Salesforce Use Cases | Intelligent Automation Use Cases

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Overview and pricing details for all Ortoo apps

Q-assign

Q-assign For Sales

Q-assign For Service

Territory Assignment

Smart Actions

Email-to-anything

Comms Manager

Case Orchestrator

Email to Case: Ultimate Edition
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SOLUTIONS

AI-powered Salesforce assignment and email automation

Lead Assignment

Case Assignment

Email Automation

Deploying AI With Salesforce and Ortoo

Complex Salesforce routing made easy for all teams

For Sales Leaders

For Service Leaders

For Operations Leaders

Use Cases

Discover the application potential of Q-assign and Email-to-anything and how they revolutionize task management and email integration.

Case Studies

Explore success stories and discover the transformative impact of Q-assign and Email-to-anything as they empower businesses to streamline operations andenhance productivity.
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Featured eGuide

Unlocking Salesforce ROI

How to squeeze every ounce of value from your Salesforce investment to drive outstanding productivity & exceptional performance – and to realize phenomenal ROI

Featured article

Salesforce Best Practices for Lead Distribution

Salesforce provides powerful tools when it comes to Lead routing. However for complex organizations, advanced assignment solutions deliver even more ROI.

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Browse resources including set-up guides, configuration examples and trouble-shooting tools.

EMAIL-TO-ANYTHING

Q-assign

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

Efficiency is doing things right; effectiveness is doing the right things.

Peter Drucker,
‘Father of management thinking’

APPS FOR SALESFORCE

SOLUTIONS

AI-powered Salesforce assignment and email automation

Complex Salesforce routing made easy for all teams

Resources

Featured eGuide

Featured article

Salesforce Best Practices for Lead Distribution

Support

Company

App use cases

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

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Using AI to Triage Leads Automatically within Salesforce

Automate Task Scheduling for Sales Reps in Salesforce with AI

Use AI to Enrich Leads in Salesforce

Use AI to Create Personalized Autoresponders in Salesforce

How to Convert Leads Automatically in Salesforce

Deploy AI to Qualify Leads Automatically in Salesforce

Affordable Co-pilot: Sending Personalized Emails from Salesforce

Interpret Replies Automatically in Salesforce

Enhance Patient Communication With Salesforce Email To Case

Revolutionize IT Support with the Ultimate Salesforce IT Ticketing System

How to Create a Cost-effective Help Desk Ticketing System in Salesforce

The Ultimate IT Support Ticketing System: Transform Your Support Function, with Case Orchestrator

Transforming Field Service Operations in Salesforce with Case Orchestrator

Next-Level Customer Support: How AI-Driven Customer Service Software Can Transform Global Service Operations

Salesforce Email to Case – The Ultimate Upgrade, with AI-Powered Triaging

Optimizing Service Team Effectiveness With Intelligent Case Assignment Rules in Salesforce

High-Performance Lead Distribution For Salesforce (and Opportunities!)

Escalating High Priority or Complex Cases Automatically in Salesforce

Q-assign for Service: Assigning Cases in Salesforce to the First Available Customer Service Agent

Email-to-Lead on Steroids: Transforming Sales through AI-Powered Lead Automation

Next-Level Email-to-Case: AI-Driven Triage and Case Automation

Skills-Based Case Routing in Salesforce: Focus on Agent Expertise for Superior Customer Service

Triggering A Sentiment Analysis On An Inbound Case in Salesforce, Using AI

Salesforce Territory Management for Sales Teams with Q-assign

Mastering Opportunity Assignment in Salesforce with Q-assign

Salesforce Marketing Automation: Capturing Email Replies

Automating Sales Follow-Ups in Salesforce with Q-assign’s Dynamic Plug-in Actions

Implementing A Territory-Based Case Assignment System In Salesforce

Membership Management: Sending Email Notifications from Salesforce

Prioritizing And Assigning High-Value Leads in Salesforce – with Q-assign

Leveraging Territories in Q-assign for an Optimal Territory Assignment System in Salesforce

Fair and Equitable Lead Distribution with Q-assign for Sales

How to Manage Emails More Effectively in Salesforce – The Case for Service Teams

Enhancing Partner Engagement With Comms Manager

Education: Send Notifications to Students with Comms Manager

Distribute Emails from Salesforce with Email-to-anything

Charities: Send Updates to Donors with Comms Manager

Salesforce Channel Management: Territory Assignment Systems For Distributors, Resellers And Suppliers

Redefining Business Email Communications in Salesforce

Pharmaceuticals: Prescribing Efficiency in Sales Leads

Optimized Sales Effectiveness: How to Better Manage Emails in Salesforce

Insurance: Lead Optimization – No Policy Left Behind!

Email-to-any-object – Integrate Email with any Object in Salesforce

Creating Automated Assignment Systems for Custom Objects in Salesforce

Building a Dynamic Work Order Assignment System with Q-assign for Salesforce

Banking: Cashing in on Optimized Case Management

Banking on Success: Assigning Leads for a Wealthy Future

Automotive Manufacturing: Shifting Gears in Lead Assignment

Airlines: Soaring Sales Through Precision Lead Assignment

Underwriting the Future: Transforming Insurance Case Management

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