Are you looking for ways to increase the efficiency of your sales operations? Would you like to automate business decisions like assignment, rating, scoring, validation or eligibility?
Decisions on Demand lets you to incorporate business rules management right inside Salesforce, and optimize the way you handle accounts, contacts, leads and opportunities, as well as custom business processes.
Our flexible rules engine supports use cases across marketing, sales, order management and customer service. We can assist you with:
- Assignment — of Accounts, Leads, Cases, Opportunities and any other object, standard or custom
- Account and opportunity scoring
- Eligibility determination
- Risk assessment
- Advanced validation and approvals
- Automatic notification and task creation
- Cross-sell/up-sell recommendations
Is the process you’re looking to automate not in the list above? We will work with you to tailor a set of business rules specifically to your needs, including:
- Support for any combination of Salesforce objects, standard or custom
- Decision tables adapted to the way your business users work
- Access controls that reflect your organization structure
Contact us today to discuss your Salesforce business rules needs.