Real-World Case Studies and Customer Success Stories with Q-assign

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

Q-assign helped Los Angeles Pacific University automate student assignment processes. The university faced slow, manual case assignments and complex student lifecycles. Q-assign automated 85-90% of a...ssignments and reduced processing time from up to 48 hours to seconds. Staff saved about 200 hours each week. Students now get faster, more accurate support. The university can update assignment rules without IT help.
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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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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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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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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.

Q-assign helped Sage Intacct automate Salesforce case assignment. The company faced rising support case volumes and complex product needs. Manual triage was slow and inefficient. Q-assign enabled ski...ll-based, automated case routing and load balancing. The solution removed the need for manual triage, letting staff focus on other work. Automated responses and alerts improved customer support and team efficiency.
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Q-assign helped Verivox improve loan case assignment for their online comparison portal. Before Q-assign, consultants picked cases themselves, causing delays and lack of control. With Q-assign, cases... are routed quickly to the right agents. Now, 75% of cases are handled within 30 minutes, up from 40-50%. Verivox saw a 66% improvement in response speed and better conversion rates. The team can now change assignment logic without IT help.
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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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Case Orchestrator by Ortoo helped Sage automate case triage and assignment in Salesforce. The app removed the need for extra staff to manually handle cases. Managers can now adjust workflows in real ...time without IT help. Sage saw faster case resolution and improved support operations. The solution offers AI-driven automation and real-time analytics for better productivity.
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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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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 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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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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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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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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