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.
When it comes to communication, clients & prospects love nothing more than businesses who know their account inside out and can respond to their queries in the given moment – without having to chase down details or call back. With this in mind, it’s crucial to automatically save your email history in Salesforce and to go one step further by logging emails to the appropriate Salesforce objects.
We all know that not responding to leads swiftly is one of the primary reasons why Salesforce leads don’t convert, in fact you are 60 times more likely to convert a lead if you respond within the first hour. Sometimes this isn’t always possible, but it should be a future goal of all ambitious businesses.
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.
With Salesforce looking to add an additional 3.3M jobs to the Salesforce ecosystem by 2022, the demand for talent has never been higher. More & more bright college graduates are looking to enter the space, and everyone is wondering how to become a Salesforce expert overnight. This post looks to explore the essential Salesforce skills which are required to become a Salesforce power user.
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 have worked in Sales for some time, it should be no surprise that not all leads are created equal. Some leads are warmer than others, some need quicker response times and others have far more sales potential attached to them. With this in mind, there are many benefits of scoring inbound Salesforce leads and setting up lead scoring in SFDC.
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.
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.
GDPR stands for ‘General Data Protection Regulation’ and on the 25th May 2018 the regulatory framework which houses all the UK data protection laws is about to undergo a substantial overhaul. Data protection regulation was first introduced in 1990 and it’s safe to say with the emergence of the internet and modern CRM technologies the way companies use and stockpile personal data has changed dramatically
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.
Salesforce is the Worlds most popular CRM and small businesses across the World are now turning to enterprise solutions like this to manage their data and information based processes. With this in mind we have put together a list of our favourite pieces of AppExchange software for small businesses.
Creating assignment rules in Salesforce is a straightforward process and having them active can positively impact the bottom line of the most successful sales team. That’s why we’ve collated examples of the most popular types of assignment rules, so you can learn how fellow organisations are managing their assignment processes.
A strong lead generation program is an essential component of any growth strategy, and when the leads start rolling in you might be tempted to assume that you’re well on the way to achieving, or even over-achieving, your ambitious growth targets. But generating the leads is really only half the story. Leads need to be converted.
Email-to-anything (e2a) is a powerful and native application which has been developed by London-based Ortoo for the Salesforce CRM platform. E2a is a bit like Salesforce’s own Email to Case solution, but on steroids!
Salesforce is a gamechanger for the way large organisations communicate and share data. There are so many positive case studies and with new functionality being added all the time it’s easy to think that after 10 years of development the CRM is the complete product.
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.
At Ortoo, not only do we take pride in the Salesforce applications we create, we also try to make them as universally accessible as possible. For all the companies out there that use the Salesforce CRM platform, the processes they have in place, and the structure of their teams, vary a great deal.
Productivity is an important currency for Salespeople. Not only does it define the results of each day, but it can also have substantial impacts on employee development, career progression and happiness at work.
There are thousands of Salesforce apps available on the AppExchange, but how best to ensure you pick the right one for your business and your use case? Here’s a few tips on how to select the right app first time, every time.
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.