Rating
Not rated yet
Reviews
No reviews yet
Pricing
Paid
Listed since
2012

About Woodfinn Compass ®

Order Management, Panel Management and Quality Control

Panel Management

Build stronger relationships with your appraisers. Compass has a full suite of panel management tools that gives you a 360° view of your workforce. Recruit and build your panels, validate appraiser profiles, engage your appraisers and monitor their performance.

Order Management

Streamline your operations and stop wasting time. Simplify order routing using assignment rules and manage order workflow rules by account. Leverage real time dashboards and reports to understand what’s going on with your orders, your appraisers and your customers. Ensure quality by defining client specific rules that leverage new data standards.

Administration

Take back control. Define permissions, hierarchies, groups and even custom sharing rules. Move your efficiency to the next level by automating routine activities and eliminating redundant tasks. Make sure order workflow doesn’t stop with custom triggers and alerts.

Integration

Say goodbye to information silos. Compass leverages the Force.com proven Web services API to deliver real-time integration. Use the existing connections to get work done faster. Need to integrate further, let us show you how.

Highlights

  • Streamline your operations with efficient order management. Configure assignment logic, create custom views and dashboards, receive real time updates, and automate tasks.
  • Build stronger relationships with robust panel management. Recruit and build your panels, validate appraiser profiles, set alerts, define scorecards, track work history and communicate seamlessly.
  • Deliver Quality with configurable controls and client specific rules. Define rules, configure workflows and leverage MISMO XML.

Screenshots

Woodfinn Compass ® screenshot 1

Image 1 of 5

Pricing

Paid.

Flexible pricing models to fit your business. Contact us for more details.

Compatibility

Salesforce editions
  • Professional
  • Enterprise
  • Unlimited
  • Performance
  • Salesforce Platform
Lightning Experience
Not supported
Salesforce mobile app
Not supported
Salesforce security review
Passed on February 3, 2012
Industries
  • Engineering, Construction, & Real Estate
  • Financial Services
Languages
  • English

More Quotes & Orders apps

The most reviewed Quotes & Orders apps on the AppExchange, to compare before you choose.

All app categories