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Tag: analytics

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

How 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 … Continue reading Distribution Engine – Salesforce Round Robin Lead & Case Assignment (Interview)

OpDots – Salesforce Data Visualization and Productivity (Interview)

You 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 … Continue reading OpDots – Salesforce Data Visualization and Productivity (Interview)