Plauti Assign eliminates manual assignment processes in Salesforce by automatically routing any standard or custom object. It addresses the challenges of slow assignments, leads going cold, and inefficient matching of leads to the right representatives. The solution ensures faster follow-ups, increased conversions, and improved accountability. Plauti Assign offers flexible routing rules that consider skills, territories, distance, and service-level agreement (SLA) compliance. It integrates seamlessly with Salesforce, requiring no custom code and enabling setup in hours. The platform balances workloads, prevents overload, and allows for tailored assignment caps to align with each representative’s capacity. Real-time notifications alert representatives to take action promptly, increasing conversion rates. With Plauti Assign, businesses can track SLA compliance, response times, and follow-up rates through detailed reports, gaining insights to balance workloads and enhance team productivity. The solution also integrates with Sales Cadence, automates multi-stage sales processes, and respects calendar events to streamline workflows.

Features & Benefits

• Assign Records Automatically
  • Distributes leads faster with fair workloads to boost conversions.
• Salesforce Native, No Code
  • Sets up in hours for any record, standard or custom.
• Flexible Routing Rules
  • Matches skills, territories, distance, and ensures SLA compliance.
• Respond In Seconds
  • Routes leads the moment they arrive and alerts reps right away to take action, increasing conversions.
• Meet Every SLA With Complete Visibility
  • Ensures follow-ups happen on time, with automatic reassignment if a lead isn’t picked up. Tracks SLA compliance, response times, and follow-up rates with detailed reports.
• Integrate and Ingest Your Data In Other Processes
  • Keeps all data securely within Salesforce and instantly syncs data and manages assignments directly in Salesforce for a seamless experience.
• No Custom Code Required
  • Simplifies processes by removing the need for custom code, making system management easier and more efficient.
• Geolocation-Based Routing
  • Routes records to the closest rep with Distance mode, ensuring location-based assignments are always precise.
• Flexible Configuration
  • Works seamlessly with any Salesforce object, utilizes custom field routing, and assigns leads to any field.
• Dynamic Workload Management
  • Sets workload caps based on custom rules, respects calendar events, and implements capacity-based capping to manage workloads effectively.
• Performance Dashboards & Actionable Insights
  • Tracks team performance, SLA compliance, and more with a customizable Salesforce Analytics dashboard.
• User-Friendly Interface
  • Interacts easily with an intuitive and user-friendly interface, designed for seamless navigation and operation.
• Fair Distribution
  • Utilizes Round Robin or Load Balancing methods for fair and efficient lead distribution, ensuring equity among team members.
• Real-Time Notifications
  • Receives immediate email and SMS notifications when records are assigned, enabling prompt action and follow-up.
• Integrated Workflows
  • Integrates with Sales Cadence, automates multi-stage sales processes, and respects calendar events to streamline workflows.
• Manage Workloads
  • Fine-tunes rep availability, implements dynamic capping, and rejects bad records to ensure manageable and productive workloads.
• Automation Capabilities
  • Automates assignment on record creation or update, and streamlines multi-stage sales processes through automation, enhancing operational efficiency.
• Customizable Notifications
  • Personalizes communication with editable email templates, allowing for tailored and effective messaging.