SIMPLEMENTATIONS SERIES
round robin simplementation
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What is a Simplementation?

A Forceworks Global our Simplementations Series are one-day engagements for a specific purpose. Simple Implementations are offered at a low cost, and there is no obligation to retain our services afterwards.

Requirements Review

We'll start by discussing your requirements and collecting the basic information.

Access and IP Installation

We will work with your team to gain necessary access to your environment and install our solution.

Configuration

We'll perform the configuration and testing of our solution to meet the requirements agreed in the initial call.

This simplementation

Round Robin Solution

Many organizations with sales teams struggle with the fair and equitable distribution of new Leads. This can result in overloading some sales reps, while others can feel left out. The Round Robin model, typically for sales, assigns incoming Lead records to the next representative on your sales team, in order.

At Forceworks we developed IP to handle Automated Round Robin Distribution. Since every organization is different, we do not offer this IP without our Implementation Assistance.

This one-day consulting service offer is for the basic implementation of our Round Robin Solution. A Basic implementation would include: On creation of a new Lead, a workflow automatically assigns that Lead to the next eligible representative and alerts the representative.

We can also assist with much more complex implementations, including distinct teams for multiple product lines and territories. Our solution is not limited to Sales scenarios, we also utilize Round Robin for Service requirements, or custom scenarios. Any scenario that requires record assignment to the next eligible representative can be achieved. 

Deliverables

What does this Basic Implementation Service include?

  • Phone call to review your Round Robin¬† requirements.
  • Installation of our I.P. on your target organization.
  • Perform Configuration to meet agreed requirements.
  • Maximum of 1 days (8 total Hours).

Exclusions

What is not included in this Basic Implementation Service?

  • ALM Related Processes
  • More than one Position Type

Word gets around

What do Customers say?

Testimonial

"We were looking for a simple solution to this problem and Forceworks' delivered... in one day!"

Recent Simplementation Recipient

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Calls will be held via Microsoft Teams