Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Round Robin Distributor is a fully customizable software that automates lead and case routing using complex round-robin algorithms and criteria-based assignment bulk inbound data. It can be set up in Salesforce CRM and requires no additional setup. It offers a variety of functions, including SFDC record assignment matching rules based upon reps' skills, account being handled, operating territory, Hubspot score, lead source, Hubspot score, Hubspot score, etc. It allows you to prioritize hot leads and high-priority cases, which is crucial for maintaining your sales funnel and responding time. Round Robin teams can also be created based on business logic. Rules that include sales reps can be used to assign them. The product can also maintain an agent schedule, which can be used to disable assignment in case of unavailability.
Description
TDF CRM makes Customer Relationship Management (CRM), easier. With over 20 years of experience in the distribution industry, TDF CRM allows distributors like yourself to have easier access to intelligence that drives growth, profitability, differentiates your company, and improves employee engagement. TDF CRM seamlessly integrates to your other enterprise systems such as ERP/accounting, phone systems and shipping systems. This integration allows you to quickly and easily access a variety of business intelligence, reports, and analytics that will allow you to analyze sales performance at multiple levels within your organization.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
Constant Contact
No
DDI System
No
Distribution One
No
HubSpot CRM
No
HubSpot Customer Platform
No
Infor CloudSuite Distribution
No
Infor CloudSuite Industrial Enterprise
No
Infor Distribution SX.e
No
Mailchimp
No
Sage 100 Contractor
No
Integrations
Constant Contact
Yes
DDI System
Yes
Distribution One
Yes
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
Infor CloudSuite Distribution
Yes
Infor CloudSuite Industrial Enterprise
Yes
Infor Distribution SX.e
Yes
Mailchimp
Yes
Sage 100 Contractor
Yes
Pricing Details
$169/company/month (10 users)
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Mirketa
Founded
2003
Country
United States
Website
www.mirketa.com/round-robin-distributor/
Vendor Details
Company Name
White Cup
Founded
2019
Country
United States
Website
whitecupsolutions.com
Product Features
Lead Management
Activity Tracking
No
Campaign Management
No
Lead Capture
No
Lead Distribution
No
Lead Nurturing
No
Lead Scoring
No
Lead Segmentation
No
Pipeline Management
No
Prospecting Tools
No
Source Tracking
No
Sales Acceleration
CPQ
No
Campaign Management
No
Dialer
No
Email Sequencing
No
Email Templates
No
Email Tracking
No
List Building
No
Meeting Scheduler
No
Predictive Analytics
No
Reporting
No
Sales Gamification
No
Sales Intelligence
No
Sales Workflow Management
No
Sales Engagement
CRM Integration
No
Call Scripts / Call Steps
No
Email Sequences
No
Email Tracking / Automation
No
Lead Management
No
Reporting / Analytics
No
Sales / Voice Dialer
No
Sales Automation
No
Search
No
Task Management
No
Templates
No
Workflow Management
No
Sales Force Automation
Call Management
No
Campaign Management
No
Channel Management
No
Commission Management
No
Contact Management
No
Contract Management
No
Customer Database
No
Email Marketing
No
Field Sales Management
No
Lead Management
No
Opportunity Management
No
Performance Metrics
No
Proposal Generation
No
Referral Tracking
No
Sales Forecasting
No
Territory Management
No
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
Yes
Distribution
Barcoding / RFID
No
Import / Export Management
No
Inventory Management
No
Order Management
No
Purchasing
No
Returns Management
No
Sales Forecasting
No
Shipping Management
No
Warehouse Management
No
Sales Force Automation
Call Management
Yes
Campaign Management
Yes
Channel Management
Yes
Commission Management
Yes
Contact Management
Yes
Contract Management
Yes
Customer Database
Yes
Email Marketing
Yes
Field Sales Management
Yes
Lead Management
Yes
Opportunity Management
Yes
Performance Metrics
Yes
Proposal Generation
Yes
Referral Tracking
No
Sales Forecasting
Yes
Territory Management
Yes