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: 03

BALANCE WORKLOADS ACROSS SALES REPS 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.

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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