Q-assign Overview

Q-assign deploys intelligent assignment rules in Salesforce with AI-powered precision. Available for a free trial on the AppExchange from Ortoo.

Use Cases

Customers recommend Helpdesk Management, Lead Routing, Lead Analytics, as the business use cases that they have been most satisfied with while using Q-assign.

Other use cases:

  • Lead Scoring
  • Measuring Customer Satisfaction
  • Customer Case Management
  • Lead Management
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Business Priorities

Enhance Customer Relationships and Increase Sales & Revenue are the most popular business priorities that customers and associates have achieved using Q-assign.

Other priorities:

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Q-assign Use-Cases and Business Priorities: Customer Satisfaction Data

Q-assign's features include Ticketing. and Q-assign support capabilities include 24/7 Support, AI Powered, Email Support, etc. also Q-assign analytics capabilities include Analytics, and Custom Reports.

Reviews

"...Q-assign is a native SFDC app which can intelligently route Leads, Opportunities, Cases or Tasks (or, in fact, any Salesforce object) to your best available rep or agent using sophisticated and automated assignment rules...." Peer review

Peer review evidence (same sources as the product rating summary)

"...Establish an IT support desk, matching trouble tickets to support agents, according to workload, product knowledge or level of urgency...." Advanced Lead and Case Routing
"...Q-assign is a native SFDC app which can intelligently route Leads, Opportunities, Cases or Tasks (or, in fact, any Salesforce object) to your best available rep or agent using sophisticated and automated assignment rules...." Advanced Lead and Case Routing
"...Q-assign is a native SFDC app which can intelligently route Leads, Opportunities, Cases or Tasks (or, in fact, any Salesforce object) to your best available rep or agent using sophisticated and automated assignment rules...." Peer review

Q-assign Customer wins, Customer success stories, Case studies

What solutions does Q-assign provide for Helpdesk Management?

What makes Q-assign ideal for Lead Routing?

 

OppFi - Financial Services - Large

Chicago, USA

Q-assign by Ortoo helped OppFi automate the assignment of hundreds of daily loan applications. The platform ensured fair and equal distribution of work to agents, meeting strict SLA requirements. Dyn...amic assignment rules and automated re-assignment improved conversion rates across all loans. Agents received balanced workloads, increasing motivation and opportunity. OppFi praised Ortoo for responsive support and effective automation.

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A Media and Printing Company - Media Production - Very Large

Email-to-anything for Salesforce helped a global media and printing company manage high email volumes. The company automated over 1,000 record updates daily and reduced manual workflows. They saved m...ore than 5 hours per user each week. Data accuracy improved by 200%. Teams now respond faster and keep better records. Email management is easier and more efficient.

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A Property Group - Real Estate - Small

Email-to-Anything (E2A) helped A Property Group turn unstructured client emails into structured Salesforce data. The real estate agency faced slow response times and errors due to manual data entry. ...E2A automated data extraction, saving hours of work and improving data accuracy. Agents now access client information instantly, leading to faster, more responsive service. The team can update extraction rules without IT support, making workflows more efficient.

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Reliance Matrix - Insurance - Large

Philadelphia, USA

Email-to-anything helped Reliance Matrix track all sales emails in Salesforce. The sales team cut their time-to-quote in half. They gained full visibility into their sales pipeline. Salesforce became... the trusted system of record. Improved email management led to record sales. The E2A team supported setup and customization throughout.

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Equativ - Marketing And Advertising - Medium

Paris, France

Q-assign helped Equativ, a global digital advertising company, automate case assignment for its support team across six locations. Before Q-assign, manual processes led to slow response times and une...ven workloads. With Q-assign, Equativ achieved 99% first response SLA compliance and fairer workload distribution. The support team can now adjust assignment logic without IT help, improving productivity and response times. Q-assign's automation ensures cases are assigned by priority, skill, and time zone.

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Rapid7 - Information Technology And Services - Large

Boston, USA

Q-assign helped Rapid7 cut case resolution time by 4 days. The tool enabled smarter case routing and dynamic team management in Salesforce. Managers could adjust assignment rules without IT help. Rap...id7 eliminated hard-coded rules and process builders. The support team responded faster to changing business needs. Rapid7 praised Ortoo's quick and helpful support.

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Q-assign Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Analytics

4.27/5 ★

Read Reviews (6)
CAPABILITIES RATINGS AND REVIEWS
Analytics

4.27/5 ★

Read Reviews (6)

Software Failure Risk Guidance

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for Q-assign

Top Failure Risks for Q-assign

Ortoo News

Product

Advanced Dynamic Routing for Critical Salesforce Workflows

Ortoo Apps introduces advanced dynamic routing models for Salesforce workflows, addressing limitations of static systems in high-stakes environments. These models use real-time variables like skills, capacity, and AI-driven decisions to optimize task assignments. This approach ensures speed and accuracy, crucial for sectors like financial services and public operations, by dynamically routing tasks based on complexity and urgency.

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Ortoo Profile

Company Name

Ortoo

Company Website

https://ortooapps.com/

HQ Location

Hill Street, Richmond, London, England TW9 1TW, GB

Employees

11-50

Social

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Financials

PRIVATE