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Ortoo Case Studies

Explore productivity case study success outcomes and discover the transformative impact of Q-assign and Email To Anything as they empower businesses to streamline operations, enhance productivity, and achieve remarkable results.

Case Study Categories
use cases for q-assign and email to everything

Enhancing Case Assignment at Equativ with Q-assign

Equativ is a global digital advertising company. It’s support team is spread across 6 different locations across the globe, and was looking for an efficient solution to automate case assignment across the different timezones. By implementing Q-assign, they improved case distribution, achieved 99% First Response SLA compliance, and ensured fair workload distribution among their support team, enhancing both productivity and response times. 

Account name:
Equativ
Industry / Sector:
Digital Advertising Technology
No. of employees:
740
Department:
Customer Support
Product:
Q-assign
99%
First Response SLA Compliance Rate
➕
Increased Response Times
Read more
use cases for q-assign and email to everything

 A Property Group

Transforming Client Communication Management at a Property Group with Email-to-Anything 

This prominent real estate agency was facing challenges with the growing volume of unstructured client email data, which required manual entry into Salesforce. By implementing Email-to-Anything (E2A), an AI-powered solution, they transformed their process, automatically extracting information from emails and converting it into structured Salesforce fields. This innovation saved time, improved response speed, and empowered the team to provide enhanced customer service. 

Account name:
A Property Group
Industry / Sector:
Real Estate
No. of employees:
11-50 Employees
Department:
Customer Service
Product:
Email-to-Anything
⬇
Reduced Response Times
➕
Greater Time Savings
Read more
use cases for q-assign and email to everything

Enhancing Email Management with Email-to-anything

With print operations spanning a wide range of sectors, the need for a streamlined and efficient email management system within their Salesforce environment was critical for this global brand.

Account name:
A Media and Printing Company
Industry / Sector:
Media and Communications
No. of employees:
10,000+
Department:
Service and Operations
Product:
Email-to-anything
5+
Hours Saved Weekly PU
200%
Data Accuracy Improvement
Read more
use cases for q-assign and email to everything

Reliance Matrix

Reliance Matrix’s Salesforce Pre-Sales Process Transformation with ‘Email to Anything’

Reliance Matrix required a Salesforce solution that could efficiently integrate and manage emails, an essential communication channel for the pre-sales process. They needed an email tracking solution that would not only accommodate their growing operational demands but also improve overall customer interaction and satisfaction. Email-to-anything has improved visibility of their sales pipeline and cut their time-to-quote in half.

Account name:
Reliance Matrix
Industry / Sector:
Life Insurance & Absence Management
No. of employees:
2,500
Department:
Sales
Product:
Email-to-Anything
100%
Improvement in turnaround time for quotes
1
System of record for customer data
Read more
use cases for q-assign and email to everything

Sage Intacct

Sage Intacct’s Customer Support Transformation with Ortoo 

Sage Intacct (part of Sage Software) is a fast-growing business, serving a global customer base from multiple office locations. They need a Salesforce case assignment system that can handle complexity and volume, allows them to scale their operations, keep every customer happy, and all without overloading their team. 

Account name:
Sage Intacct
Industry / Sector:
Software
No. of employees:
10,000+
Department:
Service
Product:
Q-assign
100%
Improvement in time to resolve
55%
Improvement in Case deflection
Read more
use cases for q-assign and email to everything

Verivox 

Improving Loan Case Assignment at Verivox with Q-assign 

Verivox, a leading online comparison portal, faced challenges in efficiently assigning loan cases to its consultants, leading to delayed response times and lack of control. By implementing Q-assign, they optimized the distribution process, resulting in 75% of cases being addressed within the first 30 minutes, enhancing their overall service quality.

Account name:
Verivox
Industry / Sector:
Internet Publishing
No. of employees:
201-500
Department:
Sales
Product:
Q-assign
75%
Cases being addressed within the first 30 minutes
66%
Improvement in speed to response
Read more
use cases for q-assign and email to everything

RAPID7

The visibility, analytics, and automation delivered through Rapid7’s Insight cloud simplifies the complex and helps security teams reduce vulnerabilities, monitor for malicious behavior, investigate and shut down attacks, and automate routine tasks.

Account name:
Rapid7
Industry / Sector:
Hi Tech
No. of employees:
3000 employees
Department:
Service
Product:
Q-assign
4
Shaved 4 days off time to resolution, by making "smarter“ routing decisions
Zero
Removed need to engage Salesforce administration resources
Read more
use cases for q-assign and email to everything

OppFi

OppFi is a leading financial technology platform thatpowers banks to help everyday consumers gain access to credit. With hundreds of Loan applications a day, they needed a highly scalable assignment solution that could handle complex routing and allow for a fair and equal distribution.

Account name:
OppFi
Industry / Sector:
Finance
No. of employees:
1000+ employees
Department:
Operations
Product:
Q-assign
£
Higher conversion rates across all loans, irrespective of value. Whilst meeting SLA Guidelines.
← →
Fair distribution across all agents, allowing for fair opportunity and increasing motivation
Read more
use cases for q-assign and email to everything

Splunk

Splunk Inc helps organizations ask questions, get answers, take actions and achieve business outcomes from their data. Splunk needed an intelligent assignment solution for routing IT support requests to agents sitting across multiple international locations. They needed Q-assign.

Account name:
Splunk
Industry / Sector:
Hi Tech
No. of employees:
9000 employees
Department:
Service
Product:
Q-assign
24/7
Service team able to offer 24/7 support for the first time
↑
Team productivity & performance significantly improved
Read more
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