Related Products
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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.
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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
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Sales teams requiring a solution to adopt dynamic books and generate more pipeline with dynamic account assignment
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Audience
Dynamics 365 users
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$200 per month
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationGradient Works
United States
www.gradient.works/
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Company InformationInogic Tech
Founded: 2006
India
www.inogic.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Lead Management Features
Activity Tracking
Supported
Campaign Management
Not Supported
Lead Capture
Supported
Lead Distribution
Supported
Lead Nurturing
Not Supported
Lead Scoring
Not Supported
Lead Segmentation
Not Supported
Pipeline Management
Not Supported
Prospecting Tools
Not Supported
Source Tracking
Not Supported
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Integrations
AXIO Advanced Projects
Not Supported
Beekeeper
Supported
Clumio
Supported
GoCardless
Supported
Google Workspace
Supported
LinearB
Supported
Lumen by Talkwalker
Supported
Microsoft 365
Supported
Microsoft Dynamics 365
Not Supported
Outreach
Supported
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Integrations
AXIO Advanced Projects
Supported
Beekeeper
Not Supported
Clumio
Not Supported
GoCardless
Not Supported
Google Workspace
Not Supported
LinearB
Not Supported
Lumen by Talkwalker
Not Supported
Microsoft 365
Not Supported
Microsoft Dynamics 365
Supported
Outreach
Not Supported
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