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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 Decisions on Demand?

Decisions on Demand empowers sales and marketing teams to effectively deploy Account-Based Selling strategies within Salesforce. Our AppExchange application efficiently matches the appropriate individuals to leads, accounts, opportunities, and various other Salesforce entities. Capable of tackling even the most complex assignment challenges, Decisions on Demand includes a user-friendly editor alongside comprehensive management tools integrated into the Salesforce interface. Additionally, the app is compatible with an extensive range of Salesforce features, such as Account and Opportunity Teams, Enterprise Territory Management, Partner Relationship Management (PRM), and the Financial Services Cloud, enhancing overall operational efficiency. With its advanced functionalities, users can optimize their workflows and improve collaboration across departments.

Media

Media

Integrations Supported

Salesforce
Ortoo

Integrations Supported

Salesforce

API Availability

API Availability

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

$20 per user per month
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Ortoo

Date Founded

2010

Company Location

United Kingdom

Company Website

ortooapps.com/q-assign/

Company Facts

Organization Name

Decisions on Demand

Date Founded

2012

Company Location

United States

Company Website

decisionsondemand.com

Categories and Features

Categories and Features

Lead Management

Not specified

Sales Enablement

Not specified

Popular Alternatives

Popular Alternatives

Q-assign Reviews & Ratings

Q-assign

Ortoo