8 STEPS TO REVENUE RECOVERY. DEPLOY A STATE-OF-THE-ART LEAD ASSIGNMENT SYSTEM TO MAXIMIZE TEAM PERFORMANCE

Q-assign for Salesforce

  • 100% native Salesforce app
  • Dynamic lead assignment
  • Advanced round robin
  • Automated load balancing
  • Automated re-assignment
  • Match to best available rep
STEP: 07

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.

GET HELP WITH AUTOMATED LEAD ASSIGNMENT

Q-assign for Salesforce, our powerful lead & case assignment app, is available to download on a FREE 30-day trial from the AppExchange.  We offer a FREE Consultation and a FULLY MANAGED POC*.  Contact us today for a demo and an informal chat about your use case.
*POC – Proof Of Concept
Once in a while you come across a solution that meets your exact needs, and does not cost a fortune. This is one of those few.  We were able to see immediate ROI after the first day of using this, in the form of man hours saved for lead allocation and management.
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