TRANSFORM YOUR
- Match leads to best sales rep
- Weighted round robin
- Assign to first available
- Prioritize hot leads
- Automate load-balancing
- Eliminate cherry-picking
- Dynamic case assignment
- Prioritize SLA-bound cases
- Match on skills, location & more
- Auto-reassignment
- Eliminate queues
- Enhanced Omni-channel routing
- 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
- 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
OUR 30 DAY TRIAL
Contact: sales@ortooapps.com
DISCOVERY
BUSINESS
REQUIREMENTS
OF CONCEPT
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?
OUR WONDERFUL CUSTOMERS
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?