Search Ortoo for salesforce productivity solutions
visit Ortoo on Linkedin and keep up to date with intelligent salesforce productivity
follow ortoo on twitter x
Book a demo
browse workforce effectiveness in salesforce with ortoo app

THE BLOG: WORKFLOW AUTOMATION INSIGHTS

Mastering Salesforce Automation and Workflow Management for Business Success

Salesforce Email Automation: 10 Powerful Use Cases

Email-to-anything is a Salesforce Email Automation solution which streamlines workflows, reducing manual input and improving overall efficiency...
Read more

Email-to-Case in Salesforce: The Intelligent Approach

Ortoo’s Email-to-Case: AI Edition, represents a significant upgrade on Salesforce's own Email-to-Case solution...
Read more

Customer Service Automation: Now is the Time

Discover how customer service automation in Salesforce can transform your case resolution process and reduce the burden on your human resources...
Read more

Sales Efficiency Metrics: Measuring What Matters

Understanding the true efficiency of your sales process can be the difference between hitting and missing your revenue targets...
Read more

Email-to-Lead: Salesforce Lead Management in the AI Era

Lead management is the lifeblood of any successful sales operation. At a time where customer expectations are higher than ever, ensuring that potential leads are...
Read more

Optimizing Lead Assignment Rules in Salesforce

This comprehensive guide to optimizing lead assignment rules in Salesforce will stand you in good stead for maximizing your sales reps' productivity and performance. Understand...
Read more

AI-Powered Lead Assignment in Salesforce

Lead assignment is a critical component of the sales process. Get it wrong and your Sales KPIs will be a continual disappointment. Get it right...
Read more

AI-Driven Email Templates in Salesforce

AI-driven email templates in Salesforce can transform your email strategy, with enhanced personalization, efficiency, and accuracy. AI-powered templates dynamically adapt to each recipient, ensuring timely,...
Read more

Round Robin Assignment in Salesforce: The AI Effect 

Discover how AI-powered round-robin Salesforce assignment drives efficiency for management of Leads, Cases, and more. This article explores the capabilities and limitations of Salesforce-native round-robin...
Read more
BOOK A DEMO
FREE TRIAL