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What is Round Robin Distributor?

The Round Robin Distributor is a versatile software solution designed to automate the routing of leads and cases through sophisticated round-robin algorithms and criteria-based bulk data assignments. It integrates seamlessly with Salesforce CRM, requiring no extra setup for users. This tool boasts a wide range of capabilities, including the ability to match SFDC record assignment rules based on various factors such as representatives' skills, the accounts they manage, their operating territories, and lead source metrics, among others. It empowers users to prioritize leads that are deemed hot or cases with high urgency, which is essential for effectively managing the sales funnel and ensuring timely responses. Additionally, teams can be configured according to specific business logic, allowing for tailored assignments that include specific sales representatives. Furthermore, the software can effectively manage agent schedules, enabling the temporary disabling of assignments when agents are unavailable, thus ensuring optimal resource allocation and efficiency in lead management. This comprehensive functionality makes the Round Robin Distributor an invaluable tool for organizations looking to streamline their lead routing processes.

What is PBRS Power BI Reports Distribution?

PBRS is a powerful third-party application that significantly boosts the capabilities of Power BI reports by offering sophisticated options for scheduling, automation, and distribution. With PBRS, users can set Power BI reports to run at designated times or establish repeating schedules tailored to their needs, such as executing a report hourly, bi-daily, or on specific days like the third Monday of each month. Furthermore, it allows for the automation of report generation in response to particular triggers or conditions, such as changes in a database, incoming data through a port, the existence of unread emails in designated folders, or the presence of specific files. In addition, PBRS facilitates the distribution of Power BI reports in a variety of formats—including Excel, PDF, or CSV—to multiple destinations, enabling users to apply unique filters and select recipients for each scheduled report. This extensive flexibility in report distribution ensures that the specific requirements of organizations are effectively met. Moreover, PBRS integrates smoothly with different Power BI environments, encompassing Power BI Service (Pro and PPU), Power BI Report Server (On-Premises), Power BI Premium, and all versions of SQL Server Reporting Services, making it a versatile tool for any reporting needs.

Media

Media

Integrations Supported

Dropbox
Google Docs
Google Drive
Google Sheets
Microsoft SharePoint
SQL Server Reporting Services (SSRS)
Salesforce
Slack

Integrations Supported

Dropbox
Google Docs
Google Drive
Google Sheets
Microsoft SharePoint
SQL Server Reporting Services (SSRS)
Salesforce
Slack

API Availability

Has API

API Availability

Has API

Pricing Information

$169/company/month (10 users)
Free Trial Offered?
Free Version

Pricing Information

$6995/year
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Mirketa

Date Founded

2003

Company Location

United States

Company Website

www.mirketa.com/round-robin-distributor/

Company Facts

Organization Name

ChristianSteven Software

Date Founded

2002

Company Location

United States

Company Website

go.christiansteven.com/start-pbrs/power-bi-scheduler

Categories and 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

Categories and Features

Business Intelligence

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Reporting

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

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