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
Discover the application potential of Q-assign and Email-to-anything and how they revolutionize task management and email integration.
Explore success stories and discover the transformative impact of Q-assign and Email-to-anything as they empower businesses to streamline operations andenhance productivity.
Email-to-anything is a Salesforce Email Automation solution which streamlines workflows, reducing manual input and improving overall efficiency
Efficiency is doing things right; effectiveness is doing the right things.
Peter Drucker,
‘Father of management thinking’
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.
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.
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.
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.
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.
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.
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.
Managing high sales volumes and complex opportunity assignment scenarios with Q-assign for Salesforce.