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Decisions on Demand: Lead Assignment, Lead Routing, and Round Robin

$20 USD per user per month Volume discounts available. Only users who administer, receive or make assignments need a license. Contact info@decisionsondemand.com for details.

Discounts available for nonprofits

Rating

(13)

Listed On

9/18/2012

Latest Release

6/14/2018

Complex Assignments and Routing Made Easy

Decisions on Demand lets your team assign (or reassign) leads, opportunities, accounts, contacts or any other object - including custom objects. Lead distribution is made to the right rep/team quickly and accurately.

  • • Respond faster to new leads & cases — assign the right rep every time ####• Optimize your territory assignment with Named Accounts, zip-based routing & more ####• Save time & effort — handle fewer exceptions, less work to write & maintain rules
  • • Powered by the Decisions on Demand Platform, a flexible & ## high-performance cloud based Business Rules Management ## System (BRMS)####• Scales to handle thousands of rules####• Easy to manage in Salesforce or through Excel import and export
  • • 30 day free trial####• Expert support team assistance####• Volume discounts available
Decision on Demand provides best in class scalability and unmatched flexibility. We make complex lead assignments simple.####GEO-BASED ROUTING##-Zip, state, area code and more##-Standard assignment templates##-Extend to add custom criteria or actions####ROUND ROBIN AND LOAD BALANCING##-Any object - standard or custom##-Shared account lists##-Caps, weighting, availability or any combination of standard and custom fields####SKILLS-BASED ROUTING##-Assign reps with the right skills####WEIGHTS AND CAPS##-Manage workload for your team##-Users, groups, queues, roles####NAMED ACCOUNTS##-Match on name, domain, DUNS number##-Pattern matching to handle spelling variations####EXCEL IMPORT & EXPORT##-Easily update rules in bulk##-Lightning ready####UPDATE RULES SAFELY##-Test console, version tracking and rollback##-Execution log for post deployment audit and debug####SCALABILITY##-Thousand of rules and assignments##-Flexible and extensible####NORMALIZE AND ENRICH##-Standardize and auto-populate field values####TEAM ASSIGNMENTS##-Account and opportunity teams##-Lead-to-account matching

Highlights

  • Optimized for Lightning ExperienceLightning Ready
  • Compatible with Enterprise, Unlimited, Developer, and Performance EditionsEnterprise & Up
  • Apps, tabs, and objects in this package don't count against org limitsNo Limits
  • Provider has pledged 1% of their product, profit, equity, or time to support the communityPledge 1%

Contents of managed packages don't count against your org's app, tab, and object limits. Contents of unmanaged packages count against these limits, so check your org before installing.Package Contents

  • Custom Objects: 4
  • Custom Applications: 1
  • Custom Tabs: 4

Lightning components are building blocks for Salesforce apps. Use global components to build custom apps with tools like Lightning App Builder and Community Builder.Lightning Components

  • Global: 0
  • App Builder: 0
  • Community Builder: 0

Requirements

Other System Requirements
No additional system requirements

Support Contact us at sfdc-support@decisionsondemand.com

Additional Information

Package Name
Decisions on Demand
Version
1.14 patch 86 / 1.14.86
First Release
9/18/2012
Latest Release
6/14/2018
Languages
Decisions on Demand, Inc.
Mountain View, CA, USA
Founded
2012
Phone
(866) 656-8527

Decisions on Demand is a leader in decision automation for enterprise SaaS. ####We help users of Salesforce streamline business processes and make better, faster and more consistent operational decisions. From sophisticated record assignment to eligibility determination and order validation -- our powerful business rules engine can automate a wide range of tasks. leading to increased sales productivity, lower error rates and reduced costs.

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