Powerful and Flexible Assignment Rules

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!

With our AppExchange app, you can:
  • 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

Schedule a personalized demo >>

Questions? View a product demo, fill out the contact form or request a personalized demo.
Ready to get started? Install a 30 day free trail of our AppExchange app.



Features

Geo-based Assignment

Geo-based routing
Zip, state, area code and more

Round Robin and Load Balancing

Round Robin and Load Balancing
Any object, standard or custom

Skills-based routing

Skills-based routing
Assign reps with the right skills

Weights and caps

Weights and caps
Manage workload for your team

Named Accounts

Named Accounts
Match on name, domain, DUNS number

Excel file

Excel Import & Export
Easily update rules in bulk

Update rules safely

Update rules safely
Test console, version tracking & roll-back

Scalability

Scalability
Thousand of rules and assignments

Normalize and enrich

Normalize and enrich
Standardize and auto-populate field values

Team Assignments

Team Assignments
Account and Opportunity Teams


Sample Decision Table