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Round Robin is the democratic automatic assignment of Leads, or other records, to the "next user on the list".
Many organizations with sales teams struggle with the fair and equitable distribution of new Leads. This can result in overloading some sales reps, while others can feel left out. The Round Robin model, typically for sales, assigns incoming Lead records to the next representative on your sales team, in order. Designed for Dynamics 365 Sales. At Forceworks we developed IP to handle Automated Round Robin Distribution. Since every organization is different, we do not offer this IP without our Implementation Assistance. This one-day consulting service offer is for the basic implementation of our Round Robin Solution.
A Basic implementation would include: On creation of a new Lead, a workflow automatically assigns that Lead "Lead assignment" to the next eligible representative in rotation and alerts the representative. We can also assist with much more complex implementations, including distinct teams for multiple product lines and territories. Our solution is not limited to Sales scenarios, we also utilize Round Robin for Service requirements, or custom scenarios. Any scenario that requires record assignment to the next eligible representative can be achieved.
What does this Basic Implementation Service include?
What is not included in this Basic Implementation Service?
Note: In addition to the implementation cost, there is a monthly cost, per organization for Forceworks’ Round Robin I.P. of $250 USD.