Make Informed Business Decisions
Enable informed group decisions by inviting all stakeholders to weigh criteria most important to them, and rate all options against those criteria. Great for critical decisions like software selections, hiring a new employee, or choosing events to sponsor.
These comparisons make all team members feel heard as the criteria an Administrator finds important won’t always match a Sales person's. Prioritization Helper also helps reduce bias that may influence people’s choices.
Prioritize Records Within Salesforce Objects, Without a Developer
Wouldn’t it be great if all team members were on the same page about which items should be tackled first? Individuals and groups can use Value or Matrix Scoring to score records inside of Salesforce Objects. This way Sales will know which opportunities to attack first, and IT will know which bugs to fix urgently. And if your priorities change, the priority scores can be updated in real time.
Priority scores display as a Salesforce formula field. Therefore, it is always up to date with zero delays, can be used in reports, and does not require database updates. It is a stable alternative to other processes such as Process Builder or custom apex code.
The best part is that Value and Matrix Scoring provide a more straightforward visual input than coding, which makes it easier for any team member to create. It’s also easier to change in the future, rather than having to change the code itself. Here is a breakdown of the similarities and differences between Value and Matrix Scoring.