Email-to-anything is a Salesforce Email Automation solution which streamlines workflows, reducing manual input and improving overall efficiency
Route leads automatically to best sales rep
Match opportunities to the best available AE
Assign cases to the best available service agent
Route work orders to the best available agent or engineer
Create a Salesforce-native ticketing system and route SR’s to users
Create an automated assignment system for any object including custom objects
Q-assign for Sales is the most advanced routing app on the AppExchange, transforming Sales teams by dynamically assigning Leads and Opportunities to the very best available reps – based on expertise, workload, territory and other attributes. With a point-and-click interface, it utilizes AI-driven insights for lead scoring and prioritization. Q-assign sets new benchmarks in sales performance by harnessing real-time reassignments, enriched by intelligent analytics.
I highly recommend this routing app to anyone looking to streamline their sales process, increase the likelihood of conversion and ultimately drive revenue.
Florian Grimps, Developer,
LAPU
Make sure Leads are fairly distributed among your salespeople, with a weighted round-robin system driven by workload and performance.
Automatically allocate leads and opportunities based on predefined geographic territories, making sure that sales reps with local expertise handle the accounts.
Dynamic Lead Assignment Rules
Availability based Routing
Multi Criteria Matching
Automated Reassignment
Hot Lead Identification
Attribute-based Routing
Territory Management
Weighted Round Robin
Lead Priorization
Automated Triage
Workload-based Routing
AI-powered actions
Code Free Configuration
Assign Contact Roles
Slack & Teams Notification
“I would recommend this product to anyone looking to automate lead assignment to achieve a true round-robin weighted system for dispersing leads.”
Micah – Director of Sales,
Millenium Business Systems
Minimum 20 users. Volume pricing available. Discounts for Not for Profits. Contact us to discuss pricing details, bundling and terms. Get started with a FREE 30-day trial.
Q-assign for Sales is an advanced Salesforce app designed to optimize lead and opportunity assignment with intelligent, automated rules, ensuring the right salespeople are matched with the right sales opportunities.
By automatically assigning leads and opportunities based on predefined criteria such as expertise, workload, or territory, ensuring equitable distribution and maximizing the chances of conversion.
Yes, it can configure complex, multi-criteria assignment rules tailored to match the unique processes and goals of a sales team.
Typically, Salesforce apps like Q-assign are compatible with several Salesforce editions, but specific details should be checked on the product page.
Most advanced assignment tools support round-robin and other equitable distribution methods to ensure fair lead allocation among sales reps.
By automating assignment, it minimizes the delay between lead capture and first contact, potentially improving response times and increasing conversion rates.
Detailed reporting on assignments, team performance, and workload distribution, helping managers make data-driven decisions to improve sales processes.
It typically offers flexible configuration options to meet the needs of various industries with unique sales cycles and processes.
Pricing starts at $21 per user per month, with a minimum requirement of 20 users. Volume pricing and discounts for nonprofits are also available.
Starting usually involves a trial period or a demo, followed by a setup process which can be guided by Ortoo to integrate the app with your Salesforce environment.
