With Email-to-anything, the 5-star-rated AppExchange app, you can integrate email with any standard or custom object in Salesforce. Supporting Outlook, Gmail, POP3 or any email client, Email-to-anything can create & update records automatically from emails, save email history against any record in any object, and also send emails from any Salesforce object
How you go about lead management in Salesforce is one of the most critical keys to success for any organization running on the Salesforce CRM. The speed and accuracy with which you create, distribute and respond to leads will effectively determine your conversion rates and, ultimately, your sales revenues.
As a Salesforce AppExchange Partner, we are continually asked if there is a better solution than email to case and why should Salesforce admins take the time to configure email to case. This blog talks through the primary benefits of email to case and shows how organisations can take their existing configuration one step further
This well-known company helps its clients to improve their credit scores and secure finance. They were struggling to manage the sheer volume of inbound enquiries and they needed a quick solution to turn their sales team into a high-performing and optimized team
This well-known software provider to the healthcare industry was growing rapidly and recognised that they needed to improve the customer service team’s manual assignment system in order to scale at the desired pace
In more normal times, management teams might now be drafting in the experts to analyze the business, re-work the strategy and to set a new path to success for the coming years. But these are not normal times. Decisions need to made quickly
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.
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!
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.
Intelligent lead assignment for Salesforce organisations is already a big challenge for most firms
One of the key pieces of functionality we hear Salesforce users become frustrated with is assignment groups. ‘Out of the box’ Salesforce does allow you to distribute leads to assignment groups (with the help of your administrator) but this is often done in a simple round robin format. A lot of businesses want more control & flexibility than that.
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.
A busy Salesforce organisation often has thousands of Salesforce Cases which need attention, sometimes on a daily basis. With so much going on, employees may not have time to get to everything and important cases within Salesforce may be de-prioritised – or even worse, forgotten altogether. One clever automated solution to this problem is setting escalation rules in 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.
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.
Ortoo has been developing Salesforce automation solutions since 2010. In this inaugural blog, we’ll try to tell you a little bit about who we are, why we do what we do and what sets us apart from other developers.