productivity

blue and yellow graph on stock market

Leading credit score provider deploys Q-assign to manage peak workloads & shorten response times

There are a growing number of organisations beginning to use Salesforce as a ticketing system for their helpdesk support requests. This makes a lot of sense in the fact that most company employees will have their own Salesforce login and the CRM platform will already hold a lot of useful information around customer accounts. Our latest blog aims to look at how Salesforce should be setup to effectively manage urgent & problem helpdesk tickets.

woman in blue suit jacket with laptop

Healthcare Software Provider Deploys Q-assign to Replace an Outdated Case Assignment System

There are a growing number of organisations beginning to use Salesforce as a ticketing system for their helpdesk support requests. This makes a lot of sense in the fact that most company employees will have their own Salesforce login and the CRM platform will already hold a lot of useful information around customer accounts. Our latest blog aims to look at how Salesforce should be setup to effectively manage urgent & problem helpdesk tickets.

assignment rescue

Optimizing your Salesforce assignment system

There are a growing number of organisations beginning to use Salesforce as a ticketing system for their helpdesk support requests. This makes a lot of sense in the fact that most company employees will have their own Salesforce login and the CRM platform will already hold a lot of useful information around customer accounts. Our latest blog aims to look at how Salesforce should be setup to effectively manage urgent & problem helpdesk tickets.

manage-urgent-helpdesk-tickets-in-salesforce

Managing Urgent Helpdesk Tickets In Salesforce

There are a growing number of organisations beginning to use Salesforce as a ticketing system for their helpdesk support requests. This makes a lot of sense in the fact that most company employees will have their own Salesforce login and the CRM platform will already hold a lot of useful information around customer accounts. Our latest blog aims to look at how Salesforce should be setup to effectively manage urgent & problem helpdesk tickets.

email-to-case-for-troubleshooting

Automate Your Troubleshooting Emails In Salesforce

For most organisations troubleshooting emails and customer requests should be an unequivocal priority. When a customer is not happy with their product or service the organisation usually has a set window of opportunity to put things right, otherwise they run the risk of severely damaging that particular relationship.

respond-to-salesforce-leads-in-the-first-hour

How To Reduce Lead Response Times In Salesforce

Organisations are realizing they need to reduce lead response times in Salesforce in order to supercharge their entire Sales workforce. The rewards of higher lead conversion rates are attainable for everyone, with Harvard Business Review recently reporting that you are 400 times more likely to convert a lead if you respond within the first 5 minutes. That’s a big difference!

capture-salesforce-contacts-automatically

Automatically Capture New & Missing Salesforce Contacts

If your sales team work across high volumes of new business leads and accounts, but only a portion of your recognised contacts are saved within the CRM then your effectiveness to impress at all organisational levels is greatly reduced. Having the ability to sync new email contacts with Salesforce is critical to success and there are some obvious reasons why big enterprise firms use automation to refine their saved contacts.

send-emails-from-within-salesforce

Why You Should Send Your Emails From Within Salesforce

One of the principle reasons Salesforce has been able to move the CRM standard forward is interconnectivity. One of the most sought out pieces of AppExchange technology by enterprise businesses, is the ability to sync email providers with Salesforce thus giving businesses the ability to send emails from within Salesforce. If you can see the benefits of being able to send emails directly from within Salesforce, then this post is for you.

auto-assign-tasks-to-specific-users

Unlock The Potential Of Auto-Assigning Salesforce Tasks

One of the many advantages of Salesforce organisations is that the technology can drastically improve the organisation & work scheduling of its employees. This is especially true of the ‘Tasks’ component of Salesforce however working with a third party app can unlock the potential of lots of unique task assignment rules linked to your specific use case.

create-salesforce-leads-through-online-forms

Getting Setup With Web To Lead In Salesforce

When it comes to creating, reviewing & approaching new business leads – time is always of the essence. Salesforce understand this concept and in recent releases have added functionality such as ‘web to lead’ and ‘web to case’ which both look to get new business leads stored in the correct Salesforce destinations almost instantaneously.

salesforce-crm-boosts-digital-transformation-and-change

Salesforce Enables Better Digital Transformation

Digital transformation success is often a question of speed & implementation. Companies know how important technology is to their business, but can they evolve and apply the very latest digital platforms to better serve their customers quicker than the competition? This blog looks to answer that question and also showcases why CRM drives digital transformation & how Salesforce is currently leading the way.

helping-automate-salesforce

The New Tools Helping Automate Salesforce

If you didn’t know by now – Salesforce is a big admirer of the powers of automation and AI. In this blog post we analyse the current beliefs Salesforce has on automation and look at some of the newly prescribed tools companies have that are helping automate Salesforce.

tomorrows-salesforce-helpdesk-solution

Building Tomorrows Salesforce Helpdesk Solution

Running a frictionless helpdesk is now a basic requirement for most firms, particularly those in technology or service-based fields. Customers now expect to be treated as individuals, to be kept up to date with any problems they have raised and for companies to tailor product solutions to their unique circumstances.

Understanding email to case & e2a

My First Month With E2A

At Ortoo we believe in a collaborative approach, not just in the way we develop our products but also in the way we continually improve them after launch. That’s why we listen to as many perspectives as possible and regularly get our talented workforce to test new iterations of the application in action.