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Average Ratings 0 Ratings
Description
Round Robin Distributor is a fully customizable software that automates lead and case routing using complex round-robin algorithms and criteria-based assignment bulk inbound data. It can be set up in Salesforce CRM and requires no additional setup. It offers a variety of functions, including SFDC record assignment matching rules based upon reps' skills, account being handled, operating territory, Hubspot score, lead source, Hubspot score, Hubspot score, etc. It allows you to prioritize hot leads and high-priority cases, which is crucial for maintaining your sales funnel and responding time. Round Robin teams can also be created based on business logic. Rules that include sales reps can be used to assign them. The product can also maintain an agent schedule, which can be used to disable assignment in case of unavailability.
Description
TDF CRM makes Customer Relationship Management (CRM), easier. With over 20 years of experience in the distribution industry, TDF CRM allows distributors like yourself to have easier access to intelligence that drives growth, profitability, differentiates your company, and improves employee engagement. TDF CRM seamlessly integrates to your other enterprise systems such as ERP/accounting, phone systems and shipping systems. This integration allows you to quickly and easily access a variety of business intelligence, reports, and analytics that will allow you to analyze sales performance at multiple levels within your organization.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Constant Contact
DDI System
Distribution One
HubSpot CRM
HubSpot Customer Platform
Infor CloudSuite Distribution
Infor CloudSuite Industrial Enterprise
Infor Distribution SX.e
Mailchimp
Sage 100 Contractor
Integrations
Constant Contact
DDI System
Distribution One
HubSpot CRM
HubSpot Customer Platform
Infor CloudSuite Distribution
Infor CloudSuite Industrial Enterprise
Infor Distribution SX.e
Mailchimp
Sage 100 Contractor
Pricing Details
$169/company/month (10 users)
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Mirketa
Founded
2003
Country
United States
Website
www.mirketa.com/round-robin-distributor/
Vendor Details
Company Name
White Cup
Founded
2019
Country
United States
Website
whitecupsolutions.com
Product Features
Lead Management
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
Sales Acceleration
CPQ
Campaign Management
Dialer
Email Sequencing
Email Templates
Email Tracking
List Building
Meeting Scheduler
Predictive Analytics
Reporting
Sales Gamification
Sales Intelligence
Sales Workflow Management
Sales Engagement
CRM Integration
Call Scripts / Call Steps
Email Sequences
Email Tracking / Automation
Lead Management
Reporting / Analytics
Sales / Voice Dialer
Sales Automation
Search
Task Management
Templates
Workflow Management
Sales Force Automation
Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Distribution
Barcoding / RFID
Import / Export Management
Inventory Management
Order Management
Purchasing
Returns Management
Sales Forecasting
Shipping Management
Warehouse Management
Sales Force Automation
Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management