The Advanced Round Robin extension improves on Zoho CRM’s built in round robin feature. It allows you to customise how many leads each salesperson should get, works with leads added via the API and allows personalised lead assignment notifications.
Key Features:
Allows you to customise how many leads each sales person should get. For example if one salesperson is a top performer, you might want to give them 80pc of the leads, whereas a part time rep should only get 20pc of the leads. Also, if you find you have an argument among salespeople as to who got assigned what lead, you can use our Round Robin History feature to see the truth.
Works with leads added via the API - the standard round robin doesn’t work with leads added via the API so you’re out of luck if you are using something like NinjaForms or Gravity Forms to capture leads from your website.
With personalised lead assignment notifications, you can specify which email address lead assignment notifications should go to.
Factors in converted leads: our assignment logic is based on how many leads each salesperson was assigned originally even if they subsequently assign the lead to someone else or convert the lead into a potential.
This is a wonderful extension that provides a great solution to assigning lead owners with API generated leads. It comes with some great features and superb client service. I highly recommend this product.
This app is awesome!!! It definitely gets the job done for equally distributing leads to our reps, especially since Zoho's default RR doesn't work with things coming in through API and most of our leads come in through API. Not only that, but the developers are very responsive and more than willing to accommodate suggestions and requests. Customer Service is amazing with Nuanced IT!
Exactly the solution we where looking for. There was a little problem, but Jeremy fixed that very quickly. Another very happy customer! Regards, Kees van Wensem - HalloStroom Solar Systems - The Netherlands
With Advanced Round Robin we have been able to setup a lead distribution just they way we need it. Jeremy was very helpful in add some additional functionality to meet our needs.
We have a very complex round robin configuration and this plugin has been amazing in assisting us in a very complex lead distribution system. Support has been way above par and I highly recommend this plugin. Jeremy will always be there to help you get the most out of it and answer all your questions.
We have had a couple of bugs with our installation, however, the level of support we have received, and the speed of that support is second to none. The team really work to ensure the customer experience is as positive as it can be. Super impressed
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Once you click the purchase button and provide your credit card details, the amount due will be deducted from your card.
How often will I be billed?
You will be billed per month or per year depending upon the option that you choose. The payment will be recurring, meaning you won't have to bother doing it again manually.
What can I do if I decide that I don't want the extension after all?
You can cancel the plan that you have subscribed to, noting the reason. We will get back to you to help you out with the necessary requirements.
Whom do I contact in case of questions regarding payments and billing?
You can drop us a mail at sales@zohomarketplace.com and get your questions regarding payments clarified.
Can I extend my free trial?
No, unfortunately we can't provide an extension to the free trial period.
The CRM Carpenters is a group of Zoho tech for good. Our mission is to help purpose driven businesses succeed through technology. We are experts at Zoho CRM, Zoho Creator and building custom integrations with external APIs. Technology is a powerful tool - a dangerous one in the wrong hands. For that reason, we have strict policies around the type of clients we take on. We do not work with organisations in the following industries which we consider to be ethically fraught: fossil fuel extraction or distribution, alcohol, gambling, arms manufacturing and religious organisations. Our ideal clients are involved in renewable energy or charities focused on effective altruism. We are also happy to help small businesses who don't work in our excluded industries.
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I would recommend you to try Advanced Round Robin Extension. It would add a lot more value to your CRM account.
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