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’
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 Service is the gold standard Case Assignment app which revolutionizes Customer Service, by intelligently routing Cases to the best available agent, based on expertise, workload, availability and other attributes. Configured via a point-and-click, code-free interface, the app employs AI-driven algorithms to auto-triage, prioritize, and assign cases. Geared to complex, Enterprise-level environments, it enables rapid response times and data-driven effectiveness.
Philip Purdy, Global Customer Care Lead,
Elvie
Route incoming cases to the best available rep as soon as they come in, speeding up response times and keeping customers happy.
Maximize the effectiveness of your service team by smartly matching cases to skill sets. Result? Faster resolution, better outcomes, happier customers.
Get on your customers’ wavelength with AI-driven sentiment analysis, then tailor the right response with Plug-in. Result? Problems solved faster and happier customers.
Cut out delays when it comes to urgent cases, by escalating immediately to expert agents or teams. No more hold-ups, just the fastest possible response in a critical situation.
Dynamic Case Assignment Rules
Availability-based Case Routing
Account Matching
Automated Case Reassignment
Omni-channel Routing
Attribute-based Case Routing
Territory Management
Weighted Round Robin
SLA-based Case Escalations
AI Sentiment Analysis
Workload-based Case Routing
AI-powered actions
Code Free Configuration
Automated Prioritization
Slack & Teams Notification
“Q-assign allows us to do routing of all of our complex cases. Easy to learn, easy to implement. The best customer support in the industry.”
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 Service is the gold standard Salesforce app designed to revolutionize customer service by intelligently routing cases to the best available agent. It uses advanced assignment rules and AI Actions to ensure rapid response times and data-driven effectiveness.
It enhances customer service delivery by using intelligent, data-driven case assignment systems to match cases with the best available agent based on expertise, workload, and other attributes, ensuring quick and effective case resolution.
Features include dynamic case assignment rules, availability-based routing, account matching, automated reassignment, omni-channel routing, attribute-based routing, territory management, weighted round robin, SLA-based escalations, AI sentiment analysis, and more.
Yes, Q-assign can create an automated assignment system for any standard or custom object within Salesforce, making it highly versatile for different organizational needs.
Yes, it is configured via a point-and-click, code-free interface, making it accessible for users without technical expertise to set up and customize according to their specific requirements.
The app employs AI-driven algorithms to auto-triage, prioritize, and assign cases. It also features AI sentiment analysis to understand customer emotions and tailor responses accordingly.
Benefits include rapid response times, increased effectiveness by matching the right agent to the right case, and informed decisions driven by data-centric insights, all contributing to improved customer satisfaction.
Organizations of all sizes, especially those with complex, Enterprise-level environments looking to optimize their customer service operations can benefit from using Q-assign for Service.
You can start with a free, no strings, 30-day trial by signing up on their website. This trial includes full product access with all features enabled.
Pricing starts from $21 per user per month, with a minimum of 20 users. Volume pricing, discounts for Not for Profits, and other details can be discussed by contacting their sales team.