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

REVOLUTIONIZE YOUR SALES TEAM’S PERFORMANCE & PRODUCTIVITY

Whether you are building a new team, or implementing a disaster recovery plan, installing an intelligent lead assignment system can revolutionize the performance of your sales team in next to no time.

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.

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

QUESTIONS?

ask@ortooapps.com

THE 8 STEPS

Introduction
8 Steps to Re-building a high performance Sales team on Salesforce (in 30 days)
  1. Assign leads automatically in Salesforce
    Shorten response times, increase productivity & performance, reduce manual tasks
  2. Score, rank & prioritize hot leads
    Assign most valuable leads to best available reps to maximize conversions
  3. Automate load-balancing
    Optimize team productivity and improve performance by balancing workloads automatically
  4. Assign leads to logged-in reps only
    Assign only to available agents to increase throughput and overall performance
  5. Eliminate cherry-picking by sales reps
    Pick up incremental revenue & boost team-performance, by stopping reps from cherry-picking
  6. Re-assign untended leads waiting in queues
    Leads go cold. Assign untended leads to available reps & shorten response times
  7. Auto-match leads to reps by skill-set & experience
    Increase conversion rates, throughput & performance by matching lead attributes to rep capabilities
  8. Reduce & simplify lead assignment rules
    Empower managers, break the dependency on IT, reduce Salesforce overheads
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.
AppExchange Review