Q-assignOrtoo
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Related Products
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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.
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About
Growing sales teams use Routera to control lead assignment generated from marketing, and ensure adherence is met. This leads to quicker response times, organized pipelines, and more pipelines moved to closed won. Hot leads are slipping through the cracks of your sales pipeline. Integrate Routera to your CRM in 5 minutes and make sure every lead is assigned to the right person, worked, and accounted for. Build routers to make sure all incoming leads are assigned to the right rep. Distribute with flexibility and increase win probability. Build routers to make sure all incoming leads are assigned to the right rep. Distribute with flexibility and increase win probability. Set capacities to ensure each rep can only have a certain number of leads. Scientifically scale your sales operations the right way. Set time limits on how long a rep has to reach out to a lead, reducing time to first response.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Service operations teams requiring automated, rule-driven routing of leads and cases to the right users in real time
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Audience
Companies interested in a solution to double their pipeline’s conversion rates
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$99 per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationOrtoo
Founded: 2010
United Kingdom
ortooapps.com/q-assign/
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Company InformationRoutera
United States
www.routera.io
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Alternatives |
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Categories |
Categories |
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Integrations
Ortoo
Salesforce
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