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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
boberdoo.com is a sophisticated software-as-a-service solution designed for the lead generation industry. boberdoo.com offers lead distribution software, call routing and Ping Tree software. It helps you track, route, bill, and bill all your web leads and phone calls from one platform. Additional features include live calls transfers, lead scoring, form building, internet lead routing, custom filtering options, data science, artificial intelligence for lead buying, feedback capture, ping post, intuitive reporting and SMS lead deliveries.
API Access
Has API
No
API Access
Has API
Yes
Integrations
AXIO Advanced Projects
Yes
ActiveProspect
No
Anura.io
No
BriteVerify
No
CallTools
No
ChannelMix
No
Convoso
No
Google Analytics
No
Infutor TrueSource
No
Jornaya
No
Integrations
AXIO Advanced Projects
No
ActiveProspect
Yes
Anura.io
Yes
BriteVerify
Yes
CallTools
Yes
ChannelMix
Yes
Convoso
Yes
Google Analytics
Yes
Infutor TrueSource
Yes
Jornaya
Yes
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
Our pricing is based on volume, please refer to our website for a quote.
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
Yes
Live Rep (24/7)
No
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
Yes
Vendor Details
Company Name
Inogic Tech
Founded
2006
Country
India
Website
www.inogic.com
Vendor Details
Company Name
boberdoo
Founded
2001
Country
United States
Website
www.boberdoo.com
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
Call Tracking
CRM
No
Call Log
No
Call Recording
Yes
Call Routing
Yes
Caller Identification
Yes
Campaign Management
Yes
Conversion Tracking
Yes
IVR / Voice Recognition
Yes
Keyword Tracking
Yes
Lead Capture
Business Card / Badge Scanning
No
Dashboard
Yes
Data Extraction
Yes
Lead Distribution
Yes
Lead Notifications
Yes
Lead Nurturing
Yes
Lead Qualification
Yes
Lead Scoring
Yes
Online Forms
Yes
Lead Generation
Contact Discovery
No
Contact Import/Export
Yes
Lead Capture
Yes
Lead Database Integration
Yes
Lead Nurturing
No
Lead Scoring
Yes
Lead Segmentation
Yes
Pipeline Management
No
Prospecting Tools
No
Visitor Identification
No
Lead Management
Activity Tracking
Yes
Campaign Management
Yes
Lead Capture
Yes
Lead Distribution
Yes
Lead Nurturing
Yes
Lead Scoring
Yes
Lead Segmentation
Yes
Pipeline Management
No
Prospecting Tools
No
Source Tracking
Yes
Lead Nurturing
A/B Testing
Yes
Campaign Management
Yes
Drip Campaigns
No
Lead Capture
Yes
Lead Notifications
Yes
Lead Scoring
Yes
Lead Segmentation
Yes
Performance Metrics
Yes
Personalization
Yes
Pipeline Management
No
