Ringlead_MarketoBestPractices_graphic

Many large enterprises struggle with an efficient system for lead and/or case assignment rules. RingLead is a great example of a well-structured system using Marketo and EZAssign™.

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dreamforce-preview1

If you're attending Dreamforce this week, please look for EZAssign and EZProtect when visiting the development lounges! They may provide you with the answers you're looking for with regard to lead/case routing and virus scanning for Salesforce! Our developers will be floating around the conference and will be available to answer questions.

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pucker-up

First, make sure you’re using a robust client relationship management tool (CRM) like SalesForce to properly track and score leads and customer service tickets.

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EZ

The EZAssign Version 1.31 release introduces new enhancements and features that will help improve the flexibility of scheduling when users are available to take leads and cases, which will help ensure that only users who are available will be receiving leads and cases to work. You asked, and we listened!

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We’re proud to announce the release of the EZAssign “Love Your Leads” commercial produced by local experts, UPG Video. We loved working with them and hope you will enjoy this humorous approach to the value of the ultimate round-robin lead assignment tool.  

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