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What is Q-assign?

Q-assign is a comprehensive tool integrated within Salesforce that automates the distribution of leads and cases, thus enhancing the workflow for both sales and service teams. This solution enables companies to manage records—such as leads, cases, accounts, and custom objects—by applying customizable rules that take into account various factors like territory, skills, priority, and availability. With the capability to support various distribution methods, including round robin, load balancing, and rule-based assignments, Q-assign guarantees that tasks are allocated fairly and efficiently. It operates in real time, allowing for immediate record assignments as they are created or altered, which helps to reduce response times and prevents potential leads from going cold. In addition, Q-assign features tools for tracking the effectiveness of assignments, managing queues, and balancing team workloads, especially when some members are unavailable, which ultimately boosts overall productivity and responsiveness. Moreover, this solution equips organizations to adjust their assignment strategies in alignment with changing business needs and team dynamics, ensuring continuous improvement and efficiency. As a result, Q-assign not only streamlines operations but also fosters a more agile and responsive team environment.

What is Chili Piper?

Chili Piper Meetings serves as an automated scheduling solution designed to assist revenue teams in quickly converting more leads into qualified meetings. Once a prospect submits a form on the website, our advanced Concierge feature simplifies the process of booking meetings or initiating calls. By employing intelligent rules instead of the conventional inbound lead management approach, Chili Piper efficiently qualifies and assigns leads to the appropriate representatives. The software enables businesses to seamlessly automate the transition of leads from SDRs to AEs while facilitating meeting bookings through marketing initiatives or live events. Prominent companies like Forrester, Square, DiscoverOrg, and Spotify leverage Chili Piper to enhance the experiences of their leads, ultimately resulting in a twofold increase in the number of leads converted into meetings. As a result, organizations that implement this tool not only streamline their processes but also see significant improvements in their overall conversion rates.

Media

Media

Integrations Supported

Salesforce

Integrations Supported

Salesforce
AccessOwl
Adobe Marketo Engage
Clearbit
Eloqua
Forward
FrontSpin
GoTo Meeting
Google Calendar
Microsoft 365
Outreach
Popl
Postal
Refold
Salesforce Marketing Cloud Account Engagement
Salesloft
ServiceBell
Stackreaction
Torchlite
Wufoo

API Availability

API Availability

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

$15/month/user

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Ortoo

Date Founded

2010

Company Location

United Kingdom

Company Website

ortooapps.com/q-assign/

Company Facts

Organization Name

Chili Piper

Date Founded

2016

Company Location

United States

Company Website

www.chilipiper.com

Categories and Features

Categories and Features

Calendar

Not specified

Demand Generation

Not specified

Sales Acceleration

Not specified

Sales Enablement

Lead Management
Meeting Management
Territory Management

Sales Force Automation

Call Management
Contact Management
Lead Management
Territory Management

Scheduling

Alerts/Notifications
Appointment Scheduling
Automated Scheduling
Calendar Management
Employee Scheduling
Group Scheduling
Meeting Room Booking
Multi-Location
Online Scheduling
Real-time Scheduling
Room Booking Management

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