Average Ratings 0 Ratings
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
Smart Assignments and Rotations for Jira is an add-on from the Atlassian Marketplace that streamlines the ticket assignment process in Jira and Jira Service Management by leveraging customizable rules tailored to specific team needs. This tool empowers organizations to set up assignment guidelines based on a variety of criteria, including time zones, team availability, shifts, skill sets, functional areas, and user-defined conditions, thereby facilitating the automatic routing of tickets to the most suitable team member without any need for manual handling. Designed specifically for high-demand service and support settings, it alleviates the burden of constant ticket management and oversight, thus minimizing operational challenges by ensuring a smooth and consistent distribution of tasks. Additionally, it enhances workload balancing by assigning jobs according to logical criteria instead of subjective judgments, fostering a fair environment and mitigating problems like ticket cherry-picking or disproportionate workloads among teams. Ultimately, this tool not only increases efficiency but also contributes to a more equitable and organized work atmosphere.
API Access
Has API
No
API Access
Has API
No
Integrations
AXIO Advanced Projects
Yes
Amazon Web Services (AWS)
No
Atlassian Clover
No
Jira
No
Jira Service Management
No
Microsoft 365
No
Microsoft Dynamics 365
Yes
monday AI work platform
No
Integrations
AXIO Advanced Projects
No
Amazon Web Services (AWS)
Yes
Atlassian Clover
Yes
Jira
Yes
Jira Service Management
Yes
Microsoft 365
Yes
Microsoft Dynamics 365
No
monday AI work platform
Yes
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
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
No
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
No
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
Trundl
Founded
2014
Country
United States
Website
trundl.com/products/smart-assignments-and-rotations-for-jira/
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
Issue Tracking
Assignment Management
No
Dashboard
No
Escalation Management
No
Issue Auditing
No
Issue Scheduling
No
Knowledge Base
No
Project Management
No
Recurring Issues
No
Scheduling
No
Task Management
No