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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
Experience comprehensive solutions for lead collection, distribution, and affiliate management with us. Join today for a complimentary trial that activates in just moments, eliminating the need for a lengthy setup. At Xzazu, we prioritize simplicity in integrating leads into our platform, offering a variety of methods that cater to all levels of technical expertise, from no-code solutions to sophisticated API integrations. Central to the Xzazu platform is our lead distribution system, designed to ensure that leads reach the appropriate customers at competitive rates. With a diverse selection of tools and options, Xzazu empowers businesses to effectively tailor their strategies to meet unique customer requirements. Understanding that different clients have varied needs, we provide multiple pathways to deliver leads efficiently. Furthermore, Xzazu guarantees that your clients receive the leads intended for them, ensuring transparency and accountability in every transaction. By choosing Xzazu, you can enhance your lead management processes and watch your business thrive.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
AXIO Advanced Projects
Microsoft Dynamics 365
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
€99 per 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
Xzazu
Founded
2014
Country
Netherlands
Website
xzazu.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