Do you need to assign salesforce.com records based on “next-in-line” logic? Roundr is an advanced “round robin” assignment solution that works on Leads, Accounts, Opportunities, Cases, custom object…almost any type of record in salesforce. Learn more.
Roundr enables you to create Round Robin assignment functions; something that’s missing from Sales and Service Cloud default functionality. Building a Round Robin Assignment schedule with Roundr is easy, quick, and can be leveraged as part of default Lead and Case assignment as well as the assignment of other standard and custom objects in your Salesforce instance. Also, included in this application, is the ability to omit users based on “open” record counts (a means to ensure they aren’t over burdened) as well as the ability to temporarily omit users that are unavailable (vacation, sick, etc) with the simple check of a box. This solution is available in Salesforce Classic and Lightning.
Start-Up and Small-Medium businesses genuinely need be treated differently than larger firms; our entire implementation and consulting process is built on this premise. We realized fairly early on that traditional “consulting” processes, like the ones we have been “trained” to follow, don’t work…well, not for our clients anyways. Given that truth, we do things entirely different now and it’s designed around your actual needs and stripping out inefficiencies. Truth be told, nobody really enjoys paying for consultants, lawyers, tech partners…. We keep it lean, do it fast, and drive real value for your spend with us.
Start-Up and Small-Medium businesses genuinely need be treated differently than larger firms; our entire implementation and consulting process is built on this premise. We realized fairly early on that traditional “consulting” processes, like the ones we have been “trained” to follow, don’t work…well, not for our clients anyways. Given that truth, we do things entirely different now and it’s designed around your actual needs and stripping out inefficiencies. Truth be told, nobody really enjoys paying for consultants, lawyers, tech partners…. We keep it lean, do it fast, and drive real value for your spend with us.
$500/org/year
Unlimited assignments
Contact us if you think you’re ready to continue down the path in evaluating Roundr. After initial consultation and demonstration, you should be able to conclude if Roundr is a right fit for your instance.