Related Products
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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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About
Focus on what matters the most for your business i.e. closing more deals faster.
Ensure every lead has the best chance to convert by routing it to the right rep on your team. Your prospects and your team members deserve no less
Match leads to accounts and then route leads to teams
You can close faster when your reps reach out to your prospects the fastest. Don’t lose revenue because your leads got stuck in the cracks – Follow up fast, Win more.
Assign leads as they come – to your SDR team, account executive or CSM by matching leads to your named accounts in real-time. Convert them while they’re hot.
Speed to lead is the key to Conversion
Reps, Reps & More Reps
Visual Canvas to build flows easily
Easy Drag and Drop interface to manage workflows in real-time
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Dynamics 365 users
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Audience
Sales teams looking for real-time lead routing and account matching in Salesforce
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$15 / user / mo
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationInogic Tech
Founded: 2006
India
www.inogic.com
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Company InformationPowerRouter
Founded: 2016
United States
powerrouter.io
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Alternatives |
Alternatives |
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Categories |
Categories |
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Lead Management Features
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
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Lead Management Features
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
Sales Enablement Features
Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management
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