Download our eGuide:

BEST PRACTICE: LEAD ASSIGNMENT SYSTEMS IN SALESFORCE

dynamic assignment rules in salesforceAutomated lead assignment systems are an increasingly critical component in any high-performance Sales team. Routing the right lead to the right rep at the right time can be the difference between hitting and missing your target

This eGuide is an essential resource for any Salesforce organization that is considering implementing a state-of-the-art lead assignment system. The guide covers best practices which can dramatically improve the performance of your Sales team. The 7 best practices covered are:

  1. Optimizing lead scoring systems
  2. Prioritizing hot leads
  3. Eliminating cherry-picking
  4. Matching leads to sales reps by skill or territory
  5. Automated load-balancing
  6. Re-assigning leads automatically
  7. Managing rep availability

DOWNLOAD THE GUIDE:

lead assignment best practice

Need some Help?  We offer free consultation on all aspects of lead (and case) assignment in Salesforce.
Please feel free to ask us anything: ask@oldsite.ortooapps.com