Q-ASSIGN

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.

salesforce lead assignment performance managers
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DYNAMIC LEAD ASSIGNMENT

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.

lead assignment best practice

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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

Interested in case assignment? Check out Q-assign for Service Teams

ACHIEVE MORE
WITH
Q-ASSIGN

Q-assign transforms mediocre Sales departments into high performance teams. It enables increased lead throughput, higher productivity, greater team effectiveness and better all-round results.
01.

DEPLOY DYNAMIC RULES

Sales teams can have thousands of assignment rules just to support a rudimentary lead assignment system. Switching to dynamic lead assignment rules can dramatically reduce the number of rules that need to be maintained, saving valuable resources.
02.

MATCH TO RIGHT SALES REP

Dynamic Salesforce assignment rules can route the right Lead or Opportunity to the right Sales rep at the right time, matching on skills, territory, experience, language, product knowledge or any other configurable attribute. This makes for quicker response times, more conversions and increased sales
03.

CONTINUOUSLY IMPROVE

Sales Managers can can control and fine-tune team member attributes and availability, adjusting assignment rules, weightings, caps and quotas to maximize lead throughput, minimize lead response times and optimize conversion rates, ensuring higher revenues and profits

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?

Technical questions: support@ortooapps.com

Any other question: ask@ortooapps.com

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