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: 02

SCORE, RANK AND PRIORITIZE HOT LEADS AUTOMATICALLY, TO MAXIMIZE SALES TEAM PERFORMANCE

In a rudimentary lead assignment system, leads are often assigned by round-robin distribution, with each new lead being assigned to a sales rep in turn. This can work well in smaller teams, where workloads and priorities can be easily managed on a manual basis.

But not all leads are created equal and it’s often the case that you want your best sales reps dealing with your most promising new business opportunities. It also makes sense to prioritize leads with high potential value or those which are closer to the point of purchase.

In high volume environments this can be problematic. At busy times, hot and high-value leads can be stuck in queues, waiting to be assigned to the next sales rep. This is potentially catastrophic because, as we all know, leads go cold. With each minute that goes by without a response, the chances of converting any given lead decreases.

In a high-performance sales team, hot and high-value leads need to be identified and prioritized automatically. An intelligent assignment app, like Q-assign, can do just that. Leads can be scored and ranked on any number of attributes, including value, account type, account name, industry, product type, job title or any combination thereof.  Once identified as “hot”, the lead can be matched and routed to the best available sales rep – instantly.

By prioritizing and assigning hot leads automatically, team performance can be truly optimized, with conversion rates, revenues and profits all boosted significantly.

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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