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What is Sweep?

Sweep revolutionizes CRM by streamlining operations for enhanced efficiency. With this platform, you can easily visualize, design, and manage your CRM workflows, rules, and automated processes, all while benefiting from an optimized Salesforce backend. It serves as the perfect environment for constructing your ideal CRM funnel. Within a single interface, you have the ability to create, collaborate, and make direct implementations into Salesforce. The intuitive drag-and-drop feature lets you monitor the connections between various CRM steps as you build them. This provides a user-friendly structure for overseeing and adjusting different configurations. From a singular viewpoint, you can gain a holistic understanding of your entire CRM system. This allows you to take proactive measures to identify potential optimizations and resolve any bottlenecks. You can eliminate monotonous tasks by automating parts of your workflow. Designed specifically to bolster your sales teams, this Salesforce Lightning component simplifies the experience and includes inline guidance for easier navigation. You can quickly and securely transition your funnels from sandbox settings to live production. Moreover, Sweep equips you with all essential tools for native reporting in Salesforce from the outset, ensuring a smooth experience. Ultimately, it empowers you not only to refine your CRM strategy but also to significantly boost your sales performance, making it an invaluable asset for any organization looking to thrive.

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

Salesforce
Salesforce Sales Dialer
Slack

Integrations Supported

Salesforce
Salesforce Sales Dialer
Slack

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
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

Sweep

Company Location

United States

Company Website

www.sweep.io/product/

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

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

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

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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