BECOME A PARTNER

BECOMING A PREFERRED PARTNER

As an experienced Salesforce Consultant, you are most likely talking every day to Salesforce customers who are enduring shortfalls in Salesforce functionality, resulting in a direct impact in the productivity of their users.

 

Our intelligent productivity solutions address many of those problems. So, if you introduce such a customer to us, we’ll reward you handsomely – and no doubt your customer will continue to do so too. Win. Win. Win.

 

So, what can Ortoo offer you?

The partner program has helped our business get the most out of their applications and opened the door for more Salesforce interaction

BECOMING A PARTNER

A REFERRAL FEE

We’ll pay you commission, a referral fee, on any deal you bring to us. We’ll pay you X% of the year 1 revenue and, subject to negotiation, we’ll provide you with an additional discount that you can pass on to your customer.

FREE SOFTWARE

As an Ortoo Referral Partner, we’ll provide you with full production versions of our two flagship products, Email-to-anything and Q-assign, free of charge.

SUPPORT AND TRAINING

We’ll provide you with the necessary support to get QA & E2A installed and configured in your Salesforce production environment.

SALES & MARKETING RESOURCES

We’ll also provide you with the Sales and Marketing resources you need to position and sell Email-to-anything and Q-assign as best-in-class solutions.

DEAL REGISTRATION

Any deal you bring to us will be registered and protected.  We won’t work with any other third party on that deal, and we won’t work on it directly (unless you want us to).

ON-GOING CUSTOMER SUPPORT

Ortoo will manage the Customers’ project implementation and on-going technical support, to allow our Referral Partner to focus on future sales opportunities and customer engagements.

INCOMING LEADS

As an official Ortoo Referral Partner, we may pass leads to you where system integration or consultancy is needed beyond and E2A or Q-assign installation. We’ll pass on leads based on best-match (in terms of partner capability and customer requirement) and also partners’ success rate processing previous leads.

NEW TESTIMONIALS

Where our partners do a great job on shared projects & implementations, we will provide glowing reviews, testimonials and references.

JOINT-MARKETING & EVENTS

Where appropriate we can package Ortoo solutions with a Referral Partner’s own products & services, to showcase complete end-to-end solutions to targeted vertical markets and specific industries via marketing campaigns and trade shows.

Our Products

Email-to-Anything (e2a)

E2A delivers intelligent email automation to Salesforce. E2A can send emails to any Salesforce object. It scans inbound emails for pertinent data, sends them to the relevant object and then, depending on whether a matching record exists, creates a new record or updates an existing one. The advanced email client ensures that any outgoing emails are tagged with a unique thread ID, so any responses come right back into Salesforce against the same record. E2A use cases include Email to Lead, to Case, Support Requests, IT/HR “tickets” and much more.

Q-ASSIGN

Q-assign is a sophisticated Lead and Case assignment engine. In fact, beyond Leads and Cases, QA can assign any record in any object to any agent or queue using intelligent assignment rules. Scoring-based rules enable QA to match and assign by skill, experience, product, language, territory, product, account, last contact, time zone and many more criteria. Simpler assignment rules can match agents to tickets by availability, load, or Round Robin.

Testimonials

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Beige O
Salesforce AppExchange Review

I am extremely impressed with the speed and level of service I received from Ortoo on our latest project. They were prompt, diligent and ensured to follow up at every step of our project.

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Rocky G.
Salesforce AppExchange Review

I have implemented the Ortoo email app at a couple of companies and have been thrilled with the results.

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Leigh G
Salesforce AppExchange Review

This app does exactly what it says it does. Documentation is good and setup is simple. We’ve used it for over a year with no issues at all.

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Jessika B.
Salesforce AppExchange Review

Great app and easy setup. Working with the support team was great and they were able to help me get the app up and running in no time.

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