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
Salesforce
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.
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.
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
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.
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.