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

Comprehensive Insights on Q-assign Use Cases

What Are the key features of Q-assign for Helpdesk Management?

What benefits does Q-assign offer for Lead Routing?

Case Studies

Information Technology and Services

CASE STUDY Rapid7

Q-assign helped Rapid7 improve case distribution in their service department. Managers used Q-assign to set rules and create dynamic teams without help from Salesforce admins. The solution assigned c...ases based on product and severity skills. Rapid7 cut 4 days off their time to resolution. They no longer needed admin resources for case assignment. Support from Ortoo was fast and reliable.

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Financial Services

CASE STUDY OppFi

Q-assign helped OppFi automate the assignment of loan applications. The company needed to distribute work fairly and meet strict SLA requirements. Q-assign used dynamic rules to assign applications b...ased on value and agent workload. The solution enabled higher conversion rates and fair distribution across all agents. OppFi met SLA guidelines and increased agent motivation.

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Real Estate

CASE STUDY A Property Group

Email-to-Anything helped A Property Group manage client emails in Salesforce. The real estate agency struggled with manual data entry and unstructured email data. E2A used AI to extract and organize ...email content into Salesforce fields. This saved time, improved response speed, and made data more accurate. Agents now access client information quickly and focus on better service.

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Insurance

CASE STUDY Reliance Matrix

Email-to-Anything helped Reliance Matrix manage emails in Salesforce for their pre-sales process. The team needed better email tracking and integration with custom objects. Email-to-Anything automate...d email tracking, added templates, and improved visibility. Reliance Matrix saw a 100% improvement in quote turnaround times. Salesforce became their trusted system of record. The solution led to record sales and better customer communication.

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CASE STUDY A Media and Printing Company

Email-to-anything helped a media and printing company manage high email volumes in Salesforce. The company faced challenges with manual workflows, large files, and sensitive data. Email-to-anything e...nabled point-and-click setup, reduced hard coding, and automated over 1,000 records daily. The solution saved over 5 hours weekly and improved data accuracy by 200%. Teams now respond faster and keep better records.

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CASE STUDY Equativ

Q-assign helped Equativ, a global digital advertising company, automate and improve case assignment for its support team across six locations. Before Q-assign, case distribution was uneven and respon...se times were slow. Q-assign automated case routing by priority, language, skill, and time zone, making workloads fair and boosting team efficiency. Equativ achieved 99% First Response SLA compliance and balanced workloads among specialists. The support team can now adjust assignment logic without IT help.

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Q-assign Features

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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

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.

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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.

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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

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Case Orchestration: 12 Case Management Hacks

Customer Service leaders and Salesforce Administrators alike are constantly seeking innovative ways to enhance service team performance and customer satisfaction. With the launch of Ortoo’s Case Orchestrator on the AppExchange, next-level efficiency and effectiveness are suddenly attainable. This eGuide explores 12 strategic hacks to leverage the full potential of Case Orchestrator for transforming your service and support functions into high-performance teams.

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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