Salesforce Best Practices for Lead Distribution
Salesforce provides powerful tools when it comes to Lead routing. However for complex organizations, advanced assignment solutions deliver even more ROI.
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.
Salesforce provides powerful tools when it comes to Lead routing. However for complex organizations, advanced assignment solutions deliver even more ROI.
Efficiency is doing things right; effectiveness is doing the right things.
Peter Drucker,
‘Father of management thinking’
Effortlessly manage emails in Salesforce. Send to distribution lists, capture replies, view conversations and even deploy AI to assist with triage and classification.
Transform productivity with Email-to-anything (e2a), the ultimate Salesforce email management tool.
Seamlessly bring email conversations into Salesforce and append them to any record. Send and capture emails directly from Salesforce. Auto-create/update records from inbound emails. Trigger automated triaging and sentiment analysis with AI-powered Plug-in Actions. Transform the way you work and make every email count, with Email-to-anything.
Email-to-anything allowed us to process data from emails in “real-time”. Information is captured and mapped to Salesforce almost immediately. Excellent product & customer service
Business Manager,
Zacks Investment Management
Send emails to distribution lists built in Salesforce. Bypass Salesforce email limits where necessary. Listen for and capture replies in Salesforce. View entire email history against all relevant records/objects
Automatically create or update Lead and Opportunity records directly from inbound emails. This eliminates the need for manual data entry and ensures that all relevant communications are stored against the appropriate records in Salesforce
Take Email to Case to new heights by automatically triaging, classifying and prioritizing inbound emails. Trigger calls to AI models automatically to conduct a sentiment analysis. Use plug-in actions to assign cases automatically to the best service agent (via Q-assign).
Email-to-anything listens for email replies and captures them in Salesforce, appending them to all relevant records/objects. Listen for replies to Pardot, HubSpot or Marketo emails, emails sent from Salesforce, Outlook or any other client.
Reply/Send from Any Object
Listen for Email Replies
Create any record automatically
Email-to-Custom Case
“Great product and amazing support team. Solved our issues automating unstructured data flows from Leads to a structured format in Salesforce”
Trent Van Emon,
Probo Medical
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.
Email-to-anything (e2a) is a Salesforce email management tool designed to transform productivity by seamlessly integrating email conversations into Salesforce, allowing for automated record creation/update, triaging, and classification using AI.
It improves email management by enabling users to send emails to distribution lists, capture replies, view full email history within Salesforce, and leverage AI for automatic email triage and classification, enhancing productivity and collaboration.
Yes, Email-to-anything can automatically create or update records in any object within Salesforce directly from inbound emails, streamlining workflows and reducing manual data entry.
Email-to-anything is versatile and can handle various types of records including Leads, Opportunities, Cases, and Custom Objects, making it suitable for diverse use cases.
It uses AI-powered actions to auto-triage and classify emails, conduct sentiment analysis, and trigger automated responses or actions, thereby informing smarter decision-making and improving response times.
Key features include the ability to append emails to any object, reply/send from any object, listen for email replies, create any record automatically, advanced field-mapping, customizable email templates, and AI sentiment analysis.
Organizations looking to automate their email-related workflows within Salesforce, enhance collaboration, and gain data-driven insights from their email communications can benefit from using Email-to-anything.
Yes, there is a free 30-day trial available, allowing users to experience the full product with all features enabled before making a purchasing decision.
Pricing starts from $19 per user per month, with a minimum of 20 users. Volume pricing and discounts for Not-for-Profits are available upon request.
A bespoke demo tailored to your specific use case can be arranged by contacting the Ortoo sales team, providing an opportunity to see how the tool can meet your email management needs within Salesforce.