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

DataTools for Salesforce offers comprehensive management of metrics and metadata, facilitating collaboration between Salesforce experts and data cloud professionals. It not only supports the fundamental metadata and metrics of your Salesforce organization but also supplies contextual data that aids in the implementation of a contemporary customer data cloud. Our specially designed Salesforce dictionary utility enhances reporting capabilities and promotes insightful analysis. This tool allows you to identify and classify key fields while prioritizing vital metrics to enhance the value of your metadata. Discover the relationships between Salesforce objects with the help of intuitive color coding, and manage your Salesforce entity relationship diagram with ease. You can quickly select the necessary objects from your dictionary and generate your Salesforce ERD with a single click. Additionally, our Salesforce data migration tool streamlines both process and project management, ensuring a smooth transition for your data. This integrated approach helps organizations maximize their efficiency and effectiveness in utilizing Salesforce data.

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.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Salesforce Yes 
Axis LMS Yes 
Microsoft Excel Yes 
Q-assign No 

Integrations

Salesforce Yes 
Axis LMS No 
Microsoft Excel No 
Q-assign Yes 

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 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 Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

DataTools Pro

Country

United States

Website

datatoolspro.com/datatools-for-salesforce/

Vendor Details

Company Name

Ortoo

Country

United States

Website

ortooapps.com

Product Features

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 

Alternatives

Alternatives

Velocify Reviews

Velocify

ICE Mortgage Technology
Q-assign Reviews

Q-assign

Ortoo