Rapid7
- Information Technology And Services
- Large
Boston, USA
Q-assign helped Rapid7 cut case resolution time by 4 days. The tool enabled smarter case routing and dynamic team management... in Salesforce. Managers could adjust assignment rules without IT help. Rapid7 eliminated hard-coded rules and process builders. The support team responded faster to changing business needs. Rapid7 praised Ortoo's quick and helpful support.
Splunk
- Information Technology And Services
- Large
San Francisco, USA
Splunk used Q-assign to route IT support requests to agents in multiple countries. They managed over 20 products and 1,000... apps, with support teams in AMER, EMEA, and APAC. Q-assign set up 200+ assignment groups and custom business hours for each team. Splunk's service team delivered 24/7 support for the first time. Team productivity and performance improved significantly.
Entrust
- Information Technology And Services
- Large
Shakopee, USA
Entrust used Q-assign to automate lead and case routing in Salesforce. Before Q-assign, Entrust struggled with manual territory updates, missed... SLAs, and compliance risks. Q-assign unified assignment across sales and support, enabling real-time routing every 30 seconds. The solution reclaimed full-time roles and reduced SLA targets by one day. Managers gained visibility into workloads and compliance improved. Business users now update routing rules without IT help.
Sage
- Information Technology And Services
- Very Large
Newcastle upon Tyne, UK
Sage used Ortoo's Case Orchestrator to automate case triage and assignment in Salesforce. The solution removed the need for manual... headcount in these processes. Managers can now adjust workflows in real time without IT support. This led to faster case handling and improved support operations. Sage praised Ortoo for flexibility and strong customer support.
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 workflows 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.
Media Production Case Studies and Customer Success Stories with Email-to-Anything
A Media and Printing Company
- Media Production
- Very Large
Email-to-anything for Salesforce helped a global media and printing company manage high email volumes. The company automated over 1,000 record... updates daily and reduced manual workflows. They saved more than 5 hours per user each week. Data accuracy improved by 200%. Teams now respond faster and keep better records. Email management is easier and more efficient.
Financial Services Case Studies and Customer Success Stories with Email-to-Anything
OppFi
- Financial Services
- Large
Chicago, USA
Q-assign by Ortoo helped OppFi automate the assignment of hundreds of daily loan applications. The platform ensured fair and equal... distribution of work to agents, meeting strict SLA requirements. Dynamic assignment rules and automated re-assignment improved conversion rates across all loans. Agents received balanced workloads, increasing motivation and opportunity. OppFi praised Ortoo for responsive support and effective automation.
Education Case Studies and Customer Success Stories with Email-to-Anything
Los Angeles Pacific University
- Education
- Medium
San Dimas, USA
Q-assign helped Los Angeles Pacific University automate 85-90% of student assignment processes. Manual case assignments that took 24-48 hours now... happen in seconds. Staff saved about 200 hours each week and shifted focus to higher-value work. Students received faster, more accurate support. LAPU expanded Q-assign use to more departments and plans to add AI-driven features for smarter routing.
Real Estate Case Studies and Customer Success Stories with Email-to-Anything
A Property Group
- Real Estate
- Small
Email-to-Anything (E2A) helped A Property Group turn unstructured client emails into structured Salesforce data. The real estate agency faced slow... response times and errors due to manual data entry. E2A automated data extraction, saving hours of work and improving data accuracy. Agents now access client information instantly, leading to faster, more responsive service. The team can update extraction rules without IT support, making workflows more efficient.
Insurance Case Studies and Customer Success Stories with Email-to-Anything
Reliance Matrix
- Insurance
- Large
Philadelphia, USA
Email-to-anything helped Reliance Matrix track all sales emails in Salesforce. The sales team cut their time-to-quote in half. They gained... full visibility into their sales pipeline. Salesforce became the trusted system of record. Improved email management led to record sales. The E2A team supported setup and customization throughout.
Computer Software Case Studies and Customer Success Stories with Email-to-Anything
Sage Intacct
- Computer Software
- Very Large
San Jose, USA
Q-assign by Ortoo helped Sage Intacct handle over 40,000 support cases a year. The team replaced manual triage with automated,... skill-based case assignment in Salesforce. This change saved at least one full-time role and improved time to resolve issues by 100%. Case deflection improved by 55%. Load balancing and automated alerts ensured no cases were missed and agents were not overloaded. Customer satisfaction increased with faster, more accurate responses.
Q-assign helped Equativ, a global digital advertising company, automate case assignment for its support team across six locations. Before Q-assign, manual... processes led to slow response times and uneven workloads. With Q-assign, Equativ achieved 99% first response SLA compliance and fairer workload distribution. The support team can now adjust assignment logic without IT help, improving productivity and response times. Q-assign's automation ensures cases are assigned by priority, skill, and time zone.
Internet Case Studies and Customer Success Stories with Email-to-Anything
Verivox
- Internet
- Medium
Heidelberg, Germany
Q-assign helped Verivox speed up loan case assignment in Salesforce. Before, consultants picked cases themselves, causing delays and confusion. With... Q-assign, 75% of cases are now handled within 30 minutes. The team saw a 66% improvement in response speed. Managers gained full control and visibility over case distribution. Verivox can now adjust assignment logic quickly without IT help.
Automotive Case Studies and Customer Success Stories with Email-to-Anything
ByMyCar
- Automotive
- Large
France
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 extraction, ByMyCar now fills up to 100 Salesforce fields instantly and eliminates template dependencies. Lead processing time dropped by 85%. Business users manage templates without IT help. The solution supports multiple countries and brands, improving accuracy and scalability.
