Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
eCourier serves as a robust application that facilitates the scheduling and delivery of Salesforce reports as email attachments in formats like Excel or CSV, allowing distribution to users, contacts, and even external email addresses through both ad-hoc and scheduled jobs. It is a fully native Salesforce solution packed with features, enabling users to access all standard reports and custom Visualforce pages from their organization in real-time, thus allowing them to select any report for delivery according to their desired schedule. Users have the flexibility to determine the frequency of report dispatch, ranging from hourly to monthly intervals, and they can opt to send reports immediately without creating a schedule if they prefer. Additionally, users have the ability to modify or deactivate existing schedules as needed. Recipients can include any user or contact from the organization, and lookup filters are available to facilitate the selection process, while external email addresses must be manually entered along with corresponding names. This comprehensive functionality ensures that report distribution is both efficient and tailored to the user's specific requirements.
API Access
Has API
No
API Access
Has API
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
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
No
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
No
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Ortoo
Country
United States
Website
ortooapps.com
Vendor Details
Company Name
Mirketa
Founded
2003
Country
United States
Website
www.mirketa.com/ecourier-report-scheduler/
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
Reporting
Customizable Dashboard
No
Data Source Connectors
No
Drag & Drop
No
Drill Down
No
Email Reports
No
Financial Reports
No
Forecasting
No
Marketing Reports
No
OLAP
No
Report Export
No
Sales Reports
No
Scheduled / Automated Reports
No