All leads are not the same.
What Round-Robin Sees...
What SquareFinch Sees.
Translate your leads to
Revenue Potential.
Identify reps who are most in need and perform the best
Choose Your Distribution Method
NEED
'Need' mode chooses the Sales Rep who needs it most. Every Sales rep will receive the same amount of revenue potential relative to their Quota.
PERFORMANCE
'Performance’ mode chooses the Sales Rep who performs the best for the Lead Segment to be assigned, regardless of need. This mode maximizes revenue above all.
HYBRID