Search Ortoo for salesforce productivity solutions


Airlines: Soaring Sales Through Precision Lead Assignment

use cases for q-assign and email to everything

Case Studies

Featured case study

No data was found


Enhancing and optimizing the assignment of Leads in the airline sales landscape, using Q-assign, the naitve Salesforce app.

In the highly competitive airlines industry, efficient sales lead and opportunity management is a strategic differentiator. Q-assign, the Salesforce-native application (available to download from the AppExchange), bridges this gap, ensuring efficient allocation of leads and opportunities while upholding stringent aviation security and compliance norms.


  • Flight Sales Executive
    Deals with flight booking sales, promotional offerings, and customer service.
  • Sales Manager
    Directs sales strategies and sets targets, while ensuring adherence to industry regulations.
  • Operations Manager
    Oversees airline sales operations while focusing on seamless passenger experience and compliance with airline regulations.
  • Salesforce Administrator
    Aligns the Salesforce system to meet the distinctive needs of the airline industry.

Problem Statement

The airline sales team grapples with the complex task of effectively managing lead assignments while abiding by rigorous industry regulations, security measures, and maintaining a high level of passenger satisfaction.

  • Inefficient distribution of leads can lead to missed sales opportunities in a highly competitive market.
  • Poorly managed prioritization of key flight routes or promotional offerings, impacting revenue generation.
  • Difficulty in adhering to airline-specific regulations and security standards.
  • Inefficiency due to lack of automation in lead and opportunity management.
  • Maintaining the high-security standards required for the protection of passenger data.


Q-assign offers a robust, secure, and efficient solution for managing leads and opportunities in the airline sector, aligning sales productivity with compliance to aviation security measures and regulations.

  • Dynamic Assignment Rules – Configurable assignment rules that cater to the specific needs of the airline industry.
  • Automated Reassignment – Ensures leads are promptly reassigned if not addressed, minimizing missed sales opportunities.
  • Territory Assignment – Streamlines the allocation of sales territories based on strategic airline requirements.
  • Dynamic Prioritization – Prioritizes leads based on set criteria, ensuring critical flight routes and offers are catered to prompt
  • Automated Load Balancing – Equally distributes leads among the sales team, ensuring optimal workload management.
  • Segmented Rules Engine – Allows for the creation of segment-specific assignment rules, enhancing precision in lead management.


  • Enhanced Efficiency – Q-assign reduces wasted time on lead allocation, allowing the sales team to focus more on their core tasks.
  • Improved Compliance – It enables smooth adherence to airline industry regulations, ensuring a high level of data protection.
  • Increased Sales – Q-assign enhances conversion rates and stimulates revenue growth through efficient lead management.
  • Empowered Sales Team – Q-assign equips sales representatives with the right tools to manage and prioritize their leads effectively.


Airline companies utilizing Q-assign can bolster their sales performance, optimize resource allocation, and enhance conversion rates, while maintaining top-tier data protection. This Salesforce-native solution is the ticket to success in the airline industry.
How to achieve workforce effectiveness
Q-assign is available on a FREE 30-day trial. This includes the complete working product with all features enabled. To apply for your trial or to set up a demo/discovery call, please contact


From $21 per user per month

Assign any work item to the best available Salesforce user via intelligent rules and dynamic Plug-in Actions


From $19 per user per month

Effortlessly manage emails in Salesforce. Send to distribution lists, capture replies. Auto-create, auto-update 

Ortoo enables teams to effectively work towards organizational goals with intelligent solutions that allow them to focus on the tasks that really matter.

Case Studies

See related case studies

No data was found