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Customer journey content hub

Round robin lead assignment
How to automate round robin lead assignment in Salesforce

Round robin lead assignment doesn’t need to be a headache. With Ortto, you can create robin robin lead assignment rules in minutes.

Lead nurturing playbooks
5 steps to building a nurture playbook for ebook downloads

Make the most of every sales opportunity by entering leads who have downloaded your ebook into a nurture playbook.

What is first party data
8 strategies to help you track more first-party customer data

With the death of cookies looming, it’s never been so important to collect first-party data. These 8 strategies will help future-proof your company.

unique customer identifiers
How to use unique customer identifiers

Unique customer identifiers consolidate all customer information and touchpoints into a single profile, so that you can engage with your customers in a more meaningful way.

customer engagement strategies
8 effective customer engagement strategies to try now

It costs more to acquire new customers than it does to retain existing ones. Here are 8 customer engagement strategies to help you hold onto your valued customers.

Types of email marketing
12 types of marketing emails you should be sending

Marketers spend a lot of time thinking about subject lines and email content, but what about the types of emails you’re sending? Achieving a balance of email types is another important factor in your overall email marketing performance.

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Mosaic
Mosaic

“We were looking for a solution that was really easy to use, didn’t require a tech team, and would have a robust integration with Salesforce so we could trigger sales communications in a smarter way. Nobody else out there has what Ortto has.

Mica Shtewi
Tech Manager