By switching from manual or simple round robin distribution, to a fully automated lead assignment system, sales team performance and productivity can be transformed


Salesforce organizations that are still creating and assigning leads and opportunities manually, are wasting valuable time, money and resources. Their sales teams are also undoubtedly under-performing. If there’s any significant delay between a new lead arriving in the business and it being assigned to a sales rep, then the chances of that lead ever being converted start to decline, almost immediately.

By deploying an automated lead assignment app like Q-assign, leads and opportunities can be routed almost instantaneously to sales reps. Not only that, but they can also be matched to reps which have the greatest chance of converting each specific lead based on their skill-set, experience and other attributes.

Routing each lead to the right sales rep at the right time increases lead throughput, enables response times to be significantly shortened and increases conversion rates. This means that overall team productivity and performance can be dramatically increased. At the same time, redundant resources which were managing the lead assignment process manually, can be re-deployed to higher value activities, further boosting team productivity and profitability.

How To Build a High Performance Sales Team in Salesforce

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


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.