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Tag: automation

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)

Implisit – Salesforce Email Integration and Automatic Data Entry Solution (Interview)

The end of CRM data entry has a nice ring to it. We met with Gilad Raichshtain, the founder and CEO of Implisit, this year at Dreamforce 2014. Implisit is a Salesforce AppExchange product that updates your prospect and customer communications to the appropriate CRM record, letting you manage your pipeline more effectively while saving … Continue reading Implisit – Salesforce Email Integration and Automatic Data Entry Solution (Interview)