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

Why is Q-assign the best choice for Helpdesk Management?

Why is Q-assign the best choice for Lead Routing?

Case Studies

Computer Software

CASE STUDY Sage Intacct

Sage Intacct helped a construction company significantly reduce their accounting workload, resulting in a 90% decrease in time spent on manual tasks and a 25% increase in efficiency.

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Insurance

CASE STUDY Reliance Matrix

Reliance Matrix, a leading provider of technology solutions for the Oil & Energy industry, improved their project delivery time by 15% and increased productivity by 20% through a customized CRM solut...ion.

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Financial Services

CASE STUDY Oppfi

Oppfi, a Finnish financial services company, improved customer service and reduced costs by 20% through implementing Ortoo's software solution.

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Information Technology and Services

CASE STUDY Sage

Email to Case: Ultimate Edition helped Sage automate and prioritize case management in Salesforce. The solution eliminated the need for manual triage and assignment of cases. Sage can now adjust work...flows in real time without waiting for IT. This led to greater efficiency and improved support operations. The customer praised the flexibility and support provided by Ortoo.

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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