Welcome to Ortoo’s latest game-changing innovation: Plug-in Actions (also known as Dynamic Actions). Revolutionizing Salesforce operations, this feature blends AI with real-time responsiveness, catering to Sales and Service Teams or, indeed, any team running on Salesforce.

Welcome to Ortoo’s latest game-changing innovation: Plug-in Actions (also known as Dynamic Actions). Revolutionizing Salesforce operations, this feature blends AI with real-time responsiveness, catering to Sales and Service Teams or, indeed, any team running on Salesforce.

Welcome to Ortoo’s latest game-changing innovation: Plug-in Actions (also known as Dynamic Actions). Revolutionizing Salesforce operations, this feature blends AI with real-time responsiveness, catering to Sales and Service Teams or, indeed, any team running on Salesforce.

Welcome to a period perhaps more significant than any other in business history – the onset of the AI revolution. The implications are enormous, the pace is swift, and though the full impact remains to be fully grasped, one thing is undeniably certain – be prepared or be left behind! Sales teams are among those who have the most to gain, and the most to change. And whilst not all generative AI capabilities on the Salesforce roadmap are currently GA, there is a window of opportunity now to prepare with a solid data foundation.

Omni-Channel enables businesses to offer seamless, integrated customer experiences across multiple communications channels. Routing, an essential component of Omni-Channel, enables customer service agents to handle customer inquiries from any channel by matching the interaction to the most appropriate agent, based on their skills and availability. Q-assign, the advanced routing app (available from the AppExchange), is often deployed alongside Omni-Channel to manage complex routing needs in large and rapidly growing enterprises. Q-assign uses real-time data to adjust routing decisions and assess an unlimited number of case and agent attributes to determine the best match for each work-item.

Salesforce Opportunity Assignment – What, When, Why and How. Implementing an automated lead distribution method increases conversion rates by 87%. By ensuring that you have optimized the prioritization and allocation of your sales leads, you have greatly increased your odds of closing the deal. What happens though when your inbound comes in the form of Opportunities, rather than Leads?

These must-have Sales Cloud apps, available from the Salesforce AppExchange, will help speed up your sales process

These must-have Sales Cloud apps, available from the Salesforce AppExchange, will help speed up your sales process

There is no question, Marketing Cloud Account Engagement (MCAE) is a very powerful tool for marketers. This fully integrated Salesforce marketing automation solution ticks off the requirements wish list of every B2B organization. Forms, landing pages, consent management, segmentation, automation rules, scoring, grading, plus (the jewel in the crown) Engagement Studio – the real question is how can modern marketers work without these solutions.

Omni-Channel enables businesses to offer seamless, integrated customer experiences across multiple communications channels. Routing, an essential component of Omni-Channel, enables customer service agents to handle customer inquiries from any channel by matching the interaction to the most appropriate agent, based on their skills and availability. Q-assign, the advanced routing app (available from the AppExchange), is often deployed alongside Omni-Channel to manage complex routing needs in large and rapidly growing enterprises. Q-assign uses real-time data to adjust routing decisions and assess an unlimited number of case and agent attributes to determine the best match for each work-item.

Many companies make do with simple assignment systems in Salesforce. Whether it’s Leads, Cases, Work Orders or other work-items, setting up a simple assignment system is relatively straight-forward. But what does best practice look like? What sets the high-achievers apart from the also-rans, is a fully-optimized assignment system which maximizes throughput, productivity and performance.

Rudimentary lead assignment systems use lead scoring to do the prioritization. But in high-volume/high-growth environments, a more sophisticated approach is absolutely critical to success. Deploying Assignment Groups, in conjunction with dynamic assignment rules, can truly transform a team’s performance.

By switching from a manual lead distribution model to a fully automated lead assignment system, sales team performance. Not only that, but the freed up resources can be re-deployed to work on higher value activities, further boosting productivity

There are a multitude of lead assignment systems, all of which can have an impact on lead throughput, lead conversion rates, team productivity and overall sales performance.

In high-volume sales environments, it’s critical that inbound leads are scored, ranked and prioritized as quickly as possible. You don’t want your hottest leads buried in queues. They need to be quickly identified, surfaced and assigned to the best available sales rep.

With Email-to-anything, the 5-star-rated AppExchange app, you can integrate email with any standard or custom object in Salesforce. Supporting Outlook, Gmail, POP3 or any email client, Email-to-anything can create & update records automatically from emails, save email history against any record in any object, and also send emails from any Salesforce object

How you go about lead management in Salesforce is one of the most critical keys to success for any organization running on the Salesforce CRM. The speed and accuracy with which you create, distribute and respond to leads will effectively determine your conversion rates and, ultimately, your sales revenues.

Integrating Outlook with Salesforce has never been easier – thanks to Email-to-anything, the top-rated AppExchange app. Receive emails directly in any Salesforce object. Send emails to distribution lists. Capture responses. Store and view historical email conversations. With Email-to-anything your Salesforce users need never leave their Salesforce UI again

As a Salesforce AppExchange Partner, we are continually asked if there is a better solution than email to case and why should Salesforce admins take the time to configure email to case. This blog talks through the primary benefits of email to case and shows how organisations can take their existing configuration one step further

In any sales scenario, load-balancing is critical. It’s no use queuing a lead for your best rep if they’re already working on loads of high priority leads. By the same token, you don’t want a rep sat idle just because they are less experienced

For maximum performance, your lead routing system needs to match the right lead to the right rep at the right time. If the right person, with the right skills, is working on each lead, your team’s performance can increase exponentially.

This well-known company helps its clients to improve their credit scores and secure finance. They were struggling to manage the sheer volume of inbound enquiries and they needed a quick solution to turn their sales team into a high-performing and optimized team

This well-known software provider to the healthcare industry was growing rapidly and recognised that they needed to improve the customer service team’s manual assignment system in order to scale at the desired pace

Many companies make do with simple assignment systems in Salesforce. Whether it’s Leads, Cases, Work Orders or other work-items, setting up a simple assignment system is relatively straight-forward. But what does best practice look like? What sets the high-achievers apart from the also-rans, is a fully-optimized assignment system which maximizes throughput, productivity and performance.

Whether you are creating a new team, or re-building an existing one, deploying an intelligent lead assignment system can revolutionize the performance of your sales team

Assigning a lead to a sales rep is fairly straight-forward. Salesforce can do it using native assignment rules. Pardot can also do the first assignment. But what about reassignment? What if, for whatever reason, the original assignee is unable or unwilling to process a lead which is assigned to them?

Whether you are creating a new team, or re-building an existing one, deploying an intelligent lead assignment system can revolutionize the performance of your sales team

There are a growing number of organisations beginning to use Salesforce as a ticketing system for their helpdesk support requests. This makes a lot of sense in the fact that most company employees will have their own Salesforce login and the CRM platform will already hold a lot of useful information around customer accounts. Our latest blog aims to look at how Salesforce should be setup to effectively manage urgent & problem helpdesk tickets.

A Harvard Business Review has suggested that you are 400 times more likely to convert a lead if you respond within the first 5 minutes. With this in mind, it’s never been more important to optimize lead response times in Salesforce. Not only does a fast response lead to higher conversion rates, it also boosts throughput and productivity.

One of the many advantages of Salesforce organisations is that the technology can drastically improve the organisation & work scheduling of its employees. This is especially true of the ‘Tasks’ component of Salesforce however working with a third party app can unlock the potential of lots of unique task assignment rules linked to your specific use case.

Intelligent lead assignment for Salesforce organisations is already a big challenge for most firms

One of the key pieces of functionality we hear Salesforce users become frustrated with is assignment groups. ‘Out of the box’ Salesforce does allow you to distribute leads to assignment groups (with the help of your administrator) but this is often done in a simple round robin format. A lot of businesses want more control & flexibility than that.

When it comes to communication, clients & prospects love nothing more than businesses who know their account inside out and can respond to their queries in the given moment – without having to chase down details or call back. With this in mind, it’s crucial to automatically save your email history in Salesforce and to go one step further by logging emails to the appropriate Salesforce objects.

We all know that not responding to leads swiftly is one of the primary reasons why Salesforce leads don’t convert, in fact you are 60 times more likely to convert a lead if you respond within the first hour. Sometimes this isn’t always possible, but it should be a future goal of all ambitious businesses.

Digital transformation success is often a question of speed & implementation. Companies know how important technology is to their business, but can they evolve and apply the very latest digital platforms to better serve their customers quicker than the competition? This blog looks to answer that question and also showcases why CRM drives digital transformation & how Salesforce is currently leading the way.

With Salesforce looking to add an additional 3.3M jobs to the Salesforce ecosystem by 2022, the demand for talent has never been higher. More & more bright college graduates are looking to enter the space, and everyone is wondering how to become a Salesforce expert overnight. This post looks to explore the essential Salesforce skills which are required to become a Salesforce power user.

A busy Salesforce organisation often has thousands of Salesforce Cases which need attention, sometimes on a daily basis. With so much going on, employees may not have time to get to everything and important cases within Salesforce may be de-prioritised – or even worse, forgotten altogether. One clever automated solution to this problem is setting escalation rules in Salesforce.

If you have worked in Sales for some time, it should be no surprise that not all leads are created equal. Some leads are warmer than others, some need quicker response times and others have far more sales potential attached to them. With this in mind, there are many benefits of scoring inbound Salesforce leads and setting up lead scoring in SFDC.

If you didn’t know by now – Salesforce is a big admirer of the powers of automation and AI. In this blog post we analyse the current beliefs Salesforce has on automation and look at some of the newly prescribed tools companies have that are helping automate Salesforce.

GDPR stands for ‘General Data Protection Regulation’ and on the 25th May 2018 the regulatory framework which houses all the UK data protection laws is about to undergo a substantial overhaul. Data protection regulation was first introduced in 1990 and it’s safe to say with the emergence of the internet and modern CRM technologies the way companies use and stockpile personal data has changed dramatically

Running a frictionless helpdesk is now a basic requirement for most firms, particularly those in technology or service-based fields. Customers now expect to be treated as individuals, to be kept up to date with any problems they have raised and for companies to tailor product solutions to their unique circumstances.

Salesforce is the Worlds most popular CRM and small businesses across the World are now turning to enterprise solutions like this to manage their data and information based processes. With this in mind we have put together a list of our favourite pieces of AppExchange software for small businesses.

Creating assignment rules in Salesforce is a straightforward process and having them active can positively impact the bottom line of the most successful sales team. That’s why we’ve collated examples of the most popular types of assignment rules, so you can learn how fellow organisations are managing their assignment processes.

A strong lead generation program is an essential component of any growth strategy, and when the leads start rolling in you might be tempted to assume that you’re well on the way to achieving, or even over-achieving, your ambitious growth targets. But generating the leads is really only half the story. Leads need to be converted.

Q-assign is a powerful lead and case assignment app, native to the Salesforce CRM platform, which brings a whole new level of sophistication to automated object assignment.

Email-to-anything (e2a) is a powerful and native application which has been developed by London-based Ortoo for the Salesforce CRM platform. E2a is a bit like Salesforce’s own Email to Case solution, but on steroids!

At Ortoo, not only do we take pride in the Salesforce applications we create, we also try to make them as universally accessible as possible. For all the companies out there that use the Salesforce CRM platform, the processes they have in place, and the structure of their teams, vary a great deal.

It won’t surprise you to know that we’re often asked where the name Ortoo comes from. Most people think an Ortoo is probably an animal of some kind, maybe a Dodo-type bird or perhaps a rare marsupial?

There are thousands of Salesforce apps available on the AppExchange, but how best to ensure you pick the right one for your business and your use case? Here’s a few tips on how to select the right app first time, every time.

Ortoo has been developing Salesforce automation solutions since 2010. In this inaugural blog, we’ll try to tell you a little bit about who we are, why we do what we do and what sets us apart from other developers.