Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Ortoo offers robust workforce automation applications that are fully integrated with Salesforce, revolutionizing Sales and Service teams globally into high-performing units. By using these applications, businesses can enhance throughput, boost conversion rates, increase sales revenue, and improve customer satisfaction while simultaneously reducing operational costs. Experience the benefits firsthand by trying them for free. Ortoo empowers rapidly expanding Salesforce organizations to cultivate exemplary teams; its efficient automation tools streamline the creation, updating, and distribution of work items like leads and cases, resulting in unprecedented productivity and effectiveness. Effortlessly generate and modify leads or opportunities directly from incoming emails, and manage email communications seamlessly within Salesforce. This enhanced Email to Case functionality allows for automatic case creation and updates, and also supports the creation of custom cases or support requests through tailored objects, further amplifying operational efficiency.

Description

By utilizing a unified interface for managing tasks, appointments, leads, and additional functions, users can eliminate uncertainty regarding their next actions and timelines. The implementation of sales cadences ensures that engagement remains structured and reliable, whether during outbound prospecting or regular customer follow-ups. Additionally, sales representatives can save valuable time with features that allow for repeatable cadences, automated mass email functionality, customizable email templates, and much more. The integration of Salesforce and Salesvue data within a single platform delivers critical insights on the timing of follow-ups, engagement consistency, essential success factors, and conversion metrics throughout the sales process. This centralized approach allows sales representatives to minimize time spent on administrative duties, enabling them to focus on more direct conversations that lead to increased deal closures. Ultimately, this streamlined system empowers sales teams to operate more efficiently and effectively in their pursuit of success.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Salesforce Yes 
Formstack No 
Q-assign Yes 
Seismic No 
Square Appointments No 
Square POS No 
Square Payments No 
Square for Retail No 
Vertical IQ No 

Integrations

Salesforce Yes 
Formstack Yes 
Q-assign No 
Seismic Yes 
Square Appointments Yes 
Square POS Yes 
Square Payments Yes 
Square for Retail Yes 
Vertical IQ Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$120 per month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Ortoo

Country

United States

Website

ortooapps.com

Vendor Details

Company Name

Salesvue

Country

United States

Website

salesvue.com

Product Features

Sales Force Automation

Call Management No 
Campaign Management No 
Channel Management No 
Commission Management No 
Contact Management No 
Contract Management No 
Customer Database No 
Email Marketing No 
Field Sales Management No 
Lead Management No 
Opportunity Management No 
Performance Metrics No 
Proposal Generation No 
Referral Tracking No 
Sales Forecasting No 
Territory Management No 

Product Features

Sales Engagement

CRM Integration No 
Call Scripts / Call Steps No 
Email Sequences No 
Email Tracking / Automation No 
Lead Management No 
Reporting / Analytics No 
Sales / Voice Dialer No 
Sales Automation No 
Search No 
Task Management No 
Templates No 
Workflow Management No 

Sales Force Automation

Call Management Yes 
Campaign Management Yes 
Channel Management No 
Commission Management No 
Contact Management Yes 
Contract Management No 
Customer Database Yes 
Email Marketing Yes 
Field Sales Management Yes 
Lead Management Yes 
Opportunity Management Yes 
Performance Metrics Yes 
Proposal Generation No 
Referral Tracking No 
Sales Forecasting No 
Territory Management Yes 

Alternatives

Velocify Reviews

Velocify

ICE Mortgage Technology

Alternatives

Q-assign Reviews

Q-assign

Ortoo