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Author: Jelle

Multi-Channel Territory Assignments in Salesforce
Mar 13, 2020 | Blog

Managing territory assignments in Salesforce can be daunting for large organizations, especially when selling through multiple direct and indirect distribution channels Assigning accounts and other records to the right team members is crucial for the effective use of Salesforce. In larger organizations...Read More

Opportunity Assignment Splits
Sep 3, 2019 | Blog

For mid-size to larger companies with a matrix or overlay sales structure, accurately calculating and distributing commissions from opportunity splits can be a nightmare, to say the least. If you’re one of those people responsible for figuring out the breakdown of these distributions, you understand...Read More

May 20, 2019 | Blog

Imagine you work for a mid-size to large producer of specialty equipment that’s typically sold to consumers or smaller organizations. Or more generally, any organization handling a high volume of moderate complexity deals, usually ranging in size from a few hundred to a few thousand dollars. Your leads,...Read More

Beyond Lead Assignments: Managing the Salesforce Customer Lifecycle Process
Jul 31, 2018 | Customer Lifecycle

U2 in Kansas City by Mikey BrownOne of U2’s more popular songs talks about a search that leads to climbing the highest mountains, running through the fields, and scaling city walls only to come to the realization “But I still haven’t found what I’m looking for.” That’s...Read More

5 Signs Lead Assignment in Salesforce Is a Problem
May 30, 2018 | Blog

Lead assignment rules in Salesforce act like a traffic controller: a lead comes in; Salesforce directs the lead where it needs to go. By default, leads from the web-to-lead form on a company’s website route to the default lead owner as defined on the lead settings page. This process works fine...Read More

There Is a Better Way to Assign Leads in Salesforce
May 2, 2018 | Blog

How quickly do your sales reps respond to new web leads? In 2007, the Lead Response Management Study by Dr. James Oldroyd reported that the recommended time for following up on a lead is five minutes. Nine years later, published Best Practices for Lead Response Management based on Oldroyd’s...Read More

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