Case Study: Vacation Innovations Automates Lead Routing with Plauti

Vacation Innovations automates lead routing in 2 weeks with Plauti

Vacation Innovations, a travel products and services company, faced challenges with cumbersome manual lead reassignment and the unreliable availability-based routing of Salesforce OmniChannel. To automate the distribution of leads, opportunities, and contacts across its agents, the company turned to the vendor Plauti for a better solution.

Plauti implemented an automated routing system that evenly distributes records based on capacity and geographic attributes. The solution was live within two weeks and successfully routes qualified leads directly into High Velocity Sales cadences, eliminating the need for separate Apex triggers. Vacation Innovations reports significantly improved efficiency and relies heavily on Plauti for its daily operations and excellent customer support.

Vacation Innovations