Effective sales management starts with assigning leads, accounts, and opportunities to your sales reps in a fair and efficient way. For many sales teams, round robin assignment in Salesforce is the go-to method to accomplish this. By utilizing the right method within Salesforce, you can ensure a balanced workload for your reps and a streamlined sales workflow.

Picture this: you’re a sales rep on a mission to close deals and crush your quotas. You’ve got a pipeline full of leads, but you know that not all leads are created equal

When it comes to account-based selling, having a bird’s eye view of each account keeps you updated about your pipeline progress. It avoids unnecessary account and team conflicts. Ever been in any of these situations?

Success is everything for sales people. But when everyone is working towards their own version of success, it leads to conflicts and chaos. Without a well-defined rules of engagement framework, sales teams can find themselves struggling to follow their sales plays efficiently.

Gone are the days when lead routing was manual and laborious – using spreadsheets, sticky notes, and a lot of guesswork. Sales managers had to sift through leads manually, assign them to available reps, and ensure no lead slipped through the cracks.