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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
Qualifire is an innovative SaaS platform aimed at revolutionizing the way organizations manage incoming leads, guaranteeing that no potential opportunity goes untapped. This solution allows businesses to swiftly identify, qualify, and direct their most valuable leads in real-time, empowering sales teams to concentrate on high-potential prospects and expedite the closing of deals. Leveraging AI-driven lead scoring and comprehensive data enhancement from multiple sources, Qualifire guarantees precise assessment and prioritization of each lead based on tailored criteria or its intelligent algorithm.
The platform boasts sophisticated functionalities, including automated lead distribution through strategies such as round-robin, rule-based systems, or optimizing team availability, which ensures that each salesperson is matched with the most suitable lead immediately. Furthermore, its easy integration with CRM systems and customizable smart contact forms facilitate a smooth addition to your current technology infrastructure without causing interruptions in your operations. This comprehensive approach not only streamlines the lead management process but also enhances overall sales efficiency.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
AXIO Advanced Projects
HubSpot CRM
Microsoft Dynamics 365
Pipedrive
Salesforce
Integrations
AXIO Advanced Projects
HubSpot CRM
Microsoft Dynamics 365
Pipedrive
Salesforce
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$50/month
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
Qualifire
Founded
2024
Country
Israel
Website
www.qualifire.pro/
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 Capture
Business Card / Badge Scanning
Dashboard
Data Extraction
Lead Distribution
Lead Notifications
Lead Nurturing
Lead Qualification
Lead Scoring
Online Forms
Lead Management
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking