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ease
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design
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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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.

Description

Create Visualforce pages that offer advanced features unattainable through Salesforce's standard layouts, utilizing an intuitive drag-and-drop WYSIWYG studio instead of starting from zero with code. Our platform caters to users of all skill levels, from those who prefer a click-based approach to experienced developers. At TerraSky, we recognize the transition of cloud computing leadership from large IT departments to individual users. Moving forward, we are committed to developing user-friendly tools that enable end users to adapt swiftly to the fast-paced changes in today’s business landscape, ultimately fostering greater innovation and responsiveness.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Ortoo
Salesforce

Integrations

Ortoo
Salesforce

Pricing Details

No price information available.
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

Ortoo

Founded

2010

Country

United Kingdom

Website

ortooapps.com/q-assign/

Vendor Details

Company Name

TerraSky

Founded

2006

Country

United States

Website

www.terrasky.com/products/skyvisualeditor/

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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Alternatives

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