Whether you are creating a new team, or re-building an existing one, deploying an intelligent lead assignment system can revolutionize the performance of your sales team


Many sales teams around the world consistently under-perform, and the recent economic downturn has put the spotlight on teams which are not fit for purpose. Too many sales teams are reliant on tired and inefficient lead management processes, suffer from poor productivity and, as a result, are not getting the desired results.

Forward-thinking Salesforce organizations are doing just that, looking at what they can do to re-position their businesses, against a tough economic background, to recover their sales pipeline and to establish a distinct competitive advantage as quickly as possible.

Q-assign is a highly intelligent automated assignment app, 100% native to Salesforce, which is helping companies around the world to build high-performance sales teams on Salesforce, by maximizing throughput, optimizing productivity and delivering unprecedented performance improvements.

We’ve identified 8 steps that can be taken, with the help of Q-assign, to take your sales team from zero to hero. Please don’t hesitate to get in touch when you are ready to build your own high performance sales team.

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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