LEAD ASSIGNMENT SOLUTIONS FOR THE SALESFORCE ENTERPRISE
Dramatically increase lead throughput, conversions rates and sales team performance by routing the right lead to the right sales rep at the right time – with dynamic lead assignment rules.
Q-assign delivers state-of-the art lead assignment solutions to high-volume sales teams. Q-assign is a native Salesforce lead assignment app which can intelligently route both leads and opportunities (or, in fact, any object) to your best available sales rep using dynamic lead assignment rules. Route leads reps via weighted round robin, load-balanced or points-based distribution. Score and match on workload, rep availability, skillset, product knowledge, qualifications, language, territory or any configurable attribute.
BEST PRACTICE: LEAD ASSIGNMENT SYSTEMS FOR HIGH-VOLUME SALESFORCE ORGANIZATIONS
FEATURES AND USE CASES
PRIORITIZE HOT LEADS
Ensure the hottest Leads are always prioritized and assigned to best available sales rep
ASSIGN TO FIRST AVAILABLE REP
If queue-times are a problem, assign to the first available sales rep rather than waiting for a perfect match
MATCH TO BEST AVAILABLE REP
Where a Lead requires specialist knowledge or experience, identify the best qualified sales rep and assign it instantly
ROUND-ROBIN LEAD ASSIGNMENT
Distribute leads to sales reps on a round robin basis. Add weighting and load-balancing to maximize productivity
LEAD SCORING / POINTS-BASED ASSIGNMENT
Ensure leads and opportunities are assigned to sales reps according to lead-scoring and points-based match-ups
MATCH BY SKILL, LOCATION OR EXPERIENCE
Automatically assign Leads & Opportunities according to skillset, experience, location or language.
RE-ASSIGN NEGLECTED LEADS AUTOMATICALLY
If Leads remain neglected for X minutes, re-assign them automatically to an alternative sales rep
INTRODUCE CAPS, QUOTAS AND WEIGHTINGS
Manage the number of Leads per rep per day/week/month and cap the total number
MONITOR LIVE AVAILABILITY & STATUS
Monitor and manage sales rep availability. Manage out-of-office and sickness scenarios automatically
DEPLOY DYNAMIC RULES
MATCH TO RIGHT SALES REP
GET YOUR FREE CONSULTATION
We’d be delighted to jump on a discovery call to discuss all your challenges around lead and case management (or, in fact, how to automate any Salesforce object – including custom objects).
We offer free consultation, with no strings attached. Fancy a quick chat?