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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Focusing on your most valuable accounts has never been simpler. You can prioritize these key accounts in real time by utilizing custom scoring or by seamlessly integrating with your existing scoring and intent tools. Tailor and automate your business portfolios based on specific performance metrics and capacity considerations. Enhance your competitive edge by cultivating deeper expertise while minimizing the distractions caused by context switching. Establish, monitor, and enforce revenue processes throughout your organization, allowing for effective management. Set clear guidelines, quickly identify and resolve issues, and maintain an even distribution of accounts as your team expands. Cultivating deeper expertise fosters more meaningful relationships with clients. Say goodbye to chaotic handoffs and transitions of the past. Stay adaptable as both your team and technological framework evolve over time. Experience a personalized guided tour of our platform to discover how we simplify the process of nurturing customer relationships. It's crucial to ensure that the right accounts are consistently managed effectively. Additionally, implement rules of engagement to prevent any potential revenue loss. Embracing these strategies will ultimately lead to more sustainable growth and success.

Description

Q-assign is an integrated solution within Salesforce that automates the assignment of leads and cases, streamlining the workflow for sales and service teams. This tool allows businesses to direct records—such as leads, cases, accounts, and custom objects—utilizing customizable rules based on various factors, including territory, skills, priority, or availability. With support for different distribution methods such as round robin, load balancing, and rule-based assignment, Q-assign ensures that work is allocated in a fair and efficient manner. Operating in real time, it instantly assigns records as they are created or modified, thereby minimizing response times and preventing potential leads from becoming stale. Furthermore, Q-assign offers features for tracking assignment efficiency, managing queues, and balancing workloads effectively when team members are unavailable, ultimately enhancing overall productivity and responsiveness. Additionally, this solution empowers organizations to adapt their assignment strategies based on evolving business needs and team dynamics.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Ortoo No 
Salesforce No 

Integrations

Ortoo Yes 
Salesforce Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

AccountAim

Country

United States

Website

www.accountaim.com

Vendor Details

Company Name

Ortoo

Founded

2010

Country

United Kingdom

Website

ortooapps.com/q-assign/

Product Features

Revenue Intelligence

Actionable Insights No 
Alerts / Notifications No 
CRM Interactions No 
Call Scoring No 
Conversation Intelligence No 
Dashboard No 
Email/Message Interactions No 
Market Intelligence No 
Phone Call Interactions No 
Pipeline Visibility No 
Sales Coaching No 
Video Call Interactions No 

Revenue Operations

AI Insights No 
Account Health Dashboard No 
Automatic CRM Updates No 
Contact / Activity Tracking No 
RevOps Automation No 
Revenue Dashboard No 
Revenue Intelligence / Reporting No 
Sales Analytics No 
Sales Forecasting No 
Third-Party Data Aggregation No 

Alternatives

Alternatives