Q-assign

Q-assign

Ortoo
+
+

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About

Staying focused on your best accounts couldn’t be easier. Prioritize your top accounts in real time with custom scoring or by integrating with your existing scoring and intent tools. Personalize and automate books of business based on individual performance and capacity. Improve competitive win rates by building deeper expertise and reducing context switching. Build, track, and enforce revenue processes across your entire organization. Set guidelines, spot and solve issues instantly, and keep accounts evenly distributed as your team grows. Build deeper expertise and more meaningful relationships. Leave messy handoffs and transitions in the past. Adapt on the fly as your team and tech stack evolve. Take a one-on-one guided tour of our platform, and see how we make it easy to build deeper customer relationships. Ensure the right accounts are always worked the right way, always. Stop revenue leak with rules of engagement.

About

Q-assign is a native Salesforce lead and case assignment solution designed to automate and optimize how work is distributed across sales and service teams. It enables organizations to route records such as leads, cases, accounts, and custom objects using configurable rules based on criteria like territory, skills, priority, or availability. It supports multiple distribution models, including round robin, load balancing, and rule-based assignment, helping teams ensure work is allocated fairly and efficiently. Q-assign operates in real time within Salesforce, allowing records to be assigned instantly as they are created or updated, which reduces response times and helps prevent leads from going cold. It also provides tools for monitoring assignment performance, managing queues, and rebalancing workloads when users are unavailable.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Businesses in need of a solution to automate book management and ensure their accounts are worked the right way

Audience

Service operations teams requiring automated, rule-driven routing of leads and cases to the right users in real time

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

AccountAim
United States
www.accountaim.com

Company Information

Ortoo
Founded: 2010
United Kingdom
ortooapps.com/q-assign/

Alternatives

Alternatives

Categories

Categories

Integrations

Ortoo
Salesforce

Integrations

Ortoo
Salesforce
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