BREeze Premium – Advanced Rules Engine for Salesforce

Easy to use

We had some very complex case routing requirements and the BREeze Rules Engine met our needs easily and efficiently. Since implementation, we have expanded our use case for BREeze to include case priority ranking, escalations and are looking to implement some case alerting. Allowing the business to utilize this tool and not have to go to admins for all request changes has resulted in significant efficiency gains for our operations organization.

Powerful Rules Engine!

We had a project that involved automating a very complex commercial credit adjudication process for our bank. Based on credit application data that is input into salesforce we used Breeze to store and run all the various credit rules, help initiate calls to 3rd party credit providers (D&B, Equifax.....etc) then either auto adjudicate the app or provide more info for the credit analyst to review. Breeze was able to be configured (clicks not code) to handle all the various rules...............it can be easily changed if the bank wants to make changes to the existing model. Also it can scale to support other lines of business. Highly recommend this rules engine for automation projects!

The best rules engine I've seen

Standard lead routing in Salesforce is entirely too basic for any sort of advanced routing logic. It is too clunky for large amounts of rules, I can't tag extra fields on leads with information, nor does it let me dictate exactly when a lead should route for assignment. Most importantly, standard rules do not let me write apex code with advanced logic to pull information that I want to route leads by. BREeze easily does all of that for me. We use two data enrichment tools to enhance our Salesforce lead data. One of them associates leads to accounts we already have in salesforce. This association happens to about 68% of our leads. In this scenario we use BREeze automation to look at the lead's matched account and pull the Territory Team (Enterprise, Mid Market, etc), as well as the account type (prospect, customer, etc). We can then route the lead to the account owner or lead owner based on this extra info from the account. Of the leads that don't match to any account (32%), approximately 78% of them get their own enrichment data (think data.com type enrichment data). Because of this, it is important that I don't route leads until these two programs do their thing. BREeze allows me to dictate when routing kicks off. Normally all within 10 minutes. Once BREeze does kick off I can tag not only the lead owner, but all my territory information in order to have rich reporting on lead generation and conversion rates by territory. Most importantly to me for tracking and debugging, I can tag the lead with the name of the rule that was hit. We also use BREeze to assign accounts to territories making our yearly territory assignment simple. Moving forward we plan on automating the movement of an account from inside sales to the account management team, based off the first contract activation. Aside from all that, Gears Design gives us the support we need as well. They allow us to feel confident that what we're doing is well supported a