Case Study: Asana streamlines lead and opportunity assignments with Decisions on Demand

Asana - Customer case study

Asana's Sales Operations team faced a time-consuming and complicated challenge, manually managing lead and opportunity assignments through spreadsheets and weekly data loads. They sought a new automated solution to handle round-robin assignments by region and other custom fields. To solve this, they turned to the vendor Decisions on Demand and its automated assignment tool.

The solution from Decisions on Demand provided out-of-the-box round-robin assignment capabilities with minimal configuration. The implementation drastically reduced the time spent on internal communications and data loads, cut back on custom fields and workflows, and allowed for quick deployment of changes. Sales reps provided positive feedback, and Decisions on Demand used minimal API resources, delivering a significant return on investment for Asana.

Asana