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Complex Salesforce Routing Made Easy

Deliver more with no-code, advanced automation & assignment

FREE CONSULTATION

Sales Leaders

Optimize every Sales Opportunity

FIND OUT HOW
Ortoo's Salesforce productivity apps enable Sales & Service teams to dramatically transform productivity and performance

Service Leaders

Streamline service delivery

FIND OUT HOW
Ortoo's Salesforce productivity apps enable Sales & Service teams to dramatically transform productivity and performance

Operations Leaders

No more bottlenecks

FIND OUT HOW
Ortoo's Salesforce productivity apps enable Sales & Service teams to dramatically transform productivity and performance

100% Native Apps

Powerful, Salesforce-native productivity apps, available from the AppExchange
Ortoo's Salesforce productivity apps enable Sales & Service teams to dramatically transform productivity and performance

Intelligent Assignment

Dynamic assignment systems for leads, cases, work orders or any other work-item
Ortoo's Salesforce productivity apps enable Sales & Service teams to dramatically transform productivity and performance

AI-Powered Automation

Automatically triage inbound emails and other work-items, then trigger next best actions via AI
Ortoo's Salesforce productivity apps enable Sales & Service teams to dramatically transform productivity and performance

Leads: Close more deals

Without increasing your sales budget

routing engine
get data accuracy in salesforce
CHALLENGE
CHALLENGE

Your Sales process is work intensive

  • Sorting the good leads from the trash
  • Lack of Lead intelligence for qualification
  • Assignment to the best-fit rep
  • Finding time for follow up actions
SOLUTION

SALES automation made easy

  • Lead triage
  • Data enrichment
  • Complex assignment rules
  • Auto-conversion to Opportunity
  • Intelligent sales follow up
GET STARTED NOW

We have a huge influx of customers enquiries every day, generating a large number of opportunities. Since working with Ortoo we’ve saved 188 hours per day!

Anuj Kapoor – VP Salesforce Platform,
Education First

OUR GUARANTEE

An intelligent response to every Lead in less that 2 minutes​

CASES: 100% FASTER RESOLUTION

And no more headcount required

routing engine
get data accuracy in salesforce
CHALLENGE
CHALLENGE

Your customers deserve great service​

  • Escalating volumes across multiple channels
  • Tight SLAs
  • Complex case distribution
  • Lack of load balancing across teams
SOLUTION

No-code service automation
that scales ​

  • Instant Case triage and classification
  • Intelligent Case deflection
  • Real-time routing to the best agent
  • Assignment on real-time availability
  • Full Omnichannel integration
  • SLA alerts
GET STARTED NOW
We are approaching 50,000 cases a year. Q-assign has eliminated the need for headcount to manually triage assign cases

Anthony Johnson, Customer Support Operations Director​,
Sage Intacct

OUR GUARANTEE

100% faster Case resolution with fewer human resources​

Email: 200x Data Accuracy

AND save hours on email management

routing engine
get data accuracy in salesforce
CHALLENGE
CHALLENGE

Vital customer data is locked up in email​

  • Surfacing relevant info from emails and attachments​
  • Filtering inbound email spam
  • Keeping on top of the email workload​ ​
SOLUTION

Email Automation You Control

  • Email triage and classification
  • Create / update fields from email​
  • Email routing to the right agent
  • Accurate and instant email follow up actions
GET STARTED NOW
The reduction in manual workflows and the ability to easily manage large volumes of emails has been a game-changer for our various business units.

Salesforce Administrator,
A Global Media and Printing Company

AI ACTIONS FOR EVERY KPI​

With FREE IMPLEMENTATION From Our 5-Star Expert Team

routing engine
get data accuracy in salesforce
CHALLENGE
CHALLENGE

AI: You know the WHY, but you need the HOW​

  • You have processes that work but could be AI-enhanced
  • No time and no team to deploy
  • The business wants cost-efficient results NOW
SOLUTION

YOUR processes,
YOUR ACTIONS

  • Affordable licensing model​
  • Simple deployment with our expert team​
  • Flexibity: AI solutions that scale with you​
  • Full support: solutions you can manage, support when you can't​
GET STARTED NOW

OUR GUARANTEE

Choose your KPI: we can offer you the AI solution to improve it

DEPLOYED BY OUR HIGH-PERFORMANCE CUSTOMERS…

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sage intact case study featuring ortoo app q-assign for salesforce
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