Salesforce Best Practices for Lead Distribution
Salesforce provides powerful tools when it comes to Lead routing. However for complex organizations, advanced assignment solutions deliver even more ROI.
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.
Salesforce provides powerful tools when it comes to Lead routing. However for complex organizations, advanced assignment solutions deliver even more ROI.
Efficiency is doing things right; effectiveness is doing the right things.
Peter Drucker,
‘Father of management thinking’
100% Native to Salesforce and available to download (on a free 30-day trial) from the AppExchange
by Ortoo
4.95 (88)
Intelligent Salesforce assignment systems for Leads, Opportunities, Cases, Work Orders, Tasks, any Object…even custom Objects. Dynamic assignment rules, Auto load-balance, AI actions, Lead distribution, Territory management, Omni-Channel routing, Round Robin
by Ortoo
5 (6)
Built on the powerful, 5-star-rated assignment platform, Q-assign for Service is the most advanced case management system on the Salesforce AppExchange. Featuring automated case triage, dynamic case assignment rules, case deflection, load-balancing and AI actions