BALANCE WORKLOADS IN SALESFORCE TO OPTIMIZE PRODUCTIVITY AND AVOID BURNOUT

In any sales scenario, load-balancing is critical. It’s no use queuing a lead or opportunity for your best rep if they are already working on half a dozen high priority leads. By the same token, you don’t want a sales rep sat idle just because they are less experienced. 

You need to get the balance right to maintain team harmony and avoid burnout. Using load-scoring, Q-assign can balance workloads for you.  By monitoring each sales rep’s workload, Q-assign automatically and dynamically re-routes assignments based on rep skill-set, capability and other attributes, which can dramatically enhance conversion rates and long-term profitability.

Q-assign can even manage and balance workloads across multiple objects.  For example, if reps are working on both Leads and Opportunities, Q-assign can calculate total load points for each and every rep and adjust the lead assignment flow accordingly.

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Assign leads only to logged-in reps

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.