Rudimentary lead assignment systems use lead scoring to do the prioritization. But in high-volume/high-growth environments, a more sophisticated approach is absolutely critical to success. Deploying Assignment Groups, in conjunction with dynamic assignment rules, can truly transform a team’s performance.
Lead Assignment
How you go about lead management in Salesforce is one of the most critical keys to success for any organization running on the Salesforce CRM. The speed and accuracy with which you create, distribute and respond to leads will effectively determine your conversion rates and, ultimately, your sales revenues.
This well-known company helps its clients to improve their credit scores and secure finance. They were struggling to manage the sheer volume of inbound enquiries and they needed a quick solution to turn their sales team into a high-performing and optimized team
Many companies make do with simple assignment systems in Salesforce. Whether it’s Leads, Cases, Work Orders or other work-items, setting up a simple assignment system is relatively straight-forward. But what does best practice look like? What sets the high-achievers apart from the also-rans, is a fully-optimized assignment system which maximizes throughput, productivity and performance.
Intelligent lead assignment for Salesforce organisations is already a big challenge for most firms
One of the key pieces of functionality we hear Salesforce users become frustrated with is assignment groups. ‘Out of the box’ Salesforce does allow you to distribute leads to assignment groups (with the help of your administrator) but this is often done in a simple round robin format. A lot of businesses want more control & flexibility than that.
If you have worked in Sales for some time, it should be no surprise that not all leads are created equal. Some leads are warmer than others, some need quicker response times and others have far more sales potential attached to them. With this in mind, there are many benefits of scoring inbound Salesforce leads and setting up lead scoring in SFDC.
Q-assign is a powerful lead and case assignment app, native to the Salesforce CRM platform, which brings a whole new level of sophistication to automated object assignment.
At Ortoo, not only do we take pride in the Salesforce applications we create, we also try to make them as universally accessible as possible. For all the companies out there that use the Salesforce CRM platform, the processes they have in place, and the structure of their teams, vary a great deal.