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About

You can’t book meetings if you're engaging the wrong accounts. You need to dynamically distribute the right accounts at the right time. Increase sales efficiency by finding the black holes in your CRM and focusing reps on accounts that will convert, and move to dynamic books. It's time to move away from static territories to something more resilient and flexible. That's where dynamic books come in. We’ve owned a number and we’ve been in the RevOps trenches. We know what high-performance sales teams need because we’ve been there. Learn more about dynamic books, and how they provide a true alternative to static territories. Get our free guide to dynamic book management. Assignment of any built-in or custom object. Adaptive round-robin logic based on weight, capacity, and availability. Logging, audit history, and reporting, with all dynamic book management functionality, premium onboarding, and support.

About

Lead Assignment and Distribution Automation systematically assigns or distributes Leads generated through various sources to respective Dynamics 365 CRM users. It helps managers to allocate and distribute incoming leads & customer queries in an organized way ensuring fair distribution of workload within each team. Automated distribution & assignment improve efficiency resulting in higher sales and profit. Entity Support: Supports OOB as well as Custom Entities Round Robin: Distribute Leads evenly among the team in a sequential pattern using Round Robin Algorithm Capacity: Assign Leads depending upon the individual capacity of each user Rules: Create multiple assignment rules for different selection criteria of the Leads Existing Records: On demand assignment of existing Leads to users depending upon the assignment rules Order: Set order for executing assignment rules to allot & distribute Leads as per your requirement Period: Set period to assign work items based on period

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Sales teams requiring a solution to adopt dynamic books and generate more pipeline with dynamic account assignment

Audience

Dynamics 365 users

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$200 per month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Gradient Works
United States
www.gradient.works/

Company Information

Inogic Tech
Founded: 2006
India
www.inogic.com

Alternatives

Alternatives

Xactly Plan

Xactly Plan

Xactly

Categories

Categories

Lead Management Features

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Integrations

AXIO Advanced Projects
Beekeeper
Clumio
GoCardless
Google Workspace
LinearB
Microsoft 365
Microsoft Dynamics 365
Omnipresent
Outreach
QuotaPath
Salesforce
Salesloft
Slack
Talkwalker
Upwork

Integrations

AXIO Advanced Projects
Beekeeper
Clumio
GoCardless
Google Workspace
LinearB
Microsoft 365
Microsoft Dynamics 365
Omnipresent
Outreach
QuotaPath
Salesforce
Salesloft
Slack
Talkwalker
Upwork
Claim Gradient Works and update features and information
Claim Gradient Works and update features and information
Claim Inogic Lead Assignment and Distribution Automation and update features and information
Claim Inogic Lead Assignment and Distribution Automation and update features and information