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Avatar Lead and Opportunity Manager (Duplicate Management, Routing and Scoring)

By Accelerize 360

Streamline Leads and Accounts : Deduplicate, Score, and Assign in One App.

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Freemium  

Payment required to increase usage, users, or features

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Industries
Consumer Goods
Financial Services
Manufacturing
Business Need
Productivity
Sales Methodologies
Data Cleansing
Requires
Sales Cloud
Compatible With
Sales Cloud
Service Cloud
Financial Services Cloud

Avatar simplifies Lead, Account and Opportunity management within Salesforce. It helps you manage records efficiently by handling deduplication, scoring, and assignments all in one app.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Financial Services Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Force.com
Developer
Essentials

App Details

Version
Avatar/v2.65 2.65.0
Listed On
09/07/2022
Latest Release
12/02/2024
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.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Person Accounts
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: 42
Custom Tabs: 24
Custom Apps: 1
Lightning Components
Global: 23
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.
1.5.0
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.
08/30/2021

Additional Details

Explore Avatar's capabilities through our demos and training sessions. Reach out to our team at products@accelerize360.com to get started and maximize your Avatar experience. Data Deduplication 1. Streamline Salesforce data deduplication and eliminate duplicates with batch processing. 2. Optimize lead data consolidation and real-time duplicate detection. 3. Ensure data integrity and auditing for your CRM system. Lead Scoring 1. Create custom CRM lead scoring rules to prioritize leads effectively. 2. Utilize high-scoring leads to enhance your Salesforce lead management. 3. Implement mathematical assessments for numeric CRM data fields, ensuring real-time scoring adjustments. 4. Build sophisticated scoring models for CRM leads with data from various sources. Lead Routing and Assignments 1. Simplify Salesforce lead assignments for User Groups and Queues. 2. Customize lead distribution based on specific CRM lead properties using an intuitive "assignment filter." 3. Efficiently manage lead assignment priorities by configuring multiple CRM groups and queues. ℹ️ ADDITIONAL DETAILS - Native Salesforce CRM lead management software - CRM data stays securely in Salesforce for compliance

Need help?

Accelerize 360

Dallas, TX

Standard Support: Support is provided between the hours of 9:00am and 4:00pm central time, Monday through Friday. All support requests shall be sent to support@accelerize360.com, and will be responded to within two business days.

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