Q-assign for Sales revolutionizes sales performance and revenue growth through intelligent, data-driven lead and opportunity assignment systems within Salesforce. It serves as the most advanced routing application on the AppExchange, transforming sales teams by dynamically assigning Leads and Opportunities to the most suitable and available representatives. This assignment is based on various criteria including expertise, workload, territory, and other defined attributes. Beyond just leads and opportunities, Q-assign can also automate the assignment of cases, work orders, support requests, and any custom object within Salesforce, effectively creating a Salesforce-native ticketing or routing system. The system is designed for ease of use, offering code-free configuration through an effortless point-and-click interface for setting up complex assignment rules. It integrates AI-driven insights for lead enrichment, scoring, and opportunity prioritization, allowing sales teams to focus on high-value prospects and minimize time spent on unqualified leads. Q-assign also supports dynamic reassignment, enabling reallocation of tasks based on real-time availability and performance metrics. By ensuring the right representative is matched with each lead or opportunity, it significantly improves close rates, enhances team collaboration through Salesforce integration, and optimizes the overall sales process.

Features & Benefits

• Intelligent Lead & Opportunity Assignment
  • Automatically routes leads and opportunities to the best-suited sales representatives based on various criteria, ensuring optimal matching and improved conversion rates.
  • Dynamic Lead Assignment Rules
  • Lead Prioritization
  • Hot Lead Identification
• Multi-Object Support & Workload Balancing
  • Extends automated assignment beyond leads and opportunities to include cases, work orders, support requests, and any custom Salesforce object. It ensures fair and equitable distribution of workload across the team.
  • Multi-Object Load-Balancing
  • Workload-based Routing
  • Weighted Round Robin
• AI-Driven Insights & Automation
  • Leverages AI models for lead enrichment, scoring, and opportunity prioritization, enabling teams to focus on high-value prospects. It also facilitates automated follow-up actions and dynamic reassignment based on real-time performance.
  • AI-powered actions
  • Automated Triage
  • Dynamic Reassignment
• Code-Free Configuration
  • Allows administrators to set up and manage complex assignment rules using an intuitive point-and-click interface, eliminating the need for coding.
  • Code Free Configuration
• Seamless Salesforce Integration
  • Built natively within Salesforce, Q-assign integrates directly with CRM data and supports features like contact role assignment and notifications via Slack & Teams for enhanced collaboration.
  • Salesforce-native ticketing system
  • Assign Contact Roles
  • Slack & Teams Notification
• Availability & Attribute-Based Routing
  • Routes assignments based on real-time agent availability, specific attributes (expertise, product line), and predefined geographic territories, ensuring the right person handles the right task.
  • Availability based Routing
  • Attribute-based Routing
  • Territory Management
  • Multi Criteria Matching