Q-assign for Salesforce

Overview | Q-assign for Sales | Q-assign for Service

Q-ASSIGN FOR SALES CLOUD

LEAD & OPPORTUNITY ASSIGNMENT SOLUTIONS FOR THE LARGE AND HIGH-GROWTH ENTERPRISE

Transform productivity and performance across your Sales teams by deploying Q-assign, the most advanced lead and opportunity assignment app on the Salesforce AppExchange

Match leads to the best available sales rep. Assess the attributes of each lead and match to the best rep on skills, experience, location, language and much more.

Assign leads to the first available sales rep. Optimize speed-to-lead by automatically assigning to the first sales rep that becomes available.

Prioritize hot leads. Identify hot leads instantly and automatically. Assign them to your best available rep for immediate attention.

Assign to logged-in reps only. Eliminate lead queues. Only assign leads to reps that are available right now.

salesforce lead assignment performance managers

LEAD ASSIGNMENT CHALLENGES – SOLVED

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PRIORITIZE HOT LEADS

Ensure the hottest Leads are always prioritized and assigned to best available sales rep

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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

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MATCH TO BEST AVAILABLE REP

Where a Lead requires specialist knowledge or experience, identify the best qualified sales rep and assign it instantly

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ROUND-ROBIN LEAD ASSIGNMENT

Distribute leads to sales reps on a round robin basis. Add weighting and load-balancing to maximize productivity

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LEAD SCORING / POINTS-BASED ASSIGNMENT

Ensure leads and opportunities are assigned to sales reps according to lead-scoring and points-based match-ups

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MATCH BY SKILL, LOCATION OR EXPERIENCE

Automatically assign Leads & Opportunities according to skillset, experience, location or language.

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RE-ASSIGN NEGLECTED LEADS AUTOMATICALLY

If Leads remain neglected for X minutes, re-assign them automatically to an alternative sales rep

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INTRODUCE CAPS, QUOTAS AND WEIGHTINGS

Manage the number of Leads per rep per day/week/month and cap the total number

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MONITOR LIVE AVAILABILITY & STATUS

Monitor and manage sales rep availability. Manage out-of-office and sickness scenarios automatically

REQUEST YOUR FREE ASSESSMENT

Tell us about your lead assignment headaches and we will come back to you with some tried and tested suggestions

OUR HIGH-PERFORMANCE CUSTOMERS

We are thrilled to have a stellar portfolio of A-list customers. They all have one thing in common. They are forward-thinking. These are the companies that appreciate the business-critical nature of workforce effectiveness. Instantly matching leads to the best available sales rep has a dramatic impact on conversion rates and revenue. Distributing customer cases to service agents with pinpoint precision can transform CSAT ratings. Deploying intelligent automation apps can revolutionize your business. These customers get it.

Please email us at hello@ortooapps.com if you have any questions