Inogic Lead Assignment and Distribution Automation 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
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Ringba
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LeanData
LeanData offers a comprehensive Demand Management solution tailored to various go-to-market strategies, including account-based sales development and geo-based territories, among others. With its user-friendly and visually appealing workflow integrated within Salesforce, LeanData provides a single interface for users to monitor their complete lead flow seamlessly. The platform empowers users with a convenient drag-and-drop functionality for efficient lead routing. Additionally, LeanData incorporates advanced algorithms that match leads by utilizing multiple data fields within Salesforce. This innovative approach not only streamlines the lead management process but also enhances the effectiveness of sales strategies.
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Pricing
Free Trial:
Yes
Integrations
Company Details
Company:
Inogic Tech
Year Founded:
2006
Headquarters:
India
Website:
www.inogic.com
Media
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Product Details
Platforms
Web-Based
Types of Training
Training Docs
Webinars
Training Videos
Customer Support
Business Hours
Online Support
Inogic Lead Assignment and Distribution Automation Features and Options
Lead Management Software
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
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