Decisions on Demand Features

Decisions on Demand

Lead Assignment in Salesforce | Round Robin | Load Balancing

4.63/5 (8 reviews)

Competitor Feature Comparison

API
Access Controls/Permissions
Activity Dashboard
Activity Management
Activity Tracking
Alerts/Notifications
Automated Routing
CRM
Calendar Management
Calendar Sync
Calendar/Reminder System
Campaign Management
Cataloging/Categorization
Chat/Messaging
Collaboration Tools
Configurable Workflow
Contact Database
Contact Management
Content Delivery
Content Management
Customer Database
Customer Segmentation
Customer Service Analytics
Customer Support
Customer Surveys
Customizable Fields
Customizable Forms
Customizable Templates
Dashboard Creation
Data Import/Export
Data Synchronization
Data Visualization
Document Management
Document Storage
Drag & Drop
Email Management
Email Marketing
Email Response Control
Email Templates
Email Tracking
Event Triggered Actions
FAQ
For Financial Institutions
For Sales Teams/Organizations
For Startups
For iPad Devices
Forecasting
Goal Management
Interaction Tracking
Internal Chat Integration
Lead Capture
Lead Distribution
Lead Generation
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
Live Chat
Marketing Automation
Meeting Management
Mobile Access
Mobile Alerts
Multi-Currency
Opportunity Management
Performance Management
Performance Metrics
Pipeline Management
Pipeline Reports
Predictive Analytics
Prioritization
Proposal Management
Prospecting Tools
Quotes/Estimates
Real Time Data
Real Time Notifications
Real-time Updates
Referral Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Request Escalation
Role-Based Permissions
Sales Forecasting
Sales Pipeline Management
Sales Reports
Search/Filter
Segmentation
Social Media Integration
Source Tracking
Tagging
Task Management
Task Scheduling
Template Management
Territory Management
Third Party Integrations
Training Management
Visual Analytics
Web Forms
Web-based Deployment
Website Integration
Workflow Management
XML / RSS
Visit WebsiteCompare App
API
Access Controls/Permissions
Activity Dashboard
Activity Management
Activity Tracking
Alerts/Notifications
Automated Routing
CRM
Calendar Management
Calendar Sync
Calendar/Reminder System
Campaign Management
Cataloging/Categorization
Chat/Messaging
Collaboration Tools
Configurable Workflow
Contact Database
Contact Management
Content Delivery
Content Management
Customer Database
Customer Segmentation
Customer Service Analytics
Customer Support
Customer Surveys
Customizable Fields
Customizable Forms
Customizable Templates
Dashboard Creation
Data Import/Export
Data Synchronization
Data Visualization
Document Management
Document Storage
Drag & Drop
Email Management
Email Marketing
Email Response Control
Email Templates
Email Tracking
Event Triggered Actions
FAQ
For Financial Institutions
For Sales Teams/Organizations
For Startups
For iPad Devices
Forecasting
Goal Management
Interaction Tracking
Internal Chat Integration
Lead Capture
Lead Distribution
Lead Generation
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
Live Chat
Marketing Automation
Meeting Management
Mobile Access
Mobile Alerts
Multi-Currency
Opportunity Management
Performance Management
Performance Metrics
Pipeline Management
Pipeline Reports
Predictive Analytics
Prioritization
Proposal Management
Prospecting Tools
Quotes/Estimates
Real Time Data
Real Time Notifications
Real-time Updates
Referral Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Request Escalation
Role-Based Permissions
Sales Forecasting
Sales Pipeline Management
Sales Reports
Search/Filter
Segmentation
Social Media Integration
Source Tracking
Tagging
Task Management
Task Scheduling
Template Management
Territory Management
Third Party Integrations
Training Management
Visual Analytics
Web Forms
Web-based Deployment
Website Integration
Workflow Management
XML / RSS
Visit WebsiteCompare App
API
Access Controls/Permissions
Activity Dashboard
Activity Management
Activity Tracking
Alerts/Notifications
Automated Routing
CRM
Calendar Management
Calendar Sync
Calendar/Reminder System
Campaign Management
Cataloging/Categorization
Chat/Messaging
Collaboration Tools
Configurable Workflow
Contact Database
Contact Management
Content Delivery
Content Management
Customer Database
Customer Segmentation
Customer Service Analytics
Customer Support
Customer Surveys
Customizable Fields
Customizable Forms
Customizable Templates
Dashboard Creation
Data Import/Export
Data Synchronization
Data Visualization
Document Management
Document Storage
Drag & Drop
Email Management
Email Marketing
Email Response Control
Email Templates
Email Tracking
Event Triggered Actions
FAQ
For Financial Institutions
For Sales Teams/Organizations
For Startups
For iPad Devices
Forecasting
Goal Management
Interaction Tracking
Internal Chat Integration
Lead Capture
Lead Distribution
Lead Generation
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
Live Chat
Marketing Automation
Meeting Management
Mobile Access
Mobile Alerts
Multi-Currency
Opportunity Management
Performance Management
Performance Metrics
Pipeline Management
Pipeline Reports
Predictive Analytics
Prioritization
Proposal Management
Prospecting Tools
Quotes/Estimates
Real Time Data
Real Time Notifications
Real-time Updates
Referral Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Request Escalation
Role-Based Permissions
Sales Forecasting
Sales Pipeline Management
Sales Reports
Search/Filter
Segmentation
Social Media Integration
Source Tracking
Tagging
Task Management
Task Scheduling
Template Management
Territory Management
Third Party Integrations
Training Management
Visual Analytics
Web Forms
Web-based Deployment
Website Integration
Workflow Management
XML / RSS
Visit WebsiteCompare App

Decisions on Demand Feature Reviews

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

Ali S.

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

Limited based on the number of users in the round robin. 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
Read more
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
Read more
Kieren W.

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
Read more
Alex M.

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
Read more
Carla J.

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
Read more
Brad R.

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
Kevin P.

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. DonD was on the app exchange, and after speaking with their tech support and a couple of Webex's to show what we wanted to happen, the initial setup was done and the users loved it. We just brought on another group of users and they are delighted at the functionality of DonD 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
Read more