Welcome to the Apprivo Seven Reasons series. For the next few weeks, I’ll hone in on a specific Apprivo product and provide 7 reasons why it delivers unrivaled Salesforce enhancements and business results. Why 7? Because I’m feeling lucky.

Our topic today—Apprivo Dynamic Record Allocator.

#7 You can accelerate record allocation

When it comes to automating record assignment, many businesses put all their attention on front-end allocation rules. But most don’t consider what actions to take if records are not acted on by the assignee or how to allocate between different types of users. With Apprivo Dynamic Record Allocator, these concerns go out the window.

#6 You can throw the rulebook away

To route records in Salesfore, you need to create assignment rules manually. That can quickly become unwieldy for medium- to large-scale deployments—and especially for complex assignments such as round robin or splits between direct and indirect users. Apprivo Dynamic Record Allocator does away with manual assignment rules altogether.

#5 You can make fun of businesses that still use manual assignment rules

Call them “mannies.”

#4 You can achieve yoga-master-level flexibility

Apprivo Dynamic Record Allocator streamlines record allocation and reassignment with flexible rules that provide additional options over native Salesforce approaches.

#3 You can cancel your record allocation training lessons

Thanks to an intuitive interface for creating best-fit allocation rules, Apprivo Dynamic Record Allocator makes record management dramatically simpler. Pull-down menus allow you to effortlessly create and tune conditions to support changing business requirements. Granular control over warning and expiration periods ensures nothing falls through the cracks. If action isn’t taken in a timely manner, the record is automatically reassigned to a user or queue. The full audit history is captured, ensuring nothing falls through the cracks.

#2 You can regale your future grandchildren

“Back in my day, we had to create assignment rules manually.”

#1 You can make Salesforce work for your business.

If you’re tired of manual assignment rules and frustrating record management, there’s no better solution than Apprivo Dynamic Record Allocator. It’s the one simple interface that lets you automate record allocation, management, and reassignment.

Watch a demo now to learn more about Apprivo Dynamic Record Allocator.

To the point…

­Apprivo Dynamic Public Groups:

-       Route records right the first time with best-fit allocation rules

-       Effortlessly tune rules as your business changes with flexible conditions

-       Ensure nothing falls through the cracks with user-definable warnings and expirations

-       Reduce admin overhead with automated reassignments

­Apprivo Dynamic Public Groups is available immediately. For pricing and purchasing details,
contact Apprivo today.