Enable Slack & Teams notifications, auto-convert leads, reply to emails automatically and make real-time calls to AI models – with Plug-in Actions by Ortoo
Welcome to Ortoo’s latest game-changing innovation: Plug-in Actions (also known as Dynamic Actions). Revolutionizing Salesforce operations, this feature blends AI with real-time responsiveness, catering to Sales and Service Teams or, indeed, any team running on Salesforce.
Trigger streamlined workflows, instant replies, custom notifications and AI-driven insights, with the promise of increased operational excellence across all your Salesforce modules. Discover how Plug-in Actions can redefine your Salesforce experience.
Every Salesforce Team’s New Best Friend
Whether it’s Sales, Service, or any specialized team within Salesforce, Plug-in Actions pave the way for streamlined, orchestrated business processes. Their purpose? To hyper-optimize the overall Salesforce experience, ensuring peak operational excellence and productivity across the board. Picture an always-on, intelligent assistant, deftly navigating changes, orchestrating workflows, and even forecasting outcomes – all in real-time.
How does it work?
Plug-in Actions can be deployed to any Salesforce object. How do they work? Basically, they can be triggered by an update to any field in any record (e.g. a lead or a case). Once triggered, a Plug-in Action can automatically carry out a task, like send a notification to Slack, convert a lead, delete a duplicate, call a specific custom flow or make a call to AI. The AI calls are especially powerful. The actual prompt can be pre-configured and will depend on the use case. It might be a call to EinsteinGPT or OpenAI to retrieve additional data about the record in question (e.g. lead enrichment) or to analyze data already captured (e.g. sentiment analysis on a customer case). Any new data can be ingested, structured and put in the appropriate place on the record (e.g. a custom field), in real-time.
Key Features of Plug-in Actions
- Streamlined Workflows: Tailored for diverse teams, Plug-in Actions lift routine tasks off your plate, leveraging AI to navigate workflows, undertake automations, and predict potential outcomes across all Salesforce sectors.
- Instant Reactions: Whether it’s a change in a Lead, a Case, a Task or a Work Order, Plug-in Actions are primed to react – delivering swift, precise, and resourceful responses. The moment you need an action, consider it done.
- User-centric Configuration: With a focus on user experience, Plug-in Actions integrate a point-and-click setup, eliminating the need for intricate coding or extensive configurations. This ensures that Salesforce users, regardless of their technical proficiency, can leverage the benefits of this feature.
Applications Across Salesforce Teams
- Holistic Data Enrichment: Whether it’s leads, tasks, or work orders, Plug-in Actions partner with AI tools, enhancing data quality and ensuring every team member possesses complete, actionable insights.
- Adaptive Lead and Case Management: Plug-in Actions assess leads or cases, utilizing AI to score, prioritize, and route them accordingly, guaranteeing Sales or Service teams are always a step ahead.
- Instant Task and Work Order Adjustments: Reacting to real-time updates, Plug-in Actions fine-tune tasks and work orders based on set parameters, ensuring swift, accurate processing and execution.
- Sentiment Decoding Across Teams: In Sales or Service, understanding sentiment is paramount. With AI-powered sentiment analysis, Plug-in Actions decipher emotional cues from communications, tailoring responses perfectly.
- Universal Junk Clearance: Be it sales proposals or service tickets, Plug-in Actions identify and process irrelevancies, ensuring your team stays on point.
- Pan-team Predictive Analysis: Foreseeing potential outcomes, be it in sales conversion or service resolutions, Plug-in Actions use AI to provide foresight, aiding teams in crafting informed strategies.
- Customer Retention and Growth: With AI analysis, it detects churn risks, upselling, and cross-selling opportunities across all teams, guiding tailored interventions and ensuring maximum customer satisfaction.
- Unified Customer Segmentation: Plug-in Actions leverage AI to segment leads, cases, or tasks, facilitating customized interactions that resonate, irrespective of the Salesforce team.
- Team-Specific Forecasting: Whether it’s sales outcomes or service resolutions, Plug-in Actions draw from existing data to predict, preparing every team for the road ahead.
- Opportunity Maximization: By analyzing interactions and behaviors, Plug-in Actions spot upselling, cross-selling, or other growth avenues, ensuring every Salesforce team extracts maximum value.
The capabilities of Plug-in Actions are boundless. Triggered by any field update in Salesforce, it’s akin to having a combined personal assistant and data scientist on your team, driving data-fuelled decisions.
Time to Level Up?
Ready to propel your Salesforce operations into the future? Discover the magic of Plug-in Actions. To schedule a demo or consultation, reach out to us at sales@ortooapps.com.
Ortoo – Intelligent Automation Solutions for Salesforce
Ortoo is a premier provider of robust, automation-focused applications, engineered for Salesforce. Our guiding principle is to deliver innovative solutions that augment productivity, streamline business operations, and facilitate sales effectiveness. We take pride in introducing our two pivotal Salesforce applications, Q-assign and Email-to-Anything.
Q-assign
Q-assign is an advanced lead and opportunity assignment tool, conceived to optimize your sales operations. Built on the foundation of AI technology, Q-assign automates the assignment process, channelling leads and opportunities to the most suitable representatives based on multiple qualifiers such as expertise, product familiarity, geographic location, and more. The introduction of features like Plug-in Actions has further elevated Q-assign’s capabilities, offering a real-time response to changes in work items and enabling your team to focus more on sales and less on task management.
Email-to–Anything (e2a)
Our second key solution is Email-to-Anything, commonly referred to as e2a. This sophisticated tool revolutionizes how emails are managed within Salesforce. With e2a, incoming emails can trigger automatic creation or updating of records. It offers capabilities such as storing emails and attachments linked to any Salesforce object, providing a comprehensive view of email history, and fostering user adoption with a state-of-the-art email editor.
We invite you to explore the potential of Q-assign and e2a first hand on the Salesforce AppExchange. Embrace the era of intelligent, AI-driven automation with Ortoo’s suite of solutions. Begin your journey to advanced Salesforce automation here, at the AppExchange
