Cold email automation
How to personalize automated prospecting emails

Warm up your cold emails to prospects using personalization. In this blog, we’ll show you how different data points can be used in automated prospecting emails to increase your return.

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.

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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