Decisions on Demand Features

Decisions on Demand

Lead Assignment in Salesforce | Round Robin | Load Balancing

4.63/5 (8 reviews)

Decisions on Demand Feature Summary

  • Account Assignment
  • Account-Based Marketing
  • Account-Based Sales
  • Automatic Normalization
  • Excel Import Export
  • Lead Assignment
  • Lead Segmentation
  • Lead-to-Account Matching
  • Load Balancing
  • Opportunity Assignment
  • Opportunity Splits
  • Round Robin
  • Salesforce Custom Object Assignment
  • Segmentation
  • Skills-based Routing
  • Territory-based Distribution
  • Version History

Competitor Feature Comparison

API
Assignment Management
Automatic Lead Distribution
CRM Integration
Campaign Management
Customer Segmentation
Lead Assignment
Lead Distribution
Lead Management
Lead Scoring
Opportunity Management
Request Assignment
Request Routing
Territory Management
Third Party Integration
Visit WebsiteCompare App
API
Assignment Management
Automatic Lead Distribution
CRM Integration
Campaign Management
Customer Segmentation
Lead Assignment
Lead Distribution
Lead Management
Lead Scoring
Opportunity Management
Request Assignment
Request Routing
Territory Management
Third Party Integration
Visit WebsiteCompare App
API
Assignment Management
Automatic Lead Distribution
CRM Integration
Campaign Management
Customer Segmentation
Lead Assignment
Lead Distribution
Lead Management
Lead Scoring
Opportunity Management
Request Assignment
Request Routing
Territory Management
Third Party Integration
Visit WebsiteCompare App

Decisions on Demand Feature Reviews

8 reviewers had the following to say about Decisions on Demand's features:

Kieren Wuest

DoD functions well, not great for business users

2019-09-05

It became a platform tool which the technical dev and support team use which goes beyond salesforce typical record assignment design patterns.

Pros

Round Robin assignment Weighted Round Robin assignment Related/Child Object assignment Trigger or batch Development team open to conversation and customer informed development

Cons

Complex interface Technical workarounds New product features not matured

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
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Anonymous
(Financial Services company, 1001-5000 employees)

Full featured customizatable rules engine for Salesforce

2019-09-05

Pros

Flexibility of the tool to handle complex rules and territory assignment scenarios

Cons

UI is not conducive to editing large business policies, which is somewhat mitigated by exporting and modifying in Excel

Rating breakdown

Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Ali Shafique

A good sophisticated tool

2019-10-03

Pros

I really like how the tool gives you examples and templates to modify according to your needs and its versatility.

Cons

Licensingis based on the number of users in the list, instead of a standard fee

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
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Alex Manoilescu

Very easy to use and great customer support

2019-09-05

Made my life as an admin very easy and allowed me to be very creative and very detailed with our lead routing rules

Pros

Only tool that we found that assigned leads when they are created, not on a time delay (every 1 minute, every 5 minutes etc) Very simple to set up after you learn how.

Cons

I really don't have anything to mention here.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Kevin Pray

An amazing (and amazingly versatile!) software tool for Salesforce

2019-09-06

We were used to a round-robin product for cases that was offered by Salesforce Labs, but there was nothing on the market that could handle custom objects (and customized ownership) as well.

Pros

Ability to handle custom objects; ability to handle programmatic and dynamic ownership, incredible technical support, willingness to customize, super-easy rules engine

Cons

I really can't think of anything - it's been smooth sailing since implementation.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Nia Barnabie

Decisions on Demand

2019-09-18

Pros

the support and ease of functionality - its a great tool

Cons

could be more dynamic but there are constant updates

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Carla Johnson

Best Product for Lead Management

2019-09-19

As I stated above the product is very VERY easy to use and maintain.

Pros

This product is very easy to set up and maintain

Cons

There is not anything that I can think of that I would say I like "least" about this product

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Brad Rocque

Great Product - Easy to Customize

2019-09-05

We use Decisions on Demand to Round Robin Opportunities to our Sales Team, and keep balanced service teams.

Pros

It is extremely easy to set up and use, and can be used with any fields.

Cons

I wish it could take over some of the workflow and process builder features rather than just an assignment tool

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more