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Description
Lead Assignment and Distribution Automation systematically assigns and distributes Leads from various sources to Dynamics 365 CRM users. It allows managers to distribute and assign leads and customer queries in a structured way, ensuring fair workload distribution within each team. Automation and assignment increase efficiency, which results in higher sales and profits.
Entity Support: Supports OOB and Custom Entities
Round Robin: Divide the Leads equally among the team using Round Robin Algorithm.
Capacity: Assign Leads based on the individual capacity of each user
Rules: Create multiple assignment guidelines for different selection criteria for Leads
Existing Records: Subject to the assignment rules, Leads can be assigned on demand to users.
Order: Establish an order to execute assignment rules to allot and distribute Leads according your requirements
Period: Define a period for the assignment of work items based upon that period
Description
Adopting a ninja-like strategy to streamline the resolution of human challenges allows individuals to concentrate on more meaningful tasks. By automating the acquisition of leads from diverse platforms such as Facebook, Google AdWords, and websites, businesses can boost their revenue by 25% while entirely eliminating lead loss. The system enables real-time extraction of leads from multiple sources, ensuring that no potential business opportunities slip through the cracks, as team members will no longer need to constantly monitor their emails for new leads. Instead, they can devote their efforts to cultivating relationships with prospects. Automated notifications via email and SMS will be sent to leads, featuring intelligent content designed to elicit responses from interested parties. Additionally, the integration of APIs from platforms like Facebook and Sulekha supports seamless lead collection, while email-based automation caters to other sources. The system provides 24/7 real-time lead parsing and automates the synchronization of leads with CRM systems, freeing teams from the tedious task of manual data entry. With zero lead loss ensured through automation, leads can be effortlessly assigned to team members, allowing them to concentrate solely on converting prospects into clients. Ultimately, this approach not only enhances efficiency but also drives overall business growth by maximizing the potential of every lead.
API Access
Has API
API Access
Has API
Integrations
AXIO Advanced Projects
Facebook
Google Ads
Microsoft Dynamics 365
Integrations
AXIO Advanced Projects
Facebook
Google Ads
Microsoft Dynamics 365
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Inogic Tech
Founded
2006
Country
India
Website
www.inogic.com
Vendor Details
Company Name
ConceptNinjas
Country
India
Website
www.conceptninjas.com
Product Features
Lead Management
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
Product Features
Lead Management
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking