Audience
Dynamics 365 users
About Inogic Lead Assignment and Distribution Automation
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
Other Popular Alternatives & Related Software
Q-assign
Q-assign is a native Salesforce lead and case assignment solution designed to automate and optimize how work is distributed across sales and service teams. It enables organizations to route records such as leads, cases, accounts, and custom objects using configurable rules based on criteria like territory, skills, priority, or availability. It supports multiple distribution models, including round robin, load balancing, and rule-based assignment, helping teams ensure work is allocated fairly and efficiently. Q-assign operates in real time within Salesforce, allowing records to be assigned instantly as they are created or updated, which reduces response times and helps prevent leads from going cold. It also provides tools for monitoring assignment performance, managing queues, and rebalancing workloads when users are unavailable.
Learn more
Kubaru
Kubaru is a native Salesforce application designed to automate and optimize the assignment of leads, cases, and other records within CRM workflows. It enables organizations to replace manual routing with configurable automation that distributes records based on criteria such as availability, skills, geography, or workload. It supports multiple assignment methods, including round robin, territory-based routing, rule-based logic, and skill-based matching to ensure each record reaches the most appropriate representative. Kubaru also incorporates scheduling awareness, allowing records to be assigned according to out-of-office status, holidays, and user capacity to maintain balanced workloads. Additional capabilities include automated reassignment of unworked records, duplicate management to keep related items with the same owner, and real-time notifications that alert teams immediately when new work is assigned.
Learn more
Distribution Engine
Distribution Engine offers a number of different ways to distribute records within your teams. Some of these are summarised below, but many more are offered in the application. Fairness is vital for happy, motivated and successful sales teams. Round robin remains the simplest and most effective way to achieve this. Round robin distributors will hand each team member a record before starting at the beginning again. Every team member knows that their turn will come, so there are no more misunderstandings about how allocation works! Load balancing provides a way to ensure even workloads across your team, accounting for differences in availability and the tags of each team member. Ideal for distributing cases, load balancing can even be configured to consider assignments outside of Distribution Engine, or to consider the value or complexity of records assigned.
Learn more
Chili Piper
Chili Piper Meetings is a suite of automated scheduling tools that help revenue teams convert more leads into qualified meetings, faster.
Our intelligent Concierge product offers a simple way for prospects to book a meeting or start a phone call immediately after submitting a form on your website.
Unlike the traditional method of inbound lead management, Chili Piper uses smart rules to qualify and distribute leads to the right reps in real time. Our software also allows companies to automate lead handoff from SDR to AE and book meetings from marketing campaigns and live events.
Companies like Square, Twilio, DiscoverOrg, Spotify, and Forrester use Chili Piper to create an amazing experience for their leads, and in return, convert double the amount of leads into held meetings.
Learn more
Pricing
Free Trial:
Free Trial available.
Integrations
Company Information
Inogic Tech
Founded: 2006
India
www.inogic.com
Videos and Screen Captures
Other Useful Business Software
AI-powered service management for IT and enterprise teams
Give your IT, operations, and business teams the ability to deliver exceptional services—without the complexity. Maximize operational efficiency with refreshingly simple, AI-powered Freshservice.
Product Details
Platforms Supported
Cloud
Training
Documentation
Webinars
Videos
Support
Phone Support
Online
Inogic Lead Assignment and Distribution Automation Frequently Asked Questions
Inogic Lead Assignment and Distribution Automation Product Features
Lead Management
Activity Tracking
Lead Capture
Lead Distribution
Campaign Management
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
