Customized Salesforce Lead Rotation Solution

Customized Salesforce Lead Rotation Solution

Our client’s sales department grew from a team of 6 people to over 60 in a year.  To support this incredible growth, we developed a custom Salesforce Lead Rotation System.  This system does what you just cannot do from within Salesforce, like allocating incoming leads by percentage rotation.  Our client was able to tie these percentages to sales personnel performance and we were able to cut down on manpower for our client by creating the ability to schedule incoming lead rotation changes.

  • Assign Salesforce leads to users based on a percentage of new leads
  • Create several separate incoming lead queues
  • Schedule upcoming lead distribution changes
  • Easy-to-use admin interface to manage Salesforce Lead Assignment
  • Client The John Maxwell Team, Martinelli & Associates
  • Date April 2, 2017
  • Tags Salesforce Integrations, Solutions to Grow Your Business