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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
Discover a comprehensive solution for managing customers, missions, tasks, planning, and profitability all in one accessible location. Whether in the office or working remotely, you can access vital real-time metrics to steer your operations effectively. Enhance your business insight by having clear visibility into all your assignments, including who is engaged in what tasks and who is currently available. This allows for the delivery of high-value services with greater efficiency. Streamline your processes by automating scheduling and task assignments while standardizing ongoing workflows to uncover untapped profitability. Equip your team with an intelligent collaborative platform that offers a consolidated view of all their projects, tasks, and timelines, significantly boosting productivity by eliminating repetitive tasks. Furthermore, ensure an optimal allocation of resources by considering skills, competencies, availability, and current workload to maintain a healthy work-life balance for your employees. By implementing these strategies, you’ll cultivate a more organized and effective work environment.
API Access
Has API
API Access
Has API
Integrations
Ortoo
Salesforce
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
€20 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
beeye
Founded
2014
Country
Canada
Website
www.mybeeye.com/en/
Product Features
Product Features
Collaboration
Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing
Project Management
Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies
Project Portfolio Management
Budget Management
Collaboration
Dashboard
Issue Management
Milestone Tracking
Portfolio Management
Project Planning
Requirements Management
Resource Management
Status Tracking
Task Management
Time & Expense Tracking
Strategic Planning
Budgeting & Forecasting
Dashboard
Goal Setting / Tracking
Idea Management
KPIs
Modeling & Simulation
Roadmapping
Scenario Planning
Scorecards
Time Tracking
Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Offline Time Tracking
Online Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Vacation / Leave Tracking