Q-assignOrtoo
|
||||||
Related Products
|
||||||
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
Track automates qualification, routing, scheduling, and follow-ups for your inbound leads so that your sales team can focus on closing them. Get meetings with high-intent leads faster. Easy shortcuts & snippets to 2x your sales team productivity. Use customizable and branded forms or integrate with Typeform. Round Robin Routing to the apt lead, instant scheduling with reminders via email, WhatsApp, etc. Quick response time with support and feature requests. Get instant lead routing, faster speed-to-lead, and reduced time-to-meeting. Optimize win rates with instant qualification of leads and efficient lead routing to the right sales rep. Increase speed-to-lead, and reduce time-to-meeting. Track supports scheduling across geographies, and complex routing flows, including territory-based routing with ease. Increase pipeline velocity and have better win-rates.
|
|||||
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 representatives and teams searching for a tool to increase pipeline velocity and manage lead routing
|
|||||
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/
|
Reviews/
|
|||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationOrtoo
Founded: 2010
United Kingdom
ortooapps.com/q-assign/
|
Company InformationTrack
thetrackapp.com
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
|
|
||||||
Categories |
Categories |
|||||
Integrations
Salesforce
Enso Connect
Gmail
HubSpot CRM
HubSpot Customer Platform
Lynx
Microsoft Outlook
Microsoft Teams
Ortoo
Outreach
|
Integrations
Salesforce
Enso Connect
Gmail
HubSpot CRM
HubSpot Customer Platform
Lynx
Microsoft Outlook
Microsoft Teams
Ortoo
Outreach
|
|||||
|
|
|