Q-assign

Q-assign

Ortoo
Salesforce Maps

Salesforce Maps

Salesforce
+
+

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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.

About

Empower your workforce on every journey, at every location, with add-ons for complex routes, territory optimization, and live updates from the field. Save hours in planning, administration, and drive time with route optimization and auto-logging of activity data. Focus on high-value nearby lead opportunities and service appointments in every field opportunity. Prioritize and scale daily customer visits using key business data, such as lead value and account type. Upgrade to Salesforce Maps Advanced for even more complex geo-visualization, route optimization, and analytics. Seamlessly coordinate critical account and user data with the territory planning and assignment process. Eliminate cumbersome manual planning processes by running multiple scenarios nimbly and seamlessly. Automatically balance territories based on attributes that matter most, and plan daily routes based on what’s easily accessible for your teams.

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

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

Audience

Sales teams searching for a powerful sales mapping solution

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

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

Company Information

Salesforce
Founded: 1999
United States
www.salesforce.com/sales/mapping-software/

Alternatives

Alternatives

Categories

Categories

Fleet Management Features

Dispatch Management
Employee Management
Fuel Management
GPS Tracking
Incident Reporting
Inspection Management
Inventory Management
Maintenance Management
Mileage Tracking
Motor Pool
Routing
Tire Management
VIN Lookup
Work Order Management

Location Intelligence Features

Behavioral Analytics
Data Visualization
Demographic Data
Geocoding
Geofencing
Location Tracking
Predictive Analytics
Trade Area Analysis

Route Planning Features

Capacity Planning
Drag & Drop Scheduling
Driver Management
Emergency Dispatch
GPS Tracking
Performance Metrics
Route Costing
Territory Management

Sales Enablement Features

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Integrations

Salesforce
Collate
Ortoo

Integrations

Salesforce
Collate
Ortoo
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