Gradient Works Assignment

Route and assign more than just leads

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Every assignment matters

Managing ownership isn't just about who gets which leads. It’s about who owns the customer relationship at every stage in your customer journey, from lead to renewal.
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Time kills deals

Are your customers waiting on handoffs? Every moment a prospect waits lowers conversion. Reduce handoff time at every stage of your customer lifecycle. 

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Pipelines leak opportunity

Are the right reps working the right deals? Basic round-robin is “fair” but doesn’t manage rep capacity or optimize outcomes. Don’t let deals die due to lack of attention.

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Patchwork doesn't work

Is change hard because of technical debt and manual processes? A patchwork approach to assignment is frustrating for everyone. You can't optimize what you can't change.

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.

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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.

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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

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Adaptive assignment 

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

Audit history

Want to know more? Read the docs.

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