SALESFORCE LEAD & CASE
AUTOMATION – ON STEROIDS!
OUR NATIVE SALESFORCE APPS EMPOWER HIGH PERFORMANCE SALES AND SERVICE TEAMS
POPULAR USE CASES
EMAIL TO LEAD OR OPPORTUNITY
Automatically create and update leads or opportunities from inbound emails. Store, view, format and send emails from Salesforce.
EMAIL TO CASE OR CUSTOM CASE
Email to Case on steroids! Create and update Cases automatically. Or create custom cases or support requests using a custom object
MATCH LEADS TO BEST AVAILABLE SALES REP
With a hot or high-value lead, automatically route it to the very best available sales rep to maximize the potential for conversion
ROUTE CASES TO MOST QUALIFIED AGENT
Where a Case or support request requires specialist knowledge or experience, automatically identify the best qualified agent and assign it instantly
ADVANCED ROUND ROBIN ASSIGNMENT
Move beyond basic round robin. Use advanced assignment rules and weightings, caps and quotas to maintain balanced workloads across the team.
ASSIGN TO FIRST AVAILABLE REP OR AGENT
If queue-times are a problem, make sure your next Lead or Case is assigned to the first available agent rather than waiting for a perfect match
RE-ASSIGN UNTENDED WORK-ITEMS AUTOMATICALLY
If Leads or Cases remain untended for X minutes, re-assign them automatically to an available agent.
MONITOR LIVE AGENT STATUS AND AVAILABILITY
Monitor and manage agent availability. Manage live status, OOO and sickness from a single pane of glass
OUR 30 DAY TRIAL
OUR POWERFUL APPS
STRUGGLING WITH LEAD & CASE AUTOMATION IN SALESFORCE?
GET YOUR FREE CONSULTATION
We’d be delighted to jump on a discovery call to discuss all your challenges around lead and case management (or, in fact, how to automate any Salesforce object – including custom objects).
We offer free consultation, with no strings attached. Fancy a quick chat?