Native Salesforce assignment rules are useful. But as your business scales, your dependency on hard-coded assignment rules can have a crippling effect. Introducing a dynamic distribution model for Lead & Case assignment can be the catalyst for change that your business needs
assignment systems
How you go about lead management in Salesforce is one of the most critical keys to success for any organization running on the Salesforce CRM. The speed and accuracy with which you create, distribute and respond to leads will effectively determine your conversion rates and, ultimately, your sales revenues.
In any sales scenario, load-balancing is critical. It’s no use queuing a lead for your best rep if they’re already working on loads of high priority leads. By the same token, you don’t want a rep sat idle just because they are less experienced
Organisations are realizing they need to reduce lead response times in Salesforce in order to supercharge their entire Sales workforce. The rewards of higher lead conversion rates are attainable for everyone, with Harvard Business Review recently reporting that you are 400 times more likely to convert a lead if you respond within the first 5 minutes. That’s a big difference!
Intelligent lead assignment for Salesforce organisations is already a big challenge for most firms
One of the key pieces of functionality we hear Salesforce users become frustrated with is assignment groups. ‘Out of the box’ Salesforce does allow you to distribute leads to assignment groups (with the help of your administrator) but this is often done in a simple round robin format. A lot of businesses want more control & flexibility than that.
We all know that not responding to leads swiftly is one of the primary reasons why Salesforce leads don’t convert, in fact you are 60 times more likely to convert a lead if you respond within the first hour. Sometimes this isn’t always possible, but it should be a future goal of all ambitious businesses.
If you have worked in Sales for some time, it should be no surprise that not all leads are created equal. Some leads are warmer than others, some need quicker response times and others have far more sales potential attached to them. With this in mind, there are many benefits of scoring inbound Salesforce leads and setting up lead scoring in SFDC.
Salesforce is the Worlds most popular CRM and small businesses across the World are now turning to enterprise solutions like this to manage their data and information based processes. With this in mind we have put together a list of our favourite pieces of AppExchange software for small businesses.
Creating assignment rules in Salesforce is a straightforward process and having them active can positively impact the bottom line of the most successful sales team. That’s why we’ve collated examples of the most popular types of assignment rules, so you can learn how fellow organisations are managing their assignment processes.
Q-assign is a powerful lead and case assignment app, native to the Salesforce CRM platform, which brings a whole new level of sophistication to automated object assignment.
At Ortoo, not only do we take pride in the Salesforce applications we create, we also try to make them as universally accessible as possible. For all the companies out there that use the Salesforce CRM platform, the processes they have in place, and the structure of their teams, vary a great deal.