SALESFORCE LEAD & CASE
AUTOMATION – ON STEROIDS!

Ortoo’s powerful workforce automation apps, which are 100% native to Salesforce, are transforming Sales and Service organizations around the world into high performance teams. Increase throughput, conversion rates, sales revenues and CSAT – whilst also cutting overheads. Try them for free.
salesforce automation apps

OUR NATIVE SALESFORCE APPS EMPOWER HIGH PERFORMANCE SALES AND SERVICE TEAMS

Ortoo enables large and fast-growing Salesforce organizations to build high performance teams. Our powerful workforce automation apps, which are 100% native to Salesforce, are helping teams to increase productivity and performance by creating, updating and distributing work-items – such as leads and cases – more efficiently and more effectively than ever before.

POPULAR USE CASES

EMAIL TO LEAD OR OPPORTUNITY

Automatically create and update leads or opportunities from inbound emails. Store, view, format and send emails from Salesforce.

EMAIL TO CASE OR CUSTOM CASE

Email to Case on steroids!  Create and update Cases automatically. Or create custom cases or support requests using a custom object

MATCH LEADS TO BEST AVAILABLE SALES REP

With a hot or high-value lead, automatically route it to the very best available sales rep to maximize the potential for conversion

ROUTE CASES TO MOST QUALIFIED AGENT

Where a Case or support request requires specialist knowledge or experience, automatically identify the best qualified agent and assign it instantly

ADVANCED ROUND ROBIN ASSIGNMENT

Move beyond basic round robin. Use advanced assignment rules and weightings, caps and quotas to maintain balanced workloads across the team.

ASSIGN TO FIRST AVAILABLE REP OR AGENT

If queue-times are a problem, make sure your next Lead or Case is assigned to the first available agent rather than waiting for a perfect match

RE-ASSIGN UNTENDED WORK-ITEMS AUTOMATICALLY

If Leads or Cases remain untended for X minutes, re-assign them automatically to an available agent.

MONITOR LIVE AGENT STATUS AND AVAILABILITY

Monitor and manage agent availability. Manage live status, OOO and sickness from a single pane of glass

OUR 30 DAY TRIAL

Both Email-to-anything and Q-assign are available from the AppExchange on a FREE 30-day trial. We’ll help you fully configure each app and there’s no obligation whatsoever at the end of the trial.

Contact:  sales@ortooapps.com

01.
DEMO & DISCOVERY
Every use case is different and we are keen to understand yours at the earliest opportunity. Drop us a line and we’ll set up a call to establish the use case and deliver the appropriate demo
02.

BUSINESS REQUIREMENTS

We’ll invest the necessary time to ensure that we fully understand and document your business requirements. Then we’ll craft a solution to address your specific use case.
03.
PROOF OF CONCEPT
As soon as you are ready we’ll move to a 30-day POC. This is the exciting bit. We’re happy to configure the solution on your behalf, and we’ll help you fine-tune and improve it throughout the trial

OUR POWERFUL APPS

Q-ASSIGN

Q-assign transforms mediocre Sales teams into high performance Sales machines. It enables sales reps to process Leads and Opportunities more effectively by responding more quickly, improving conversion rates and, ultimately, winning more deals.

Match leads & case by territory, skill or product
Assign only to available, logged-in reps
Auto-re-assign if lead is untended for X minutes
Prioritize hot leads and urgent cases
Use weightings, caps & quotas to load-balance
Manage shift-patterns and predict future loads

EMAIL-TO-ANYTHING

Email-to-anything adds intelligent email automation to any Salesforce object, including Leads, Cases & custom objects.  Create & update work-items automatically from inbound emails. Store, view and send emails from Salesforce.

Create Leads and Cases automatically from emails
Update any record automatically with new data
Store and view emails against all relevant records
Format & send 1-2-1 or mass emails from Salesforce
Integrate email with any standard or customer object
Supports Outlook, Gmail, POP3 or any email client

STRUGGLING WITH LEAD & CASE AUTOMATION IN SALESFORCE?

NEED HELP?
ASK US ANYTHING

GET YOUR FREE CONSULTATION

We’d be delighted to jump on a discovery call to discuss all your challenges around lead and case management (or, in fact, how to automate any Salesforce object – including custom objects).

We offer free consultation, with no strings attached. Fancy a quick chat?

Sales questions: sales@ortooapps.com

Technical questions: support@ortooapps.com

Any other question: ask@ortooapps.com

Or…feel free to fill in the form