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.
Business Priorities
Enhance Customer Relationships and Increase Sales & Revenue are the most popular business priorities that customers and associates have achieved using Q-assign.
Q-assign Use-Cases and Business Priorities: Customer Satisfaction Data
Q-assign's features include Ticketing.
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
Comprehensive Insights on Q-assign Use Cases
Why is Q-assign the best choice for Helpdesk Management?
How efficiently Does Q-assign manage your Lead Routing?
Case Studies
COMPANY | INDUSTRY | CASE STUDIES |
---|---|---|
Computer Software
|
Computer Software |
CASE STUDY Sage IntacctRead More |
Financial Services
|
Financial Services |
CASE STUDY OppfiRead More |
Insurance
|
Insurance |
CASE STUDY Reliance MatrixRead More |
Q-assign Features
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- Medium
- High
FEATURE | RATINGS AND REVIEWS |
---|---|
Analytics | Read Reviews (6) |
CAPABILITIES | RATINGS AND REVIEWS |
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Analytics | Read Reviews (6) |
Software Failure Risk Guidance
?for Q-assign
Top Failure Risks for Q-assign
Ortoo Feeds
Managing Customer Service Agent Absence in Salesforce
Managing agent availability can be a hassle, especially without an ‘Out-of-Office’ setting. Q-assign’s new Salesforce feature, 'Keep Available Until,' solves this problem by allowing managers to set a date for agents to resume case assignments automatically.
Smart Actions: AI-Powered Salesforce Processes at your Fingertips
Smart Actions revolutionizes Salesforce workflows by integrating AI-driven automations that simplify and enhance business processes. Users can leverage AI to automate tasks, enrich data, and manage communications effortlessly. Featuring a user-friendly interface and a freemium model, Smart Actions offers significant efficiency gains and cost savings over traditional manual operations.
Einstein Copilot vs AI Services for Salesforce (by Ortoo)
Comparing Salesforce's long-awaited Einstein Copilot with AI Services (on the AppExchange), which offers access to external LLM's like ChatGPT, Gemini and LLaMA
Ortoo Profile
Company Name
Ortoo
Company Website
https://ortooapps.com/HQ Location
Hill Street, Richmond, London, England TW9 1TW, GB
Employees
11-50
Social
Financials
PRIVATE