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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.
Customizable
Customizable

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.
Customizable

Overview of few more features in Routing Engine

Skill-Based Routing

Matches customer inquiries and tasks to team members with the appropriate skills, experience, or certification levels.

Priority Routing

Prioritizes routing based on the urgency or importance of the task.

Load Balancing

Distributes tasks among team members to balance workloads and prevent any single person or team from becoming overburdened.

Reporting and Analytics

Provides detailed reports and analytics on routing patterns, workload distribution, response times, and outcomes.

Reviews & Ratings

Real reviews and top ratings that highlight Togile CRM’s reliability, performance, and user satisfaction.

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Knowledge Center

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Frequently Asked Questions

If your question is not listed, please refer to the documentation, or ask us your question directly.

What is a routing engine in CRM?
How does a routing engine improve customer service?
Can a routing engine handle complex routing scenarios?
What is skill-based routing and why is it important?
What role does reporting and analytics play in a routing engine?

What is a routing engine in CRM?

How does a routing engine improve customer service?

Can a routing engine handle complex routing scenarios?

What is skill-based routing and why is it important?

What role does reporting and analytics play in a routing engine?