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O-Success Sales Management

By Omn1 Solution Company Limited

Advanced auto lead and opportunity assignment during sales process

Free  

Never requires payment

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Business Need
Productivity

Multiple teams round robin lead assignment strategies for sales teams with configurable business logic. Auto revoke/reassign lead and opportunity if it's no-action KPI management with real time revenue, comparing to quota per product and sales

Compatibility

Salesforce Editions
Professional
Enterprise
Unlimited

App Details

Version
O-Success Sales Management/ver 0.2 0.2.0
Listed On
05/09/2020
Latest Release
03/03/2022
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 7
Custom Tabs: 4
Custom Apps: 1
Lightning Components
Global: 2
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
0.2.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
05/08/2020

Additional Details

O-Success Sales Management provides an easy way to create efficient lead assignment strategies for sales teams real time based on a configurable business logic. *AUTO ASSIGNMENT* Automate lead and opportunity assignment to make sure your leads land up with the right reps. Assign leads based on many different rules and based on your criteria. For example: - Assignment lead to sales teams base on location of team member, type of product specified.... - Assign lead based on territory, industry type, lead source, lead score. - Assign to users based on work hours, timezones, availability *AUTO RE-ASSIGNMENT* For example: - Re-assign lead to another member if lead don't have any ativity on 1 day. - Re-assign lead to another member if lead don't have converted to Opportunity on 30 days. *KPI MANAGEMENT* O-Assigner provides an easy way to manage KPI and get actual data on reports. For example: - Set targets revenue for each member of sales teams and get actual data base on different rules and show it on reports. - Set targets for the number of lead is converted to opportunity Contact us if you want a better version specific for your business.

Need help?

Omn1 Solution Company Limited

Ho Chi Minh City, Vietnam

Contact us via email or phone call for support.

Support Phone(+84) 28 6685 9944
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