads for their inside sales team and outside partners in several different home improvement industries. ProStar needed a software solution to deliver different types of leads to the appropriate teams. They first tried custom solutions and several other Salesforce apps but were not able to find a solution that could effectively do the job. "Every time the team would go back to manually distributing leads because each previous solution fell short one way or another."
Implementing SuperRoundRobin put an end to manual assignment, saves hours of work per team member every week and is flexible enough to adapt to their changing requirements.
ProStar's unique business processes
To better understand ProStar's business model and how they use Salesforce we caught up with Shane Ray, Creative Director, and Matt Cobb, IT Specialist. As well as generating leads for their inside sales team, ProStar sell leads from certain geographies to external partners. Additionally, lead distribution to external partners has to be in line with contractual quotas set for each partner. As Shane explains "we needed to find a software solution that could help us with our complicated lead delivery needs".
SuperRoundRobin ensures seamless routing and distribution across their team and partners whilst sticking to their relevant quotas. Shane and Matt were responsible for implementing the solution:
"Then we tried Super Round Robin and not only has it been sophisticated enough to solve every need but Ed himself has been an integral part of our growth. Every month we seem to come up with a new wish that seems impossible but Super Round Robin helps solve our unique problem every single time. Using Super Round Robin not only saves each team member several hours of labor each week but the level of precision has made a huge impact on our sales team and partners all over the country!"
Super fast customer support from SRR
ProStar have a slightly more advanced setup than the average customer; when external partners hit their quota SuperRoundRobin seamlessly begins routing those leads to their inside sales team so nothing is lost. Status fields that kick off other automation are updated by SRR upon assignment so that their business processes are as hands-off as possible. Ultimately this level of sophistication means the team sometimes have challenges they need help with. SuperRoundRobin comes with Legendary Support and most customer queries are responded to and resolved same day.
Each time we've had questions or needed help to solve a new problem SRR has been able to come up with a solution faster than we could have expected!
SuperRoundRobin features used by ProStar
Even Distribution of Leads
Geographical and Attribute Segmentation
Capacity-Based Assignment Capping
Custom Email Notifications
Update Record Fields Upon Assignment
Integration with Automation
ProStar Recommends SuperRoundRobin
Matt Cobb, IT Specialist at ProStar, knows the benefits of automating lead distribution. He said "Anyone who has been (or managed the individual who was) responsible for distributing sales leads, likely understands the problem of perception among those employees receiving leads. The volume, quality, type, and assignment methods often become points of contention, and the person in charge, no matter how judicious, is often the subject of criticism for how that task is performed". Implementing SuperRoundRobin has taken away the human element; reducing error, saving time and ensuring the distribution policies are always followed.
Asked whether he would recommend SuperRoundRobin to other Salesforce customers Matt remarked:
Absolutely. Lead distribution is often a convoluted process. Since launching Super Round Robin, we’ve already added multiple levels of increased complexity, and each time the system has provided a way for us to accomplish what we need. That is in part due to its impressive underlying infrastructure, but also a testament to Ed and his dedication to helping his clients succeed. I would absolutely recommend this system.