How to Design Skills Based Routing in Salesforce Without Overloading Admins
This guide explains how to build a sustainable skills-based routing model in Salesforce that doesn’t overwhelm your administrators.
Discover the application potential of Q-assign and Email-to-anything and how they revolutionize task management and email integration.
Explore success stories and discover the transformative impact of Q-assign and Email-to-anything as they empower businesses to streamline operations andenhance productivity.
This guide explains how to build a sustainable skills-based routing model in Salesforce that doesn’t overwhelm your administrators.
Efficiency is doing things right; effectiveness is doing the right things.
Peter Drucker,
‘Father of management thinking’
Equativ is a global digital advertising company. It’s support team is spread across 6 different locations across the globe, and was looking for an efficient solution to automate case assignment across the different timezones. By implementing Q-assign, they improved case distribution, achieved 99% First Response SLA compliance, and ensured fair workload distribution among their support team, enhancing both productivity and response times.
Equativ (formerly Smart) is a digital advertising company specializing in programmatic ad delivery across web and mobile platforms. With a global footprint, Equativ provides support to customers worldwide, ensuring seamless ad delivery while troubleshooting platform-related issues. Their team of specialists operates across multiple regions, including Europe, North America, and Asia-Pacific, handling a diverse range of cases with varying complexities.
Equativ faced several challenges when it came to the efficiency of its support case distribution:
Efficient case management is essential in the digital advertising industry, where response times impact both client satisfaction and SLA commitments. Equativ needed a solution to automate and streamline case assignment, considering factors such as specialist workload, language skills, time zones, and case priority.
To address these challenges, Equativ had initially experimented with Salesforce’s Omni-Channel, but it didn’t meet all of their needs.
After further research, Q-assign emerged as the most viable option due to its ability to address multiple requirements based on priority, specialist availability, skills, and time zone alignment.
The Q-assign solution comprised of the following main pillars:-
During the implementation, Q-assign’s technical team collaborated closely with Equativ, ensuring a smooth transition. The system’s user-friendly configuration options also enable the support team to update and adapt case routing as their needs evolve.
Since implementing Q-assign, Equativ has seen significant improvements across several key metrics:
With Q-assign, Equativ has gained greater control over case assignment processes. The support team can now swiftly adjust assignment logic to adapt to changes in demand or team capacity, enhancing overall responsiveness and service quality.
“Q-Assign has proven to be an outstanding tool that has resolved many of the issues we previously faced. Since its implementation, the difference in how assignments are handled has been remarkable. The workload is now evenly distributed among all our specialists, with multiple factors taken into account to ensure fair and efficient case allocation.”
Flore Meric, Project and Problem Manager, Equativ
For Equativ, Q-assign has been a transformative tool, streamlining case assignment and boosting response times. The tool’s flexibility allows the team to manage configurations independently, keeping up with the evolving needs of a global support operation without requiring IT assistance.