Assigning the right owner for Salesforce leads, accounts, opportunities and other records is critical. It’s easy enough when your team is small — but the complexity quickly grows as you add reps, geo coverage and products.
Do your reps complain that they are getting the wrong leads? Is your sales ops team handling dozens of assignment exceptions manually? Is your admin struggling to maintain hundreds of workflow and assignment rules? Decisions on Demand can help!
- Respond faster to new leads and cases — assign the right rep automatically, every time
- Optimize your territory alignment — with Named Accounts, zip-based routing and more
- Save time and effort — fewer exceptions to handle, less work to write and maintain rules
Zip, state, area code and more
Any object, standard or custom
Match on name, domain, DUNS number
Easily update rules in bulk
Standardize and auto-populate field values
Account and Opportunity Teams
Test console, version tracking & roll-back
Thousand of rules and assignments