Complex Assignments Made Easy

Assign the right owner and team for every Salesforce record — quickly and accurately

  • Built for Salesforce

    Seamlessly integrated into Salesforce. Supports Financial Services Cloud, Partner Relationship Management, and more.
  • Assign any object

    Assign any object, including Leads, Accounts, Opportunities, Contacts, Cases and custom objects
  • Scalable & Flexible

    Highly configurable and extensible to fit virtually any sales model. Scales to handle the most demanding global deployments.
  • Account Based Sales

    Assign a complete team to work each account. Match inbound leads and route them to the SDR, AE or CSM based on sales stage.

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Features

It’s easy enough to manage assignments when your team is small — but the complexity quickly grows as you add reps, geo coverage and products. The built-in Salesforce tools can’t handle the job. Custom code is expensive and hard to maintain.

Decisions on Demand provides a complete set of features to meet the most complex assignment challenges:

  • GEO-BASED DISTRIBUTION

    • Flexible geographic assignments — using any combination of address fields and telephone area codes
    • Geo-based distribution
    • Concise, legible rules
    • Reusable region definitions — from
    • continents down to zip codes
      Automatic normalization of country and state names
    • International support for postal codes and phone numbers
  • ROUND ROBIN AND LOAD BALANCING

    • Use Round Robin to distribute leads equally across a group of reps
    • Add Load Balancing to send more leads to reps with lower existing workload
    • Customize either mode with advanced features like weighting, caps, absences and working hours
  • LEAD-TO-ACCOUNT MATCHING

    • Automatically match incoming leads to existing accounts or contacts, based on fields like company name, email domain and location
    • Assign leads to the same owner as the existing record, or a member on the account or opportunity team
  • TERRITORY ASSIGNMENT

    • Assign accounts to territories based on geo, industry, company size, and more
    • Complements Salesforce Enterprise Territory Management
      • Add powerful tools for authoring, testing, and versioning of rules
      • Handle complex object models and exception cases
  • ACCOUNT TEAM ASSIGNMENT

    • Assign a team of users to a record to cover multiple roles, such as an Account Executive and Sales Engineer
    • Use the Account and Opportunity Teams in Salesforce, or create custom user lookup fields
  • CHANNEL PARTNER ASSIGNMENT

    • Route selected leads to Channel Partners
      • Determine partner eligibility based on geo or other criteria
      • Manage partner tiers with weighted distribution
    • Optional integration with Salesforce Partner Relationship Management
      • Partners view leads in a dedicated portal
      • Large partners can manage their internal lead distribution rules
  • SKILLS-BASED ROUTING

    • Assign a rep or engineer with the right language skills and product knowledge
    • Match required skill levels to optimise utilization of your most senior staff
  • WEIGHTS AND CAPS

    • Reward high performers with more leads, and avoid overloading junior staff as they learn
    • Enforce assignment caps to make sure no rep gets overloaded
  • WORKING HOURS AND ABSENCES

    • Temporarily pause assignments when users are on vacation
    • Respect working hours to make sure all leads get a fast response
  • ANY OBJECT, ANY FIELD

    • Assign any object, standard or custom
    • Assign to custom lookups or the standard owner field
  • SCHEDULED OR TRIGGERED REASSIGNMENT

    • Automatically re-assign leads when the original rep does not follow up in time
    • Enforce Service Level Agreements or automatically transition accounts to Customer Success when an opportunity closes
  • EXCEL IMPORT AND EXPORT

    • Easily update large numbers of rules in bulk
    • Share rules with managers and other stakeholder who do not have Salesforce access
  • UPDATE RULES SAFELY

    • Build in test console and version history
    • Detailed execution log supports in depth reporting and analysis

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