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’
Transform your Salesforce case management system with intelligent automation, real-time triage, and optimized workflows.
Harness the power of AI to create, update and enrich cases for faster resolution and better outcomes
Effortlessly transform emails into Salesforce cases, ensuring no customer query goes unnoticed. With AI-driven automation for case creation, enrichment, triage, and prioritization, our state-of-the-art app streamlines your workflow, enhancing both service delivery and customer satisfaction. Experience a new level of operational excellence with Email-to-Case: Ultimate Edition, where every email is an opportunity for exceptional service.
Eliminated the need for headcount to manually triage and assign cases. Plus, we can adjust in real-time, eliminating lost time waiting on IT to change code. Great solution with great support
Anthony Johnson,
Director, Support Operations, Sage
Automate case creation, route inquiries to the right agents, and prioritize urgent issues.
Categorize and prioritize technical issues with AI for faster resolution and improved employee satisfaction.
Prioritize and categorize patient requests for efficient communication and care.
Listen for replies, trigger automated follow-ups, ingest all data into Salesforce.
“Ortoo stood out as the clear winner on the flexibility of the solution, but they were also a delight to work with. I lost track of the times I said something like “I don’t think this is possible but xyz” and the response was “oh yes, we can do that. I can’t recommend them highly enough.”
Milana Richardson,
Senior Salesforce Developer, SunPower
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.
It’s a Salesforce app that automates and prioritizes cases using AI-powered efficiency. It transforms your case management system with intelligent automation, real-time triage, and optimized workflows.
Key features include automated case creation, enrichment, AI-driven triage, dynamic prioritization, sentiment analysis, real-time notifications, proactive SLA monitoring, custom plug-in actions, and dynamic case assignment (add-on).
It seamlessly integrates with Outlook, Gmail, and any other email client.
You can achieve unrivalled efficiency, improve CSAT, ensure SLA compliance, and reimagine your case workflow.
AI enriches, classifies, and prioritizes cases based on relevant information extracted from emails.
Use cases include transforming customer service, revolutionizing IT support, enhancing patient communication, and interpreting replies automatically.
Yes, you can get a free 30-day trial with all features enabled.
It starts at $22 per user per month with a minimum of 20 users. Volume pricing and discounts are available.
Yes, you can request a bespoke demo tailored to your specific use case.
You can visit the product website or contact the seller directly for further information and questions.
Yes, it’s a 100% native AppExchange app, ensuring seamless integration with your existing Salesforce environment.