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Tag: analytics

Distribution Engine – Salesforce Round Robin Lead & Case Assignment (Interview)

Lead and Case AssignmentHow can you share work among your teams, quickly, fairly, and intelligently? We met with Neil Crawford at Dreamforce 2014 to learn about Distribution Engine.

Distribution Engine is a powerful and easily configurable rules based engine that ensures your Leads and Cases (or any standard or custom objects) are distributed to team members in an intelligent and timely manner. Improve Sales rep and service agent productivity.

OpDots – Salesforce Data Visualization and Productivity (Interview)

OpDots DashboardYou have invested time and money into getting your data into Salesforce. Are you getting the most out of it? I met with Rick Holt at Dreamforce 2014 to talk about OpDots and how it can help you visualize your data.

OpDots is an at-a-glance data visualization matrix that enables front line and management employees to see the real-time status of all Sales, Customer Service, and IT cases.

OpDots works with any CRM, ERP, Teradata, or commercial/homegrown API-based data system.