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Prioritization Helper - Score records in any Object. 14-Day Free Trial
Simplify your prioritization process
Overview
With Prioritization Helper, teams can easily score records so that they can be on the same page about their work’s order of importance, and they can make critical business decisions while removing bias.
See How Prioritization Helper - Score records in any Object. 14-Day Free Trial Works
Enable your most critical business decisions and be confident in your prioritization processes with Prioritization Helper. Prioritization Helper uses algorithms and point-based systems to help you determine the order of most desired options.
Prioritize records inside of Salesforce Objects without requiring a developer. Perfect for Lead Scoring, or letting IT know which bugs to fix urgently. If your priorities change, the priority scores can be updated in real time.
Make informed group decisions by inviting all stakeholders to weigh criteria most important to them & rate all options against those criteria. Great for critical decisions like software selections, hiring a new employee, or choosing events to attend.
Prioritization Helper is a tool to help enable your critical business decisions. And it’s better than sending out a poll or holding a real-time vote because the truth is, people are imperfect beings. With Prioritization Helper, teams can easily reach a consensus, or prioritize their objectives in order of importance while understanding how a decision was made. For teams now working remotely, Prioritization Helper can help users collaborate on business objectives from home. Use the "Get It Now" button on the top of the page to initiate a no obligation, 14-day free trial. Example Use Cases: -Software selection -Prioritizing RFP/RFI responses -Lead Scoring -Hiring a new employee -Ordering IT Cases -Choosing events to sponsor Features: -100% Salesforce Native -Supports both Salesforce Classic and Lightning Experience -Uses the Analytic Hierarchy Process (AHP) or points-based scoring systems to reduce cognitive biases -Invite stakeholders who may or may not have access to Salesforce -Save evaluation result to Salesforce Files, or directly download the result as a PDF -Prioritize records in any Object without coding using Value or Matrix Scoring
Categories
- Business Needs
- Sales IntelligenceProject ManagementAgent Productivity
- Industries
- Horizontal ProductCommunicationsHigh Tech
- Personas
- AdministratorMarketerSales Representative / Manager
- FeaturesNative AppBuilt exclusively on the Salesforce Platform, ensuring reliability and performance.No LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.AgentforceAgentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn MoreMultiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Salesforce ShieldSupports Salesforce orgs that use Shield.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- Native AppNo LimitsLightning ReadyAgentforceMultiple CurrenciesPerson AccountsSalesforce ShieldManaged Package
