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Average Ratings 0 Ratings
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
Concentrate on the most critical aspects of your business, specifically accelerating the process of closing deals.
To maximize the conversion potential of every lead, it’s essential to assign them to the appropriate representative within your organization; both your prospects and your team merit this level of attention.
By aligning leads with their corresponding accounts, you can efficiently direct these prospects to the right teams. Rapid outreach from your representatives to potential clients can significantly enhance your closing speed; don’t let revenue slip away due to leads being overlooked – act swiftly to increase your wins.
As leads arrive, promptly assign them to your Sales Development Representatives, account executives, or Customer Success Managers, ensuring they are matched to designated accounts in real-time for optimal conversion while interest is still high.
The speed at which you respond to leads plays a crucial role in conversion rates.
It's all about having an adequate number of representatives ready to engage.
Utilize a visual platform that allows you to design workflows effortlessly, complemented by a user-friendly drag-and-drop interface that enables real-time management of your processes.
This streamlined approach will enhance collaboration within your team and ultimately drive success.
API Access
Has API
No
API Access
Has API
No
Integrations
AXIO Advanced Projects
Yes
Microsoft Dynamics 365
Yes
Salesforce
No
Integrations
AXIO Advanced Projects
No
Microsoft Dynamics 365
No
Salesforce
Yes
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
$15 / user / mo
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Inogic Tech
Founded
2006
Country
India
Website
www.inogic.com
Vendor Details
Company Name
PowerRouter
Founded
2016
Country
United States
Website
powerrouter.io
Product Features
Lead Management
Activity Tracking
Yes
Campaign Management
No
Lead Capture
Yes
Lead Distribution
Yes
Lead Nurturing
No
Lead Scoring
No
Lead Segmentation
No
Pipeline Management
No
Prospecting Tools
No
Source Tracking
No
Product Features
Lead Management
Activity Tracking
No
Campaign Management
No
Lead Capture
No
Lead Distribution
Yes
Lead Nurturing
No
Lead Scoring
No
Lead Segmentation
Yes
Pipeline Management
No
Prospecting Tools
No
Source Tracking
No
Sales Enablement
Collaboration
No
Contact Management
Yes
Content Management
No
Document Management
No
Goals / Quota Management
No
Lead Management
Yes
Meeting Management
No
Performance Management
No
Presentation Management
No
Proposal Management
No
Territory Management
Yes
Training Management
No