TRANSFORM YOUR SALES OR SERVICE TEAM IN 30 DAYS
Ortoo’s powerful workforce automation apps, which are 100% native to Salesforce, are transforming Sales and Service organisations around the world into high performance teams. And they are currently available from the AppExchange on a 30-day trial. Fully managed. At zero cost to you. Guaranteed. Seriously.
OUR NATIVE SALESFORCE APPS ENABLE HIGH PERFORMANCE SALES AND SERVICE TEAMS
EMAIL-TO-ANYTHING
- Salesforce Email Integration
- Email to Lead & Opportunity
- Email to Case & Custom Case
- Store, View & Send Emails from SFDC
TWO
POWERFUL
APPS
Q-ASSIGN
- Dynamic lead & case assignment rules
- Match leads & cases to very best agent
- Automated re-assignment
- Automated load-balancing
POPULAR USE CASES
EMAIL TO LEAD OR OPPORTUNITY
Automatically create and update leads or opportunities from inbound emails. Store, view, format and send emails from Salesforce.
EMAIL TO CASE OR CUSTOM CASE
Email to Case on steroids! Create and update Cases automatically. Or create custom cases or support requests using a custom object
MATCH LEADS TO BEST AVAILABLE SALES REP
With a hot or high-value lead, automatically route it to the very best available sales rep to maximize the potential for conversion
ROUTE CASES TO MOST QUALIFIED AGENT
Where a Case or support request requires specialist knowledge or experience, automatically identify the best qualified agent and assign it instantly
ADVANCED ROUND ROBIN ASSIGNMENT
Move beyond basic round robin. Use advanced assignment rules and weightings, caps and quotas to maintain balanced workloads across the team.
ASSIGN TO FIRST AVAILABLE REP OR AGENT
If queue-times are a problem, make sure your next Lead or Case is assigned to the first available agent rather than waiting for a perfect match
RE-ASSIGN UNTENDED WORK-ITEMS AUTOMATICALLY
If Leads or Cases remain untended for X minutes, re-assign them automatically to an available agent.
MONITOR LIVE AGENT STATUS AND AVAILABILITY
Monitor and manage agent availability. Manage live status, OOO and sickness from a single pane of glass
OUR 30 DAY TRIAL
Contact: sales@ortooapps.com
BUSINESS REQUIREMENTS
DEMO VIDEOS
Q-ASSIGN
Match leads & case by territory, skill or product
Assign only to available, logged-in reps
Match to very best available agent
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
Fine-tune rules & attributes to continuously improve
EMAIL-TO-ANYTHING
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