Smart assignment at every stage
Move beyond simple lead routing to intelligent assignment automation for your entire customer lifecycle. Move customers more smoothly from stage to stage. Keep rep books balanced, close deals more efficiently, and increase attainment.
Smarter account distribution = increased attainment
Only 53% of sales teams hit quota. Gradient Works integrates with Salesforce to streamline all your account routing and opportunity assignment. Modernize your account distribution to increase attainment.
Replace complex, hard-coded logic and manual processes with intelligent automation for every step in your sales cycle.
Adaptive assignment engine
Gradient Works adaptive assignment engine goes beyond round robin to 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
Rules of engagement hub
Gradient Works Assignment is built right into Salesforce, giving you one place to manage everything related to rules of engagement.
Keep your data clean with powerful lead-to-account matching
Answer any assignment question using full audit history for every ownership change
Assign any type of Salesforce object to any user using any field
Automation doesn't stop with distribution
What happens after a rep gets that new lead? The job’s not done - what happens next is just as important. With Gradient Works, you can help your reps take the next step by automating the actions after assignment.
- Create a follow-up task in Salesforce
- Enroll a prospect in an engagement cadence in Salesloft or Outreach
- Send a Slack notification when a new lead is assigned
- Schedule a meeting in Google Calendar or Office/Microsoft 365
Integration with tools you use
Gradient Works routing workflows are built with Salesforce Flow. Use your team’s existing skills, enhance current 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
We're changing the way our customers work
“Gradient Works played a key role in overhauling every handoff throughout our customer lifecycle - including lead routing, opportunity assignment, and customer account assignment. It’s allowed all our client-facing teams to work that much more closely and efficiently together.”
-Eric Choronzy, Vice President Sales Operations, DemandScience
“Gradient Works Assignment has quickly become an essential part of our sales and martech stack. We did an early pilot with Gradient Works and after using it for a few months, knew we would be able to replace our existing routing tool and haven’t looked back since.”
-David Cardiel, Vice President, Growth Marketing at Wordpress VIP and Parse.ly
“We’ve been able to change the way we manage the flow of our entire sales process. Gradient Works has helped us increase our revenue velocity - optimizing who’s receiving what and reducing latency across our sales cycle.”
-Kevin McKeown, SVP, Global Sales at Mailgun