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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Effectively oversee your business operations and evaluate performance using instantaneous statistics. Utilize the alert system to pinpoint sales agents who stray from established protocols, thereby motivating them to adhere to the guidelines. Collaborate with various stakeholders to ensure the security of information shared among different parties. The solution is compatible with desktops, tablets, and smartphones, making it versatile across platforms. Regardless of your sector, Followupbyte is designed to enhance your marketing efforts, boost revenue, foster customer loyalty, and much more. Easily grant access to your call centers, telemarketers, and sales teams in just a few clicks, with customizable clearance levels for each user. Take full advantage of our agenda, specifically crafted to cater to the demands of a professional prospecting campaign, which allows for seamless importing and exporting of your Google and Outlook calendars. Streamline your operations and lighten your workload with our comprehensive system that facilitates the entire monitoring process, ensuring you achieve optimal results. Embrace the tools available to maximize efficiency and drive business success.

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
Microsoft Dynamics 365

Integrations

AXIO Advanced Projects
Microsoft Dynamics 365

Pricing Details

$30.00/month/user
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

FollowupByte

Founded

2015

Country

Canada

Website

www.followupbyte.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

Product Features

Lead Management

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

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