Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Increase your sales meetings by minimizing obstacles in lead capture, qualification, routing, and scheduling with the appropriate sales representative. By eliminating friction in the buyer's journey, you can prevent potential drop-offs. Research shows that, on average, teams forfeit 39% of leads due to sluggish qualification processes and unsatisfactory experiences with Sales Development Representatives or Business Development Representatives. By removing these barriers, you can expedite the engagement of your most promising leads. Instantly direct deals according to intricate criteria, simplifying the process by reducing steps and minimizing the number of emails that hinder your sales meetings. Getting started is incredibly straightforward; just integrate Caddie into your website, link your calendar, and observe a surge in conversions. Plugging the gaps in your inbound funnel can enhance conversion rates by over 50%. Gather all necessary insights effortlessly without detracting from conversions or requiring extra effort. Simply create your qualification pathway and allow buyers to self-qualify, ensuring you gather everything essential for lead qualification. With robust features tailored for scaling, your sales process will become more efficient than ever, leading to improved overall performance.

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

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

AXIO Advanced Projects
Amazon Web Services (AWS)
Gmail
Google Calendar
HubSpot CRM
HubSpot Customer Platform
Marketo
Microsoft Dynamics 365
Salesforce
Slack

Integrations

AXIO Advanced Projects
Amazon Web Services (AWS)
Gmail
Google Calendar
HubSpot CRM
HubSpot Customer Platform
Marketo
Microsoft Dynamics 365
Salesforce
Slack

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Caddie

Website

www.trycaddie.com

Vendor Details

Company Name

Inogic Tech

Founded

2006

Country

India

Website

www.inogic.com

Product Features

Lead Management

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

Alternatives

Sugar Market Reviews

Sugar Market

SugarCRM

Alternatives