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.

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.

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