THE REVOLUTIONARY LEAD ASSIGNMENT APP

Q-assign, a game-changing productivity app which is 100% native to Salesforce, is transforming Sales departments around the world into high-performance teams. Because Q-assign matches every lead to the sales rep that is best-qualified to convert that specific lead (e.g. matching on skill-set, experience , language and timezone), conversion rates can sky-rocket. Which in turn means higher throughput, increased productivity and maximum performance.

RATING
★★★★★

LATEST RELEASE
30/06/21

✔  Dynamic lead assignment rules
✔  Automated workload balancing
✔  Weighted round robin
✔  Active shift management
✔  Score and prioritize hot leads
✔  Territory assignment
✔  Skills-based assignment

INDUSTRIES

High Tech
Financial Services
Retail
Manufacturing
Education
Automotive
Not for Profit

…and more

See it on the AppExchange

Get the Product Guide

Create a state-of-the-art lead assignment system with Q-assign for Salesforce

EXAMPLE USE CASES

Assign leads to best available sales rep

Assign leads to first available sales rep

Assign leads to designated rep or team queue

Deploy advanced round robin with weightings, caps, & quotas

Eliminate cherry-picking by switching from pull to push system

Assign high-value Opportunities to experienced sales reps

FEEL FREE TO EMAIL US…

Technical Questions:  support@ortooapps.com
Pricing/licensing questions:  sales@ortooapps.com

What’s Your Problem?

Tell us about your lead assignment challenges and we’ll come back to you with some ideas on how we can help