Salesforce Lead Assignments

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?

Get help with the Decisions on Demand AppExchange App!

Do your current lead assignment rules look like this?

They could look like this…

 

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What do our customers say?

“We chose Decisions on Demand in order to rapidly modify and deploy Lead and Account assignment rules. Modifying Salesforce’s native Lead Assignment Rules is a clunky, manual and tedious process. Decisions on Demand accelerated that process tremendously. Now, when changes are made to the assignment rules, even on a daily basis, they’re easy to accommodate and deploy.” – Susan Nolin, Datawatch

Adaptive Insights

“Mass changes to account and lead owners are also very easy with the ability to run batch jobs. This has saved our team a ton of hours any time we do a large scale territory adjustment. The ability to export the business policy to make changes in Excel also makes the product intuitive and it was easily adopted by all users.” – David Piry, Adaptive Insights

Verizon Connect

“Decisions on Demand has made our…lead assignment process seamless and helped…a very successful ’round robin’ approach with these assignments.” – Carla Johnson – Verizon Telematics

 

asana

Customer Success Story: Asana

Asana’s Objective

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.

 

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Features

  • 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

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