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Operations Leaders need to streamline workflows and improve efficiency

As an Operations Leader, your success depends on creating seamless workflows and ensuring cross-functional alignment to meet business goals. Your team must juggle increasing complexity, rising costs, and high expectations for performance.

To thrive, operations must be agile and efficient, equipped with the right tools to streamline processes, reduce costs, and deliver maximum output across departments.

A clear goal, but hard to achieve in fast-paced, high-growth environments.

We’ve got you.

Benefits for Operations

1

Improved Cross-Department Efficiency

2

Faster Time to Revenue

3

Optimized Resource Allocation

routing engine
sales lead distribution for salesforce

Features for Operations

Scalable Routing Rules

Automatically route any object (tasks, cases, work items, leads etc.) to the right teams and individuals, based on complex business logic and high volume. Customize routing rules to handle increased demand without bottlenecks.

Code-free Configuration

Maintain agility by configuring workflows and processes without the need for IT. Point-and-click setup enables quick updates to adapt to changing business needs.

Smarter Workflow Automation

Automate repetitive tasks, filter out low-priority items, enrich data, and ensure your team focuses on high-impact activities – saving time and resources.

Real-time Workload Management

Maximize your team’s productivity by balancing workloads in real time. Ensure no one is overworked or underutilized, and scale efficiently with your current resources.

Operational Performance Insights

Identify bottlenecks, inefficiencies, and underperforming areas with real-time insights and AI-powered analytics. Make data-driven decisions to streamline operations.

End-to-End Process Visibility

Track every step of your workflows from lead to delivery, ensuring transparency and control over key operational processes across teams.

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Ready to optimize your operations for maximum efficiency?

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ortoo apps on salesforce appexchange

Operations Apps

Our suite of solutions empowers operations teams to streamline workflows, optimize resources, and improve efficiency across departments. With our scalable apps, you can implement agile processes that adapt to your evolving business needs, all backed by our complimentary 5-Star implementation and support.
workforce effectiveness solutions for salesforce

Q-assign

Lead, Case, Task Assignment, Dynamic Round Robin Rules

The leading AppExchange solution for handling complex, high-volume Salesforce routing and management, ensuring your teams operate efficiently at scale.
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"Ortoo has been a great partner in our distribution journey. Q-assign automated what used to be incredibly complex logic to manually distribute work ‘fairly’ and ‘equitably’ to agents."
Adriano Bruno
Operations Director, OppFi
"We didn’t control Omni-Channel, it was controlled by our IT team, any changes or modifications needed to go through a sprint. We wanted to get a tool that would place Case Assignment into our hands. With Q-assign we’ve managed to shave 4 days off our overall time to resolution."
Ben Sykes
Support Operations, Rapid7
"Email-to-anything allows us to process data from emails in “real-time”. Information is captured and mapped to Salesforce almost immediately"
Business Manager
Zacks Investment Management
"We’ve eliminated at least one full-time headcount from manual case assignment, and with the automation of load balancing, we’re probably saving at least another. Q-assign ensures no analyst gets overwhelmed, which improves both efficiency and team morale."
Anthony Johnson
Director Support Operations, Sage Intacct
"Our time to resolve cases has come down by 50%. Q-assign helps us get the right case to the right person immediately, removing the delays we used to face when assignments were done manually."
Anthony Johnson
Director Support Operations, Sage Intacct

OPERATIONS USE CASES

Discover the diverse application potential of Q-assign and Email-to-anything, with our Salesforce use cases

Transforming Field Service Operations in Salesforce with Case Orchestrator

Deploying Case Orchestrator marks a significant advancement in field service management in Salesforce, offering a future-proof solution that scales with organizational growth and evolving service demands.

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Discover the diverse application potential of Q-assign and Email-to-anything, with our Salesforce use cases

Leveraging Territories in Q-assign for an Optimal Territory Assignment System

By combining Territory Manager and Q-assign, organizations can create a Territory Assignment System in Salesforce that is automated and  extraordinarily agile.

LEARN MORE
Discover the diverse application potential of Q-assign and Email-to-anything, with our Salesforce use cases

Building a Dynamic Work Order Assignment System with Q-assign for Salesforce

With Q-assign, companies operating on Salesforce can revolutionize their Field Services operations. The product enhances productivity, optimizes resource allocation, improves conversion rates, and stimulates revenue growth.

LEARN MORE
Discover the diverse application potential of Q-assign and Email-to-anything, with our Salesforce use cases

Creating Automated Assignment Systems for Custom Objects in Salesforce

Q-assign is an invaluable asset for any Salesforce team aiming for operational excellence. Through its robust, AI-powered capabilities, it transforms the way custom objects are assigned and managed.

LEARN MORE
Discover the diverse application potential of Q-assign and Email-to-anything, with our Salesforce use cases

Email-to-any-object – Integrate Email with any Object in Salesforce

Automating the creation and updating of records across diverse objects directly from inbound emails, and enriching those records through AI-driven Plug-in Actions, Email-to-anything optimizes work-item prioritization and can trigger a sequence of automated tasks.

LEARN MORE
Discover the diverse application potential of Q-assign and Email-to-anything, with our Salesforce use cases

Building a Dynamic Work Order Assignment System with Q-assign

With Q-assign, companies operating on Salesforce can revolutionize their Field Services operations. It enhances productivity, optimizes resource allocation, improves conversion rates, and stimulates revenue growth.

LEARN MORE
Discover the diverse application potential of Q-assign and Email-to-anything, with our Salesforce use cases

Use AI to Create Personalized Autoresponders in Salesforce

Automating the creation of personalized autoresponders with Ortoo’s Smart Actions and native prompt builder boosts engagement, efficiency and customer experience. By ensuring that inbound leads receive timely and relevant communication, businesses can improve their conversion rates and build stronger relationships with prospects.

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Discover the diverse application potential of Q-assign and Email-to-anything, with our Salesforce use cases

Enhancing Partner Engagement With Comms Manager

By leveraging automated messaging, AI analytics, and Salesforce integration, organizations can achieve a high level of efficiency and effectiveness in their channel communication strategies, leading to stronger partnerships and improved business outcomes.

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