Smart assignment at every stage
Move beyond simple lead routing to rules of engagement automation for your entire customer lifecycle. 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 revenue velocity.
Better assignment means increased revenue 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, rules of engagement, and account assignment. Simplify your complex RoE 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.
RoE command center
Gradient Works 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
"Gradient Works Assignment has quickly become an essential part of our sales and marketing tech stack. We needed something that could handle the complexity of routing inbounds to two sales orgs post-acquisition, with accurate and flexible lead-to-account matching. We've been able to transition to an ABM model and now use Gradient Works to assign hundreds of inbounds a week."
Automate every assignment
With Gradient Works Assignment, you can automate ownership at every stage throughout your customer lifecycle. Learn how our software can quickly route inbound leads, find the right AE for a qualified meeting, assign new customers to the right AM or CSM, and everything in between.
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