Seamlessly integrated into Salesforce. Supports Financial Services Cloud, Partner Relationship Management, and more.
Assign any object, including Leads, Accounts, Opportunities, Contacts, Cases and custom objects
Highly configurable and extensible to fit virtually any sales model. Scales to handle the most demanding global deployments.
Assign a complete team to work each account. Match inbound leads and route them to the SDR, AE or CSM based on sales stage.
Every lost or neglected lead represents wasted investment, and worse, potential lost revenue
Get help with the Decisions on Demand AppExchange App!
Schedule a demo to learn how we can help get your leads to the right reps, quickly and accurately!
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:
Asana’s Sales Operations team had been performing most of its Lead and Opportunity assignments using spreadsheets and weekly data load updates. The process was time-consuming, complicated, and the Asana team was concerned about how long it took to get Leads assigned to the right sales team members. Asana wanted to implement a new solution for various groups in Sales and Customer Success. The solution would automatically assign Leads and Opportunities using Round-Robin capabilities by region as well as custom fields – including an account’s sales team and the user’s out-of-office indicator.
Why Asana chose Decisions on Demand
Decisions on Demand met the primary requirement of Opportunity Round-Robin assignments out-of-the-box with little additional configuration. During the implementation process, Asana found Decisions on Demand to be so easy to use that assignments can be modified, and the Decisions on Demand tool administered by non-technical users. The tool also helped inform additional iterations to the internal assignment process and assisted in a transition to the proper use of the Lead object. Finally, the tool uses minimal organizational resources like API calls to an external service, which had been an ongoing concern for Asana.
Asana’s Return on Investment
Decisions on Demand allowed Asana to drastically reduce the amount of time spent on internal communications and data loads to reassign Salesforce Lead, Opportunity, and custom object records. It cut back on the number of custom fields and workflows previously needed to maintain the assignment process. Sales Reps have given the new process plenty of positive feedback; and changes requested by Sales Management are now built, tested and rolled out in minutes instead of hours or days.
This provides a concise, intuitive representation of assignment rules and scales easily, even if you have hundreds or thousands of rules.