TRANSFORM YOUR

Achieve more with Salesforce!  Deploy dynamic assignment rules to distribute leads, cases and other work-items to the best available users.  Optimize throughput, productivity and performance
salesforce automation apps

LEADS &
OPPORTUNITIES

  • Match leads to best sales rep
  • Weighted round robin
  • Assign to first available
  • Prioritize hot leads
  • Automate load-balancing
  • Eliminate cherry-picking

CUSTOMER
CASES

  • Dynamic case assignment
  • Prioritize SLA-bound cases
  • Match on skills, location & more
  • Auto-reassignment
  • Eliminate queues
  • Enhanced Omni-channel routing

STANDARD
OBJECTS

  • Route Contacts & Accounts
  • Assign Events & Tasks automatically
  • Match on Salesforce user attributes
  • Manage peaks and troughs
  • Deploy regional rule-sets
  • Break the dependency on IT

CUSTOM
OBJECTS

  • Dynamically assign any work-item
  • Route custom objects to users
  • Deploy automated load balancing
  • Adjust rules in real-time
  • Match record attributes to user skills
  • Boost productivity and performance

OUR NATIVE SALESFORCE APPS ENABLE SALES AND SERVICE TEAMS TO BOOST THROUGHPUT, PRODUCTIVITY AND PERFORMANCE

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.

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.
01.
DEMO AND
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

TWO GAME-CHANGING 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?

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?

Technical questions: support@ortooapps.com

Any other question: ask@ortooapps.com

Or…feel free to fill in the form