Ortoo Resources

Check out our Ortoo resources, designed to help you maximize your Salesforce experience

Our rich repository of knowledge and tools designed to propel your workforce effectiveness into a new era. Dive into our engaging video demos to see Ortoo’s innovative apps in action, gain in-depth insight with our detailed product datasheets, enhance your expertise through our informative eGuides, and stay abreast of the latest trends and best practices in our thought-provoking blog. Whether you’re seeking to amplify your team’s productivity or streamline your sales processes, these Salesforce resources are your gateway to transforming potential into performance.

Videos

Discover the innovation behind Ortoo as we unveil a range of AI-powered Salesforce apps meticulously designed to elevate workforce effectiveness and productivity to new heights.

eGuides

Your indispensable source for Ortoo-powered Salesforce insights, equipping your workforce with the knowledge and strategies to maximize workforce effectiveness and drive sales success.

Ortoo Blog

Dive into a hub of insights and strategies, dedicated to elevating workforce effectiveness and unlocking your team’s true potential.

Datasheets

Ortoo datasheets provide succinct, detailed overviews of our apps’ features and benefits, equipping you with all the technical specifications and capabilities to enhance your Salesforce efficiency.

Featured articles

Salesforce Email Management: From Chaos to Clarity

How to Seamlessly Manage Emails in Salesforce to Organize Work-Items, Automate Workflows and Drive Action. The Hidden Cost of Poor Email Management....

Round Robin Lead Routing: How Top Sales Teams Do It Smarter

Every sales team wants a fast, fair way to distribute leads. That’s why round robin lead routing is so popular. It eliminates manual assignments, prevents...

Lead to Account Matching: Seamlessly Connect Leads to Accounts in Salesforce

Lead to Account Matching is the process of connecting leads with their corresponding accounts in your Salesforce database....

Ortoo Apps For Salesforce

Overview and pricing details for all Ortoo apps

Assign any work item to the best available Salesforce user via intelligent rules and dynamic Plug-in Actions with Q-assign; and effortlessly manage emails in Salesforce with Email-to-anything.

Contact Us

Interested in deploying a state-of-the-art lead or case assignment system in Salesforce? Need to automate another object? Maybe a custom object? What about email? Struggling to find a way to route/attach/store emails in Salesforce?

Whatever your question, we’d be delighted to help. Ask away! 

Ortoo enables teams to effectively work towards organizational goals with intelligent solutions that allow them to focus on the tasks that really matter.