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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

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.

Description

Become one of the many customers experiencing the transformative benefits of interconnected account hierarchies and robust lead assignment strategies. Embrace the speed-to-lead movement now. This advanced lead assignment system is tailored for large enterprises, enabling seamless and organized account hierarchies through the premier automated solution for Salesforce. By adopting this solution, your team can significantly enhance their lead response times and make impactful improvements. Form a perfect harmony among your data, sales personnel, and revenue-generating teams. With Complete Leads, you gain access to an incredibly effective automated lead-to-account matching and routing tool. Step into the speed-to-lead revolution and unlock your full revenue potential today. Our customers have compelling testimonials that emphasize the effectiveness of this solution. In a market where 50% of prospective clients opt for the vendor that replies first, prioritizing a swift response is crucial. Thanks to enterprise-level features specifically designed to accelerate your processes, you’re equipped to be that first responder. Don't miss the opportunity to elevate your sales strategy.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Salesforce Yes 
Ortoo Yes 

Integrations

Salesforce Yes 
Ortoo No 

Pricing Details

No price information available.
Free Trial Yes 
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 Yes 
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 Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

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

Vendor Details

Company Name

Ortoo

Founded

2010

Country

United Kingdom

Website

ortooapps.com/q-assign/

Vendor Details

Company Name

Traction Complete

Country

Canada

Website

www.tractioncomplete.com

Product Features

Lead Management

Activity Tracking No 
Campaign Management No 
Lead Capture No 
Lead Distribution Yes 
Lead Nurturing No 
Lead Scoring Yes 
Lead Segmentation No 
Pipeline Management Yes 
Prospecting Tools No 
Source Tracking No 

Alternatives

Alternatives