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Case Orchestrator

The Next-Level Case Management System

Enhancing Salesforce Effectiveness, with AI-Driven Case Management. Transforming Service Delivery for Superior Customer Satisfaction & Maximum Productivity

Enhancing Salesforce Effectiveness with AI-Driven Case Management

WHAT?

HOW?

WHY?

Empower Your Service Team: The Complete Salesforce Solution for Hyper-Effective Case Management

Case Orchestrator elevates Salesforce case management to new heights. This innovative Salesforce app – actually a suite of apps – tailored to service teams, automates case enrichment, case triage, case assignment and case resolution with unparalleled efficiency. Case Orchestrator looks at the whole, end-to-end, case management process and optimizes every link in the chain. The point-and-click interface empowers managers and supervisors to manage the whole flow themselves, with the ability to make changes on the fly, without the need to wait for changes to be implemented by IT.

Experience the future of service delivery with Case Orchestrator’s AI-driven workflow automation, real-time analytics and adaptive reassignment capabilities, all within your familiar Salesforce ecosystem

Eliminated the need for headcount to manually triage and assign cases. Plus, we can adjust in real-time, eliminating lost time waiting on IT to change code. Great solution with great support!

Anthony Johnson,
Director, Support Operations, Sage

USE CASES

Discover the diverse application potential of Q-assign and Email-to-anything, with our Salesforce use cases

Customer Service

Case Orchestrator streamlines handling customer inquiries, ensuring rapid and accurate responses, thus elevating customer satisfaction.

Discover the diverse application potential of Q-assign and Email-to-anything, with our Salesforce use cases

Field Service

Optimizes the management of field service requests, enhancing coordination and efficiency in on-site service delivery.

Discover the diverse application potential of Q-assign and Email-to-anything, with our Salesforce use cases

IT Support

Transforms IT support operations by efficiently managing technical issues and service requests for quicker resolution.

Discover the diverse application potential of Q-assign and Email-to-anything, with our Salesforce use cases

Help Desks

Empowers Help Desks to efficiently address a wide range of support inquiries, improving response times and overall service quality.

Territory Assignment Features

case creation

Case Creation

case enrichment

Case Enrichment

ai powered actions

AI Services

ai sentiment analysis

Sentiment Analysis

sla monitoring

SLA Monitoring

attribute management

Attribute Management

automated triage

Case Triage

case deflection

Case Deflection

dynamic assignment rules

Dynamic Assignment

dynamic escalations

Case Escalation

automated reassignment

Re-Assignment

dynamic assignment rules

Post-Assignment Automation

hear what our customers have to say about our salesforce productivity apps

“Ortoo stood out as the clear winner on the flexibility of the solution, but they were also a delight to work with. I lost track of the times I said something like “I don’t think this is possible but xyz” and the response was “oh yes, we can do that. I can’t recommend them highly enough.”

Milana Richardson,
Senior Salesforce Developer, SunPower

case orchestrator - Empower your service team with the complete Salesforce solution for hyper-effective case management

GET STARTED WITH CASE ORCHESTRATOR

From $21 per user per month

Minimum 20 users. Volume pricing available. Discounts for Not for Profits. Contact us to discuss pricing details, bundling and terms. Get started with a FREE 30-day trial.

See Case Orchestrator pricing details

FREE 30-day trial

We offer a free, no strings, 30-day trial. That’s the full product, with all features enabled

Get a demo

We’d be delighted to give you a bespoke demo, tailored to your specific use case.

Ask us anything

Questions about pricing? Need some feedback on your use case. Feel free to ask us anything

FREQUENTLY ASKED QUESTIONS

What is Case Orchestrator?

Case Orchestrator is an end-to-end case management application designed for Salesforce, aimed at enhancing service delivery through AI-driven case management, improving customer satisfaction and productivity.

It automates case enrichment, triage, assignment, and resolution processes, employing AI for real-time analysis and routing, thus ensuring faster and more accurate case handling.

Yes, it is 100% native to Salesforce, ensuring seamless integration and a unified operational experience within the Salesforce ecosystem.

Absolutely, it offers customizable point-and-click rules and criteria that can be aligned with specific business requirements.

By automating and optimizing case handling processes, it ensures rapid and accurate responses to customer inquiries, thus significantly improving customer satisfaction levels.

Key features include AI-driven case orchestration, dynamic case assignment, customizable criteria, real-time analytics, and adaptive reassignment capabilities.

Service teams looking to automate and optimize their case management process for superior customer service and enhanced productivity will find it particularly beneficial.

It load-balances case assignments effectively among service team members, maximizing productivity and ensuring optimal use of resources.

Pricing starts at $21 per user per month, with a minimum requirement of 20 users. Volume pricing and discounts for nonprofits are also available.

Yes, there is a free 30-day trial available, offering full product access with all features enabled.