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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Lead Assignment and Distribution Automation systematically assigns and distributes Leads from various sources to Dynamics 365 CRM users. It allows managers to distribute and assign leads and customer queries in a structured way, ensuring fair workload distribution within each team. Automation and assignment increase efficiency, which results in higher sales and profits. Entity Support: Supports OOB and Custom Entities Round Robin: Divide the Leads equally among the team using Round Robin Algorithm. Capacity: Assign Leads based on the individual capacity of each user Rules: Create multiple assignment guidelines for different selection criteria for Leads Existing Records: Subject to the assignment rules, Leads can be assigned on demand to users. Order: Establish an order to execute assignment rules to allot and distribute Leads according your requirements Period: Define a period for the assignment of work items based upon that period

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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

AXIO Advanced Projects
Microsoft Dynamics 365
Ortoo
Salesforce

Integrations

AXIO Advanced Projects
Microsoft Dynamics 365
Ortoo
Salesforce

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Inogic Tech

Founded

2006

Country

India

Website

www.inogic.com

Vendor Details

Company Name

Ortoo

Founded

2010

Country

United Kingdom

Website

ortooapps.com/q-assign/

Product Features

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Alternatives

Q-assign Reviews

Q-assign

Ortoo

Alternatives