AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Woodfinn Compass ®

Order Management, Panel Management and Quality Control

Overview

See How Woodfinn Compass ® Works

  • Streamline your operations with efficient order management. Configure assignment logic, create custom views and dashboards, receive real time updates, and automate tasks.

  • Build stronger relationships with robust panel management. Recruit and build your panels, validate appraiser profiles, set alerts, define scorecards, track work history and communicate seamlessly.

  • Deliver Quality with configurable controls and client specific rules. Define rules, configure workflows and leverage MISMO XML.

Panel Management Build stronger relationships with your appraisers. Compass has a full suite of panel management tools that gives you a 360° view of your workforce. Recruit and build your panels, validate appraiser profiles, engage your appraisers and monitor their performance. Order Management Streamline your operations and stop wasting time. Simplify order routing using assignment rules and manage order workflow rules by account. Leverage real time dashboards and reports to understand what’s going on with your orders, your appraisers and your customers. Ensure quality by defining client specific rules that leverage new data standards. Administration Take back control. Define permissions, hierarchies, groups and even custom sharing rules. Move your efficiency to the next level by automating routine activities and eliminating redundant tasks. Make sure order workflow doesn’t stop with custom triggers and alerts. Integration Say goodbye to information silos. Compass leverages the Force.com proven Web services API to deliver real-time integration. Use the existing connections to get work done faster. Need to integrate further, let us show you how.

Categories

Business Needs
Quotes & Orders
Industries
Engineering, Construction, & Real Estate
Financial Services
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Managed Package