WE HELP BUILD HIGH PERFORMANCE SALES AND SERVICE TEAMS.
Through our powerful workforce automation apps, Ortoo enables large and fast-growing Salesforce organizations to increase productivity and performance, whilst at the same time helping them to decrease overheads.
Email-to-anything (e2a) is an intelligent email automation app, which integrates Outlook, or any other email client, with any Salesforce Object. e2a can automatically create and update any lead or case, as well as send emails from Salesforce.
Q-assign is a sophisticated assignment engine, which uses dynamic assignment rules to route the right lead, case or work-item, to the right Salesforce agent, at the right time.
Both apps, which are 100% native to Salesforce, help Sales and Service teams to increase lead and case throughput, to shorten response times, to increase conversion rates and, ultimately, to close more deals and boost customer satisfaction.
- Email to Lead
- Email to Opportunity
- Enhanced Email to Case
- Outlook Integration
- Integrate Gmail or any client
- Store & view emails in SFDC
- Save email drafts
- Reply to emails from SFDC
- Send mass emails
- Lead & Case assignment
- Advanced Round Robin
- Automated re-assignment
- Dynamic workload balancing
- Elimination of “cherry-picking”
- Managing live agent availability
- Prioritizing urgent leads & cases
- Load-scoring across multiple objects
- Managing time-zones and territories
Email-to-anything adds intelligent email automation to any Salesforce object, including Leads, Cases & custom objects. Create & update work-items automatically from inbound emails. Store, view and send emails from Salesforce.
Create Leads and Cases automatically from emails
Update any record automatically with new data
Store and view emails against all relevant records
Format & send 1-2-1 or mass emails from Salesforce
Integrate email with any standard or customer object
Supports Outlook, Gmail, POP3 or any email client
Q-assign transforms mediocre Sales teams into high performance Sales machines. It enables sales reps to process Leads and Opportunities more effectively by responding more quickly, improving conversion rates and, ultimately, winning more deals.
Assign only to available, logged-in reps
Match to very best available agent
Auto-re-assign if lead is untended for X minutes
Prioritize hot leads and urgent cases
Use weightings, caps & quotas to load-balance
Manage shift-patterns and predict future loads
Fine-tune rules & attributes to continuously improve
WHAT’S IN IT FOR YOU AND YOUR CUSTOMERS?
Built for high-volume environments, our apps are highly scalable and resilient, enabling you to add trusted components or building blocks to your own solutions.
Our apps are highly configurable, adapting to different teams and different use cases with ease.
We have developed a reputation for excellent product quality and outstanding customer service – just check out all the 5-star reviews on the AppExchange.
We can implement our part of your solution, working directly with your customer to ensure a smooth and successful implementation and beyond.
We offer FREE internal software licenses to all our partners,
enabling you to automatically create, update and assign your own leads and cases with ease.
ORTOO IS BY FAR THE BEST SOFTWARE VENDOR I HAVE EVER DEALT WITH
State of California