Distro offers intuitive Prospect Routing without the complicated setup. Set triggers/criteria to instantly route inbound leads to the appropriate rep or assign ownership so you never miss another sales opportunity.
- Creating rules to ensure any lead in your CRM who meets specific criteria is assigned for follow-up. This means no lead is lost in the system.
- Every rep gets a fair amount of leads based on your routing rules. You can also account for ownership, so already assigned leads are not re-distributed.
- Set up routing rules that do the work for you so you can scale efficiently.
- Fully automated workflows - set it up once and forget it.
In this article, we'll cover the following topics:
Distro Assets and Setup
🎥 If you'd like to see a high-level overview of Distro's assets and workflows in a video, hit play below:
Below, we'll cover Distro's assets and the order we recommend to set up each. Some assets depend on others, so following the below's order should ensure a nice and easy setup:
1 - Teams
A team is a group of users that are part of a similar team within your company and are part of a shared distribution (it could be either Round Robin or an Ownership group). Consider these as "assignees" who will take ownership of Salesforce.
For example, Account Executives can be in one Team, Sales Representatives in another, Customer Success in another, and so on.
2 - Rules
A Rule is a group of conditions evaluated to determine which Team an object should be assigned to.
Rules may have the following algorithms:
- Ownership: Ownership Rules are configured to route an existing record to the owner in your salesforce system if one exists, given the Team pairing. You can use Lead, Contact, Account, and/or Opportunity objects to set Ownership rules.
- Non-Ownership: Non-ownership rules will also let you build rules based on your CRM's fields and the available operators (AND/OR). The main difference is that we'll not perform the Team association, as noticed above, within the Ownership rules and their respective objects. For example, you can route based on region, company size, ARR, and many other fields and use cases.
Click here if you'd like to see more details and a high-level step-by-step about Rules in Distro.
3 - Assignment Rulesets (ARs)
Assignment Rulesets, also known as ARs, are an easy way to group Rules and Teams, so you can use them to create routes and steps in Distro quickly.
Click here if you'd like to see more details and a high-level step-by-step about Assignment Rulesets in Distro.
4 - Router
The router consolidates all assets we have covered: Teams, Rules, and Assignment Rulesets. It will be the one that will ensure that all conditions will be met and execute them, making the magic happen.
Click here if you'd like to see more details and a high-level step-by-step about Teams in Distro.
5 - Other Functionalities
There are also some other functionalities to improve even more your setup, workflow, and daily routine, which are part of the assets shared above: