Performance Transformation
Ortoo enables forward-thinking teams to increase throughput, productivity and performance through advanced business productivity apps – which are native to Salesforce. Our apps can be revolutionary – transforming company performance whilst actually reducing the overhead normally associated with Salesforce.

ACHIEVE MORE WITH SALESFORCE.
TRANSFORM YOUR PRODUCTIVITY.

Ortoo enables large and high-growth Salesforce organizations to dramatically transform productivity and performance through the deployment of state-of-the-art business productivity apps. Our apps can revolutionize the performance of Sales teams, Service teams or any other teams running on Salesforce.
Transform your Service team, decrease TTR & boost CSAT via dynamic case assignment rules
Automate any work-item via code-free assignment rules: Work orders, tickets, SR’s – any standard or custom object
Deploy smart lead assignment rules to create a high-performance Sales team. Prioritize hot/high-value leads
Revolutionize productivity with intelligent email automation, routing emails into Salesforce automatically

JOIN THE RANKS OF 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