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
See all use cases See less use cases

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:

See all business priorities See less business priorities

Q-assign Use-Cases and Business Priorities: Customer Satisfaction Data

Q-assign's features include Ticketing.

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?

What solutions does Q-assign provide for Lead Routing?

Case Studies

COMPANY INDUSTRY CASE STUDIES
Q-assign case study

Reliance Matrix
Insurance
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 solution.

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Q-assign case study

Oppfi
Financial Services
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.

Read More
Q-assign case study

Sage Intacct
Computer Software
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.

Read More

Q-assign Features

  • Low
  • Medium
  • High
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 Feeds

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.

13/05/2024 - source

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.

06/05/2024 - source

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

29/02/2024 - source

Ortoo Profile

Company Name

Ortoo

Company Website

https://ortooapps.com/

HQ Location

Hill Street, Richmond, London, England TW9 1TW, GB

Employees

11-50

Social

Linkedin Twitter

Financials

PRIVATE