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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
Territory.guru offers a user-friendly platform for establishing and overseeing sales territories with ease. Users can assign specific regions just by clicking on the map interface. Additionally, multiple regions can be selected simultaneously using a selection box tool. The platform is equipped with the most current zip code tabulation area boundaries, allowing for the straightforward creation of sales territories according to zip codes. These boundaries receive regular updates to ensure accuracy. Furthermore, Territory.guru provides a range of functionalities for both importing and exporting custom data, catering to various user needs. This flexibility makes it an invaluable tool for sales teams seeking to optimize their territory management processes.
API Access
Has API
API Access
Has API
Integrations
Ortoo
Salesforce
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$49 per user per month
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
Ortoo
Founded
2010
Country
United Kingdom
Website
ortooapps.com/q-assign/
Vendor Details
Company Name
Alytic
Founded
2017
Country
Australia
Website
territory.guru