About the Client
The client, a Salesforce AppExchange partner, wanted to simplify complex sales assignments and territory management within Salesforce. Their vision was to build a scalable, automation-driven app that could intelligently handle Account, Opportunity, and Lead assignments empowering sales and marketing teams to execute Account-Based Selling (ABS) strategies with precision and speed.
RT Dynamic partnered with them to develop and continuously enhance a Salesforce-powered assignment engine that optimizes collaboration, automates business rules, and ensures operational consistency across sales teams.
Challenge
The client’s existing setup lacked an intelligent and flexible assignment logic within Salesforce, resulting in manual efforts and inconsistent sales coverage.
They faced challenges such as:
- Manual Assignment Processes: Lead and account routing required human intervention, delaying follow-ups.
- Territory Overlaps: Inconsistent criteria caused inefficiencies in territory alignment.
- Scalability Concerns: As the client’s customer base expanded, maintaining assignment rules manually became unmanageable.
- Limited Collaboration: Disconnected teams and unclear ownership slowed deal progression.
These issues limited the sales team’s ability to execute an effective Account-Based Selling strategy and achieve predictable pipeline velocity.
Solution
RT Dynamic built and continues to evolve a Salesforce-native app designed to automate and optimize every aspect of sales assignment and team coordination.
Key Deliverables:
- Account & Opportunity Teams: Enabled structured collaboration and shared accountability.
- Enterprise Territory Management: Configured advanced territory logic to ensure fair distribution and clear ownership.
- Partner & Community Portals: Integrated Salesforce Communities (PRM) to improve visibility and channel coordination.
- Flexible Rules Engine: Developed a dynamic automation layer that processes assignment rules in real time, reducing manual workload and errors.
- Industry Extensions: Implemented customizations for Financial Services Cloud, aligning CRM data with specialized compliance and reporting needs.
By combining Salesforce automation, data intelligence, and modular scalability, RT Dynamic helped the client transform sales assignment into a fully automated and insight-driven process.
Impact
- Scaling Expertise: Started with one Salesforce developer and now a dedicated team of five supports continuous product evolution.
- Rapid Expansion: Projected 200% growth as new features and client requirements expand globally.
- Efficiency Boost: Automated assignment rules reduced manual routing time and improved accuracy across territories.
- Trusted Partnership: The client continues to rely on RT Dynamic for specialized Salesforce expertise, roadmap planning, and product optimization.
Results
- Fully automated lead, account, and opportunity assignment within Salesforce.
- Streamlined sales collaboration using territory and account team models.
- Improved data accuracy and reduced response time for inbound leads.
- Scalable system architecture supporting multiple industries and partner ecosystems.
Through continuous enhancement and dedicated Salesforce expertise, RT Dynamic remains the client’s trusted delivery partner, driving operational excellence and positioning them for long-term growth.
Automate your Salesforce assignments - simplify sales, scale faster.
Build intelligent routing, territory logic, and automation engines that empower your sales teams to move smarter, not harder.
