Customer stories
Proof in production.Real teams, real outcomes.
Solving complex Salesforce workflow challenges since 2012. See how customers use Ortoo to handle service, revenue, and high-volume operations.
Trusted by Salesforce teams since 2012
%27%20id=%27layer1%27%3e%3cpath%20d=%27M%20372.07821,531.63637%20L%20372.07821,530.40262%20L%20367.33659,530.40262%20C%20365.00484,530.40262%20363.91609,531.20162%20363.91609,532.43762%20C%20363.91609,533.57087%20364.96609,534.57162%20367.64846,534.57162%20C%20370.95121,534.57162%20372.07821,534.2705%20372.07821,531.63637%20z%20M%20361.93559,523.36912%20L%20360.26259,525.05662%20C%20358.70596,524.12187%20357.11284,523.48812%20354.97484,523.48812%20C%20352.44846,523.48812%20351.59384,524.35537%20351.59384,525.52312%20C%20351.59384,526.25675%20352.21559,526.9905%20354.19721,527.12475%20L%20357.46246,527.32362%20C%20359.47721,527.43875%20360.89334,528.017%20361.81371,528.89712%20C%20362.88834,527.97975%20364.48659,527.39612%20366.59834,527.39612%20L%20372.07821,527.39612%20L%20372.07821,525.67425%20C%20372.07821,524.07262%20370.87359,523.50525%20368.03571,523.50525%20C%20365.97659,523.50525%20364.63221,524.11237%20363.59509,525.069%20L%20361.93559,523.36912%20z%20M%20391.42271,527.65687%20L%20400.58646,527.65687%20C%20400.58646,524.72437%20398.40484,523.26912%20395.98771,523.26912%20C%20393.57196,523.26912%20391.42271,524.69825%20391.42271,527.65687%20z%20M%20377.70559,528.94887%20C%20377.74184,531.714%20377.78584,532.1495%20378.50521,532.92425%20C%20379.06559,533.53012%20380.28059,534.2385%20381.92259,534.2385%20C%20383.52321,534.2385%20384.56346,533.53012%20385.12571,532.92425%20C%20385.84584,532.1495%20385.92671,531.67812%20385.92671,528.94887%20C%20385.92671,526.187%20385.84584,525.714%20385.12571,524.94062%20C%20384.56346,524.33437%20383.52321,523.62625%20381.92259,523.62625%20C%20380.28059,523.62625%20379.06559,524.33437%20378.50521,524.94062%20C%20377.78584,525.714%20377.66809,526.16462%20377.70559,528.94887%20z%20M%20375.21084,522.85987%20C%20375.33771,522.6965%20375.47934,522.53275%20375.63596,522.35687%20C%20376.52871,521.38975%20378.28009,520.28987%20380.84346,520.28987%20C%20382.86584,520.28987%20384.46009,520.95662%20385.93646,522.29087%20L%20385.93646,520.48937%20L%20389.89971,520.48937%20L%20389.89971,522.34262%20C%20391.47184,520.86625%20393.58496,520.28987%20395.56209,520.28987%20C%20399.89746,520.28987%20403.63109,523.26037%20403.65434,528.25212%20C%20403.65959,529.10612%20403.55859,530.63237%20403.55859,530.63237%20L%20391.41759,530.63725%20C%20391.41759,533.3955%20393.29896,534.43675%20396.01234,534.43675%20C%20397.52109,534.43675%20399.43809,533.7465%20400.60059,532.71825%20L%20403.26034,534.65%20C%20401.32271,536.57712%20398.72184,537.62675%20396.08796,537.62675%20C%20393.92134,537.62675%20391.59221,537.1195%20389.89971,535.5755%20L%20389.89971,537.00012%20C%20389.89971,542.10375%20385.85746,544.43812%20381.35059,544.43812%20C%20378.82359,544.43812%20376.25771,543.30325%20374.50896,541.603%20L%20377.57871,539.50237%20C%20378.55184,540.33562%20379.91171,541.03625%20381.42696,541.03625%20C%20384.07059,541.03625%20385.93646,539.73562%20385.93646,537.367%20L%20385.93646,535.63275%20C%20384.69284,536.7995%20382.86584,537.60012%20380.84346,537.60012%20C%20378.62496,537.60012%20377.01596,536.77637%20376.04284,535.92712%20L%20376.04284,537.64287%20L%20372.07821,537.64287%20L%20372.07821,535.91425%20L%20372.00221,535.91425%20C%20371.18546,537.082%20369.82484,537.61537%20367.14284,537.61537%20C%20364.63609,537.61537%20362.72621,536.88762%20361.54646,535.71787%20C%20360.06971,536.937%20357.71734,537.597%20355.01434,537.597%20C%20351.82671,537.597%20348.87196,536.59612%20346.34546,534.56237%20L%20349.10484,532.22775%20C%20350.81484,533.66012%20352.68009,534.3965%20355.32459,534.3965%20C%20357.58021,534.3965%20359.21121,533.66012%20359.21121,532.22775%20C%20359.21121,531.026%20358.16246,530.6595%20356.80121,530.55925%20L%20353.30309,530.29262%20C%20350.03846,530.05937%20347.62846,528.39125%20347.62846,525.49025%20C%20347.62846,522.05412%20350.81484,520.28625%20354.97484,520.28625%20C%20357.97946,520.28625%20360.13284,520.96612%20361.92084,522.06187%20C%20363.37121,520.76212%20365.27596,520.304%20367.84184,520.304%20C%20371.26109,520.304%20373.92921,520.99762%20375.21084,522.85987%27%20style=%27fill:%23008066;fill-opacity:1;fill-rule:nonzero;stroke:none%27%20id=%27path2489%27%20/%3e%3c/g%3e%3c/svg%3e)
Customer proof
Proven in production. Trusted with critical work.
Live on the high volume workflows enterprises rate as core to their operation.
Automotive · Service operations
Cars.com
33,600 hours of manual triage, removed.
Cars.com automated case triage, account matching and routing across 6 production use cases, extending their existing Service Cloud setup with Ortoo.
~100%
First-touch routing accuracy
33,600 hrs
Reclaimed annually
16 FTEs
Senior-agent time freed
168,000+
Cases handled per year
Service Cloud · Ortoo Orchestrator + Q-assign + e2a
Compliance · Service operations
Assent Compliance
120,000 records processed in three months.
Assent extended Salesforce Omni-Channel with Ortoo to read unstructured case content and route across 16 teams, scaling volume without adding headcount.
100%
Case triage automated across all 16 teams
120,000+
Records processed in 3 months
16
Use cases live across teams
Day 1
Processing from go-live
Service Cloud · Ortoo Orchestrator + Q-assign
All customer stories
Every story, by industry.
Industry
AutomotiveDigital Advertising TechnologyFinanceHi TechHigher EducationIdentity & SecurityInternet PublishingLife Insurance & Absence ManagementReal EstateSoftware
Internet Publishing
Verivox
Sales
75%
Cases being addressed within the first 30 minutes
“My experience of working with the Q-assign team on implementation and support over the last five years has been excellent.”
Oliver Maier, Managing Director, Financial Comparison
Identity & Security
Entrust
Sales & Revenue Operations / Support
1 day
SLA reduction through fair, automated case routing
“We've reduced SLA targets by an entire day — something we couldn't consider before Q-assign.”
Nicolette Campbell, Salesforce Admin
Hi Tech
Splunk
Service
24/7
Service team able to offer 24/7 support for the first time
“Excellent Support team. The support team has been a true asset. They have been patient, thorough and are quick to respond”
Traci Giamanco, Workforce Optimization Manager
Hi Tech
Rapid7
Service
4
Shaved 4 days off time to resolution, by making "smarter" routing decisions
“Their support is exceptional. Any time we've had any questions, there's always been a response within a few minutes. I continue to be impressed.”
Ben Sykes, Project Coordinator Apprentice
Life Insurance & Absence Management
Reliance Matrix
Sales
100%
Improvement in turnaround time for quotes
“Email-to-anything solved that gap that Salesforce has between standard email management features and what's possible with custom objects.”
Marie Reddy, Manager, Salesforce Solutions
Software
Sage Intacct
Service
100%
Improvement in time to resolve
“Ortoo has helped us to take case automation to even greater levels. We started the year talking about dynamic actions as a concept, and ended it as a reality…”
Anthony Johnson, Customer Support Operations Director
Finance
OppFi
Operations
Higher conversion
Higher conversion rates across all loans, irrespective of value. Whilst meeting SLA Guidelines.
“Ortoo has been a great partner in our distribution journey. Q-assign automated what used to be incredibly complex logic to manually distribute work 'fairly'…”
Adriano Bruno, Operations Director
Real Estate
A Property Group
Customer Service
Reduced
Reduced Response Times
“E2A has revolutionized how we manage client communications. The AI-driven data extraction converts every email into valuable, structured Salesforce data,…”
Salesforce Administrator
Automotive
ByMyCar
CRM Operations
85%
Reduction in lead processing time
ByMyCar is transforming how it processes leads from email using Ortoo's AI Services. Faced with costly template dependencies, manual intervention, and scalability issues across Europe, ByMyCar sought a smarter, scalable solution. With AI-powered unstructured data extraction, the team now automates lead handling across markets ensuring timely responses, no duplication, and minimal IT reliance.
Digital Advertising Technology
Equativ
Customer Support
99%
First Response SLA Compliance Rate
“Q-assign has really improved the fair distribution of cases across our team. The process is much smoother, and we can clearly see the difference—where we once…”
Flore Meric, Project and Problem Manager
Higher Education
Los Angeles Pacific University
Support / Operations
85-90%
Automated assignments
“Q-assign revolutionized our student assignment process. What once took days now happens instantly. Our staff can focus on strategic tasks rather than…”
Daniel Terrones, Director of Information Technology
Customer reviews
Loved on Salesforce AppExchange.
Improved visibility and case management
Since implementing Q-assign, I receive notifications whenever a Data Services ticket is created, allowing me to track progress from creation through completion.
Amon Kimutai
Efficient and reliable experience with Ortoo
Overall, the Ortoo app has been a good experience. It improved visibility, automated case assignment, and supported more balanced workloads.
Shaik Farooq
Improving workload distribution and team efficiency
Since its implementation, the process of assigning cases has become more structured and efficient, which has contributed to better coordination and visibility across the team.
Wish Wanjala
Responsive team, efficient product
With over 1,000 cases coming in daily, we needed a structured approach to ensure cases are directed to the right teams, and within those teams, assigned to the right individuals based on availability and expertise.
Mercy Kiprono
Configurable for complex needs
Q-Assign is highly configurable and has met our complex needs for case handling. From start to end the team has been heavily invested in finding and delivering a solution that best met our needs.
Louisa Barrett
Great team, efficient product
The team is heavily engaged during scoping, implementation, and post deployment. They address issues and requests quickly, and have a deep understanding of Salesforce.
Nick Tomasi
Robust and configurable
The Ortoo team did an amazing job helping us find solutions for our org which has many complex workflows and agents with varying abilities. The solution is very robust and configurable for any and all ideas brought to the table.
Ellen Parker
Powerful tool with fantastic support
Q-assign is incredibly helpful when dealing with a large volume of cases or a high number of agents. Its ability to assign cases to the best possible agent based on a variety of variables is an asset to almost any organization.
Dylan Pendexter
Saved us a lot of time
I love this app because it saved us a lot of time and avoided development and high costs. We were able to automate all of our tasks with click and select screens, fast to set up advanced automations.
Cesar Adames
Q-assign streamlined lead routing
Q-assign streamlines lead routing between marketing and sales teams by empowering sales to directly manage assignment rules within Salesforce.
Andre Leal
Massive boost in productivity
The tool enables us to classify and assign cases seamlessly, saving our team between 7 to 10 hours daily, a massive boost in productivity and overall team morale.
Anum Farooq
Improved visibility and case management
Amon Kimutai
Efficient and reliable experience with Ortoo
Overall, the Ortoo app has been a good experience. It improved visibility, automated case assignment, and supported more balanced workloads.
Shaik Farooq
Improving workload distribution and team efficiency
Wish Wanjala
Responsive team, efficient product
Mercy Kiprono
Configurable for complex needs
Louisa Barrett
Great team, efficient product
Nick Tomasi
Robust and configurable
Ellen Parker
Powerful tool with fantastic support
Dylan Pendexter
Saved us a lot of time
Cesar Adames
Q-assign streamlined lead routing
Q-assign streamlines lead routing between marketing and sales teams by empowering sales to directly manage assignment rules within Salesforce.
Andre Leal
Massive boost in productivity
Anum Farooq
Improved visibility and case management
Amon Kimutai
See orchestration in action.
Book a 30-minute session. We will map one of your workflows and show where orchestration would change the outcome.