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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Concentrate on the most critical aspects of your business, specifically accelerating the process of closing deals. To maximize the conversion potential of every lead, it’s essential to assign them to the appropriate representative within your organization; both your prospects and your team merit this level of attention. By aligning leads with their corresponding accounts, you can efficiently direct these prospects to the right teams. Rapid outreach from your representatives to potential clients can significantly enhance your closing speed; don’t let revenue slip away due to leads being overlooked – act swiftly to increase your wins. As leads arrive, promptly assign them to your Sales Development Representatives, account executives, or Customer Success Managers, ensuring they are matched to designated accounts in real-time for optimal conversion while interest is still high. The speed at which you respond to leads plays a crucial role in conversion rates. It's all about having an adequate number of representatives ready to engage. Utilize a visual platform that allows you to design workflows effortlessly, complemented by a user-friendly drag-and-drop interface that enables real-time management of your processes. This streamlined approach will enhance collaboration within your team and ultimately drive success.

Description

Q-assign is an integrated solution within Salesforce that automates the assignment of leads and cases, streamlining the workflow for sales and service teams. This tool allows businesses to direct records—such as leads, cases, accounts, and custom objects—utilizing customizable rules based on various factors, including territory, skills, priority, or availability. With support for different distribution methods such as round robin, load balancing, and rule-based assignment, Q-assign ensures that work is allocated in a fair and efficient manner. Operating in real time, it instantly assigns records as they are created or modified, thereby minimizing response times and preventing potential leads from becoming stale. Furthermore, Q-assign offers features for tracking assignment efficiency, managing queues, and balancing workloads effectively when team members are unavailable, ultimately enhancing overall productivity and responsiveness. Additionally, this solution empowers organizations to adapt their assignment strategies based on evolving business needs and team dynamics.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Salesforce
Ortoo

Integrations

Salesforce
Ortoo

Pricing Details

$15 / user / mo
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

PowerRouter

Founded

2016

Country

United States

Website

powerrouter.io

Vendor Details

Company Name

Ortoo

Founded

2010

Country

United Kingdom

Website

ortooapps.com/q-assign/

Product Features

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Alternatives

Alternatives

Q-assign Reviews

Q-assign

Ortoo