MATCH LEADS TO YOUR BEST AVAILABLE SALES REP BASED ON SKILL-SET, LOCATION AND OTHER ATTRIBUTES

A lead which is processed by a sales rep who has good knowledge of the product or service in question, will have a better chance of converting it than one that does not. That’s why it’s so important to match leads to suitably-qualified sales reps as soon as they arrive in the business.

Q-assign matches the right lead to the right sales rep at the right time, automatically. It analyzes each lead as it comes into the business, noting attributes such as product, location, language, value and complexity.  It can also score, rank and prioritize each lead.  Then it utilizes dynamic assignment rules to scan through all available agents,  find the best match and assign the lead.

By monitoring and managing the skills, experience, location and languages of each sales rep in a team, managers are able to fine-tune and continuously improve their lead assignment system, ensuring that it is fully optimized for maximum lead throughput, team productivity and overall performance.

THE FULL SERIES
How To Build a High Performance Sales Team in Salesforce

Introduction
8 Steps to Re-building a high performance Sales team on Salesforce (in 30 days)

Part 1 – Assign leads automatically in Salesforce
Shorten response times, increase productivity & performance, reduce manual tasks

Part 2 – Score, rank & prioritize hot leads
Assign most valuable leads to best available reps to maximize conversions

Part 3 – Automate load-balancing
Optimize team productivity and improve performance by balancing workloads automatically

Part 4 – Assign leads to logged-in reps only
Assign only to available agents to increase throughput and overall performance

Part 5 – Eliminate cherry-picking by sales reps
Pick up incremental revenue & boost team-performance, by stopping reps from cherry-picking

Part 6 – Re-assign untended leads waiting in queues
Leads go cold. Assign untended leads to available reps & shorten response times

Part 7 – Auto-match leads to reps by skill-set & experience
Increase conversion rates, throughput & performance by matching lead attributes to rep capabilities

Part 8 – Reduce & simplify lead assignment rules
Empower managers, break the dependency on IT, reduce Salesforce overheads

ABOUT ORTOO

Ortoo develops workforce productivity apps for the Salesforce CRM platform. We are passionate about helping Salesforce organizations to achieve more with less. To that end, our apps are designed to help eliminate manual tasks, to empower managers, to enable teams and to reduce their depency on IT departments. 

Most importantly, our apps enable Sales and Service teams to increase throughput, productivity and performance by intelligently creating & updating work-items (e.g. Leads and Cases) and assigning them to the very best available Salesforce user at a given moment in time.

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