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

Q-assign Customer wins, Customer success stories, Case studies

How efficiently Does Q-assign manage your Helpdesk Management?

How does Q-assign facilitate Lead Routing?

OppFi - Financial Services

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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Rapid7 - Information Technology And Services

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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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)

Software Failure Risk Guidance

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for Q-assign

Top Failure Risks for Q-assign

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.

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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