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.

Our topic today—Apprivo Portal Publisher

#7 You can keep content so fresh and so clean (clean)

Salesforce Portals can’t realize their full potential if they’re filled with out-of-date information. Apprivo Portal Publisher gives you the tools to make sure your content is always fresh.

#6 You can do it all by yourself

When updating portal content, you either need a) help from IT or b) a steady knowledge of HTML. With Apprivo Portal Publisher, you don’t need either.

#5 You can call IT just to say hi

Since you won’t need to call them to update content, you should probably drop them a line every now and then and see how things are going. Ask them where they’re going to lunch or if they’ve seen the hilarious viral video you just discovered. IT managers love this.

#4 You can Readdmodimovify*

Apprivo Portal Publisher removes IT bottlenecks by allowing business users to publish content. You can add, modify, and remove portal headlines and associated portal content with just a few clicks. And even external content can be published within the portal enabling you to maximize your investment in content development.

#3 You can target content with precision

When used with Apprivo Dynamic Public Groups, Apprivo Portal Publisher lets you simplify content targeting and ensure the right content is always displayed to the right partner or customer.

#2 You can use your HTML skills for something else

I hear blogging is in.

#1 You can make Salesforce work for your business.

It’s time to stop relying on IT or users’ limited HTML capabilities to keep your portal content fresh. Apprivo Portal Publisher puts the power of content publishing where it should be—in the hands of business users.

Watch a demo now to learn more about Apprivo Portal Publisher.

*Readdmodimovify – to have the option of removing from, adding to, or modifying something. Spread the word.

To the point…

­Apprivo Portal Publisher:

-       Puts the power of content publishing in the hands of business users

-       Improves communication by ensuring portal content is always up to date

-       Boosts portal adoption with relevant, targeted information

-       Reduce reliance on scarce IT resources

Apprivo Portal Publisher is available immediately. For pricing and purchasing details,
contact Apprivo today.

Our topic today — Apprivo Multi-Tier Visibility.

#7 You can stop, collaborate and listen

The native Salesforce Partner Portal sharing model is a great tool for providing better visibility to your partners. But sometimes it can be difficult for partner companies to share information between headquarters and regional locations. And it’s impossible for resellers and distributors to collaborate efficiently on leads and opportunities. Apprivo Multi-Tier Visibility solves both concerns.

#6 You can shift out of manual forever

True, you can create sharing rules to generate visibility for your partners. But that solution isn’t dynamic or scalable enough for a business with even a moderate amount of partners. Apprivo Multi-Tier Visibility provides a better alternative.

#5 You can tell your friends you have super powers

“I have multi-tier visibility.” I don’t know about you, but that sounds like X-ray vision to me.

#4 You can cure partner blindness

Apprivo Multi-Tier Visibility extends native Salesforce sharing, allowing partners to share account, contact, opportunity, and lead records.

#3 You can create visibility on two important fronts

Apprivo Multi-Tier Visibility provides sharing abilities both within partner accounts from their own organization (hierarchical relationships) and across partner accounts with other partners and distributors (matrix relationships.)

Say goodbye to manually creating sharing rules within partner accounts. The application mirrors the native account hierarchy to automatically share information. Accounts at higher hierarchy levels have full line of sight to all accounts, contacts, opportunities and leads within their partner child accounts.

And in just two clicks, you can create visibility across reseller and distributor accounts. You define the account relationship; Apprivo automatically builds the sharing rules in the background.

#2 You can make friends and influence people

Imagine how much more your partners will like you once you’ve given them greater visibility. Better keep that social calendar clear, killer.

#1 You can make Salesforce work for your business.

Bottom line—if you want to improve collaboration between your business and your partners through greater visibility, Apprivo Multi-Tier Visibility is a must-have for your Salesforce Portal.

Watch a demo now to learn more about Apprivo Multi-Tier Visibility.

To the point…

­Apprivo Multi-Tier Visibility:

-       Improves visibility within geographically disbursed partner organizations

-       Improves collaboration between distributors and resellers

-       Empowers distributors to add more value by managing key processes

-       Boosts partner productivity by providing visibility down the line

-       Reduces admin overhead with automated rules

Apprivo Multi-Tier Visibility is available immediately. For pricing and purchasing details,
contact Apprivo today.

Our topic today—Apprivo Dynamic Public Groups.

#7 You can share without the scare

While sharing information with your employees, partners, and customers is an important Salesforce capability, you can’t risk sharing the wrong information with the wrong people. With Apprivo Dynamic Public Groups, you won’t have to.

#6 You can manage without the…head bandage…

Manual Public Group management can create all kinds of headaches. Group membership is defined either by individual user, which isn’t scalable, or by user role, which quickly becomes unmanageable. Apprivo Dynamic Public Groups makes these worries a thing of the past.

#5 You can say important-sounding words.

Everything sounds better with the word “Dynamic” in front of it. Go ahead, try it out.

#4 You can keep groups tidy and safe

Apprivo Dynamic Pubic Groups uses a rules-based approach to automatically and dynamically manage Public Group membership by user account attributes. That means group upkeep is faster, easier, and safer.

#3 You can write rules that totally rule

Who controls those rules? You do. You can create reliable rules using account attributes to automatically define Public Group member. That way users always have the right level of access to the right information.

#2 You can save big on theme park admission

Just tell them you’re part of a Dynamic Public Group. They’ll have to give you a discount, right?

#1 You can make Salesforce work for your business.

Simply put, if you’re looking to reduce admin costs and boost user satisfaction, you need to streamline group management and improve information access. And there’s no better way to do that than with Apprivo Dynamic Public Groups

Watch a demo now to learn more about Apprivo Dynamic Public Groups.

To the point…

­Apprivo Dynamic Public Groups:

-       Streamline group management and improve information access

-       Protect information using reliable rules

-       Ensure the right information is shown to the right people

-       Reduce overhead costs and improve user satisfaction

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