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Q-assign Product Overview

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

How satisfied the customers are with Q-assign use-cases

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

Q-assign Customer Insights, Testimonials and Case Studies

OppFi - Financial Services - Large

Q-assign helped OppFi automate complex loan application assignment. The platform enabled fair and equal distribution of work to agents. OppFi met strict SLA requirements and improved conversion rates... across all loans. Agents received balanced workloads, boosting motivation and opportunity. Q-assign replaced manual processes with dynamic, automated rules for better efficiency.

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Rapid7 - Information Technology And Services - Large

Q-assign helped Rapid7 cut case resolution time by 4 days. The IT services company used Q-assign to assign cases by product and severity, and to create dynamic virtual teams. Managers could adjust ru...les without Salesforce admin help. The solution removed hard-coded assignment rules and process builders. Rapid7 no longer needed Salesforce admin resources for case routing. Support from Ortoo was fast and reliable.

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Sage - Information Technology And Services

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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Splunk - Information Technology And Services

Q-assign helped Splunk route IT support requests to agents in multiple international locations. Splunk managed 20 products and over 1000 apps, needing to assign cases across AMER, EMEA, and APAC with... different business hours. Q-assign used round robin assignment and set up over 200 assignment groups with custom business hours. The service team could offer 24/7 support for the first time. Team productivity and performance improved significantly.

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ByMyCar - Automotive

Ortoo’s AI Services helped ByMyCar automate email-to-lead processing in Salesforce. The company faced costly template changes, manual work, and duplicate leads across Europe. With AI-powered data ext...raction, ByMyCar now fills up to 100 Salesforce fields instantly and eliminates template dependencies. Business users manage templates without IT help. Lead processing time dropped by 85%. The solution supports multiple countries and brands, improving efficiency and accuracy.

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Entrust - Information Technology And Services

Q-assign helped Entrust fix slow lead and case assignment. Before, manual updates and rigid rules caused delays and compliance risks. Entrust used Q-assign to automate routing by country, skill, and ...SLA. Now, leads and cases are assigned every 30 seconds. The team reclaimed full-time roles and cut SLA targets by one day. Managers get real-time dashboards and better compliance. Business users can update rules 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)

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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.

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