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What is Sage CRM?

Boosting customer loyalty and increasing revenue is achievable with Sage's cloud-driven CRM solutions. CRM, which stands for Customer Relationship Management, is an approach that facilitates the tracking and management of interactions with prospects, leads, and current customers at every stage of a company's sales cycle. While ERP systems focus on streamlining business operations, CRM tools are specifically tailored to enhance customer engagement. By automating and organizing communication and activities across various customer-facing departments—such as sales, marketing, and customer support—CRM software enables organizations to deepen their customer relationships. The integration of cloud-based CRM systems adds an element of automation that significantly enhances operational efficiency and effectiveness. Moreover, having all customer interactions centralized in one platform allows your team to nurture and sustain these relationships throughout the entire customer journey. A well-implemented CRM system not only drives sustained growth but also elevates customer satisfaction. Ultimately, investing in such technology is a strategic move to ensure long-term success in today’s competitive landscape.

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.

Media

Media

Integrations Supported

AMT ERP
Acorn LMS
Actin Time
Amazon Quantum Ledger Database (QLDB)
Blue Ant
Codeless Platforms Alerting Software
Contact Form to Any API
Epicor Eagle
Evolve IP
Flowgear
HireBeat
Indition SellerTools
Leadview.io
Lyftrondata
Neo Enterprise Assistant Platform
Salesforce
StarfishETL
Upfeed
Wellspring for IP Management
iVision Plus

Integrations Supported

AMT ERP
Acorn LMS
Actin Time
Amazon Quantum Ledger Database (QLDB)
Blue Ant
Codeless Platforms Alerting Software
Contact Form to Any API
Epicor Eagle
Evolve IP
Flowgear
HireBeat
Indition SellerTools
Leadview.io
Lyftrondata
Neo Enterprise Assistant Platform
Salesforce
StarfishETL
Upfeed
Wellspring for IP Management
iVision Plus

API Availability

Has API

API Availability

Has API

Pricing Information

$45 per user per month
Free Trial Offered?
Free Version

Pricing Information

$169/company/month (10 users)
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

Sage Software

Company Location

United States

Company Website

www.sagesoftware.com

Company Facts

Organization Name

Mirketa

Date Founded

2003

Company Location

United States

Company Website

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

Categories and 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

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

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

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