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: 08

DRAMATICALLY REDUCE THE NUMBER OF LEAD ASSIGNMENT RULES, REDUCE THE DEPENDENCY ON IT AND EMPOWER YOUR MANAGERS

Some Salesforce organizations use legacy lead assignment systems which are overly complex, difficult to manage and costly to maintain. It’s not uncommon to have hundreds or even thousands of assignment rules governing the whole lead distribution process. We at Ortoo have a customer who had over 100,000 hard-coded assignment rules in place, before they implemented Q-assign – we kid you not.

Businesses which are reliant on such antiquated assignment systems are at a distinct competitive disadvantage. They are unable to adapt assignment rules quickly to deal with a changing economic landscape.  They are unable to efficiently onboard new employees.  And they struggle to deal with the off-boarding of ex employees. Such a scenario brings with it a high dependency on IT and a very high overhead.

An intelligent assignment system such as Q-assign, can sometimes consolidate thousands of static, hard-coded assignment rules down to a single dynamic rule.  And when you have very few dynamic assignment rules, these can easily be managed by sales managers and supervisors, breaking the dependency on IT.

Armed with a dynamic assignment system, sales management teams can react much more quickly to situations, enabling them to boost lead throughput, shorten response times and maximize conversion rates – whilst simultaneously helping to control or reduce the Salesforce overhead.

Oh, and that customer who had over 100,000 assignment rules? Now they have 3. Win, win.

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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