The Ultimate Round Robin Knowledge Base for Sales Teams
Round Robin Knowledge Base > Manual round robin with spreadsheets
Manual round robin with spreadsheets
Most sales orgs start out with some form of manual round robin process. And yes, it almost always involves a human being manually inputting things into a spreadsheet. This may work if you have a small team but it will likely fall apart as you scale. Not only does the manual work reduce sales velocity, the human element can also introduce subjectivity. This could lead to perceptions of bias by your sales reps. It's best to automate this process with clearly defined rules and an audit trail from the beginning. Managing a spreadsheet manually is not a great way to do that.
Luckily, there are several ways to do round robin assignment built right into Salesforce. You could also consider automating routing and assignment with Gradient Works, of course.