PREVENT SALES REPS FROM CHERRY-PICKING LEADS TO BOOST TEAM PRODUCTIVITY AND OVERALL PERFORMANCE

One of the biggest barriers to building a high-performance Sales team is cherry-picking. With a Salesforce Lead assignment system that allows agents to choose their next assignment, Leads can easily end up in the wrong hands at the wrong time.

With a high-performance assignment system, the right Lead needs to be routed to the right rep at the right time. This means that your most experienced reps should be taking on important, at-risk or complex leads, where your less experienced reps should handle straight-forward assignments.

Using dynamic assignment rules and automated load-balancing, Q-assign can remove this ability to cherry-pick. As a result, lead throughput can be maximized, response times minimized and conversion rates optimized. Not to mention, overall team morale will see a dramatic improvement.

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.