Q-assign Overview

Q-assign deploys intelligent assignment rules in Salesforce with AI-powered precision. Available for a free trial on the AppExchange from Ortoo.

Use Cases

Customers recommend Helpdesk Management, Lead Routing, Lead Analytics, as the business use cases that they have been most satisfied with while using Q-assign.

Other use cases:

  • Lead Scoring
  • Measuring Customer Satisfaction
  • Customer Case Management
  • Lead Management
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Business Priorities

Enhance Customer Relationships and Increase Sales & Revenue are the most popular business priorities that customers and associates have achieved using Q-assign.

Other priorities:

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Q-assign Use-Cases and Business Priorities: Customer Satisfaction Data

Q-assign's features include Ticketing.

Reviews

"...Q-assign is a native SFDC app which can intelligently route Leads, Opportunities, Cases or Tasks (or, in fact, any Salesforce object) to your best available rep or agent using sophisticated and automated assignment rules...." Peer review

Comprehensive Insights on Q-assign Use Cases

How can Q-assign enhance your Helpdesk Management process?

The system enables the creation of an IT support desk. This system allows for the assignment of trouble tickets to support agents based on workload, product knowledge, and urgency. It also allows for the creation of a helpdesk to offer support and advice to consumers and businesses.
"...Establish an IT support desk, matching trouble tickets to support agents, according to workload, product knowledge or level of urgency...." Advanced Lead and Case Routing

Why is Q-assign the best choice for Lead Routing?

Q Assign Lead Routing is a Salesforce application that automatically routes leads, opportunities, cases, or tasks to the most appropriate representative. It utilizes sophisticated assignment rules that consider factors such as skillset, experience, location, language, and product.
"...Q-assign is a native SFDC app which can intelligently route Leads, Opportunities, Cases or Tasks (or, in fact, any Salesforce object) to your best available rep or agent using sophisticated and automated assignment rules...." Advanced Lead and Case Routing

Q-assign Features

  • Low
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FEATURE RATINGS AND REVIEWS
Analytics

4.27/5 ★

Read Reviews (6)
CAPABILITIES RATINGS AND REVIEWS
Analytics

4.27/5 ★

Read Reviews (6)

Software Failure Risk Guidance

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for Q-assign

Top Failure Risks for Q-assign

Ortoo Feeds

Managing Customer Service Agent Absence in Salesforce

Managing agent availability can be a hassle, especially without an ‘Out-of-Office’ setting. Q-assign’s new Salesforce feature, 'Keep Available Until,' solves this problem by allowing managers to set a date for agents to resume case assignments automatically.

13 May 2024 - source

Smart Actions: AI-Powered Salesforce Processes at your Fingertips

Smart Actions revolutionizes Salesforce workflows by integrating AI-driven automations that simplify and enhance business processes. Users can leverage AI to automate tasks, enrich data, and manage communications effortlessly. Featuring a user-friendly interface and a freemium model, Smart Actions offers significant efficiency gains and cost savings over traditional manual operations.

06 May 2024 - source

Ortoo Profile

Company Name

Ortoo

Company Website

https://ortooapps.com/

HQ Location

Hill Street, Richmond, London, England TW9 1TW, GB

Employees

11-50

Social

Linkedin Twitter

Financials

PRIVATE