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Average Ratings 0 Ratings

Total
ease
features
design
support

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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

Territory.guru offers a user-friendly platform for establishing and overseeing sales territories with ease. Users can assign specific regions just by clicking on the map interface. Additionally, multiple regions can be selected simultaneously using a selection box tool. The platform is equipped with the most current zip code tabulation area boundaries, allowing for the straightforward creation of sales territories according to zip codes. These boundaries receive regular updates to ensure accuracy. Furthermore, Territory.guru provides a range of functionalities for both importing and exporting custom data, catering to various user needs. This flexibility makes it an invaluable tool for sales teams seeking to optimize their territory management processes.

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

$49 per user per month
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

Alytic

Founded

2017

Country

Australia

Website

territory.guru

Product Features

Alternatives

Alternatives

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