Assignment Threshold | Zoho CRM
Hello folks,
You've witnessed the real-life struggles sales teams face when they're overloaded with tasks. These struggles usually involve:
- Account executives juggling multiple clients
- Sales managers struggling to allocate resources effectively
- Sales development representatives drowning in new leads, and so on.
This overload can cripple productivity, ruin morale, and damage the quality of engagement with customers.
We'd like to introduce a new feature to balance your employees' workloads: Assignment Threshold.
As the name indicates, you can now control how many records are assigned to your employees and automate the periodic reassignment of records that go beyond that limit.
How does this help you?
Let's say your organization has experienced a sudden growth spurt, and the volume of incoming leads is overwhelming your sales reps, who are finding it hard to prioritize their leads and handle the rapid increase in their workloads.
- Set limits on new records assigned to a user
Using Assignment Threshold, you can set a limit on the number of new leads assigned per day, week, or month for each sales representative.
With a reasonable limit in place, sales reps can conduct thorough research, tailor their approaches to individual clients, and provide prompt follow-ups—ultimately increasing their chances of closing deals. - Set backlog limit
In some cases, the workload may remain high because of pending work—for example, leads that your representatives haven't contacted yet. If this is the case, you can include a backlog limit in the threshold.
With this in place, your reps will be assigned new leads only after checking this backlog limit and the daily/weekly/monthly limit.
- Automate reallocation of excess records
Excess records are assigned to a default assignee—say, a sales manager. To automate the task of distributing these leads periodically, we've included the option of automatic re-allocation within a threshold.
- Set maximum duration for which records remain unallocated
We need to balance the desire to protect our sales reps with the need to provide a prompt response to our leads. If a lead has remained with the default assignee for an extended period of time, it will be assigned to a rep, even if it breaches that rep's threshold.
By using Assignment Threshold, you can set and reset limits for your team to ensure that their work is of high quality, while preventing burnout and preserving morale.
Limits- Maximum number of thresholds per module:
Developer - 5
Professional - 20
Enterprise (including CRM Plus, Zoho One) - 30
Ultimate - 30
- Maximum number of users per assignment threshold: 500
Do try out this feature and let us know what you think!
Deliver unforgettable customer experiences
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
Zoho Desk Resources
-
Desk Community Learning Series
-
-
-
-
-
-
-
-
-
Sticky Posts
Enrich your CRM data and keep them updated
You spend a lot of your time and efforts in generating quality leads for your business. While generating leads is a challenge in itself, the real deal begins when sales reps try to nurture these leads and convert them as customers. So how equipped is your sales team with information about your leads matters a lot. For example, you might be using webforms to generate leads and collect customer information from your website. The lesser your webform fields are, the more your sign-ups right? From optimizing
Zoho CRM Digest - February 2024
We're thrilled to bring you the February digest, packed with exciting product updates and engaging discussions from the Zoho CRM Community. Keep reading to stay in the loop! Product Updates: Zia Enhancements Be it Tasks, Calls, or Meetings, Zia's activity
Canvas templates can now be shared with different CRM organizations
----------------------------------------Moderated on 14th February, 2023------------------------------------------- Dear all, This feature is now open for all users in all DCs. To learn more about importing and exporting canvas templates, read our help
Introducing Zia Presentation in Zoho CRM
----------------------------------------Moderation 2.0, Date: 22nd March' 24----------------------------------------- The Zia Presentation feature is now available for organizations in both Enterprise and Ultimate editions with 20+ user licenses in the
Blueprint enhancements - Parallel and multiple transitions, and more
Last modified on Sep 4, 2023: All Zoho CRM users can now access these enhancements. Initially, these features were available only on an early access basis and by request. However, as of August 2, 2023, they have been made available to all users in all
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho WorkDrive Resources
Zoho Campaigns Resources
Zoho CRM Resources
Zoho Show Resources
Writer Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.