The Effective Service Edit #016 | 31 May 2024
Interested in more effective service processes on Salesforce? This monthly round up of the stories, events and news is for you
Assignment Smart Actions: our new freemium AI Salesforce App
Build a library of “smart” customer service automations in Salesforce. Execute specific tasks, or task sequences, pre- or post Case Assignment, all at the touch of a button e.g. case deflection, case enrichment, escalation etc.
This is like building custom assignment GPTs INSIDE your Salesforce instance – delivering your Service process. More information here.
Start your trial now, or book a demo.
Email Management made easy
Are you handling large volumes of inbound email, potentially including attachments? Take a leaf from the book of this international printing company. Using Email-to-anything, now all of their email traffic is managed directly in and out of Salesforce, including large image files.
Data accuracy has improved over 200% and team members are saving 5 hours+ per week. Read the case study.
Creating Cases from email? Here’s a low effort, big impact option
Customer service teams are seeing huge productivity gains from automating for automating their case management process from that initial inbound email, right the way through to resolution. Our app, Email-to-Case deploys automation + AI to get great customer outcomes, while streamlining every stage in the process.
Salesforce + Microsoft Outlook: What are the options?
The world of Salesforce email integration has grown a lot since the early days. There’s a lot on offer. In fact there’s so much on offer that making the right choice can be a minefield.
Here’s our quick guide to the options available to you today within the existing Salesforce product stack, and when it might make sense to evaluate a 3rd party option. Finally, we assess the different products currently available and how they compare.
What we heard at Salesforce World Tour NYC
Salesforce + AI is well and truly here. Initial results are in with case studies coming thick and fast. Financial Services was a focus at the event in New York and we spoke with a number of FinServ organizations on their plans for AI. Customer services, automated fraud detection, intelligent portfolio advisory are among the customer service use cases our product suite can deliver.
We are offering an hour-long free workshop to any organization that wants to brainstorm AI driven solutions on Salesforce to power their service operation. Just hit reply to this email.
Agent absence solved!
If you are in charge of a customer service team, you know this problem well. What happens when one of your agents is not available for Case Assignment? The good news is that help is now at hand! Q-assign has rolled out a ‘Keep Available Until’ feature, allowing managers to set a future date and time for when an agent will begin receiving cases again. No more manual intervention.
Stay ahead with Ortoo's innovative Salesforce solutions, designed to maximize your effectiveness and success. For more information on any of our products or services, please feel free to reach out.
AI-ENABLED ORTOO APPS
Ortoo is on a mission to make every organization as effective as it can be. We are leading the way with our AI-powered next-generation Salesforce productivity solutions, delivering full business process orchestration for Sales, Service and Marketing teams.
If you'd like to see for yourself how our solutions can deliver a more productive future, start your 30-day free trial today.
Be more effective!
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