Distribution Engine
Distribution Engine, developed by NC Squared, is a market leading, fully native application for routing and assigning work in Salesforce®. It can be used to distribute: Leads and Opportunities to your marketing and sales teams; Cases and Tasks to customer service or project teams and Accounts and Contacts to the appropriate owner. The easily configurable, intelligent, rules-based assignment engine ensures any standard or custom Salesforce® objects are automatically distributed to the right person at the right time, first time & every time. Automate and monitor your assignment workflow and streamline your team performance with Distribution Engine. Distribution Engine is a flexible solution to the challenge of efficiently distributing work to team members. So if you run teams in Marketing, Sales, Customer Service, Operations or any function with a queue of work to assign to team members, we have a solution for you. Distribution Engine helps Sales or Revenue Operations Leaders route Leads, Contacts or Opportunities to the right rep at the right time, helping them hit targets such as speed-to-lead, conversion rate and deals won. We also help Customer Service Managers match Cases to the best agent for the enquiry or ticket, reducing response times, time-to-action and improving resolution rates & speed. Customer Success and Account Managers use Distribution Engine to make sure they receive the Accounts or Opportunities they need to manage, ensuring a balanced portfolio and the best customer experience. Distribution Engine allows you to classify & convert incoming records, automatically distribute them based on the logic and rules you choose and track and report on the actions and performance of your teams. ▪ Classify incoming records by: ▪ Territory ▪ Matched Lead to Account ▪ Custom logic & rules ▪ Auto Convert Leads to Contacts, Accounts & Opportunities ▪ De-duplicate Leads ▪ Advanced distribution based on: ▪ Fairness (Round-Robin, Load Balancing) , Workload ▪ Skill or experience matching ▪ Availability, seniority, performance, territory ▪ Pull, Trigger or Manual Assignment ▪ Control the rate & volume of assignment with Weighting & Capping ▪ Monitor, take action & report ▪ Track actions ▪ SLAs with notification + auto-reassignment ▪ Performance monitoring & routing ▪ Full logging allows flexible & detailed reporting ▪ Built in Analytics plus native logs allowing bespoke reporting & dashboards Distribution Engine helps Salesforce customers distribute work to the right team member at the right time, first time & every time. Automate and monitor your assignment workflow and streamline your team performance with Distribution Engine
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