Sales Leaders need to boost their pipeline efficiency

Sales teams need to maximize every opportunity; each lead and touchpoint matters for conversion and revenue.

To succeed, the best rep must respond to each genuine inquiry immediately, equipped with all the necessary information, and follow up with the best next action.

Simple ambition, but hard to achieve with high lead volumes and business complexity.

We’ve got you.

Benefits for Sales

1

Greater Speed to Lead

2

Faster Time to Quote

3

Increased Sales Conversion

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routing engine
sales lead distribution for salesforce

Features for Sales

Scalable Routing Rules

Get the right Leads to the right rep: Build rules that can handle complexity, at high volume.

Code-free Configuration

Take control of your Sales process: Point and click assignment you can manage and update at anytime.

Smarter Lead Management

Automated actions to filter out junk, enrich Lead data, prioritize and score in an instant.

Real-time Workload Management

Make sure every is fully utilized and productive with real-time availability load-balancing.

Sales Performance Insights

Leads left unattended? Identify and resolve Sales bottlenecks immediately with AI-powered automation.

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How can we help?

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Apps for Sales

Our suite of solutions work seamlessly together to deliver a best-in-class Sales process that scales with you. You also benefit from our complimentary 5 Star implementation and support.

workforce effectiveness solutions for salesforce

Q-assign

Lead, Case, Task Assignment, Dynamic Round Robin Rules

The #1 AppExchange app for complex, high volume Lead routing and management.

"I highly recommend this routing app to anyone looking to streamline their sales process, increase the likelihood of conversion and ultimately drive revenue."
Florian Grimps
Developer, LAPU
"I would recommend this product to anyone looking to automate lead assignment to achieve a true round-robin weighted system for dispersing leads."
Micah
Director of Sales, Millenium Business Systems
"In the sales business you need to be able to act and adapt quickly. Being able to steer Q-assign as a business user, without any requirement for IT, gives us independence and flexibility."
Oliver Maier
Managing Director, Verivox
"Improved performance is critical. We need to know that Opportunities are assigned as soon as possible to the right person to make the call."
Anuj Kapoor
VP Salesforce Practice, EF Education First
"Q-assign automated what used to be incredibly complex logic to manually distribute work ‘fairly’ and ‘equitably’ to agents."
Adriano Bruno
Operations Director, OppFi

SALES USE CASES

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

LEAD AND OPPORTUNITY ASSIGNMENT

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.

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

TRIAGE LEADS AUTOMATICALLY

Automating lead triage with Ortoo’s Email-to-Anything and Smart Actions transforms the lead management process enhancing efficiency, accuracy and responsiveness. By ensuring that leads are categorized and prioritized promptly businesses can improve their conversion rates and overall sales performance

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

DEPLOY AI TO QUALIFY LEADS AUTOMATICALLY

Automating lead qualification with Ortoo’s Email-to-Anything, Smart Actions and Q-assign transforms the lead management process enhancing efficiency, accuracy and responsiveness.
Discover the diverse application potential of Q-assign and Email-to-anything, with our Salesforce use cases

EMAIL TO LEAD ON STEROIDS

By automating the import, enrichment, and immediate engagement of leads, Email-to-anything empowers sales teams to operate with unprecedented efficiency and intelligence, setting a new benchmark for lead management in the Salesforce ecosystem.

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

USE AI TO ENRICH LEADS IN SALESFORCE

Automated lead enrichment is a game-changer for businesses looking to optimize their sales processes. By automating complex tasks and providing enriched data, Ortoo’s AI-powered tools enhance productivity, efficiency, and overall sales performance.
Discover the diverse application potential of Q-assign and Email-to-anything, with our Salesforce use cases

How to Convert Leads Automatically in Salesforce

Automating lead conversion with Ortoo’s Smart Actions transforms the lead management process enhancing efficiency, accuracy and responsiveness.

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

Automate Task Scheduling for Sales Reps in Salesforce

Automating task scheduling with Ortoo’s Smart Actions transforms the task management process enhancing efficiency, accuracy and responsiveness.
Discover the diverse application potential of Q-assign and Email-to-anything, with our Salesforce use cases

Use AI to Create Personalized Autoresponders

Automating the creation of personalized autoresponders with Ortoo’s Smart Actions and native prompt builder boosts engagement, efficiency and customer experience.

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

Salesforce Territory Management for Sales Teams

Navigating the complexities of territory management in Salesforce becomes significantly more manageable with Q-assign’s Territory Assignment feature.

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