Best Lead-to-Account Matching and Routing Software for Microsoft Dynamics 365

Key Features of Syncari ADM: Continuous Unification & Data Quality Programmable MDM with Extensibility Patented Multi-directional Sync Integrated Data Fabric Architecture Dynamic Data Model & 360° Dataset Readiness Enhanced Automation with AI/ML Datasets, Metadata as Data, Virtual Entities Syncari’s cohesive platform syncs, unifies, governs, enhances, and provides access to data across your enterprise, delivering continuous unification, data quality, and distribution—all within a scalable, robust architecture.

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

The leading B2B Customer Information Platform connects people and companies. Leadspace CDP is the best way to create customer obsession. All the data you need for understanding your customers - in one place, accurate and in real-time. Artificial Intelligence (AI), which transforms data into next-step recommendations. This includes who, what, and when to target. Integrations into Sales, Marketing & Digital Ad platforms are possible to ensure omnichannel execution & alignment. Leadspace CDP allows you to focus on Marketing & Sales rather than managing data.

CaliberMind empowers B2B marketing professionals to maximize revenue growth and pipeline optimization by providing the insights they need. Integration of your entire tech stack with CRM gives you easy access to marketing ROI. It's easy for your team to advocate for the tools they need to be successful when early funnel activity can be linked to sales productivity. These insights make marketing's contribution to the organization easy. It should be easy to predict marketing revenue. Marketers have two dozen tools in their marketing tech stack. Instead of making insights more clear, it is difficult to combine information. See how our customers use real-time insights for the right message to the right people at right times. Marketers spend too much time looking through tons of data to find out what happened in the last quarter. Trend data is easy to read and can be used to correct any gaps in pipeline for the next quarter.

Sugar Market is changing the way mid-sized marketing teams reach customers and measure success during the buyer journey. Increase your website traffic and get visibility into their digital interactions. Convert leads with conversion-focused landing pages, emails, and forms that are intuitively built using drag-and-drop builders. These leads can be qualified with multi-step nurture campaigns or sophisticated lead scoring models. Use your marketing automation platform to align with sales by only allowing qualified leads. Sugar Market allows you to easily identify which tactics are effective and where improvements are required. This will allow you to refine campaigns and deliver consistent results. Sugar Market is the marketing automation solution that you need. Sugar Market offers a carefully curated tool set that includes intuitive campaign builders, advanced automation, and superior reporting. This allows marketers to focus on what is most important.

We empower high-performing go-to-market teams™. Transform the way your company generates revenues. Terminus is for sales and marketing professionals who care more about generating revenues than generating leads. Terminus' Data Studio is the foundation of Terminus. You can use this data studio to quickly understand and prioritize the right targets using firmographic, intention, engagement, psychographic, and relationship data. Terminus allows you to send personalized messages to the right audience, no matter where they may be. You can create consistent experiences across all channels, including chat, email, social advertising, chat, and email personalization. Terminus seamlessly pulls together all your account data to keep your go-to market teams aligned, from the first touch through renewal and expansion. Automate sales to alert them to meaningful engagements, centralize information about accounts, and provide better pipeline prediction to help accelerate opportunities.