by Jitendra Goyal | Sep 2, 2021 | Blog, Core CRM, Decisions, Salesforce, StoryPulse, Thinking
In typical CRM platforms, Leads, Opportunities and Accounts have a set of statuses as part of the funnel/pipeline management. As an example, a software company may maintain the following stages for an “Opportunity” object in Salesforce: Prospecting...
by Venkat Yerramsetti | Apr 11, 2021 | Blog, Core CRM, Decisions, Salesforce
Overview: This blog outlines implementation details of OpenRules Decision Manager. Target Audience: Engineering Problem Statement: Oftentimes, in CRM systems, the status/stage of Lead, Opportunity or other should drive the assessments to be presented, information to...
