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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
API Access
Has API
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
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
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management
Product Features
Reporting
Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports