Case Study: CapRetraite cuts lead assignment time from 60 minutes to seconds with Distribution Engine

CapRetraite cuts lead assignment time from 60 minutes to seconds with Distribution Engine

CapRetraite, a company that helps families find senior care solutions, faced significant challenges with slow lead response times and inefficient workload distribution using standard Salesforce. Their manual processes resulted in delays of up to an hour for lead assignment, creating a risk of losing customers to competitors and leaving some advisors overwhelmed while others were underutilized. To address this, they implemented the Distribution Engine product from vendor Distribution Engine.

The solution involved implementing Distribution Engine's Salesforce-native routing to automate and intelligently assign leads. The system matches leads with the most qualified advisors based on region and expertise, automatically reroutes unacknowledged leads within 10 minutes, and uses active caps to balance workloads fairly. This resulted in lead assignment time dropping from 60 minutes to seconds and a 15% improvement in their lead-to-placement conversion rate, dramatically increasing speed-to-lead and overall efficiency.

CapRetraite