Q-assign

Q-assign

Ortoo
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+

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About

Decisions on Demand helps sales and marketing operations teams implement Account-Based selling in Salesforce. Our AppExchange app automatically gets the right people assigned to the right leads, accounts, opportunities and other Salesforce objects, quickly and accurately. With an intuitive editor and management tools available in the Salesforce UI, a flexible and scalable rules engine and advanced Lead to Account Matching, Round Robin and Load Balancing capabilities, Decisions on Demand is built to handle the most complex assignment challenges. The app supports a wide range of Salesforce capabilities including Account and Opportunity Teams, Enterprise Territory Management, Communities (PRM) and Financial Services Cloud. Our flexible rules engine does more than just assignment, you can streamline business processes marketing and sales operations by eliminating a range of manual tasks.

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

Marketing and sales teams seeking a solution to manage their operations

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

$20 per user per month
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

Decisions on Demand
Founded: 2012
United States
decisionsondemand.com

Company Information

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

Alternatives

Alternatives

Q-assign

Q-assign

Ortoo

Categories

Categories

Integrations

Salesforce
Ortoo

Integrations

Salesforce
Ortoo
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