ACHIEVE MORE WITH SALESFORCE

TRANSFORM YOUR PRODUCTIVITY

Cutting-edge performance and productivity apps, built right into Salesforce.

Boost workforce effectiveness across your entire business like never before.

Revolutionize the effectiveness of your workforce through the deployment of state-of-the-art business productivity apps – which are native to Salesforce – to drive unparalleled productivity and performance across your business

Revolutionize productivity with intelligent email automation

Transform Customer Service, with dynamic case assignment

It’s time to do more with less…

Boost Sales performance, with smarter lead routing

Automate any work-item with code-free assignment rules

…like these high-performance customers

OUR 30 DAY TRIAL

Both our apps, 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.
Learn more

Or contact:  sales@ortooapps.com

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

EMAIL-TO-ANYTHING

Intelligent email automation

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

Learn more:
Email-to-anything

Q-ASSIGN

Dynamic assignment solutions

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

Learn more:
Q-assign for Service Cloud
Q-assign for Sales Cloud

STRUGGLING WITH LEAD & CASE AUTOMATION IN SALESFORCE?

NEED HELP?
ASK US ANYTHING

GET YOUR FREE ASSESSMENT

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