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 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.

A recent IDC study, which you can read in full here, found that participants experienced five key benefits when building custom enterprise applications on the Force.com platform, compared to traditional in-house development.

Those benefits:

• Faster. Custom applications were developed and deployed in 76% less time and required 76% – 85% fewer developer hours.
• Lower cost. Companies were able to reduce their three-year TCO by 54%, saving $560,000 per application.
• Higher quality. Users of the custom applications built on the Force.com platform reduced annual downtime by 97% and spent 60% less time dealing with the service desk.
• Better performance. The combination of the first three benefits contributed to better business performance and generated an additional $3.9 million in annual revenue for each firm.

So using Force.com to build your portals is a pretty good idea—definitely better than trying to build using traditional in-house development platforms. But there’s an even better solution, one that offers top-notch performance and saves on IT costs in the long run.

Overall, purchasing Salesforce customer or partner portal licenses is a smarter, more cost-efficient decision than building a portal yourself.

I get asked about this at least twice a month. Why buy when I can build? Well, my 3+ years of experience in this area has helped me develop:

THE TOP TEN QUESTIONS TO ASK WHEN DECIDING TO BUILD OR BUY

1. Do you have the IT Resources?
Do you have the IT team with the right skills? Even if you do, is that really how you want to spend your IT resources? What is the opportunity cost of them doing this? What gets pushed?

2. Is this really a fair match?
Sure, your IT people are great, but is it really fair to expect them to build something comparable to what scores of experienced, dedicated developers at Salesforce have created over the past 10 years?

3. How much flexibility will your application have?
Will your development efforts build in flexibility to allow for any/all of the following?

• Granular user profiles?
• Robust security model (object and field level security)?
• Role hierarchy to drive record visibility?
• Workflow?
• Approval processes?

4. Do you have the hardware and software to scale?
Realistically, where will you host this solution? Will it be 99.99% available?

5. Can you measure what you manage?
When you’re done with the basic plumbing to make your application operational, will you have the budget and the time to build a flexible reporting and dashboard engine to report on your business?

6. Are you really saving money?
Factor in the price of IT, software, and hardware. Are you still saving money?

7. Are you really saving time?
Can you afford to wait 6-12 months for your IT department to build a portal? What are your competitors doing?

8. Can your application grow with your business?
Your business will change. How quickly can you add new features to your custom solution? Salesforce has hundreds of plug-and-play applications.

9. Will you have a single customer view?
If you are already using Salesforce to manage customer accounts, contacts, opportunities and other customer-related data—think about it—does it really make sense to have another system?

10. Can you make it all fit together?
Do you need to integrate with external systems (orders, ERP, etc)? Salesforce provides out-of-the-box integration capabilities versus point-to-point integration, which is the likely route for home-developed applications.

To the point…

• Utilizing assets on Force.com is proven to be a better solution than building customer enterprise application compared to traditional in-house development
• In this economy, you need every edge you can get—so make sure you carefully evaluate the build vs. buy decision before you make it
• There are numerous reasons why purchasing Salesforce portal licenses can be a better business decision than attempting to build portals in-house

If you need advice regarding how to implement Salesforce Customer and Partner Portals for your organization, contact Apprivo for a free, no-obligation consultation.