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Decisions on Demand: Lead, Opportunity, Account and Contact Assignment

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

Discounts available for nonprofits

Rating

(11)

Listed On

9/18/2012

Latest Release

2/7/2018

Scalable Assignment/Routing/Distribution rules for Growing Sales Teams

Round Robin or Load Balanced distribution with caps and weighting. Intelligent Lead and Opportunity routing based on location, skills, agent availability and more. Assign any object, standard or custom. Best in class scalability with Excel import/export.

  • Round Robin and Load Balanced distribution for Lead, Account, Opportunity or any Salesforce object, standard or custom. Supports assignment caps and weighting
  • Assign records based on zip codes, area codes, Named Accounts, skills, availability,or any combination of standard and custom fields.####Execution logs helps you explain and/or correct assignment rules.
  • Scales to handle thousands of rules. Easy to manage in Salesforce or through Excel import and export####Powered by the Decisions on Demand Platform, a flexible and high-performance cloud based Business Rules Management System (BRMS).
Decisions on Demand lets your team implement sophisticated Lead Assignment and Routing rules that automatically deliver incoming leads to the right rep or team. The same tool can also assign (or reassign) opportunities, accounts, contacts or any other object, including custom objects.####We provide best in class scalability for fine-grained assignments based on zip codes or named accounts. With Excel import and export it's easy to create and upload your rules.####1. Install the app with a 30 day free trial##2. Select one of our standard assignment templates##3. If necessary, extend the template to add custom criteria or actioons##4. Enter assignment rules in Salesforce, or upload them from Excel####If you need help, our support team is available to provide expert assistance.####Customer quotes:##"Decisions On Demand has made our lead routing process so much easier, we used to have to spend hours updating rules ... now thanks to Decisions On Demand these changes can be made easily" Michelle Creamer, Verizon Telematics####"Implementing Decision on Demand has created transparency, overview and ease of operation." - Jarl Fisker Hansen, Milestone Systems

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

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 81 / 1.14.81
First Release
9/18/2012
Latest Release
2/7/2018
Languages

Customization Guides

Decisions on Demand, Inc.
Mountain View, CA, USA
Founded
2011
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, more consistent operational decisions. From sophisticated record assignments 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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