Smart assignment at every stage
Move beyond lead routing to full customer lifecycle assignment. Identify the bottlenecks throughout your sales cycle to move customers more smoothly from stage to stage. Keep rep books balanced, close deals more efficiently, and increase your sales velocity.
Better assignment means increased sales velocity
Manage opportunity flows instead of static quota capacities. Replace your hard-coded routing rules with flexible, agile processes that respond quickly to changing conditions.
Gradient Works Assignment integrates directly with Salesforce to streamline all your lead routing and account assignment. Simplify your complex routing and assignment implementation with a smarter solution.
Automation with tools you already know
Gradient Works routing workflows are built on top of Salesforce Flow. Use your team’s existing skills, enhance existing logic, and maintain it all using modern no-code Salesforce tools.
Powerful logic with everything Salesforce Flow offers
Fast and efficient for even the highest velocity orgs
Configurable triggers, built on schedules, changes or clicks
Gradient Works’ adaptive assignment engine goes beyond round-robin to help you ensure the right rep gets the right assignment.
Balance rep books by weighting reps based on performance or other factors to adjust how often they’re eligible for assignment.
Dynamically manage rep workload and capacity to make sure they stay laser-focused.
Take rep availability into account on every assignment, whether it’s PTO or working hours.
Assignment command center
Gradient Works is built right into Salesforce, giving you one place to manage everything related to assignment.
Keep your data clean with powerful lead-to-account matching
Answer any assignment question using the full audit history for every ownership change
Assign any type of Salesforce object to any user using any field
Get more in your inbox
Subscribe to our Up and to the Right newsletter, and we'll email you once a week with new content for revenue leaders and operators.