Enhance Your CRM with Advanced Routing Engine Capabilities
Maximize efficiency and ease life of employees and customer with Togile CRM's powerful routing engine, designed to direct leads, contacts, inquiries and tasks to the right team members instantly. Ensure every customer interaction is handled swiftly and accurately, enhancing satisfaction and productivity.
Optimize Lead Distribution with Togile's Routing Engine
Automated Assignment Rules
- Automatically assigns leads, cases, or tasks to specific users or teams based on predefined criteria such as expertise, workload, geographic location, or customer value.
- Ensures that the right person handles each task, improving response times and increasing the likelihood of positive outcomes.
Dynamic Routing
- Dynamically routes inquiries in real-time based on current conditions and data updates. This includes rerouting tasks if the initial conditions change (e.g., if a user becomes unavailable).
- Enhances adaptability and responsiveness in handling customer interactions, ensuring continuity and efficiency even when unexpected changes occur.
Real-time Monitoring and Adjustment
- Distributes incoming leads or inquiries evenly among team members to ensure equitable assignment of new tasks.
- Fairly allocates new opportunities among team members, which can improve morale and ensure that everyone has a fair chance to contribute.
Overview of few more features in Routing Engine
Matches customer inquiries and tasks to team members with the appropriate skills, experience, or certification levels.
Prioritizes routing based on the urgency or importance of the task.
Distributes tasks among team members to balance workloads and prevent any single person or team from becoming overburdened.
Provides detailed reports and analytics on routing patterns, workload distribution, response times, and outcomes.
Knowledge Center
Frequently Asked Questions
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