"We no longer have managers reassigning records to be distributed across agents. SRR allows us to be very flexible depending on the team's needs.
We are now able to distribute leads to a team based on the agents' work schedules and assign evenly across a group of agents.
It's a game changer!"
Diana Maali
Product Owner, Vacation Innovations
Company
Founded in 1999, Vacation Innovations is one of the world’s leading providers of travel-related products, software and services. Based in Orlando, Florida, Vacation Innovations’ family of brands offers online advertising, marketing and customized services for property owners as well as specialist services including title transfer and timeshare brokering.
Size
250 Employees
Location
Headquartered in Orlando, Florida
Industry
Travel, Vacations & Vacation Property Ownership
Customer Since
March 2022
"OmniChannel didn't work for us and having Management do the assignment was cumbersome"
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Overview
Vacation Innovations had several issues and use-cases that prompted them to look for a solution.
Vacation Innovations use SuperRoundRobin to route and assign their Lead, Opportunity and Contact records.
Extending SRR to integrate with High Velocity Sales
Working with our customers is often about solving their problems as efficiently as possible. At Vacation Innovations they use High Velocity Sales and immediately after assignment they need to add the lead to a specific Sales Cadence. Diana's developers were having a long running challenge of being able to get their high number of leads quickly added to Sales Cadences whilst staying within the strict Salesforce governor limits.
My developers were using Apex triggers to assign a record to a Sales Cadence after it had been assigned via SRR. Ed suggested making a change in SRR where we can assign a Sales Cadence from the match group. This allows us to disable any jobs that are running so we can free up system resources and be able to get leads added to HVS more quickly. This is a game changer for us!
Setup and "amazing" customer support
From time to time everybody needs a bit of assistance or help to think something through. When Diana or anyone else at Vacation Innovations needs a helping hand the team at SuperRoundRobin (usually Ed) are on the case - always looking for the most efficient solution to the next challenge. Often SRR will have the tool-set to do it out-of-the-box and other times we integrate with Flow to get more sophisticated things done. Whatever the solution, we help get our customers there as fast as possible.
Customer Support has been pretty amazing compared to other companies out there. We had assistance in our initial setup as well as throughout the entirety of us using SRR. Ed has been super helpful and is always extremely timely in his replies. I also enjoy brainstorming on ways we can better utilize the product to help us become more efficient. I appreciate Ed being willing to make updates to the system periodically to introduce new features that are always helpful!
SuperRoundRobin features used by Vacation Innovations
Even Distribution of Leads
Geographical and Attribute Segmentation
Capacity-Based Assignment Capping
Out of Office
Add To Sales Cadence
Working Hours
SuperRoundRobin is "absolutely" recommended by Vacation Innovations
Diana has confidence that she is working with a robust tool that is backed up by meticulous customer service with deep expertise in the Salesforce platform. When asked if she would recommend SuperRoundRobin, Diana said:
Absolutely, I cannot say enough about how much we rely on SRR to help make various departments work more efficiently. Knowing which match group something was assigned to also helps us report off of that information to know which match groups were the most successful. I am happy with the product and most importantly the customer service experience. It is comforting to know that at any point we can reach out with questions so we can continue to enhance our processes.