Email-to-anything is a Salesforce Email Automation solution which streamlines workflows, reducing manual input and improving overall efficiency
Q-assign is an advanced Salesforce-native assignment app. It can transform any team through the deployment of intelligent work-assignment systems: Cases, Leads, Opportunities, Work Orders and more.
Route leads automatically to best sales rep
Match opportunities to the best available AE
Assign cases to the best available service agent
Route work orders to the best available agent or engineer
Create a Salesforce-native ticketing system and route SR’s to users
Create an automated assignment system for any object including custom objects
Flexible solution. We have not come up with any use case that is not possible to achieve with this solution. We are extremely happy with Q-assign.
Anuj Kapoor, Salesforce Administrator,
EF Education First
In high-volume sales teams, deploy a dynamic assignment system to prioritize the hot leads and high-value opportunities, and assign them to the very best available sales rep. Eliminate cherry-picking and even reassign or escalate neglected leads and opportunities.
Transform productivity and performance across your service team by matching every Case to the best available service agent. Reduce time-to-first-response and average handle time. Prioritize SLA-bound Cases. Result? Faster resolution, better outcomes, happier customers.
Revolutionize the way your field service or facilities team works. Deploy Email-to-anything to create and update Work Orders automatically from emails, then use Q-assign to assign them, dynamically, to the best available agent or engineer.
Automatically allocate work-items based on predefined geographic territories, making sure that agents with local expertise handle each item, thereby improving customer/supplier relationships and increasing productivity and performance.
Availability based Routing
Account Matching
Automated Reassignment
Omni-channel Routing
Attribute-based Routing
Territory Management
Weighted Round Robin
Dynamic Escalations
AI Sentiment Analysis
Workload-based Routing
AI-powered actions
Code Free Configuration
Automated Priorization
Slack & Teams Notification
“Easy to learn, easy to implement and, if we are ever in doubt, the support team jumps in and helps us to deliver. The best customer support in the industry.”
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.
Q-assign is an advanced Salesforce-native app designed to automate work-assignment systems for cases, leads, opportunities, work orders, and more, using intelligent rules.
It uses attribute-based, workload-based, and availability-based routing combined with AI-driven algorithms and code-free configuration to assign work items to the best Salesforce user.
Any team using Salesforce for managing leads, cases, opportunities, work orders, or other custom objects can benefit from the intelligent assignment capabilities of Q-assign.
Key features include dynamic assignment rules, availability-based routing, account matching, automated reassignment, omni-channel routing, attribute-based routing, territory management, and AI-powered actions.
Yes, Q-assign offers customizable, code-free dynamic assignment rules that can be tailored to meet the unique requirements of different business units.
By ensuring tasks are assigned to the most suitable Salesforce user based on expertise, availability, and workload, Q-assign increases efficiency, effectiveness, and performance.
Rules for lead and opportunity assignment, advanced case assignment, work order assignment, and territory-based assignment can be implemented.
Pricing starts at $21 per user per month, with a minimum of 20 users. Volume pricing and discounts for nonprofits are available.
A free 30-day trial is offered, providing full access to all features of the product.
A bespoke demo tailored to specific use cases can be requested through the Ortoo website.
